Shriram Aggressive Hybrid Fund - Direct (G)
Aggressive Hybrid FundNAV
32.45(0.09%)Fund Size (CR)
₹43.69Expense Ratio
0.85Scheme Type
Active FundValue Research
Min. investment
₹500Minimum Additional Investment
₹500Minimum SIP Investment
₹500Minimum Withdrawal
₹0Exit Load
1%Return Since Launch
10.98%
- 3M
- 6M
- 1Y
- 3Y
- All
Basic Details
Scheme Manager
Deepak Ramaraju
Bench Mark
CRISIL Hybrid 35+65 - Aggressive Index
Type
OPEN
Lumpsum Returns
| Period Invested For | ₹10,000 Invested on | Latest Value | Absolute Returns | Annualised Returns | Category Avg | Rank within Category |
|---|---|---|---|---|---|---|
| 1 Week | 4 March 2025 | 10094.33 | 0.94% | - | 1.16% | 145/207 |
| 1 Month | 11 February 2025 | 9707.58 | -2.92% | - | -2.60% | 147/207 |
| 3 Month | 11 December 2024 | 8891.12 | -11.09% | - | -9.52% | 163/207 |
| 6 Month | 11 September 2024 | 8671.17 | -13.29% | - | -9.17% | 175/207 |
| 1 Year | 11 March 2024 | 9700.08 | -3.00% | -3.00% | 4.20% | 198/207 |
| 3 Year | 11 March 2022 | 13685.42 | 36.85% | 11.01% | 11.86% | 116/207 |
| 5 Year | 11 March 2020 | 18924.92 | 89.25% | 13.60% | 15.64% | 147/203 |
| Since Inception | 29 November 2013 | 32423.50 | 224.23% | 10.98% | 11.62% | 133/207 |
Note: Lumpsum Returns since Inception Date.
SIP Returns
| Period Invested For | ₹10,000 Invested on | Investments | Latest Value | Absolute Returns | Annualised Returns |
|---|---|---|---|---|---|
| 1 Year | 1 April 2024 | 1,20,000 | 109739.35 | -8.55% | -8.55% |
| 3 Year | 1 April 2022 | 3,60,000 | 404274.33 | 12.30% | 3.94% |
| 5 Year | 1 April 2020 | 6,00,000 | 782416.64 | 30.40% | 5.45% |
| 10 Year | 1 April 2015 | 12,00,000 | 2063503.29 | 71.96% | 5.57% |
Note: SIP Returns since Inception Date.
Tax Treatment
If sold after 1 year from purchase date, long term capital gain tax will be applicable. Current tax rate is 10%, if your total long term capital gain exceeds 1 lakh. Any cess/surcharge is not included.If sold before 1 year from purchase date, short term capital gain tax will be applicable. Current tax rate is 15%. Any cess/surcharge is not included in the 15%.
Mutual Funds Calculator
- Investment type
- Scheme based
- SIP
- Lumpsum
Invested Amount
₹25,000
Estimated Returns
₹19,059
76%
Returns
Future value of your investment
₹44,059
Risk Ratios
3.20%
Standard Deviation
0.76%
Beta
0.37%
Sharpe Ratio
-0.03%
Treynor's Ratio
1.68%
Jension's Alpha
Asset Allocation
Sector Allocation
Top 10 stock holding in portfolio
| Stock Invested in | % of Total Holdings | Quantity | Value (Cr) | Asset Type | Segment |
|---|---|---|---|---|---|
| HDFC Bank | 4.12% | 10400 | 1.80 | Equity | Banks |
| ICICI Bank | 4.11% | 14900 | 1.79 | Equity | Banks |
| Bharti Airtel | 2.86% | 7967 | 1.25 | Equity | Telecomm-Service |
| Eicher Motors | 2.51% | 2300 | 1.10 | Equity | Automobile |
| M & M | 2.43% | 4113 | 1.06 | Equity | Automobile |
| Bajaj Holdings | 2.12% | 800 | 0.93 | Equity | Finance |
| Zomato Ltd | 2.12% | 41800 | 0.93 | Equity | E-Commerce/App based Aggregator |
| Sun Pharma.Inds. | 2.07% | 5679 | 0.90 | Equity | Pharmaceuticals |
| Dixon Technolog. | 2.02% | 634 | 0.88 | Equity | Consumer Durables |
| Wipro | 2.00% | 31400 | 0.87 | Equity | IT - Software |
Peer Comparison
| Scheme Name | Value Research | Asset Size (Cr) | 1M | 3M | 6M | 1Y | 3Y |
|---|---|---|---|---|---|---|---|
| Shriram Aggressive Hybrid Fund - Direct (G) | 43.69 | -2.92% | -11.09% | -13.29% | -3.00% | 11.01% | |
| DSP Aggressive Hybrid Fund - Direct (G) | 9794.68 | -1.64% | -6.79% | -6.06% | 13.50% | 15.07% | |
| DSP Aggressive Hybrid Fund - Direct (IDCW) | 9794.68 | -1.64% | -6.79% | -6.07% | 13.49% | 14.94% | |
| Invesco India Aggressive Hybrid Fund - Direct (G) | 570.18 | -3.38% | -11.87% | -7.75% | 10.15% | 15.99% | |
| Invesco India Aggressive Hybrid Fund - Direct (IDCW) | 570.18 | -3.38% | -11.88% | -7.78% | 10.08% | 15.93% | |
| SBI Equity Hybrid Fund - Direct (G) | 68440.31 | -0.88% | -4.91% | -4.09% | 8.89% | 11.41% |
List of Schemes under Shriram Mutual Fund
| Fund Name | Category | Risk | 1Y Returns | Ratings | Fund Size (Cr) |
|---|---|---|---|---|---|
| Shriram Multi Sector Rotation Fund | Equity | Very High | 0% | 0 | ₹174.95 |
| Shriram ELSS Tax Saver Fund | Equity | Very High | -9.08% | 2 | ₹44.32 |
| Shriram Overnight Fund | Debt | Low | 6.54% | 2 | ₹185.70 |
| Shriram Liquid Fund | Debt | Moderately Low | 0% | 0 | ₹112.73 |
| SHRIRAM Aggressive Hybrid Fund | Hybrid | Very High | -3% | 2 | ₹43.69 |
| Shriram Balanced Advantage Fund | Hybrid | Very High | -5.66% | 2 | ₹58.30 |
| Shriram Multi Asset Allocation Fund | Hybrid | Very High | -5.14% | 0 | ₹139.11 |
| Shriram Flexi Cap Fund | Equity | Very High | -10.78% | 2 | ₹121.54 |
News
There are no new Updates!
Fund House Details & Investment Objective
Date of Incorporation
8 November 2013
Total AUM (Cr)
₹43.69
Shriram Aggressive Hybrid Fund - Direct (G) is an Aggressive Hybrid Fund-oriented fund from the renowned AMC, Shriram Mutual Fund. Launched in 8 November 2013, this fund is managed by Deepak Ramaraju. With assets under management (AUM) worth ₹43.69 (Cr), as of 12 March 2025, Shriram Aggressive Hybrid Fund - Direct (G) is categorized as a Aggressive Hybrid Fund within its segment. The fund has generated a return of 10.98% since its launch.
The current NAV of Shriram Aggressive Hybrid Fund - Direct (G) is ₹32.45, as on 12 March 2025. The fund's benchmark index is CRISIL Hybrid 35+65 - Aggressive Index. You can invest in Shriram Aggressive Hybrid Fund - Direct (G) via both lumpsum and SIP modes. The minimum SIP amount in the fund is ₹500 while the minimum lumpsum investment is ₹500.
Being an open-ended fund, you can exit the fund anytime subject to applicable exit loads:
If redeemed / switched-out within 90 days from the date of allotment:- Upto 12% of units : Nil More than 12% of units: 1% of applicable Net Asst Value (NAV) If redeemed / switched out after 90 days from the date of allotment: Nil The fund has generated 11.01% and 13.60% CAGR in the last 3 and 5 years respectively.
The fund aims to provide long-term capital appreciation and growth, by investing in a mix of financial instruments 65.04% in Equity, 29.97% in Debt and 4.99% in cash and cash equivalents.
The top 5 sectors the fund invests in are: 28.20% in Debt, 13.43% in Pharmaceuticals & Biotech, 6.49% in Retailing, 6.29% in IT-Software, 6.14% in Automobiles
FAQs
How to Invest in Shriram Aggressive Hybrid Fund - Direct (G) Direct Growth?
Shriram Aggressive Hybrid Fund - Direct (G) is a popular fund in the Aggressive Hybrid Fund segment. The fund has generated a return of 10.98% since inception. Looking to invest in Shriram Aggressive Hybrid Fund - Direct (G) How about earning 1% extra return? All this is possible with m.Stock! Investing in Shriram Aggressive Hybrid Fund - Direct (G) is super easy and convenient with m.Stock. Here’s how you can begin:
- Login to your m.Stock account. If you do not have an account, open m.Stock Demat account and enjoy 1% extra returns plus Zero Brokerage on Mutual Funds, Delivery & IPO.
- In the ‘Menu’ section, under ‘Products’, select ‘Mutual Funds’ .
- In the search bar, enter the fund name, in this case, Shriram Aggressive Hybrid Fund - Direct (G)
- On the top right corner you’ll see two options – Lumpsum and SIP. You can choose either based on your risk appetite and available investible corpus.
- If you choose to invest a Lumpsum: Use the Lumpsum Calculator to estimate returns, then enter the investment amount, select the payment mode mode (UPI or Netbanking), and click on ‘invest a lumpsum’. Make the payment and your lumpsum investment is complete.
- If you choose the SIP route: Utilize the SIP Calculator to forecast potential growth, then enter the SIP amount, SIP date, and set up ‘Autopay’ facility.
So, why wait? Invest in Shriram Aggressive Hybrid Fund - Direct (G) today and reap the benefits of this Aggressive Hybrid Fund fund!
How much returns has Shriram Aggressive Hybrid Fund - Direct (G) Direct Growth generated?
What is the expense ratio of Shriram Aggressive Hybrid Fund - Direct (G) Direct Growth?
What is the AUM of Shriram Aggressive Hybrid Fund - Direct (G) Fund Direct Growth?
How to redeem or withdraw money from Shriram Aggressive Hybrid Fund - Direct (G) Direct Growth?
Redeeming or selling units of Shriram Aggressive Hybrid Fund - Direct (G) is relatively simple. But before you redeem, ensure that the fund has completed the minimum lock-in period else you will be charged an exit load.
To redeem from Shriram Aggressive Hybrid Fund - Direct (G):
- Login to your m.Stock account
- In portfolio, your mutual fund investments will be visible under ‘MF’
- Select the fund you wish to redeem from (in this case Shriram Aggressive Hybrid Fund - Direct (G)).
- Click on ‘Redeem’ button
- You have 2 options – redeem by units and redeem by value (you can only redeem free units)
- Select units to be redeemed and click on submit.
- Redemption value will be credited to your account in 2-3 working days (as per timelines set by SEBI).