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Shriram Aggressive Hybrid Fund - Direct (IDCW)

Aggressive Hybrid Fund
Invest Now

  • NAV

    28.52(0.14%)

  • Fund Size (CR)

    ₹49.09

  • Expense Ratio

    0.75

  • Scheme Type

    Active Fund

  • Value Research

  • Min. investment

    ₹500

  • Minimum Additional Investment

    ₹500

  • Minimum SIP Investment

    ₹500

  • Minimum Withdrawal

    ₹0

  • Exit Load 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

    1%

  • Return Since Launch

    12.11%
  • 3M
  • 6M
  • 1Y
  • 3Y
  • All
Absolute Return: -4.86%
Annualized Return: 0% [object Object]

Basic Details

Scheme Manager

Deepak Ramaraju

Bench Mark

CRISIL Hybrid 35+65 - Aggressive Index

Type

OPEN

Lumpsum Returns

Period Invested For₹10,000 Invested onLatest ValueAbsolute ReturnsAnnualised ReturnsCategory AvgRank within Category
1 Week 23 December 202410081.350.81%--0.04%8/210
1 Month29 November 202410121.261.21%--0.54%9/210
3 Month30 September 20249502.80-4.97%--4.00%162/210
6 Month28 June 20249961.82-0.38%-2.14%194/210
1 Year29 December 202311477.0214.77%14.77%16.81%121/210
3 Year30 December 202114602.9446.03%13.45%13.44%100/210
5 Year30 December 201919288.9192.89%14.04%15.71%118/205
Since Inception29 November 201335540.20255.40%12.11%12.75%140/210

Note: Lumpsum Returns since Inception Date.

SIP Returns

Period Invested For₹10,000 Invested onInvestmentsLatest ValueAbsolute ReturnsAnnualised Returns
1 Year1 January 20241,30,000166969.0028.44% 28.44%
3 Year3 January 20223,70,000587927.7258.90% 16.69%
5 Year1 January 20206,10,0001130156.9685.27% 13.13%
10 Year1 January 201512,10,0002884510.42138.39% 9.08%

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

Monthly Investment (₹)

Expected Returns Rate (%)

Time Period (in Years)

Start your SIP now

  • Invested Amount

    ₹25,000

  • Estimated Returns

    ₹19,059

76%

Returns

Future value of your investment

₹44,059

Risk Ratios

2.86%

Standard Deviation

0.74%

Beta

0.64%

Sharpe Ratio

0.08%

Treynor's Ratio

2.48%

Jension's Alpha

Asset Allocation

Sector Allocation

Top 10 stock holding in portfolio

Stock Invested in% of Total HoldingsQuantityValue (Cr)Asset TypeSegment
Trent3.77%27231.85EquityRetail
Sun Pharma.Inds.2.71%74791.33EquityPharmaceuticals
Bharti Airtel2.38%71671.17EquityTelecomm-Service
Zomato Ltd2.36%414001.16EquityE-Commerce/App based Aggregator
Persistent Sys2.29%19001.12EquityIT - Software
Bosch2.14%3001.05EquityAuto Ancillaries
Lupin2.05%49001.00EquityPharmaceuticals
Torrent Pharma.1.96%29000.96EquityPharmaceuticals
Glenmark Pharma.1.93%62000.95EquityPharmaceuticals
ICICI Bank1.88%71000.92EquityBanks

Peer Comparison

Scheme NameValue ResearchAsset Size (Cr)1M3M6M1Y3Y
Shriram Aggressive Hybrid Fund - Direct (IDCW)
49.091.21%-4.97%-0.38%14.77%13.45%
JM Aggressive Hybrid Fund - Direct (Bonus)
719.680%-3.19%1.96%29.50%24.47%
JM Aggressive Hybrid Fund - Direct (Half-Bonus)
719.680%-3.19%1.96%29.50%24.47%
JM Aggressive Hybrid Fund - Direct (Quarterly-Bonus)
719.680%-3.19%1.96%29.50%24.47%
JM Aggressive Hybrid Fund - Direct (Annual-Bonus)
719.68-0.00%-3.19%1.95%29.50%24.47%
JM Aggressive Hybrid Fund - Direct (IDCW-H)
719.68-0.00%-3.19%1.95%29.49%24.47%

News

  • Shriram Mutual Fund announces change in Key Personnel

    Shriram Mutual Fund has announced that Mr. Ajay Ramesh Bhanushali has been appointed as the Compliance Officer of with effect from July 22, 2024.

    Details of Mr. Ajay Ramesh Bhanushali

    Age: 32 years

    Designation: Compliance Officer

    Powered by Capital Market - Live News

Fund House Details & Investment Objective

Date of Incorporation

8 November 2013

Total AUM (Cr)

₹49.09

Shriram Aggressive Hybrid Fund - Direct (IDCW) 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 ₹49.09 (Cr), as of 1 January 2025, Shriram Aggressive Hybrid Fund - Direct (IDCW) is categorized as a Aggressive Hybrid Fund within its segment. The fund has generated a return of 12.11% since its launch.
The current NAV of Shriram Aggressive Hybrid Fund - Direct (IDCW) is ₹28.52, as on 1 January 2025. The fund's benchmark index is CRISIL Hybrid 35+65 - Aggressive Index. You can invest in Shriram Aggressive Hybrid Fund - Direct (IDCW) 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 13.45% and 14.04% 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 65.91% in Equity, 24.39% in Debt and 9.70% in cash and cash equivalents.
The top 5 sectors the fund invests in are: 24.35% in Debt, 16.87% in Pharmaceuticals & Biotech, 10.11% in Cash & Others, 8.78% in Automobiles, 4.65% in Retailing

FAQs

How to Invest in Shriram Aggressive Hybrid Fund - Direct (IDCW) Direct Growth?

Shriram Aggressive Hybrid Fund - Direct (IDCW) is a popular fund in the Aggressive Hybrid Fund segment. The fund has generated a return of 12.11% since inception. Looking to invest in Shriram Aggressive Hybrid Fund - Direct (IDCW) How about earning 1% extra return? All this is possible with m.Stock! Investing in Shriram Aggressive Hybrid Fund - Direct (IDCW) 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 across products for life.
  • 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 (IDCW)
  • 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: Enter amount, select payment 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, then enter SIP amount, SIP date, and set up ‘Autopay’ facility.

So, why wait? Invest in Shriram Aggressive Hybrid Fund - Direct (IDCW) today and reap the benefits of this Aggressive Hybrid Fund fund!

How much returns has Shriram Aggressive Hybrid Fund - Direct (IDCW) Direct Growth generated?

In the short term, i.e., 1 year, Shriram Aggressive Hybrid Fund - Direct (IDCW) has generated annualised return of 14.77%. In the long-term, the fund has generated 13.45% and 14.04% in 3 and 5 years respectively. Since its inception, the fund has generated 12.11% returns.

What is the expense ratio of Shriram Aggressive Hybrid Fund - Direct (IDCW) Direct Growth?

The expense ratio of Shriram Aggressive Hybrid Fund - Direct (IDCW) Direct Growth is 0.75%. Expense ratio is the fees payable by investors of the scheme towards management, research and overall upkeep of the fund. The higher the expense ratio, the lower is the in-hand return for the investor. Expense ratio for direct plans is lower than regular plans, making them ideal for investors.

What is the AUM of Shriram Aggressive Hybrid Fund - Direct (IDCW) Fund Direct Growth?

The Assets Under Management (AUM) of Shriram Aggressive Hybrid Fund - Direct (IDCW) is ₹49.09 (Cr) as of 2025-01-01 AUM shows the fund’s popularity and is often indicative of fund strength.

How to redeem or withdraw money from Shriram Aggressive Hybrid Fund - Direct (IDCW) Direct Growth?

Redeeming or selling units of Shriram Aggressive Hybrid Fund - Direct (IDCW) 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 (IDCW):
  • 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 (IDCW)).
  • 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).
Note : Securities shown above are only for illustrative purposes and not recommendatory in nature. The data represents best/cumulative figures till date.