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Shriram Mutual Fund · Hybrid: Aggressive
Shriram Aggressive Hybrid Fund- Regular Growth
The investment objective of the Scheme would be to generate long term Capital appreciation and current income with reduced volatility by investing in a judicious mix of a diversified portfolio of equity and equity related investments, debt and money market instruments.
Mixed AssetBenchmark · CRISIL Hybrid 35+65 - Aggressive IndexTER · 2.42%Inception · 29-11-2013
NAV
₹31.18
+0.84% · as of 14-05-2026
Since inception
9.54%
CAGR
Benchmark (inception)
11.90%
CAGR
Fund size
₹0 Cr
AUM
Expense ratio
2.42%
30-04-2026
Performance
Returns vs benchmark & category
Since inception: +9.54% CAGR vs benchmark +11.90%.
Portfolio
Where the money is invested
Top holdings
6.54% Government of India (17/01/2032)6.54%
8.54% REC Ltd.6.05%
Net Receivables / (Payables)6.02%
RELIANCE INDUSTRIES LIMITED EQ4.86%
HDFC BANK LIMITED EQ NEW FV RE. 1/-4.84%
NCD LIC HOUSING FINANCE LTD.4.71%
NCD NATIONAL BANK FOR AGRICULTURE AND RURAL DEVELOPMENT4.57%
ICICI BANK LIMITED EQ NEW FV RS. 2/-3.84%
AXIS BANK LIMITED EQ NE FV RS. 2/-3.81%
BHARTI AIRTEL LIMITED EQ NEW FV RS 5/-3.37%
Sector allocation
Financial Services21.92%
Oil, Gas & Consumable Fuels8.41%
Automobile and Auto Components6.13%
Healthcare5.61%
Fast Moving Consumer Goods5.26%
Information Technology4.96%
Telecommunication3.37%
Capital Goods3.28%
Metals & Mining2.79%
Construction2.38%
Riskometer
LowVery High
Very High
What if you'd SIP'd here?
@ 9.5% p.a.₹10,000
10 years
Projected value
₹20,11,207
Invested: ₹12,00,000
Gained: ₹8,11,207
Illustration based on fund's since-inception return. Past performance is not indicative of future returns.
Risk Analysis
How this fund manages risk
Fund manager
M
Mr. Deepak Ramaraju, Mr. Prateek Nigudkar, Mr. Amit Modani, Mr. Sudip Suresh More
Manager since fund inception data not available
ISIN & identifiers
AMFI code
125713
ISIN (Growth)
INF680P01018
ISIN (Div Re-inv)
—
Status
Open Ended Schemes
Peers
Other Hybrid: Aggressive funds
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1Y
+10.5%
3Y
+14.8%
5Y
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Bank of India Mid & Small Cap Equity & Debt Reg Gr
₹40.48
1Y
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3Y
+20.2%
5Y
+17.5%
Bandhan Aggr Hyb Fund Reg Gr
₹26.46
1Y
+6.7%
3Y
+14.4%
5Y
+12.8%
HSBC Aggressive Hybrid Fund Reg Gr
₹55.96
1Y
+6.5%
3Y
+13.9%
5Y
+11.4%
Kotak Aggressive Hybrid Fund Reg Gr
₹62.78
1Y
+5.4%
3Y
+13.9%
5Y
+13.0%
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