Shriram Aggressive Hybrid Fund
Hybrid
Investment Objective
Historical NAV
Shriram Aggressive Hybrid Fund
₹
%
%
Disclaimer: Past performance may or may not be sustained in future.
This fund is ideal for you if you are looking for
Why invest in Shriram Aggressive Hybrid Fund?
Long-term capital appreciation: Grow your wealth over the long-term along with the benefit of current income.
Reduced Risk: Invest across asset classes to balance risk with high returns.
Focus on quality stocks: The fund's equity portfolio is focused on quality companies with strong fundamentals and growth prospects.
How to invest in Shriram Aggressive Hybrid Fund?
- Register and create a folio by completing KYC verification and bank account authentication.
- Select the mutual fund you wish to invest in, enter the amount you want to invest.
- Make the payment.
- Receive a confirmation of your investment.
How does the fund work
Ramya Wants to invest in mutual funds with a long-term capital appreciation along with regular income
she decides to invest in the Shriram Aggressive Hybrid Fund, which offers long-term capital growth with a balanced risk as the investment are spread across asset classes
In a few years, Ramya`s investment grows with steady income, helping her to achieve her financial goals.
Disclaimer: The performance of any mutual fund is subject to market risks and may vary from person to person. The above-mentioned story is for illustrative purposes only and should not be considered as a guarantee or assurance of the performance of any mutual fund. It is important to do your own research and consult with a financial advisor before making any investment decisions.
This product is suitable for investors* who are seeking:
- Long term capital appreciation and current income.
- Investment in equity related securities as well as fixed income securities (debt and money market securities).
- Very high risk
Riskometer
Investors understand that their principal will be at very high riskBenchmark Riskometer
Benchmark Riskometer is at high risk. As per AMFI Tier I Benchmark i.e CRISIL Hybrid 35+65 - Aggressive Index
Fund Details
Asset under management
Lock-in period
Benchmark
Inception Date
Scheme options
Regular Plan
- Growth
- IDCW (Payout/Reinvestment)
Direct Plan
- Growth
- IDCW (Payout/Reinvestment)
Minimum Investment
₹ 500
and in multiples of Re. 1/- thereafter
Minimum Additional Purchase Amount:
₹ 500
and in multiples of Re. 1/- thereafter
Note: In accordance with the regulatory requirement, the minimum application amount and minimum redemption amount will not be applicable for investment made in schemes of the Fund in compliance with the SEBI circular no. SEBI/HO/IMD/IMD-I/DOF5/P/CIR/2021/553 dated April 28, 2021 read along with SEBI circular no. SEBI/HO/IMD/IMD-I/DOF5/P/CIR/2021/629 dated September 20, 2021.
SIP
Monthly
₹500 and in multiples of Re. 1/- thereafter for minimum 24 installments
Quarterly
₹1000 and in multiples of Re. 1/- thereafter for minimum 12 installments
Entry load
Exit load
Nil
exit within 365 days from the date of allotment (applicable Net Asset value)
Nil
For exit after 365 days from the date of allotment
Expense ratio
2.25%
Regular Growth
0.7%
Direct Growth
Fund Performance
Date of inception N/A | ||||||||
|---|---|---|---|---|---|---|---|---|
| AUM Rs.(in crore) | ||||||||
| Date | Period | Nav (Rs.) Per Unit | Scheme Returns (%) | Scheme Benchmark Returns (%) | Additional Benchmark (NIFTY50) Returns (%) | Current value of ₹ 10,000 invested | ||
| Scheme | Scheme Benchmark | Additional Benchmark (NIFTY50) | ||||||
Disclaimer : MUTUAL FUND INVESTMENTS ARE SUBJECT TO MARKET RISKS, READ ALL SCHEME RELATED DOCUMENTS CAREFULLY. CRISIL Hybrid 35+65 – Aggressive Index is the scheme benchmark. As per SEBI circular no. SEBI/HO/IMD/DF3/CIR/P/2018/04 dated Jan 04, 2018, the performance of the scheme is benchmarked to the Total Return variant of the Index. The returns are Compounded Annual Growth Returns (CAGR) for the past 1 year, 3 years, 5 years & since inception and absolute return for less than 1 year. Different plans shall have a different expense structure. The performance details provided herein are of Regular Plan-Growth Option & Direct Plan-Growth Option. Performance of Income Distribution cum Capital Withdrawal (IDCW) option would be Net of Dividend distribution tax, if any. For computation of return since inception (%) the allotment NAV has been taken as Rs. 10.00. Point-to-point returns on a standard investment of Rs. 10,000/- are in addition to CAGR for the Scheme. Past performance may or may not be sustained in future. Load is not considered for computation of returns. In case the start/end date of the concerned period is a Non-Business Date (NBD), the NAV of the previous date is considered for computation of returns. The NAV per unit shown in the table is as on the start date of the said period. The scheme is being currently managed by Mr. Prateek Nigudkar effective from August 7, 2025; Mr. Deepak Ramaraju, effective from August 20, 2022; Mr. Amit Modani effective from November 1, 2025 and Mr. Sudip More effective from October 3, 2024.
Fund Portfolio
Fund Distribution
(As on 31 Dec 2025)
Legend:Government Bonds
6.16 percent
Legend:Equity
73.13 percent
Legend:Corporate Bonds / Debentures
13.85 percent
Legend:Net Receivables / (Payables)
2.54 percent
Legend:Money Market Instruments- TREPS
3.25 percent
Legend:Money Market Instruments- T-Bills
2.98 percent
Legend:Preference Stock- NCRPS
0.02 percent
Legend:Derivative
-1.93 percent
Sector Allocation
(As on 31 Dec 2025)
Sovereign
9.14%
Banks
17.17%
CRISIL AAA
9.73%
Petroleum Products
7.14%
[ICRA]AAA
4.12%
Holdings 80
| Name | Sector | Instrument | Assets |
|---|---|---|---|
| 6.54% GOVT OF INDIA RED 17-01-2032 | Sovereign | Government Bonds | 6.16% |
| HDFC BANK LTD | Banks | Equity | 5.90% |
| 8.54% REC LTD NCD RED 15-11-28 | CRISIL AAA | Corporate Bonds / Debentures | 5.49% |
| RELIANCE INDUSTRIES LTD | Petroleum Products | Equity | 5.08% |
| 7.835% LIC HSG FIN LTD NCD RED 11-05-27 | CRISIL AAA | Corporate Bonds / Debentures | 4.24% |
Fund Management
Mr. Prateek Nigudkar
Work Experience
13 years
Fund Managed
6
Mr Deepak Ramaraju
Work Experience
21 years
Fund Managed
6
Mr Amit Modani
Work Experience
13 years
Fund Managed
7
Mr. Sudip Suresh More
Work Experience
19 years
Fund Managed
7
Fund House
Shriram Asset Management Co Ltd.
217, 2nd floor, Swastik Chamber, Near junction of S.T. & C.S.T. road,Chembur, Mumbai - 400 071
Contact
Investor - 18604191200 Distributor - 18604191400
Downloads
Frequently Asked Questions (FAQs)
Shriram Aggressive Hybrid Fund is an open ended hybrid scheme investing predominantly in equity and equity related instruments.
