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Shriram Aggressive Hybrid Fund

Hybrid

Investment Objective

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.

Historical NAV

Shriram Aggressive Hybrid Fund

₹ 32.68

Jul 22, 2024

33.01 % p.a.

1 Year returns

Past performance may or may not be sustained in future

Returns

  • 1Y
  • 3Y
  • 5Y
  • 10Y
  • Since Inception
  • 1Y
  • 3Y
  • 5Y
  • 10Y
  • Since Inception
Worth of investment 1 Year

Lumpsum

1 Lakh Investment Grown to

₹ 1 Lakh

SIP

₹ 10000 Monthly SIP Grown to

₹ 10.29 Lakh

Disclaimer: Past performance may or may not be sustained in future. For performance in SEBI Format please refer performance section. 

This fund is ideal for you if you are looking for

Retirement Planning

Plan this Goal

Child's Education

Plan this Goal

Dream Home

Plan this Goal

Why invest in Shriram Aggressive Hybrid Fund?

  • beating-return

    Long-term capital appreciation: Grow your wealth over the long-term along with the benefit of current income.

  • downside-protection

    Reduced Risk: Invest across asset classes to balance risk with high returns.

  • active-fund

    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?

  • 1

    Register and create a folio by completing KYC verification and bank account authentication.

  • 2

    Select the mutual fund you wish to invest in, enter the amount you want to invest.

  • 3

    Make the payment.

  • 4

    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 investments 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

*Investors should consult their financial advisers if in doubt whether the product is suitable for them

Riskometer

Investor understand that their principal will be at very high risk

Benchmark Riskometer

Benchmark Riskometer is at very high risk

*Investors should consult their financial advisers if in doubt whether the product is suitable for them

Fund Details

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Asset under management

₹ 43.30 Cr
₹ 43.30 Cr
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Lock-in period

No lock-in
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Benchmark

CRISIL Hybrid 35+65-Aggressive Index
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Inception Date

29-Nov-2013
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Scheme options

Regular Plan somthing went wrong

  • (i) Growth
  • (ii) IDCW (Payout/Reinvestment)

Direct Plan somthing went wrong

  • (i) Growth
  • (ii) IDCW (Payout/Reinvestment)
min-invest

Minimum Investment

₹ 5000

and in multiples of ₹1/- thereafter

min-invest

Minimum Additional Purchase Amount: 

₹ 1000

and in multiples of ₹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

SIP

Monthly

₹1000 and in multiples of Re. 1/- thereafter

Quarterly

₹3000 and in multiples of Re. 1/- thereafter

enty-load

Entry load

There is no entry load

entry load

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 Asset Value (NAV)

If redeemed/switched-out after 90 days from the date of allotment: Nil

expense

Expense ratio

2.25%

Regular Growth

0.95%

Direct Growth

Fund Performance

Performance of Shriram Aggressive Hybrid Fund - Regular Growth as of Jul 18, 2024

Returns of Direct Plan - Growth Option as on 18-Jul-2024

Date of inception 29-Nov-2013

NAV Rs. 37.12AUM Rs.(in crore)43.30
DatePeriodNav (Rs.) Per UnitScheme Returns (%)Scheme Benchmark Returns (%)

Additional Benchmark (NIFTY50) Returns (%)

Current value of ₹ 10,000 invested
SchemeScheme Benchmark

Additional Benchmark (NIFTY50)

Jul 18, 2023Last 1 Year27.469135.14%129.37%-30.68%₹13,514₹ 22,937₹ 6,932
Jul 16, 2021Last 3 Year23.230816.91%40.38%-4.18%₹15,979₹ 27,666₹ 8,798
Jul 18, 2019Last 5 Year17.480216.26%30.76%4.35%₹21,236₹ 38,224₹ 12,374
Jul 18, 2014Last 10 Year11.542512.39%20.13%7.13%₹32,160₹ 62,568₹ 19,917
Nov 29, 2013Since Inception(29 Nov 2013)10.000013.12%20.93%8.96%₹37,121₹ 75,540₹ 24,922
Returns of Regular Plan - Growth Option as on 18-Jul-2024

Date of inception 29-Nov-2013

NAV Rs. 33.00AUM Rs.(in crore)43.30
DatePeriodNav (Rs.) Per UnitScheme Returns (%)Scheme Benchmark Returns (%)

Additional Benchmark (NIFTY50) Returns (%)

Current value of ₹ 10,000 invested
SchemeScheme Benchmark

Additional Benchmark (NIFTY50)

Jul 18, 2023Last 1 Year24.806733.01%129.37%-30.68%₹13,301₹22,937₹ 6,932
Jul 16, 2021Last 3 Year21.633315.11%40.38%-4.18%₹15,252₹27,666₹ 8,798
Jul 18, 2019Last 5 Year16.777014.48%30.76%4.35%₹19,667₹38,224₹ 12,374
Jul 18, 2014Last 10 Year11.504311.11%20.13%7.13%₹28,681₹62,568₹ 19,917
Nov 29, 2013Since Inception10.000011.87%20.93%8.96%₹32,995₹75,540₹ 24,922

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 simple annualized 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. Deepak Ramaraju along with Ms. Gargi Bhattacharyya Banerjee with effect from August 20, 2022.

Fund Portfolio

Sector Allocation

(as on 09 Feb 2024)

  • Equity

    69.94%
  • Debt Instruments

    6.38%
  • Debenture

    18.29%
  • Money Market Instruments

    1.15%
  • Others

    4.24%
Sector Allocation

(as on 09 Feb 2024)

  • Petroleum Products

    5.90%
  • Banks

    9.11%
  • Construction

    5.53%
  • It - Software

    8.07%
  • Telecom - Services

    2.74%
Holdings (65)
NameSectorInstrumentAssets
9.22% LIC HF Ltd - Mat 161024CRISIL AAADebenture
6.54% GOI 17 JAN 2032SovereignDebt Instruments
8.54% REC Ltd (Series V Goi Serv.) - Mat 151128[ICRA]AAADebenture
Reliance Industries Ltd.Petroleum ProductsEquity
8.57% REC Ltd - Mat 211224[ICRA]AAADebenture
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Holdings

(as on 09 Feb 2024)

NameSectorInstrumentAssets
9.22% LIC HF Ltd - Mat 161024CRISIL AAADebenture
6.54% GOI 17 JAN 2032SovereignDebt Instruments
8.54% REC Ltd (Series V Goi Serv.) - Mat 151128[ICRA]AAADebenture
Reliance Industries Ltd.Petroleum ProductsEquity
8.57% REC Ltd - Mat 211224[ICRA]AAADebenture
HDFC Bank Ltd.BanksEquity
Cash, Cash Equivalents and Net Current AssetsOthers
Larsen & Toubro Ltd.ConstructionEquity
Infosys Ltd.It - SoftwareEquity
ICICI Bank Ltd.BanksEquity
Bharti Airtel Ltd.Telecom - ServicesEquity
Hindustan Aeronautics Ltd.Aerospace & DefenseEquity
TVS Motor Company Ltd.AutomobilesEquity
REC Ltd.FinanceEquity
Power Finance Corporation Ltd.FinanceEquity
Bajaj Auto Ltd.AutomobilesEquity
Coal India Ltd.Consumable FuelsEquity
NTPC Ltd.PowerEquity
MRF Ltd.Auto ComponentsEquity
Tata Consultancy Services Ltd.It - SoftwareEquity
Titan Company Ltd.Consumer DurablesEquity
Tata Motors Ltd DVRAutomobilesEquity
Axis Bank Ltd.BanksEquity
HCL Technologies Ltd.It - SoftwareEquity
TREPS - 01FEB2024Money Market Instruments
Sun Pharmaceutical Industries Ltd.Pharmaceuticals & BiotechnologyEquity
Indian Oil Corporation Ltd.Petroleum ProductsEquity
Aurobindo Pharma Ltd.Pharmaceuticals & BiotechnologyEquity
Trent Ltd.RetailingEquity
Jindal Stainless Ltd.Ferrous MetalsEquity
National Aluminium Co. Ltd.Non - Ferrous MetalsEquity
Oil & Natural Gas Corporation Ltd.OilEquity
Godrej Industries Ltd.DiversifiedEquity
Britannia Industries Ltd.Food ProductsEquity
KPIT Technologies Ltd.It - SoftwareEquity
Colgate Palmolive (India) Ltd.Personal ProductsEquity
Steel Authority of India Ltd.Ferrous MetalsEquity
Alembic Pharmaceuticals Ltd.Pharmaceuticals & BiotechnologyEquity
NCC Ltd.ConstructionEquity
Torrent Pharmaceuticals Ltd.Pharmaceuticals & BiotechnologyEquity
Glaxosmithkline Pharmaceuticals Ltd.Pharmaceuticals & BiotechnologyEquity
H.E.G. Ltd.Industrial ProductsEquity
Bharat Heavy Electricals Ltd.Electrical EquipmentEquity
Life Insurance Corporation of IndiaInsuranceEquity
Prestige Estates Projects Ltd.RealtyEquity
Motilal Oswal Financial Services Ltd.Capital MarketsEquity
Housing & Urban Development Corporation Ltd.FinanceEquity
Birlasoft Ltd.It - SoftwareEquity
Bharat Electronics Ltd.Aerospace & DefenseEquity
Persistent Systems Ltd.It - SoftwareEquity
9.34% REC Ltd - Mat 250824[ICRA]AAADebenture
Railtel Corporation Of India Ltd.Telecom - ServicesEquity
IRCON International Ltd.ConstructionEquity
NBCC (India) Ltd.ConstructionEquity
Brigade Enterprises Ltd.RealtyEquity
Wipro Ltd.It - SoftwareEquity
Cyient Ltd.It - ServicesEquity
Indian Railway Finance Corporation Ltd.FinanceEquity
NLC India Ltd.PowerEquity
Canara BankBanksEquity
Bank of IndiaBanksEquity
Ratnamani Metals & Tubes Ltd.Industrial ProductsEquity
Sobha Ltd.RealtyEquity
Jyothy Labs Ltd.Household ProductsEquity
Engineers India Ltd.ConstructionEquity
fund-management-box1

Funds managed by
Mr Deepak Ramaraju

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Mr. Deepak Ramaraju is a highly experienced Senior Fund Manager at Shriram Asset Management Company Ltd, with over two decades of diversified experience under his belt. He holds a degree in chemical engineering and has been associated with equity markets for the past 17 years. Before joining Shriram Asset Management Company, Mr. Deepak was part of the global equity research team and advised the Sanlam Group of South Africa on their India-focused fund. Prior to his stint in the financial industry, Mr. Deepak worked as a researcher and co-inventor at GE India Technology Center, Bangalore. During his time there, he was credited with 10 patents, highlighting his expertise and innovative abilities. His diverse background and extensive experience make him a valuable asset to the Shriram Asset Management team.

Funds managed by the fund manager

  • Shriram Aggressive Hybrid Fund
  • Shriram Flexi Cap Fund
  • Shriram ELSS Tax Saver Fund
  • Shriram Balanced Advantage Fund
  • Shriram Overnight Fund
  • Shriram Multi Asset Allocation Fund
fund-management-box2

Funds managed by Ms Gargi Bhattacharyya Banerjee

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Ms. Gargi Bhattacharyya Banerjee serves as the Fund Manager of Shriram Mutual Fund having an experience of more than 20 years in her professional career. She received her Bachelor of Science with Economics (H) and Master of Business Management with specialization in Finance from the University of Calcutta. She joined as Research Manager in Shriram Asset Management Company Limited in November 2012 and before that, she has held key position in the Research team with Zacks Research Private Limited and Shriram Insight Share Brokers Limited.

Funds managed by the fund manager

  • Shriram Aggressive Hybrid Fund
  • Shriram Flexi Cap Fund
  • Shriram ELSS Tax Saver Fund
  • Shriram Balanced Advantage Fund
  • Shriram Overnight Fund
  • Shriram Multi Asset Allocation Fund
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Sector Allocation
  • Petroleum Products

    5.90%
  • Banks

    9.11%
  • Construction

    5.53%
  • It - Software

    8.07%
  • Telecom - Services

    2.74%
  • Aerospace & Defense

    2.70%
  • Automobiles

    4.90%
  • Finance

    4.70%
  • Consumable Fuels

    1.57%
  • Power

    2.02%
  • Auto Components

    1.48%
  • Consumer Durables

    1.47%
  • Pharmaceuticals & Biotechnology

    5.00%
  • Retailing

    1.05%
  • Ferrous Metals

    2.00%
  • Non - Ferrous Metals

    1.02%
  • Oil

    1.00%
  • Diversified

    0.99%
  • Food Products

    0.98%
  • Personal Products

    0.96%
  • Electrical Equipment

    0.90%
  • Insurance

    0.90%
  • Industrial Products

    1.39%
  • Realty

    1.80%
  • Capital Markets

    0.79%
  • It - Services

    0.50%
  • Household Products

    0.47%
  • Sovereign

    6.38%
  • CRISIL AAA

    6.84%
  • [ICRA]AAA

    11.45%
  • 5.39%

Fund Management

fund-management-box1

Mr Deepak Ramaraju
Managing this fund since 20 Aug 22

Mr Deepak Ramaraju

Managing this fund since 20 Aug 22

Work Experience

21 years

Fund Managed

05

Mr. Deepak Ramaraju is a highly experienced Senior Fund Manager at Shriram Asset Management Company Ltd, with over two decades of diversified experience under his belt. He holds a degree in chemical engineering and has been associated with equity markets for the past 17 years. Before joining Shriram Asset Management Company, Mr. Deepak was part of the global equity research team and advised the Sanlam Group of South Africa on their India-focused fund. Prior to his stint in the financial industry, Mr. Deepak worked as a researcher and co-inventor at GE India Technology Center, Bangalore. During his time there, he was credited with 10 patents, highlighting his expertise and innovative abilities. His diverse background and extensive experience make him a valuable asset to the Shriram Asset Management team. 

fund-management-box2

Ms Gargi Bhattacharyya Banerjee
Managing this fund since 15 Nov 16

Ms Gargi Bhattacharyya Banerjee

Managing this fund since 15 Nov 16

Work Experience

22 years

Fund Managed

05

Ms. Gargi Bhattacharyya Banerjee serves as the Fund Manager of Shriram Mutual Fund having an experience of more than 20 years in her professional career. She received her Bachelor of Science with Economics (H) and Master of Business Management with specialization in Finance from the University of Calcutta. She joined as Research Manager in Shriram Asset Management Company Limited in November 2012 and before that, she has held key position in the Research team with Zacks Research Private Limited and Shriram Insight Share Brokers Limited. 

fund-management-box1

See all schemes managed by
Deepak Ramaraju

popup-close

Mr. Deepak Ramaraju is a highly experienced Senior Fund Manager at Shriram Asset Management Company Ltd, with over two decades of diversified experience under his belt. He holds a degree in chemical engineering and has been associated with equity markets for the past 16 years. Before joining Shriram Asset Management Company, Mr. Deepak was part of the global equity research team and advised the Sanlam Group of South Africa on their India-focused fund. Prior to his stint in the financial industry, Mr. Deepak worked as a researcher and co-inventor at GE India Technology Center, Bangalore. During his time there, he was credited with 10 patents, highlighting his expertise and innovative abilities. His diverse background and extensive experience make him a valuable asset to the Shriram Asset Management team.

Funds managed by the fund manager

  • Shriram Aggressive Hybrid Fund
  • Shriram Flexi Cap Fund
  • Shriram ELSS Tax Saver Fund
  • Shriram Balanced Advantage Fund
  • Shriram Overnight Fund
  • Shriram Multi Asset Allocation Fund
fund-management-box2

See all schemes managed by Gargi Bhattacharyya Banerjee

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Ms. Gargi Bhattacharyya Banerjee serves as the Fund Manager of Shriram Mutual Fund having an experience of more than 20 years in her professional career. She received her Bachelor of Science with Economics (H) and Master of Business Management with specialization in Finance from the University of Calcutta. She joined as Research Manager in Shriram Asset Management Company Limited in November 2012 and before that, she has held key position in the Research team with Zacks Research Private Limited and Shriram Insight Share Brokers Limited.

Funds managed by the fund manager

  • Shriram Aggressive Hybrid Fund
  • Shriram Flexi Cap Fund
  • Shriram ELSS Tax Saver Fund
  • Shriram Balanced Advantage Fund
  • Shriram Overnight Fund
  • Shriram Multi Asset Allocation Fund

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

Email

customercare@shriramamc.co.in

Contact

Investor – 18604191200

Distributor - 18604191400

Frequently Asked Questions

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What is Shriram Aggressive Hybrid Fund?

Aggressive Hybrid Fund (an open-ended hybrid scheme investing predominantly in Equity and Equity related instruments). The scheme automatically spreads the investors’ money across a diversified portfolio of stocks and bonds to provide investors the best of both worlds.

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What is the Investment Objective?

The investment objective of the Scheme would be to generate long-term capital appreciation and current income with reduced volatility by investing in equity and equity related securities as well as fixed income securities (debt and money market instruments)

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What is the suitability of this scheme?

The scheme is suitable for investors with an objective to build long-term wealth with a time horizon of 3 to 5 years

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What is the asset allocation?

The scheme shall invest a minimum of 65% and a maximum of 80% in equity and equity related instruments. The balance, between 20% to 35%, would stay invested in debt securities including money market instruments.

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What is the Fund Management Process & Investment Style?

The Fund follows a robust investment process that encapsulates profitability, business attractiveness, competitive positioning, balance sheet strength, management track record, corporate governance, valuations etc. The investment style is a combination of top down and bottom up approach. For instance, we use the top down approach to focus on a particular industry which we believe is likely to outperform. Once we decide on a sector, we use the bottom up approach to decide the company that is likely to give better value for money.

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Who is the Fund Manager of the scheme?

The scheme is being currently managed by Mr. Deepak Ramaraju along with Ms. Gargi Bhattacharyya Banerjee

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What is the minimum investment amount?

Minimum investment amount is Rs. 5000 and therein multiples of Re.1. Under systematic investment plan, the minimum amount is Rs. 1000 monthly and Rs. 3000 quarterly.

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Is there any entry – exit load?

Entry Load: There is no entry load

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 Asset Value (NAV) If redeemed/switched-out after 90 days from the date of allotment: Nil

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What is the tax treatment of investment of Shriram Aggressive Hybrid Fund?

Long-term capital gains exceeding Rs. 1 lakh shall be taxed at the rate of 10% without allowing the benefit of any indexation

Disclaimer: MUTUAL FUND INVESTMENTS ARE SUBJECT TO MARKET RISKS, READ ALL SCHEME RELATED DOCUMENTS CAREFULLY. With regard to taxation, investors are advised to consult their tax consultants to know the consequences of tax, if any. Income Tax benefits to the mutual fund & to the unit-holder are in accordance with prevailing tax law. The investor shall be solely responsible for any action taken based on this document. Shriram Mutual Fund, Shriram Asset Management Co. Ltd., Shriram Mutual Fund Trustee Ltd., and their associates shall not be liable in any manner for the consequences of such action taken by the investor.

Risk Factors:All investments in mutual funds and securities are subject to market risks and the NAV of the Scheme may go up or down depending upon the factors and forces affecting the securities market. There can be no assurance that the Scheme's investment objective will be achieved. The past performance of the Mutual Fund is not indicative of the future performance of the Scheme. The scheme inception date was 29th November 2013. The Sponsor is not responsible or liable for any loss resulting out of the operation of the Scheme beyond the initial contribution of Rs.1 Lakh made towards setting up the Mutual Fund. Shriram Aggressive Hybrid Fund is only the name of the Scheme and does not in any manner indicate the quality of the Scheme or its future prospects or returns. There is no guarantee or assurance as to any return on investment of the unit holders. The investments made by the Scheme are subject to external risks on transfer, pricing, trading volumes, settlement risks, etc. of securities. Please refer to the Offer Document/Statement of Additional Information/Key Information Memorandum of the scheme before investing

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