Q: What are the returns of Shriram Aggressive Hybrid Fund?

The Shriram Aggressive Hybrid Fund is a 11 yrs 7 m old fund and has delivered average annual returns of 11.56% since inception. Shriram Aggressive Hybrid Fund Returns 1-Year 3-Year 5-Year 10-Year Since Inception -1.76% 16.16% 16.19% 10.49% 11.56%

Question 1

What is the current NAV of Shriram Aggressive Hybrid Fund?

Accepted Answer

The current Net Asset Value (NAV) of the Shriram Aggressive Hybrid Fund - Direct Growth plan is approximately ₹35.3629 as of Jun 17, 2025.

Question 2

What are the returns of Shriram Aggressive Hybrid Fund?

Accepted Answer

The Shriram Aggressive Hybrid Fund is a 11 yrs 7 m old fund and has delivered average annual returns of 11.56% since inception.

Shriram Aggressive Hybrid Fund Returns

1-Year	3-Year	5-Year	10-Year	Since Inception
-1.76%	16.16%	16.19%	10.49%	11.56%

Question 3

How much does Shriram Aggressive Hybrid Fund charge as the expense ratio?

Accepted Answer

The Shriram Aggressive Hybrid Fund - Direct Growth has an expense ratio of 0.96%, which reflects the fund's management and operating costs. This percentage is subtracted from the fund's annual returns, impacting net returns for investors.

Question 4

What is the AUM or size of Shriram Aggressive Hybrid Fund?

Accepted Answer

The Shriram Aggressive Hybrid Fund currently has assets under management (AUM) or fund size valued at approximately ₹48 Crs crore as of Mar 31, 2025.

Question 5

What are the top stock holdings of Shriram Aggressive Hybrid Fund?

Accepted Answer

The Shriram Aggressive Hybrid Fund's equity portion has been invested in the stocks of the following companies

Company	Percentage of Portfolio
HDFC Bank Ltd.	5.06%
ICICI Bank Ltd.	4.47%
Bharti Airtel Ltd.	4.06%
Reliance Industries Ltd.	3.71%
ITC Ltd.	2.86%
Axis Bank Ltd.	2.84%
Mahindra & Mahindra Ltd.	2.43%
State Bank of India	2.33%
TVS Motor Company Ltd.	2.09%
Eicher Motors Ltd.	2.01%

Question 6

What are the top sectors Shriram Aggressive Hybrid Fund has invested in?

Accepted Answer

The Shriram Aggressive Hybrid Fund's equity portion is primarily invested in the following sectors -

Company	Percentage of Portfolio
HDFC Bank Ltd.	5.06%
ICICI Bank Ltd.	4.47%
Bharti Airtel Ltd.	4.06%
Reliance Industries Ltd.	3.71%
ITC Ltd.	2.86%
Axis Bank Ltd.	2.84%
Mahindra & Mahindra Ltd.	2.43%
State Bank of India	2.33%
TVS Motor Company Ltd.	2.09%
Eicher Motors Ltd.	2.01%

Question 7

To whom does Shriram Aggressive Hybrid Fund lend to?

Accepted Answer

The top 3 debt holdings of Shriram Aggressive Hybrid Fund are as follows

Holding Name	Percentage of Portfolio
GOI	6.57%
REC Ltd.	5.8%
National Bank For Agriculture & Rural Development	4.49%

Question 8

What is the quality of borrowers Shriram Aggressive Hybrid Fund lends to?

Accepted Answer

The credit rating of the instruments in which the fund invests represents the quality of the borrower. The Shriram Aggressive Hybrid Fund's debt portion's allocation by credit quality is given below

Holding Name	Percentage of Portfolio
GOI	6.57%
REC Ltd.	5.8%
National Bank For Agriculture & Rural Development	4.49%

Question 9

What is the risk level of Shriram Aggressive Hybrid Fund?

Accepted Answer

This is a Aggressive Hybrid fund comes with Very High risk.

Question 10

Is there any lock-in period in Shriram Aggressive Hybrid Fund?

Accepted Answer

No, this fund does not have any lock-in period.

Question 11

How do I invest in Shriram Aggressive Hybrid Fund?

Accepted Answer

It is very fast, easy, and completely paperless in this mutual fund scheme on ET Money. It is just a matter of a few minutes. Here's how:

For the Desktop Version:

Click on the "Invest Now" button at the top right, then scan the QR code to download the app.

For the Mobile Version:

Click on the "Invest on App" button at the bottom to download the app.
Once the app is downloaded:
Sign-up and complete your one time KYC process, or log in if you're already registered.
Search for Shriram Aggressive Hybrid Fund and choose the investment mode (Lump sum investment or a SIP). Then, enter your investment amount.
Fill in additional required details, including the bank account you'll use for payment, and confirm.

All set! Your investment in Shriram Aggressive Hybrid Fund is complete.

Question 12

How can I redeem my investments in Shriram Aggressive Hybrid Fund?

Accepted Answer

Redeeming your investments in Shriram Aggressive Hybrid Fund is super easy. If you have invested in this fund via ET Money, just login into the app, go to the investment section and put the redemption request.

If you have invested in Shriram Aggressive Hybrid Fund from anywhere else, you can go to the fund house website and put a request through it.

Expense ratio	0.96% as on May 31, 2025
Exit load	1.0% Exit Load for units in excess of 12% of the investment,1% will be charged for redemption within 90 days.!
AUM (Fund size)	₹48 Crs
Lock-in	No Lockin
Age	11 yrs 7 m since Nov 08, 2013
Benchmark	CRISIL Hybrid 35+65 Aggressive Index
Min. investment	This scheme is currently not buyable
Risk	Very High
Short term capital gains (STCG)	Returns taxed at 20% if you redeem before 1 year
Long term capital gains (LTCG)	After 1 year, pay tax of 12.5% on returns of ₹1.25 lakh+ in a financial year

Fund name	ETM Rank	AUM (in Crs.)	Fund age	Expense ratio
Shriram Aggressive Hybrid Fund	N.A.	₹48 Crs	11 yrs 7 m	0.96%
ICICI Prudential Equity & Debt Fund	N.A.	₹42,340 Crs	12 yrs 5 m	0.97%
Edelweiss Aggressive Hybrid Fund	N.A.	₹2,749 Crs	12 yrs 5 m	0.39%
UTI Aggressive Hybrid Fund	N.A.	₹6,254 Crs	12 yrs 5 m	1.24%
Mahindra Manulife Aggressive Hybrid Fund	N.A.	₹1,705 Crs	5 yrs 11 m	0.45%
Baroda BNP Paribas Aggressive Hybrid Fund	N.A.	₹1,224 Crs	8 yrs 3 m	0.52%

Fund name	1M	6M	1Y	3Y	5Y	10Y
Shriram Aggressive Hybrid Fund	0.28%	-2.86%	-1.76%	16.16%	16.19%	10.49%
ICICI Prudential Equity & Debt Fund	-0.03%	5.65%	9.63%	23.95%	26.82%	16.66%
Edelweiss Aggressive Hybrid Fund	0.82%	2.96%	9.62%	23.75%	23.76%	14.32%
UTI Aggressive Hybrid Fund	0.05%	0.73%	8.09%	21.7%	22.91%	13.17%
Mahindra Manulife Aggressive Hybrid Fund	0.27%	2.77%	9.66%	23.28%	23.98%	11.59%
Baroda BNP Paribas Aggressive Hybrid Fund	1.05%	0.33%	6.14%	20.62%	20.25%	12.2%

Fund name	Std. deviation	Beta	Sharpe	Sortino
Shriram Aggressive Hybrid Fund	11.16	0.87	0.65	0.92
ICICI Prudential Equity & Debt Fund	9.88	0.77	1.35	2.33
Edelweiss Aggressive Hybrid Fund	10.38	0.85	1.29	1.88
UTI Aggressive Hybrid Fund	10.11	0.83	1.17	1.8
Mahindra Manulife Aggressive Hybrid Fund	11.16	0.92	1.18	1.88
Baroda BNP Paribas Aggressive Hybrid Fund	10.16	0.83	1.11	1.61

Alpha	-1.14 vs. 7.09 Underperformed at beating benchmark
Sharpe	0.65 vs. 6.23 Poor risk-adjusted returns
Beta	0.87 vs. 1.16 Less sensitive to market ups & downs
Standard deviation	11.16 vs. 10.86 More volatile performance

Shriram Aggressive Hybrid Fund Direct -Growth

Historical NAV & returns

Shriram Aggressive Hybrid Fund overview

Shriram Aggressive Hybrid Fund Returns calculator

Asset allocationas on May 31, 2025

Peer comparison

Key risk & return ratios Compared to other funds in the category

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About this fund

About Shriram Aggressive Hybrid Fund

Fund managers

Investment objective

Shriram Mutual Fund details

Frequently asked questions

Shriram Aggressive Hybrid Fund Returns

ET Money rank

No. of schemes	0 view all schemes
Total AUM	₹969 Crs as on Mar 31, 2025
Address	511-512, Meadows, Sahar Plaza, J. B. Nagar, Andheri (East), Mumbai, 400059
Phone	033-23373012 / 9339787128

Sector	Percentage of Portfolio
Financial	19.689999999999998%
Automobile	9.139999999999999%
Energy	8.33%
Healthcare	5.98%
Communication	5.4399999999999995%
Consumer Staples	4.66%
Metals & Mining	4.0600000000000005%
Services	3.54%
Capital Goods	2.99%
Technology	2.93%

Credit Quality	Percentage of Portfolio
AAA	14.57554806%
SOV	6.88369443%
Cash & Call Money	5.51739202%