Shriram Aggresive Hybrid Fund
Get the latest NAV of Shriram Aggresive Hybrid Fund. View historical returns compared to its benchmark and category average. Know which stocks and sectors the fund is investing in. Get an estimate of returns from the SIP and lump sum returns calculator. View detailed holding analysis and peer comparison. Get INDmoney ranking of the fund.
₹34.86
▲0.4%1D
NAV as on 16 Mar 2026
10.69%/per year
Since Inception
▲▼
36 people have invested ₹ 3.4L in Shriram Aggresive Hybrid Fund in the last three months
Shriram Aggresive Hybrid Fund Performance vs. Aggressive Allocation Index
Fund returns vs Benchmark returns vs Category Average returns as on (16-Mar-26)
The fund has outperformed the benchmark (Aggressive Allocation Index) over 1Y, but underperformed over 3Y, 5Y.
Peer comparison
Shriram Aggresive Hybrid Fund Returns Calculator
Calculate SIP and lumpsum returns based on historical performance
Total Investment
0
Profit
Total Corpus
0
Shriram Aggresive Hybrid Fund Asset Allocation
See fund asset allocation details as on (14-Mar-26)
Fund Distribution
as on (14-Mar-26)
Shriram Aggresive Hybrid Fund Sector Allocation
See fund sector allocation details as on (14-Mar-26)
Sector Allocation
Top 3 Sectors in February were Government, Corporate & Financial Services
Government
33%
Corporate
32%
Financial Services
31%
Government
35%
Corporate
34%
Financial Services
31%
Shriram Aggresive Hybrid Fund Holdings Details
as on (28-Feb-26)
Shriram Aggresive Hybrid Fund Overview
Get key fund statistics, minimum investment details, AUM, expense ratio, exit load, and tax treatment.
| Expense ratio | 0.85% |
Benchmark | CRISIL Hybrid 35+65 - Agg TR INR |
| AUM | ₹50 Cr |
| Inception Date | 29 November, 2013 |
| Min Lumpsum/SIP | ₹500/₹500 |
Exit Load | 1.0% |
| Lock In | No Lock-in |
TurnOver | 398.36% |
| Risk |   Very High Risk |
About Shriram Aggresive Hybrid Fund
Shriram Aggresive Hybrid Fund is a hybrid fund. This fund was started on 29 November, 2013. The fund is managed by Prateek Nigudkar, Sudip More, Amit Modani, Deepak Ramaraju. This fund gives you the benefit of diversification.
Key Parameters
- Shriram Aggresive Hybrid Fund has ₹50 Cr worth of assets under management (AUM) as on Mar 2026 and is more than category average.
- The fund has an expense ratio 0.9.
Returns
Shriram Aggresive Hybrid Fund has given a CAGR return of 10.69% since inception. Over the last 1, 3 and 5 years the fund has given a CAGR return of 7.68%, 12.41% and 9.92% respectively.
Holdings
Shriram Aggresive Hybrid Fund has allocated its funds majorly in Cash Equivalent, Government, Corporate, Financial Services, Consumer Cyclical, Energy, Industrial, Tech, Health, Consumer Defensive, Basic Materials, Communication, Utilities.
Taxation
As it is a aggressive allocation mutual fund the taxation is as follows:If the fund is equity oriented i.e. asset allocation of more than 65% in equity instruments:For short term (less than a year) capital gains will be taxed at 20%For long term (more than 1 year) capital gains will be taxed at 12.5% without indexation benefitLong term gains up to Rs 1 lakh are exempt from taxation (more than 12 months).
Investment objective of Shriram Aggresive Hybrid Fund
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.
Minimum Investment and lockin period
Minimum investment for lump sum payment is INR 500.00 and for SIP is INR 500.00. Shriram Aggresive Hybrid Fund has no lock in period.
Fund Manager
Prateek Nigudkar
Fund Manager of Shriram Aggresive Hybrid Fund, since 7 August 2025
Sudip More
Fund Manager of Shriram Aggresive Hybrid Fund, since 3 October 2024
Amit Modani
Fund Manager of Shriram Aggresive Hybrid Fund, since 1 November 2025
Deepak Ramaraju
Fund Manager of Shriram Aggresive Hybrid Fund, since 20 August 2022
- AUM of the fund stands at 49.8 Cr as of Feb'26
- AUM increased by 0.4 Cr between Feb'26 and Jan'26
Frequently Asked Questions for Shriram Aggresive Hybrid Fund
How do I invest in Shriram Aggresive Hybrid Fund?
- Download the INDmoney app.
- Search for ‘Shriram Aggresive Hybrid Fund’.
- Select whether you want to invest in SIP or lump sum.
- Enter the amount you wish to invest.
- Set up payments via bank mandate or UPI.