Shriram Aggresive Hybrid Fund Direct Payout of IDCW option

Shriram Aggresive Hybrid Fund Direct Payout of IDCW option is a hybrid fund. This fund was started on 29 November, 2013. The fund is managed by Gargi Banerjee. This fund gives you the benefit of diversification.

1. Shriram Aggresive Hybrid Fund Direct Payout of IDCW option has ₹50 Cr worth of assets under management (AUM) as on Jul 2025 and is more than category average.
2. The fund has an expense ratio 1.
   

Shriram Aggresive Hybrid Fund Direct Payout of IDCW option has given a CAGR return of 11.53% since inception. Over the last 1, 3 and 5 years the fund has given a CAGR return of -3.28%, 15.21% and 15.54% respectively.

Shriram Aggresive Hybrid Fund Direct Payout of IDCW option has allocated its funds majorly in Government, Corporate, Financial Services, Cash Equivalent, Consumer Cyclical, Basic Materials, Health, Industrial, Energy, Communication, Consumer Defensive, Tech, Utilities.

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 benefit
Long term gains up to Rs 1 lakh are exempt from taxation (more than 12 months).

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 for lump sum payment is INR 500.00 and for SIP is INR 500.00. Shriram Aggresive Hybrid Fund Direct Payout of IDCW option has no lock in period.