Shriram Aggresive Hybrid Fund Direct Growth
Get the latest NAV of Shriram Aggresive Hybrid Fund Direct Growth. 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.
₹34.81
▲0.6%1D
NAV as on 14 May 2025
11.5%/per year
Since Inception
▲▼
29 people have invested ₹ 50.3K in Shriram Aggresive Hybrid Fund Direct Growth in the last three months
Fund Performance
as on (14-May-25)
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 (13-May-25)
Fund Distribution
as on (13-May-25)
Equity 67.4%
Debt & Cash 32.6%
Shriram Aggresive Hybrid Fund Sector Allocation
See fund sector allocation details as on (13-May-25)
Sector Allocation
Equity 67.4%
Debt & Cash 32.6%
Top 3 Sectors in April were Financial Services, Government & Corporate
Financial Services
45%
Government
34%
Corporate
34%
Financial Services
44%
Government
33%
Corporate
32%
Shriram Aggresive Hybrid Fund Holdings Details
as on (30-Apr-25)
Equity
Debt & Cash
Shriram Aggresive Hybrid Fund Direct Growth Overview
Get key fund statistics, minimum investment details, AUM, expense ratio, exit load, and tax treatment.
| Expense ratio | 0.96% |
Benchmark | CRISIL Hybrid 35+65 - Agg TR INR |
| AUM | ₹47 Cr |
| Inception Date | 29 November, 2013 |
| Min Lumpsum/SIP | ₹500/₹500 |
Exit Load | 1.0% |
| Lock In | No Lock-in |
TurnOver | 45% |
| STCG | Selling mutual fund before 1 year, returns taxed at 20%. |
| LTCG | After 1 year, 12.5% tax on returns over ₹1.25 lakh/year. |
| Risk |   Very High Risk |
About Shriram Aggresive Hybrid Fund
Shriram Aggresive Hybrid Fund Direct Growth 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.
Key Parameters
- Shriram Aggresive Hybrid Fund Direct Growth has ₹47 Cr worth of assets under management (AUM) as on Mar 2025 and is less than category average.
- The fund has an expense ratio 1.
Returns
Shriram Aggresive Hybrid Fund Direct Growth has given a CAGR return of 11.50% since inception. Over the last 1, 3 and 5 years the fund has given a CAGR return of 2.34%, 14.73% and 17.16% respectively.
Holdings
Shriram Aggresive Hybrid Fund Direct Growth has allocated its funds majorly in Financial Services, Government, Corporate, Cash Equivalent, Basic Materials, Industrial, Consumer Defensive, Communication, Health, Consumer Cyclical, Energy, Tech, 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 Direct Growth
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 Direct Growth has no lock in period.
Fund Manager
Gargi Banerjee
Fund Manager of Shriram Aggresive Hybrid Fund Direct Growth, since 15 November 2016
- AUM of the fund stands at 47.2 Cr as of Apr'25
- AUM increased by 1.1 Cr between Apr'25 and Mar'25
More funds from Shriram
Frequently Asked Questions for Shriram Aggresive Hybrid Fund Direct Growth
What is the current NAV of Shriram Aggresive Hybrid Fund Direct Growth?
What are the average returns of Shriram Aggresive Hybrid Fund Direct Growth?
Shriram Aggresive Hybrid Fund Direct Growth | Absolute Returns | CAGR Returns |
1 Month Returns | 3.97% | 3.97% |
6 Month Returns | 0.04% | 0.04% |
1 Year Returns | 2.34% | 2.34% |
3 Years Returns | 51.04% | 14.73% |
How do I invest in Shriram Aggresive Hybrid Fund Direct Growth?
- Click Buy on the fund name.
- Input the amount you are looking to invest.
- Select Lump Sum or SIP (Weekly, Monthly or Quarterly).
- Select your bank account and proceed with Payment.
What is the expense ratio of Shriram Aggresive Hybrid Fund Direct Growth?
What is net assets under management (AUM) of Shriram Aggresive Hybrid Fund Direct Growth?
What are the top 5 holdings of Shriram Aggresive Hybrid Fund Direct Growth?
What are the top 3 sectors that this Shriram Aggresive Hybrid Fund Direct Growth has invested in?
What is the credit rating breakup of Shriram Aggresive Hybrid Fund Direct Growth?
AAA | 100 |