Shriram Aggressive Hybrid Fund-Growth
Hybrid
Aggressive Hybrid
₹-0.3% 1D
NAV on
Fund Summary
Ionic AI
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Fund Overview
- Rating
2 - Minimum Investment₹500
- NAV (Net Asset Value)₹N/A
- AUM (Fund size)₹49 Cr
- Created on5 Nov 2013
Fund Ranking
#31
/ 39 in Aggressive Hybrid
Risk Level
Very High
Returns
Trailing Return
Rolling Return
- 6 Month-4.3%
- 1 Year0.4%
- 3 Year (CAGR)9.5%
- All Time (CAGR)9.4%
Category Return
- 6 Month-3.8%
- 1 Year-0.2%
- 3 Year (CAGR)11.6%
- All Time (CAGR)-
Asset Allocation
- Equity70.8%
- Debt25.3%
- Other3.9%
Top 5 Holdings
Top 5 Sectors
- Amara Raja Energy & Mobility0.51%
- Apollo Hospitals Enterprise1.86%
- ABB India1.81%
- Ashok Leyland0.50%
- Aurobindo Pharma0.72%
Fund Information
- Expense Ratio2.47%
- Exit LoadExit Load for units in excess of 12% of the investment,1% will be charged for redemption within 90 days.
- Lock-In PeriodNo Lock-In
Managed By
Gargi Bhattacharyya Banerjee
Oct 2016 - Present
Deepak Ramaraju
Aug 2022 - Present
Sudip Suresh More
Oct 2024 - Present
Prateek Nigudkar
Aug 2025 - Present
Amit Modani
Nov 2025 - Present
Risk & Return Ratio
- Sharpe Ratio
Sharpe Ratio evaluates a fund's return relative to its risk. Higher values signify better risk-adjusted performance. 0.35 - Standard Deviation
Standard deviation measures the volatility of a fund's returns. The higher the value, the riskier the investment. 11.83 - Alpha
Alpha in mutual funds measures excess return relative to a benchmark, indicating a manager's skill at generating returns beyond market performance. 0.00 - Beta
Beta in mutual funds indicates a fund's sensitivity to market changes. A beta over 1 means it's more volatile than the market, while below 1 implies less volatility. 0.00