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Shriram Aggressive Hybrid Fund-Growth

Hybrid
Aggressive Hybrid
₹-0.49% 1D
NAV on
Overview
Chart
Returns
Asset Allocation
Fund Info
Risk & Return Ratio
Fund Overview
  • Rating
    2
  • Minimum Investment
    ₹500
  • NAV (Net Asset Value)
    ₹N/A
  • AUM (Fund size)
    ₹52 Cr
  • Created on
    5 Nov 2013
Fund Ranking
#32
/ 39 in Aggressive Hybrid
Risk Level

Very High

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Returns
Trailing Return
Rolling Return
  • 6 Month
    1.3%
  • 1 Year
    2.9%
  • 3 Year (CAGR)
    8.6%
  • All Time (CAGR)
    9.5%
Category Return
  • 6 Month
    3.4%
  • 1 Year
    3.8%
  • 3 Year (CAGR)
    10.8%
  • All Time (CAGR)
    13.4%
Asset Allocation
  • Equity
    72.4%
  • Debt
    15.9%
  • Other
    11.6%
Top 5 Holdings
Top 5 Sectors
  • Aurobindo Pharma
    0.69%
  • Bajaj Holdings & Invest.
    1.55%
  • Bank of Baroda
    4.72%
  • Bharat Electronics
    0.78%
  • Bharat Petroleum Corporation
    0.28%
Fund Information
  • Expense Ratio
    2.45%
  • Exit Load
    Exit Load for units in excess of 12% of the investment,1% will be charged for redemption within 90 days.
  • Lock-In Period
    No 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
Hitesh Savanth
June 2026 - Present
Risk & Return Ratio
  • Sharpe Ratio
    0.31
  • Standard Deviation
    11.66
  • Alpha
    0.00
  • Beta
    0.00