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Shriram Mutual Fund · Hybrid: Aggressive
Shriram Aggressive Hybrid Fund- Regular 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.
Mixed AssetBenchmark · CRISIL Hybrid 35+65 - Aggressive IndexTER · 2.46%Inception · 29-11-2013
NAV
₹30.68
-0.26% · as of 14-10-2026
Since inception
9.08%
CAGR
Benchmark (inception)
11.61%
CAGR
Fund size
₹50 Cr
AUM
Expense ratio
2.46%
29-09-2026
Performance
Returns vs benchmark & category
Since inception: +9.08% CAGR vs benchmark +11.61%.
Portfolio
Where the money is invested
Top holdings
6.54% Government of India6.21%
8.54% REC Ltd.5.46%
HDFC BANK LIMITED EQ NEW FV RE. 1/-5.26%
Bank of Baroda (MD 04/02/2027)4.83%
Clearing Corporation of India Ltd.4.82%
RELIANCE INDUSTRIES LIMITED EQ4.44%
7.835% LIC Housing Finance Ltd.4.08%
ICICI BANK LIMITED EQ NEW FV RS. 2/-4.07%
AXIS BANK LIMITED EQ NE FV RS. 2/-4.04%
BHARTI AIRTEL LIMITED EQ NEW FV RS 5/-3.26%
Sector allocation
Financial Services23.13%
Oil, Gas & Consumable Fuels6.67%
Automobile and Auto Components5.99%
Healthcare5.98%
Fast Moving Consumer Goods5.81%
Information Technology4.65%
Capital Goods3.72%
Telecommunication3.26%
Metals & Mining2.78%
Construction2.65%
Riskometer
LowVery High
Very High
What if you'd SIP'd here?
@ 9.1% p.a.₹10,000
10 years
Projected value
₹19,58,628
Invested: ₹12,00,000
Gained: ₹7,58,628
Illustration based on fund's since-inception return. Past performance is not indicative of future returns.
Risk Analysis
How this fund manages risk
Fund manager
M
Mr. Hitesh Savanth, Mr. Prateek Nigudkar, Mr. Amit Modani, Mr. Sudip Suresh More
Manager since fund inception data not available
ISIN & identifiers
AMFI code
125713
ISIN (Growth)
INF680P01018
ISIN (Div Re-inv)
—
Status
Open Ended Schemes
Peers
Other Hybrid: Aggressive funds
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₹42.63
1Y
+13.3%
3Y
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5Y
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₹21.99
1Y
+6.7%
3Y
+10.1%
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Quant Aggressive Hybrid Fund Gr Reg Plan
₹444.42
1Y
+3.7%
3Y
+10.9%
5Y
+9.6%
HSBC Aggressive Hybrid Fund Reg Gr
₹58.27
1Y
+1.9%
3Y
+11.4%
5Y
+8.6%
Bandhan Aggressive Hyb Fund Reg Gr
₹27.02
1Y
+1.9%
3Y
+11.9%
5Y
+8.6%
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