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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 · 2.42%Inception · 29-11-2013
NAV
₹31.78
+0.12% · as of 15-07-2026
Since inception
9.57%
CAGR
Benchmark (inception)
11.92%
CAGR
Fund size
₹50 Cr
AUM
Expense ratio
2.42%
31-05-2026
Performance
Returns vs benchmark & category
Since inception: +9.57% CAGR vs benchmark +11.92%.
Portfolio
Where the money is invested
Top holdings
6.54% Government of India6.17%
8.54% REC Ltd.5.44%
Clearing Corporation of India Ltd.5.10%
HDFC BANK LIMITED EQ NEW FV RE. 1/-4.99%
RELIANCE INDUSTRIES LIMITED EQ4.49%
National Bank for Agriculture and Rural Development4.28%
7.835% LIC Housing Finance Ltd.4.09%
AXIS BANK LIMITED EQ NE FV RS. 2/-3.92%
ICICI BANK LIMITED EQ NEW FV RS. 2/-3.78%
BHARTI AIRTEL LIMITED EQ NEW FV RS 5/-3.27%
Sector allocation
Financial Services22.21%
Oil, Gas & Consumable Fuels6.87%
Automobile and Auto Components5.86%
Healthcare5.77%
Fast Moving Consumer Goods5.69%
Information Technology4.97%
Capital Goods3.56%
Telecommunication3.27%
Metals & Mining3.09%
Construction2.60%
Riskometer
LowVery High
Very High
What if you'd SIP'd here?
@ 9.6% p.a.₹10,000
10 years
Projected value
₹20,14,696
Invested: ₹12,00,000
Gained: ₹8,14,696
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. Deepak Ramaraju, 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
Quant Aggressive Hybrid Fund Gr Reg Plan
₹471.42
1Y
+11.1%
3Y
+14.3%
5Y
+13.2%
Bank Of India Mid & Small Cap Equity & Debt Reg Gr
₹42.06
1Y
+8.2%
3Y
+18.7%
5Y
+14.2%
Bandhan Aggressive Hyb Fund Reg Gr
₹27.63
1Y
+6.6%
3Y
+13.8%
5Y
+11.6%
HSBC Aggressive Hybrid Fund Reg Gr
₹58.47
1Y
+5.4%
3Y
+12.9%
5Y
+10.6%
Navi Aggressive Hybrid Reg Gr
₹21.83
1Y
+4.7%
3Y
+10.8%
5Y
+10.6%
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