Shriram Aggressive Hybrid Fund – Direct (IDCW)

Hybrid · Aggressive Hybrid
1,000
Min SIP
5,000
Min Lumpsum
0.85 %
Expense Ratio
Rating
45
Fund Size (in Cr)
10 Years
Fund Age
Mutual Fund SIP Calculator
Monthly Investment
Max: ₹1,00,000
Investment Period
Yrs
Max: 5 yrs
  • Invested Amount
    --
  • Wealth Gained
    --
  • Expected Amount
    --

Scheme Performance

Returns and Ranks ( as on 01 March 2024 )
1Y1Y 3Y3Y 5Y5Y MaxMax
Trailing Returns 32.7% 15.3% 14.8% 12.3%
Category Average 26.9% 15% 16.5% -

Scheme Allocation

By Holding
By Sector
By Asset
4.46%
2.49%
2.45%
Others
82.79%
View all Holdings
Holdings Sector Instrument Asset
Reliance Industr Refineries Equity 4.82%
HDFC Bank Banks Equity 4.46%
Larsen & Toubro Infrastructure Developers & Operators Equity 2.99%
Infosys IT - Software Equity 2.49%
ICICI Bank Banks Equity 2.45%
Bharti Airtel Telecomm-Service Equity 2.06%
Hind.Aeronautics Aerospace & Defence Equity 1.96%
TVS Motor Co. Automobile Equity 1.95%
REC Ltd Finance Equity 1.74%
Power Fin.Corpn. Finance Equity 1.69%
Bajaj Auto Automobile Equity 1.66%
Coal India Mining & Mineral products Equity 1.57%
NTPC Power Generation & Distribution Equity 1.52%
MRF Tyres Equity 1.48%
Titan Company Diamond, Gems and Jewellery Equity 1.47%
TCS IT - Software Equity 1.47%
Tata Motors-DVR Automobile Equity 1.29%
Axis Bank Banks Equity 1.21%
HCL Technologies IT - Software Equity 1.16%
Sun Pharma.Inds. Pharmaceuticals Equity 1.1%
I O C L Refineries Equity 1.08%
Aurobindo Pharma Pharmaceuticals Equity 1.06%
Trent Retail Equity 1.05%
Jindal Stain. Steel Equity 1.04%
Natl. Aluminium Non Ferrous Metals Equity 1.02%
O N G C Crude Oil & Natural Gas Equity 1%
Godrej Industrie Chemicals Equity 0.99%
Britannia Inds. FMCG Equity 0.98%
KPIT Technologi. IT - Software Equity 0.97%
Colgate-Palmoliv FMCG Equity 0.96%
S A I L Steel Equity 0.96%
Alembic Pharma Pharmaceuticals Equity 0.95%
NCC Construction Equity 0.95%
Torrent Pharma. Pharmaceuticals Equity 0.95%
Glaxosmi. Pharma Pharmaceuticals Equity 0.94%
B H E L Capital Goods - Electrical Equipment Equity 0.9%
Life Insurance Insurance Equity 0.9%
HEG Capital Goods-Non Electrical Equipment Equity 0.9%
Prestige Estates Realty Equity 0.81%
Motil.Oswal.Fin. Stock/ Commodity Brokers Equity 0.79%
H U D C O Finance Equity 0.77%
Birlasoft Ltd IT - Software Equity 0.77%
Bharat Electron Aerospace & Defence Equity 0.74%
Persistent Sys IT - Software Equity 0.71%
Railtel Corpn. Telecomm-Service Equity 0.68%
Ircon Intl. Infrastructure Developers & Operators Equity 0.57%
NBCC Miscellaneous Equity 0.56%
Brigade Enterpr. Realty Equity 0.51%
Canara Bank Banks Equity 0.5%
NLC India Power Generation & Distribution Equity 0.5%
I R F C Finance Equity 0.5%
Cyient IT - Software Equity 0.5%
Wipro IT - Software Equity 0.5%
Bank of India Banks Equity 0.49%
Ratnamani Metals Steel Equity 0.49%
Sobha Realty Equity 0.48%
Jyothy Labs FMCG Equity 0.47%
Engineers India Infrastructure Developers & Operators Equity 0.46%
Debt
25.82%
Banks
9.11%
IT-Software
8.07%
Petroleum Products
5.9%
Construction
5.53%
Others
45.57%
View all Sectors
Sectors Asset
Debt 25.82%
Banks 9.11%
IT-Software 8.07%
Petroleum Products 5.9%
Construction 5.53%
Pharmaceuticals & Biotech 5%
Automobiles 4.9%
Finance 4.7%
Cash & Others 4.24%
Telecom-Services 2.74%
Aerospace & Defense 2.7%
Power 2.02%
Ferrous Metals 2%
Realty 1.8%
Consumable Fuels 1.57%
Auto Components 1.48%
Consumer Durables 1.47%
Industrial Products 1.39%
Retailing 1.05%
Non-Ferrous Metals 1.02%
Oil 1%
Diversified 0.99%
Food Products 0.98%
Personal Products 0.96%
Electrical Equipments 0.9%
Insurance 0.9%
Capital Markets 0.79%
IT-Services 0.5%
Household Products 0.47%
Equity
69.94%
Non Convertable Debenture
18.29%
Govt Securities / Sovereign
6.38%
Net Curr Ass/Net Receivables
4.24%
Reverse Repos
1.15%

Advance Ratio

2.28
Alpha
2.82
SD
0.71
Beta
0.86
Sharpe

Exit Load

Exit Load If redeemed / switched-out within 90 days from the date of allotment:- Upto 12% of units : Nil More than 12% of units: 1% of applicable Net Asst Value (NAV) If redeemed / switched out after 90 days from the date of allotment: Nil

Fund Objective

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.

Fund Managers

Deepak Ramaraju

Risk-O-Meter

Peer Comparison

Fund Name

AMC Contact Details

Shriram Mutual Fund
AUM:
362 Cr
Address:
511-512, Meadows, Sahar Plaza, J. B. Nagar, Andheri (East), Mumbai - 400059.
Contact:
033-23373012
Email ID:
info@shriramamc.com

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Frequently Asked Questions

How to invest in Shriram Aggressive Hybrid Fund – Direct (IDCW) ?

You can invest in Shriram Aggressive Hybrid Fund – Direct (IDCW) in a quick and simple process. Follow the below steps;
  • Login to your 5paisa account, Go to the Mutual Funds section.
  • Search for Shriram Aggressive Hybrid Fund – Direct (IDCW) in the search box.
  • Click on "Start SIP" if you wish to do a SIP or click on “One-time” if you wish to invest a lumpsum amount then click on "Invest Now"

What is the NAV of Shriram Aggressive Hybrid Fund – Direct (IDCW) ?

The NAV of Shriram Aggressive Hybrid Fund – Direct (IDCW) is ₹26.3 as of 01 March 2024.

How to redeem Shriram Aggressive Hybrid Fund – Direct (IDCW) holding ?

You can go to your holding on the app and click on the fund name you will get two options Invest More and Redeem; click on redeem and enter the amount or units you desire to redeem or you can tick on “Redeem all units”.

What is the minimum sip amount of Shriram Aggressive Hybrid Fund – Direct (IDCW)?

The minimum SIP amount of Shriram Aggressive Hybrid Fund – Direct (IDCW) is ₹1000

What are the top sectors Shriram Aggressive Hybrid Fund – Direct (IDCW) has invested in?

The top sectors Shriram Aggressive Hybrid Fund – Direct (IDCW) has invested in are
  1. Debt - 25.82%
  2. Banks - 9.11%
  3. IT-Software - 8.07%
  4. Petroleum Products - 5.9%
  5. Construction - 5.53%

Can I make investments in both the SIP and Lump Sum schemes of Shriram Aggressive Hybrid Fund – Direct (IDCW)?

Yes, You can select both SIP or Lumpsum investment of Shriram Aggressive Hybrid Fund – Direct (IDCW) based on your investment objective and risk tolerance.

How much returns have Shriram Aggressive Hybrid Fund – Direct (IDCW) generated ?

The Shriram Aggressive Hybrid Fund – Direct (IDCW) has delivered 12.3% since inception

What is the expense ratio of Shriram Aggressive Hybrid Fund – Direct (IDCW) ?

The expense ratio of Shriram Aggressive Hybrid Fund – Direct (IDCW) is 0.85 % as of 01 March 2024.

What is the AUM of Shriram Aggressive Hybrid Fund – Direct (IDCW)?

The AUM of Shriram Aggressive Hybrid Fund – Direct (IDCW) is ₹362 Cr as of 01 March 2024

What are the top stock holdings of Shriram Aggressive Hybrid Fund – Direct (IDCW)?

The top stock holdings of Shriram Aggressive Hybrid Fund – Direct (IDCW) are
  1. Reliance Industr - 4.82%
  2. HDFC Bank - 4.46%
  3. Larsen & Toubro - 2.99%
  4. Infosys - 2.49%
  5. ICICI Bank - 2.45%

How can I redeem my investments in Shriram Aggressive Hybrid Fund – Direct (IDCW)?

Step 1: Visit the fund house's website
Step 2: Log in to your account by adding Folio No. and M-Pin
Step 3: Click on Widhrawal > Redemption
Step 4: Select Shriram Aggressive Hybrid Fund – Direct (IDCW) in Scheme, enter the redemption amount, and click on submit button.
Invest Now