Shriram Aggressive Hybrid Fund – Direct Growth

Hybrid · Aggressive Hybrid
 · ★★★
₹ 1,000
Min SIP
₹ 5,000
Min Lumpsum
1 %
Expense Ratio
★★★
Rating
49
Fund Size (in Cr)
11 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 15 July 2024 )
1Y1Y 3Y3Y 5Y5Y MaxMax
Trailing Returns 36.8% 17.4% 16.3% 13.2%
Category Average 19.6% 13.9% 14.6% -

Scheme Allocation

By Holding
By Sector
By Asset
5.24%
3.32%
Others
80.57%
View all Holdings
Holdings Sector Instrument Asset
Reliance Industr Refineries Equity 5.39%
ICICI Bank Banks Equity 5.24%
M & M Automobile Equity 3.32%
Maruti Suzuki Automobile Equity 2.76%
Jio Financial Finance Equity 2.72%
TCS IT - Software Equity 2.71%
Larsen & Toubro Infrastructure Developers & Operators Equity 2.48%
HDFC Bank Banks Equity 2.44%
St Bk of India Banks Equity 2.31%
Varun Beverages FMCG Equity 2.18%
A B B Capital Goods - Electrical Equipment Equity 2.01%
REC Ltd Finance Equity 1.79%
Trent Retail Equity 1.71%
Hind.Aeronautics Aerospace & Defence Equity 1.7%
Rail Vikas Infrastructure Developers & Operators Equity 1.68%
Exide Inds. Auto Ancillaries Equity 1.63%
Zomato Ltd E-Commerce/App based Aggregator Equity 1.59%
Colgate-Palmoliv FMCG Equity 1.53%
Dixon Technolog. Consumer Durables Equity 1.53%
NTPC Power Generation & Distribution Equity 1.53%
Bosch Auto Ancillaries Equity 1.49%
Cipla Pharmaceuticals Equity 1.46%
Zydus Lifesci. Pharmaceuticals Equity 1.44%
Bharti Airtel Telecomm-Service Equity 1.31%
Indus Towers Telecomm Equipment & Infra Services Equity 1.2%
JSW Infrast Marine Port & Services Equity 1.15%
Power Grid Corpn Power Generation & Distribution Equity 0.99%
Bajaj Auto Automobile Equity 0.94%
Cyient IT - Software Equity 0.94%
Carborundum Uni. Capital Goods-Non Electrical Equipment Equity 0.93%
J B Chemicals & Pharmaceuticals Equity 0.91%
Hero Motocorp Automobile Equity 0.89%
H U D C O Finance Equity 0.88%
Adani Power Power Generation & Distribution Equity 0.84%
Zensar Tech. IT - Software Equity 0.77%
TVS Motor Co. Automobile Equity 0.72%
ITD Cem Infrastructure Developers & Operators Equity 0.53%
KEI Industries Cables Equity 0.49%
Infosys IT - Software Equity 0.48%
Ingersoll-Rand Capital Goods-Non Electrical Equipment Equity 0.43%
Axis Bank Banks Equity 0.39%
Debt
23.54%
Banks
8.64%
Automobiles
7.56%
Others
7%
Aerospace & Defense
5.56%
Others
47.7%
View all Sectors
Sectors Asset
Debt 23.54%
Banks 8.64%
Automobiles 7.56%
Others 7%
Aerospace & Defense 5.56%
Finance 5.52%
Petroleum Products 5.09%
Construction 4.82%
Pharmaceuticals & Biotech 3.92%
Retailing 3.91%
Telecom-Services 3.8%
Industrial Products 3.73%
Power 3.54%
IT-Software 2.66%
Electrical Equipments 2.37%
Beverages 1.97%
Personal Products 1.48%
Auto Components 1.46%
Industrial Manufacturing 1.44%
Transport Infrastructure 1.03%
Cash & Others 0.96%
Equity
67.43%
Corporate Debentures
16.82%
Govt Securities / Sovereign
6.08%
Reverse Repos
5.98%
Derivatives
4.65%

Advance Ratio

3.99
Alpha
2.75
SD
0.72
Beta
0.85
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:
593 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 Growth ?

You can invest in Shriram Aggressive Hybrid Fund – Direct Growth 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 Growth 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 Growth ?

The NAV of Shriram Aggressive Hybrid Fund – Direct Growth is ₹37.4 as of 15 July 2024.

How to redeem Shriram Aggressive Hybrid Fund – Direct Growth 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 Growth?

The minimum SIP amount of Shriram Aggressive Hybrid Fund – Direct Growth is ₹1000

What are the top sectors Shriram Aggressive Hybrid Fund – Direct Growth has invested in?

The top sectors Shriram Aggressive Hybrid Fund – Direct Growth has invested in are
  1. Debt - 23.54%
  2. Banks - 8.64%
  3. Automobiles - 7.56%
  4. Others - 7%
  5. Aerospace & Defense - 5.56%

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

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

How much returns have Shriram Aggressive Hybrid Fund – Direct Growth generated ?

The Shriram Aggressive Hybrid Fund – Direct Growth has delivered 13.2% since inception

What is the expense ratio of Shriram Aggressive Hybrid Fund – Direct Growth ?

The expense ratio of Shriram Aggressive Hybrid Fund – Direct Growth is 1 % as of 15 July 2024.

What is the AUM of Shriram Aggressive Hybrid Fund – Direct Growth?

The AUM of Shriram Aggressive Hybrid Fund – Direct Growth is ₹593 Cr as of 15 July 2024

What are the top stock holdings of Shriram Aggressive Hybrid Fund – Direct Growth?

The top stock holdings of Shriram Aggressive Hybrid Fund – Direct Growth are
  1. Reliance Industr - 5.39%
  2. ICICI Bank - 5.24%
  3. M & M - 3.32%
  4. Maruti Suzuki - 2.76%
  5. Jio Financial - 2.72%

How can I redeem my investments in Shriram Aggressive Hybrid Fund – Direct Growth?

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 Growth in Scheme, enter the redemption amount, and click on submit button.
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