Shriram Aggressive Hybrid Fund – Direct Growth

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 18 March 2024 )
1Y1Y 3Y3Y 5Y5Y MaxMax
Trailing Returns 32.6% 14.4% 13.6% 12.1%
Category Average 27.9% 15.3% 15.2% -

Scheme Allocation

By Holding
By Sector
By Asset
4.25%
3.25%
Others
81.61%
View all Holdings
Holdings Sector Instrument Asset
Reliance Industr Refineries Equity 5.41%
HDFC Bank Banks Equity 4.25%
ICICI Bank Banks Equity 3.25%
Larsen & Toubro Infrastructure Developers & Operators Equity 2.97%
Hind.Aeronautics Aerospace & Defence Equity 2.51%
Infosys IT - Software Equity 2.49%
Jio Financial Finance Equity 2.2%
TVS Motor Co. Automobile Equity 2.07%
MRF Tyres Equity 2.02%
Bajaj Auto Automobile Equity 1.89%
Tata Motors-DVR Automobile Equity 1.89%
Zomato Ltd E-Commerce/App based Aggregator Equity 1.61%
Indian Hotels Co Hotels & Restaurants Equity 1.53%
Adani Ports Marine Port & Services Equity 1.53%
Maruti Suzuki Automobile Equity 1.49%
NCC Construction Equity 1.47%
Cummins India Capital Goods-Non Electrical Equipment Equity 1.29%
Sun Pharma.Inds. Pharmaceuticals Equity 1.22%
Nippon Life Ind. Finance Equity 1.22%
Ajanta Pharma Pharmaceuticals Equity 1.07%
Bharat Electron Aerospace & Defence Equity 1.07%
Dixon Technolog. Consumer Durables Equity 1.06%
TCS IT - Software Equity 1.05%
O N G C Crude Oil & Natural Gas Equity 1.04%
Titan Company Diamond, Gems and Jewellery Equity 1.03%
Lupin Pharmaceuticals Equity 1.02%
Trent Retail Equity 1.01%
Punjab Natl.Bank Banks Equity 0.99%
Torrent Pharma. Pharmaceuticals Equity 0.99%
NTPC Power Generation & Distribution Equity 0.99%
Power Grid Corpn Power Generation & Distribution Equity 0.98%
NBCC Miscellaneous Equity 0.97%
Oil India Crude Oil & Natural Gas Equity 0.97%
Prestige Estates Realty Equity 0.96%
Bharat Dynamics Aerospace & Defence Equity 0.96%
Power Fin.Corpn. Finance Equity 0.96%
Life Insurance Insurance Equity 0.96%
REC Ltd Finance Equity 0.95%
Colgate-Palmoliv FMCG Equity 0.94%
Rail Vikas Infrastructure Developers & Operators Equity 0.94%
Jyothy Labs FMCG Equity 0.92%
Glaxosmi. Pharma Pharmaceuticals Equity 0.91%
B H E L Capital Goods - Electrical Equipment Equity 0.9%
Jindal Stain. Steel Equity 0.88%
Canara Bank Banks Equity 0.59%
A B B Capital Goods - Electrical Equipment Equity 0.46%
Wipro IT - Software Equity 0.03%
Debt
28.21%
Banks
9.08%
Automobiles
7.34%
Construction
6.35%
Petroleum Products
5.41%
Others
43.61%
View all Sectors
Sectors Asset
Debt 28.21%
Banks 9.08%
Automobiles 7.34%
Construction 6.35%
Petroleum Products 5.41%
Pharmaceuticals & Biotech 5.21%
Aerospace & Defense 4.54%
Finance 4.11%
Cash & Others 3.88%
IT-Software 3.57%
Retailing 2.62%
Consumer Durables 2.09%
Auto Components 2.02%
Oil 2.01%
Power 1.97%
Transport Infrastructure 1.53%
Leisure Services 1.53%
Electrical Equipments 1.36%
Industrial Products 1.29%
Capital Markets 1.22%
Realty 0.96%
Insurance 0.96%
Personal Products 0.94%
Household Products 0.92%
Ferrous Metals 0.88%
Equity
67.91%
Non Convertable Debenture
18.33%
Govt Securities / Sovereign
6.4%
Net Curr Ass/Net Receivables
3.88%
Reverse Repos
3.48%
Others
0%

Advance Ratio

2.91
Alpha
2.79
SD
0.72
Beta
0.82
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 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 ₹32.5 as of 18 March 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 - 28.21%
  2. Banks - 9.08%
  3. Automobiles - 7.34%
  4. Construction - 6.35%
  5. Petroleum Products - 5.41%

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 12.1% 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 0.85 % as of 18 March 2024.

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

The AUM of Shriram Aggressive Hybrid Fund – Direct Growth is ₹362 Cr as of 18 March 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 - 5.41%
  2. HDFC Bank - 4.25%
  3. ICICI Bank - 3.25%
  4. Larsen & Toubro - 2.97%
  5. Hind.Aeronautics - 2.51%

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.
Invest Now