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Shriram Aggressive Hybrid Fund

Growth
36.450.98% (+0.35)

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Shriram Aggressive Hybrid Fund

Growth
HybridAggressive Hybrid Fund
Small-size FundAssets Under Mgmt: ₹ 49 Cr
Very High RiskPrinciple investment will be at very high risk
36.450.98% (+0.35)

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HybridAggressive Hybrid Fund
Small-size FundAssets Under Mgmt: ₹ 49 Cr
Very High RiskPrinciple investment will be at very high risk

Key Metrics

Expense RatioExpense RatioNo LabelNo LabelNo LabelNo Label
0.7563.120.86
No LabelNo LabelNo LabelNo LabelNo LabelNo Label
1.4343.501.24

Scheme Info

PlanPlanLock inLock inExit LoadExit Load
Growth0 yrs1.00%
NIL for 12% of units and 1% for remaining units on or before 90D Nil after 90D
SIP Inv.SIP Inv.Min. LumpsumMin. Lumpsum
Allowed₹ 500
Initial: ₹ 500 Incremental: ₹ 500
BenchmarkBenchmark
CRISIL Hybrid 35+65 - Aggressive Index

About Aggressive Hybrid Fund

Aggressive Hybrid funds have exposure to both debt and equity instruments. They primarily invest in stocks with some allocation to debt instruments. These funds are less risky as compared to pure equity funds.

Peers & Comparison

Comparing 3 mutual funds from 
HybridAggressive Hybrid Fund

Returns

Scheme

Ratios

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Mutual Fund1Y Returns1Y Returns3Y CAGR3Y CAGRLife CAGRLife CAGR
Shriram Aggressive Hybrid Fund16.36%13.82%12.39%
SBI Equity Hybrid Fund16.53%11.99%15.12%
ICICI Pru Equity & Debt Fund20.11%20.21%17.95%
HDFC Hybrid Equity Fund15.32%14.31%13.03%

Price Comparison

Compare Shriram Aggressive Hybrid Fund with any MF, ETF, stock or index
Compare Shriram Aggressive Hybrid Fund with any MF, ETF, stock or index
Shriram Aggressive Hybrid Fund
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Asset Allocation

Actual

Target

Mar 2024

Jun 2024

Sep 2024

Nov 2024

ACTUAL
+1 moreMutual FundsGovernment SecuritiesCash & EquivalentsCorporate DebtEquity0.07%1.57%6.17%8.11%18.22%65.87%

Mar 2024

Jun 2024

Sep 2024

Nov 2024

Tickertape Separator

Sector Distribution

+21 moreG-SecIT Services & ConsultingConsumer FinanceOthersPharmaceuticals52.04 %6.17 %6.76 %9.82 %10.71 %14.50 %

Mar 2024

Jun 2024

Sep 2024

Nov 2024

Tickertape Separator

Sector Weightage

Sep 23Dec 23Mar 24Jun 24Sep 24Nov 245.19%4.32%4.28%3.81%14.54%14.50%
Pharmaceuticals as a % of total holdings for last six quarters
Tickertape Separator

Current Holdings

Equity

Debt

Others

  • Constituent
    Holding Weight
    3M Change
  • Trent Ltd
    TRENT
    3M change : 2.22 %

    Holdings

    3.77 %

    2.22 %
  • Sun Pharmaceutical Industries Ltd
    SUNPHARMA
    3M change : 1.71 %

    Holdings

    2.71 %

    1.71 %
  • Bharti Airtel Ltd
    BHARTIARTL
    3M change : -0.99 %

    Holdings

    2.38 %

    -0.99 %

AMC Profile

Shriram AMC Limited was incorporated on 27th July, 1994, and received the Certificate of Commencement of Business on 5th December, 1994. The Company received permission from SEBI to act as the AMC of Shriram Mutual Fund on 21st November, 1994

  • No.of Schemes

    8

  • Total AUM

    ₹ 886.28 Cr.

Fund Manager Profile

Deepak Ramaraju

AUM:  ₹886.28 Cr.

Sum of AUMs of all funds managed by the fund manager

 | 

Exp: 20yrs

Gargi Bhattacharyya Banerjee

AUM:  ₹886.28 Cr.

Sum of AUMs of all funds managed by the fund manager

 | 

Exp: 16yrs

Sudip More

AUM:  ₹886.28 Cr.

Sum of AUMs of all funds managed by the fund manager

 | 

Exp: 19yrs

Manager Performance (0)

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Tax Implications

Invested period < 1 year

Gains are treated as short-term capital gains and taxed at 20%

Invested period > 1 year

Gains are treated as long-term capital gains and taxed at 12.5%

Let’s calculate your returns after tax

Investment frequency

Monthly

One Time

Monthly Investment Amt. (₹)

Investment period (years)

CAGR (%)
This CAGR is calculated based on the actual past return given by the fund during the selected investment period. This is the annualised growth rate assuming monthly compounding.

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Opinions and Fund Reviews

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