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Fund Overview of Shriram Aggressive Hybrid Fund Direct-growth
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₹49.8 CrAUM
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₹37.11NAV
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0.86%Expense Ratio
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HybridFund Category
Minimum amount you can invest: ₹500
Maximum amount you can invest: ₹1,00,000
We have used a return rate of 15% for our calculations.
Returns of Shriram Aggressive Hybrid Fund Direct-growth
| Tenure | Absolute(%) | Annualised(%) | Category Average(%) |
|---|---|---|---|
| 3 Months | 1.77% | NA | 2.67% |
| 6 Months | 0.42% | NA | 10.68% |
| 1 Year | 2.58% | 2.58% | 2.84% |
| 2 Years | -0.49% | -0.25% | 17.05% |
| 3 Years | 35.13% | 10.56% | 16.22% |
| 5 Years | 59.66% | 9.81% | 18.30% |
| 7 Years | 110.88% | 11.25% | NA |
| 10 Years | 172.56% | 10.55% | 12.71% |
Asset Allocation
equities
71.65%debt instruments
25.40%other assets or cash equivalents
2.95%Shriram Aggressive Hybrid Fund Direct-growth is one Hybrid mutual fund offered by Shriram Mutual Fund. Launched on 29 Nov 2013, the fund aims Long term capital appreciation and current income. Investment in equity and equity related securities as well as fixed income securities (debt and money market securities). It manages assets worth ₹49.8 crore as on Tue Jun 30, 2026. The expense ratio stands at 0.86%. Fund Manager Manager Education Fund Manager Manager Education Fund Manager Manager EducationAbout Shriram Aggressive Hybrid Fund Direct-growth
The portfolio allocation consists of 71.65% in equities, 25.40% in debt instruments, 2.95% in other assets or cash equivalents.Managed by Deepak Ramaraju, it has delivered a return of 2.58% in the last year, a total return since inception of 10.93%.
Depending on risk tolerance investors often review best sip plans during their overall investment planning.
Key Metrics of Shriram Aggressive Hybrid Fund Direct-growth
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Standard Deviation11.77%
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Mean11.17%
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Sharpe Ratio0.46%
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Sortino Ratio0.55%
Fund Details
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Top Performing Mutual Funds
| Fund Names | AUM (Cr) | 1M | 3M | 1Yr | 3Yr | 5Yr |
|---|---|---|---|---|---|---|
ICICI Prudential Equity & Debt Fund Direct-growth  |
₹51,481 | 1.66% | 1.23% | 4.54% | 16.14% | 17.16% |
| ICICI Prudential Equity & Debt Fund Direct-idcw Half Yearly |
₹51,481 | 1.66% | 1.23% | 4.54% | 16.14% | 17.16% |
| ICICI Prudential Equity & Debt Fund Direct-idcw Monthly |
₹51,481 | 1.66% | 1.23% | 4.54% | 16.14% | 17.16% |
| ICICI Prudential Equity & Debt Fund Direct-idcw Yearly |
₹51,481 | 1.66% | 1.23% | 4.54% | 16.14% | 17.16% |
| ICICI Prudential Retirement Fund - Hybrid Aggressive Plan Direct-growth |
₹1,240 | 0.35% | 3.37% | 8.00% | 19.70% | 17.11% |
| ICICI Prudential Retirement Fund - Hybrid Aggressive Plan Direct-idcw |
₹1,240 | 0.35% | 3.37% | 8.00% | 19.70% | 17.11% |
| ICICI Prudential Equity & Debt Fund-growth |
₹51,481 | 1.62% | 1.10% | 3.94% | 15.46% | 16.49% |
| ICICI Prudential Equity & Debt Fund-idcw Half Yearly |
₹51,481 | 1.62% | 1.10% | 3.94% | 15.46% | 16.49% |
| ICICI Prudential Equity & Debt Fund-idcw Monthly |
₹51,481 | 1.62% | 1.10% | 3.94% | 15.46% | 16.49% |
| ICICI Prudential Equity & Debt Fund-idcw Yearly |
₹51,481 | 1.62% | 1.10% | 3.94% | 15.46% | 16.49% |
growth is based on 1-month returns of the funds & Top fund are based on 3Y Returns
More funds from Shriram Mutual Fund
| Fund Names | AUM (Cr) | 1M | 3M | 6M | 1Yr | 3Yr |
|---|---|---|---|---|---|---|
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Shriram Aggressive Hybrid Fund-growth
|
₹50 | 1.03% | 1.33% | -0.44% | 0.84% | 8.73% |
|
Shriram Aggressive Hybrid Fund-idcw
|
₹50 | 1.03% | 1.33% | -0.44% | 0.84% | 8.73% |
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Shriram Aggressive Hybrid Fund Direct-idcw
|
₹50 | 1.18% | 1.77% | 0.42% | 2.58% | 10.56% |
growth is based on 1-month returns of the fundsMutual Fund Calculator
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Top Mutual Funds
| Fund Names | AUM (Cr) | NAV | 3Yr | 5Yr | 10Yr |
|---|---|---|---|---|---|
| SBI Equity Hybrid Fund Direct Plan-growth |
₹85,633 | ₹351.11 | 13.45% | 11.60% | 12.87% |
| SBI Equity Hybrid Fund-growth |
₹85,633 | ₹315.81 | 12.70% | 10.85% | 12.01% |
| SBI Equity Hybrid Fund Direct Plan-idcw |
₹85,633 | ₹102.74 | 13.45% | 11.60% | 12.87% |
| SBI Equity Hybrid Fund-idcw |
₹85,633 | ₹66.92 | 12.70% | 10.85% | 12.01% |
| ICICI Prudential Equity & Debt Fund-growth |
₹51,481 | ₹408.28 | 15.46% | 16.49% | 15.14% |
| ICICI Prudential Equity & Debt Fund Direct-growth |
₹51,481 | ₹455.61 | 16.14% | 17.16% | 16.01% |
| ICICI Prudential Equity & Debt Fund Direct-idcw Half Yearly |
₹51,481 | ₹29.52 | 16.14% | 17.16% | 16.01% |
| ICICI Prudential Equity & Debt Fund-idcw Half Yearly |
₹51,481 | ₹25.85 | 15.46% | 16.49% | 15.14% |
| ICICI Prudential Equity & Debt Fund-idcw Monthly |
₹51,481 | ₹43.57 | 15.46% | 16.49% | 15.14% |
| ICICI Prudential Equity & Debt Fund Direct-idcw Monthly |
₹51,481 | ₹71.21 | 16.14% | 17.16% | 16.01% |
Detailed Portfolio
| Stocks | Sector | % of Holding | Value |
|---|---|---|---|
| Others Cblo | Unspecified | 7.24% | ₹3.60 Cr |
| Central Government Loan 31280 Goi 17jn32 6.54 Fv Rs 100 | Entities | 6.21% | ₹3.09 Cr |
| Central Government Loan 31280 Goi 17jn32 6.54 Fv Rs 100 | Entities | 6.21% | ₹3.09 Cr |
| Central Government Loan 31280 Goi 17jn32 6.54 Fv Rs 100 | Entities | 6.21% | ₹3.09 Cr |
| Central Government Loan 31280 Goi 17jn32 6.54 Fv Rs 100 | Entities | 6.21% | ₹3.09 Cr |
| Central Government Loan 31280 Goi 17jn32 6.54 Fv Rs 100 | Entities | 6.16% | ₹3.09 Cr |
| Central Government Loan 31280 Goi 17jn32 6.54 Fv Rs 100 | Entities | 6.12% | ₹3.08 Cr |
| Central Government Loan 31280 Goi 17jn32 6.54 Fv Rs 100 | Entities | 6.17% | ₹3.07 Cr |
| Central Government Loan 31280 Goi 17jn32 6.54 Fv Rs 100 | Entities | 6.17% | ₹3.07 Cr |
| Central Government Loan 31280 Goi 17jn32 6.54 Fv Rs 100 | Entities | 6.32% | ₹3.05 Cr |
| Central Government Loan 31280 Goi 17jn32 6.54 Fv Rs 100 | Entities | 6.36% | ₹3.05 Cr |
| Central Government Loan 31280 Goi 17jn32 6.54 Fv Rs 100 | Entities | - | — |
| Central Government Loan 31280 Goi 17jn32 6.54 Fv Rs 100 | Entities | 6.10% | ₹3.04 Cr |
| Central Government Loan 31280 Goi 17jn32 6.54 Fv Rs 100 | Entities | 6.17% | ₹3.02 Cr |
| Central Government Loan 31280 Goi 17jn32 6.54 Fv Rs 100 | Entities | 6.13% | ₹3.00 Cr |
| Central Government Loan 31280 Goi 17jn32 6.54 Fv Rs 100 | Entities | 6.07% | ₹3.00 Cr |
| Central Government Loan 31280 Goi 17jn32 6.54 Fv Rs 100 | Entities | 6.54% | ₹2.98 Cr |
| Hdfc Bank Ltd | Financial | 5.90% | ₹2.96 Cr |
| Rural Electrification Corporation Limited Series Goi-v 8.54 Bd 15nv28 Fvrs10lac | Financial | 5.71% | ₹2.84 Cr |
| Rural Electrification Corporation Limited Series Goi-v 8.54 Bd 15nv28 Fvrs10lac | Financial | 5.71% | ₹2.84 Cr |
Top Hybrid Funds
| Fund Names | NAV | 3Yr | 5Yr | 52 weeks high |
|---|---|---|---|---|
| ICICI Prudential Equity & Debt Fund Direct-growth |
₹455.61 | 16.14% | 17.16% | - |
| ICICI Prudential Equity & Debt Fund Direct-idcw Half Yearly |
₹29.52 | 16.14% | 17.16% | - |
| ICICI Prudential Equity & Debt Fund Direct-idcw Monthly |
₹71.21 | 16.14% | 17.16% | - |
| ICICI Prudential Equity & Debt Fund Direct-idcw Yearly |
₹29.12 | 16.14% | 17.16% | - |
| ICICI Prudential Retirement Fund - Hybrid Aggressive Plan Direct-growth |
₹31.33 | 19.70% | 17.11% | - |
| ICICI Prudential Retirement Fund - Hybrid Aggressive Plan Direct-idcw |
₹31.33 | 19.70% | 17.11% | - |
| ICICI Prudential Equity & Debt Fund-growth |
₹408.28 | 15.46% | 16.49% | - |
| ICICI Prudential Equity & Debt Fund-idcw Half Yearly |
₹25.85 | 15.46% | 16.49% | - |
| ICICI Prudential Equity & Debt Fund-idcw Monthly |
₹43.57 | 15.46% | 16.49% | - |
| ICICI Prudential Equity & Debt Fund-idcw Yearly |
₹25.98 | 15.46% | 16.49% | - |
growth is based on 5Y returns of the funds
Frequently Asked Questions
Shriram Aggressive Hybrid Fund Direct-growth
What is the current AUM of Shriram Aggressive Hybrid Fund Direct-growth?
As of Tue Jun 30, 2026, Shriram Aggressive Hybrid Fund Direct-growth manages assets worth ₹49.8 crore
How has Shriram Aggressive Hybrid Fund Direct-growth performed recently?
- 3 Months: 1.77%
- 6 Months: 0.42%
What is the long-term performance of Shriram Aggressive Hybrid Fund Direct-growth?
- 3 Years CAGR: 10.56%
- 5 Years CAGR: 9.81%
- Since Inception: 10.93%
What is the portfolio composition of Shriram Aggressive Hybrid Fund Direct-growth?
Equity: 71.65%, Debt: 25.40%, Others: 2.95%.
Who manages Shriram Aggressive Hybrid Fund Direct-growth?
Shriram Aggressive Hybrid Fund Direct-growth is managed by Deepak Ramaraju from Shriram Mutual Fund.
What is the market-cap allocation of Shriram Aggressive Hybrid Fund Direct-growth?
Large Cap: 73.47%, Mid Cap: 11.03%, Small Cap: 15.50%.
Which are the top companies Shriram Aggressive Hybrid Fund Direct-growth has invested in?
- Others CBLO – 7.24% of the fund's portfolio
- CENTRAL GOVERNMENT LOAN 31280 GOI 17JN32 6.54 FV RS 100 – 6.21% of the fund's portfolio
- CENTRAL GOVERNMENT LOAN 31280 GOI 17JN32 6.54 FV RS 100 – 6.21% of the fund's portfolio
- CENTRAL GOVERNMENT LOAN 31280 GOI 17JN32 6.54 FV RS 100 – 6.21% of the fund's portfolio
- CENTRAL GOVERNMENT LOAN 31280 GOI 17JN32 6.54 FV RS 100 – 6.21% of the fund's portfolio
Which are the major sectors Shriram Aggressive Hybrid Fund Direct-growth focuses on?
- Entities – 94.17% of the fund's portfolio
- Financial – 17.32% of the fund's portfolio
- Unspecified – 7.24% of the fund's portfolio
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