Shriram Aggressive Hybrid Fund- Regular-IDCW

Fund House: Shriram Mutual Fund

Category: Hybrid: Aggressive

Status: Open Ended Schemes

Launch Date: 29-11-2013

Minimum Investment: 500.0

Asset Class: Mixed Asset

Minimum Topup: 500.0

Benchmark: CRISIL Hybrid 35+65 Aggressive Index

Total Assets: 50.35 As on (28-11-2025)

Expense Ratio: 2.4% As on (31-10-2025)

Turn over: 81.00% | 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 Asset Value (NAV) If redeemed/switched-out after 90 days from the date of allotment: Nil

NAV as on 11-12-2025

25.735

0.0797

CAGR Since Inception

10.01%

CRISIL Hybrid 35+65 Aggressive Index 12.32%

PERFORMANCE

Scheme Performance  (%) 1-Year Ret (%) 3-Yrs Ret (%) 5-Yrs Ret (%) 10-Yrs Ret (%) Since Launch Ret (%)
Shriram Aggressive Hybrid Fund- Regular-IDCW -0.03 10.59 10.59 9.94 10.01
Benchmark - - - - -
Hybrid: Aggressive 1.77 13.59 14.73 12.3 12.85

Funds Manager

Mr. Deepak Ramaraju, Mr. Sudip More and Mr. Prateek Nigudkar

RETURNS CALCULATORS for Shriram Aggressive Hybrid Fund- Regular-IDCW

Growth of 10000 In SIP (Fund vs Benchmark)

Amount

Period

Start

End

Growth of 10000 In LUMPSUM (Fund vs Benchmark)

Amount

Start

PORTFOLIO ANALYSIS of Shriram Aggressive Hybrid Fund- Regular-IDCW

Portfolio Holdings

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Sector Allocation

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PEER COMPARISION of Shriram Aggressive Hybrid Fund- Regular-IDCW

Scheme Name Inception Date 1 Year Rtn (%) 2 Year Rtn (%) 3 Year Rtn (%) 5 Year Rtn (%) 10 Year Rtn (%)
Shriram Aggressive Hybrid Equity IDCW 29-11-2013 -0.03 8.61 10.59 10.59 9.94
ICICI Pru Equity & Debt Gr 05-11-1999 9.46 16.37 18.68 21.99 16.39
SBI Equity Hybrid Reg Gr 01-12-1995 8.44 13.96 13.47 13.88 12.57
quant Aggressive Hybrid Fund Gr Reg Plan 21-03-2001 5.12 11.5 10.71 18.87 15.79
Bandhan Aggr Hyb Fund Reg Gr 05-12-2016 4.59 15.17 14.97 15.47 0.0
Mirae Asset Aggressive Hybrid Reg Gr 02-07-2015 4.42 12.24 12.9 13.59 13.1
DSP Aggressive Hybrid Fund Reg Gr 26-05-1999 3.77 13.28 15.59 14.3 13.1
Mahindra Manulife Aggressive Hybrid Fund Reg Gr 19-07-2019 3.64 14.96 15.87 17.36 0.0
Edelweiss Aggr Hybrid Plan B Gr 16-06-2009 3.15 13.44 15.79 16.81 13.13
Edelweiss Aggr Hybrid Reg Gr 12-08-2009 3.15 13.45 15.74 16.76 13.1

Asset Allocation (%)

Key Performance and Risk Statistics of Shriram Aggressive Hybrid Fund- Regular-IDCW

Key Statistics Volatility Sharpe Ratio Alpha Beta Yield to Maturity Average Maturity
Shriram Aggressive Hybrid Fund- Regular-IDCW 9.53 0.84 1.6 0.82 7.33 3.13
Hybrid: Aggressive - - - - - -