
S
Shriram Aggressive Hybrid Fund Direct - Growth
5 Year Absolute Returns
NAV (₹) on 12 Mar 2026
35.2605
1 Day NAV Change (₹)
-0.23442
Morningstar
2
Value Research
About Fund
NAV
NIFTY50
NAV
NIFTY50
Returns Calculator
Based on Annualised Returns
Investment Type
SIP Amount
Investment Period
5Y
₹ 32.73 L
3.50%
₹ 36.98 L
8.00%
₹ 39.24 L
10.19%
Total Investment
₹ 30,00,000
Returns
₹ 9,24,402 (30.81%)
Maturity Value
₹ 39,24,402
Disclaimer: Fixed deposits offer guaranteed returns. Mutual fund investments carry market risks; read all scheme-related documents carefully. Past performance does not guarantee future returns.
Returns Comparison
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*The above returns are absolute.
Historical Returns
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Start SIP with as Low as ₹100.
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Asset Allocation
AUM
₹49.76 Cr
Cash Holding
-
Equity
-
Cash
-
Debt
-
Other
-
Sector Holdings
Sorry, No Data Available at this Moment!
Stock Holdings
Sorry, No Data Available at this Moment!
Fund Comparison
Fund Details
52W High NAV
₹ 37.6865
Min. SIP Amount
₹ 500.00
Min. Lumpsum Amount
₹ 500.00
AUM (in Cr.)
₹ 49.76
Expense Ratio
0.85%
Lock-in Period
No Lock in Period
52W Low NAV
₹ 32.3721
Inception Date
29 Nov 2013
Fund Age
12 Yrs
Benchmark
CRISIL Hybrid 35+65 - Aggressive index
Scheme Type
Open Ended
Stamp Duty
0.005% (from July 1st 2020)
Exit Load
- Exit Load for units in excess of 12% of the investment,1% will be charged for redemption within 90 days.
Tax Implication
- If you redeem within 1 year, STCG are taxed at 20%; If you redeem after 1 year, and returns exceed ₹1.25 Lakhs in a financial year, LTCG are taxed at 12.5%
Fund Managers
Name
Amit Modani
Qualification
Chartered Accountant
Name
Prateek Nigudkar
Qualification
MS Quantitative Finance, B.E
Name
Deepak Ramaraju
Qualification
NA
Name
Sudip Suresh More
Qualification
B.E. (EXTC), MMS (Finance) and FRM
Fund Objective
The investment objective of the scheme would be 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.
Risk-O-Meter
Investors understand that their principal will be at
Very High Risk
Risk Scale
Low
Moderately Low
Moderate
Moderately High
High
Very High
AMC Information
Shriram Mutual Fund
Funds Managed
9
Assets Managed (₹ Cr)
₹ 1,301.23
Contact Details
Registered Address
511-512, Meadows, Sahar Plaza,J. B. Nagar, Andheri (East),Mumbai - 400059.
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View AllFAQs
When was Shriram Aggressive Hybrid Fund launched?
What is the current NAV of Shriram Aggressive Hybrid Fund?
What is the AUM of Shriram Aggressive Hybrid Fund?
What is the rate of return of Shriram Aggressive Hybrid Fund?
- In the past 1Y: 10.67%
- In the past 3Y: 12.82%
- In the past 5Y: 10.19%
What is the expense ratio of Shriram Aggressive Hybrid Fund?
What is exit load of Shriram Aggressive Hybrid Fund?
What is the portfolio of Shriram Aggressive Hybrid Fund?
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Top 3 sectoral holdings include:
How risky is investing in Shriram Aggressive Hybrid Fund?
Who is the fund manager Shriram Aggressive Hybrid Fund?
What is the minimum investment required in Shriram Aggressive Hybrid Fund?
How to invest in Shriram Aggressive Hybrid Fund directly?
- Open Demat Account on Dhan if you don't have one.
- Analyze the fund performance.
- Invest via SIP or Lumpsum.



