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Mutual FundsShriram Aggressive Hybrid Fund Direct - GrowthS
Shriram Aggressive Hybrid Fund Direct - Growth
60.13%
5 Year Absolute Returns3Morning Star
2Value Research
S
Shriram Aggressive Hybrid Fund Direct - Growth
60.13%5 Year Absolute Returns
5 Year Absolute Returnsas on 10 Jul 2026
3Morning Star
2Value Research
Shriram Aggressive Hybrid Fund Direct - Growth is a Hybrid mutual fund scheme launched on 29 Nov 2013. Investors can begin their investment journey with a minimum SIP of ₹500 or a lumpsum investment of ₹500. The fund manages total assets worth ₹49.76 crores, and the current NAV stands at ₹37.0592 as of 10 Jul 2026. The fund has delivered absolute returns of 1.24% in the past 1 year. For the last 3 years the fund has delivered a CAGR of 10.82%. For 5 years it has given a CAGR of 9.87%. The expense ratio of the fund is 0.67%.
NAV ₹ 37.0592 (+0.65%)
CAGR 9.87%
NAV
NIFTY50
NAV
NIFTY50
Returns Calculator
basis annualised returns
Investment Type
SIP Amount
Investment Period
5Y
₹ 32.73 L
3.50%
₹ 36.98 L
8.00%
₹ 38.90 L
9.87%
Savings Account
Regular Funds
This Fund on Dhan
Total Investment
₹ 30,00,000
Returns
₹ 8,90,316 (9.87%)
Maturity Value
₹ 38,90,316
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.
Direct vs Regular Returns
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Returns vs Category
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*The above returns are absolute
Returns Vs Nifty 50
Historical Returns
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Start SIP with as Low as ₹100.
Historical NAV
Sorry, No Data Available at this Moment!
Asset Allocation
AUM
₹ 49.76 Cr
Cash Holding
-
Equity
-
Cash
-
Debt
-
Other
-
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
₹ NaN
Min. SIP Amount
₹ 500.00
Min. Lumpsum Amount
₹ 500.00
AUM (in Cr.)
₹ 49.76
Expense Ratio
0.67%
Lock-in Period
No Lock in Period
52W Low NAV
₹ NaN
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 | Qualification |
|---|---|
| Amit Modani | Chartered Accountant |
| Prateek Nigudkar | MS Quantitative Finance, B.E |
| Sudip Suresh More | B.E. (EXTC), MMS (Finance) and FRM |
| Hitesh Savanth | NA |
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
No. of Schemes
9
Total AUM
₹ 920.43 Cr
Contact Details
511-512, Meadows, Sahar Plaza,J. B. Nagar, Andheri (East),Mumbai - 400059.
Contact Details
022-23373012511-512, Meadows, Sahar Plaza,J. B. Nagar, Andheri (East),Mumbai - 400059.
Open NFOs
Sorry, No Data Available at this Moment!
FAQs
When was Shriram Aggressive Hybrid Fund launched?
Shriram Aggressive Hybrid Fund was launched on 29 Nov 2013.
What is the current NAV of Shriram Aggressive Hybrid Fund?
The current NAV of Shriram Aggressive Hybrid Fund is ₹37.0592 as of 10 Jul 2026.
What is the AUM of Shriram Aggressive Hybrid Fund?
The latest value of AUM of Shriram Aggressive Hybrid Fund is ₹49.76 crores as of 10 Jul 2026.
What is the rate of return of Shriram Aggressive Hybrid Fund?
The return on investment of Shriram Aggressive Hybrid Fund is:
- In the past 1Y: 1.24%
- In the past 3Y: 10.82%
- In the past 5Y: 9.87%
What is the expense ratio of Shriram Aggressive Hybrid Fund?
The expense ratio of Shriram Aggressive Hybrid Fund is 0.67%.
What is exit load of Shriram Aggressive Hybrid Fund?
The exit load of Shriram Aggressive Hybrid Fund is as follows:
Exit Load for units in excess of 12% of the investment,1% will be charged for redemption within 90 days.
What is the portfolio of Shriram Aggressive Hybrid Fund?
The portfolio of Shriram Aggressive Hybrid Fund includes:
Top 3 sectoral holdings include:
No data to show right now!
Top 3 sectoral holdings include:
How risky is investing in Shriram Aggressive Hybrid Fund?
On the risk scale of Low, Moderately Low, Moderate, Moderately High, High and Very High, the risk-o-meter of Shriram Aggressive Hybrid Fund is Very High.
Who is the fund manager Shriram Aggressive Hybrid Fund?
The fund manager of Shriram Aggressive Hybrid Fund is Amit Modani, Prateek Nigudkar, Sudip Suresh More, Hitesh Savanth.
What is the minimum investment required in Shriram Aggressive Hybrid Fund?
If you wish to invest in Shriram Aggressive Hybrid Fund, the minimum SIP amount is ₹500 and Lumpsum is ₹500.
How to invest in Shriram Aggressive Hybrid Fund directly?
You can easily invest in mutual funds at 0% commission on Dhan. Here's how you can directly invest in Shriram Aggressive Hybrid Fund:
- Open Demat Account on Dhan if you don't have one.
- Analyze the fund performance.
- Invest via SIP or Lumpsum.
