Shriram Aggressive Hybrid Fund -Growth
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Hybrid, Aggressive Hybrid, Principal at very high risk
1 Year Return 0.77% at 22 Dec 2025 06:34 PM
Fund Details
NAV 32.3032
Sub-Type Aggressive Hybrid
Rating 1
Min. SIP Amount ₹500.0
Fund Age(Year) 12.06
Fund Size(in Crores) 50.35
Fund Performance
1 Month -0.69%
3 Month 1.59%
6 Month 4.92%
1 Year 0.77%
3 Year 10.98%
5 Year 10.47%
Know This Fund
As on 22 Dec 2025
Investment strategy that balances risk & reward by dividing the investment portfolio among different types of asset classes.
Equity (98.3%) Market Cap Small Cap 0.03 Large Cap 69.87 Mid Cap 28.4 Top Sectors Financial 29.24 Energy 9.38 Capital Goods 8.92 Technology 8.47 Automobile 8.01 Construction 7.11 Services 6.38 Healthcare 5.47 Consumer Discretionary 4.32 Consumer Staples 3.96 Metals & Mining 3.88 Materials 3.16 Top Holding Mankind Pharma 2.51 Endurance Technologies 2.09 LG Electronics India 1.83 Bharat Electronics 2.43 Vishal Mega Mart 2.16 Coforge 4.21 GE Vernova T&D 0.95 HDFC Bank 7.75 Marico 3.96 TVS Motor Company - Pref. Shares 0.03 Cholamandalam Investment and Finance Company 2.27 Godrej Properties 1.37 Larsen & Toubro 5.74 Tata Steel 3.88 ICICI Bank 5.98 State Bank of India 4.36 Shriram Finance 4.02 Kei Industries 3.38 Mahindra & Mahindra 3.43 TVS Motor Company 2.46 PB Fintech 2.65 Trent 1.57 Dixon Technologies (India) 2.16 Bajaj Finance 3.27 Max Healthcare Institute 2.96 Ultratech Cement 3.16 Titan Company 2.49 NTPC 2.93 Reliance Industries 6.45 Kotak Mahindra Bank 1.59 Infosys 4.26
Debt & Others (1.7000000000000002%) Sector Allocation Cash 0 Net Payables -0.15 CBLO 1.85 Debt Credit Ratings Debt Category Others 1.7
Comparison with same funds
Equity, Flexi Cap funds Aditya Birla Sun Life Aggressive Hybrid Omni FoF Regular-Growth Ret 1M -0.51% Ret 1Y 7.9% Ret 3Y 14.05% Ret 5Y 12.54%
Equity, Flexi Cap funds Aditya Birla Sun Life Aggressive Hybrid Omni FoF Regular-IDCW Quarterly Ret 1M -0.51% Ret 1Y 7.9% Ret 3Y 14.05% Ret 5Y 12.54%
Equity, Flexi Cap funds Aditya Birla Sun Life Aggressive Hybrid Omni FoF Regular-IDCW Quarterly Payout Ret 1M -0.51% Ret 1Y 7.9% Ret 3Y 14.05% Ret 5Y 12.54%
Equity, Flexi Cap funds Aditya Birla Sun Life Equity Hybrid '95 Fund Regular-Growth Ret 1M -0.11% Ret 1Y 5.66% Ret 3Y 13.9% Ret 5Y 13.16%
Equity, Flexi Cap funds Aditya Birla Sun Life Equity Hybrid '95 Fund Regular-IDCW Ret 1M -0.11% Ret 1Y 5.66% Ret 3Y 13.9% Ret 5Y 13.16%
Equity, Flexi Cap funds Aditya Birla Sun Life Equity Hybrid '95 Fund Regular-IDCW Reinvestment Ret 1M -0.11% Ret 1Y 5.66% Ret 3Y 13.9% Ret 5Y 13.16%
Equity, Flexi Cap funds Aditya Birla Sun Life Retirement Fund - The 40s Plan Regular-Growth Ret 1M -0.79% Ret 1Y 3.32% Ret 3Y 13.13% Ret 5Y 10.59%
Equity, Flexi Cap funds Aditya Birla Sun Life Retirement Fund - The 40s Plan Regular-IDCW Ret 1M -0.79% Ret 1Y 3.32% Ret 3Y 13.13% Ret 5Y 10.59%
Equity, Flexi Cap funds Aditya Birla Sun Life Retirement Fund - The 40s Plan Regular-IDCW Reinvestment Ret 1M -0.79% Ret 1Y 3.32% Ret 3Y 13.13% Ret 5Y 10.59%
Equity, Flexi Cap funds Axis Aggressive Hybrid Fund Regular-Growth Ret 1M -0.8% Ret 1Y 4.34% Ret 3Y 11.01% Ret 5Y 10.37%
Equity, Flexi Cap funds Axis Aggressive Hybrid Fund Regular-IDCW Monthly Payout Ret 1M -0.8% Ret 1Y 4.34% Ret 3Y 11.01% Ret 5Y 10.37%
Charges & Taxes Expense Ratio
Returns are taxed as per your Income Tax Slab.
Expense Ratio (Inclusive of GST): 2.39%
Exit Load 1.0%
Stamp Duty 0.005%
Fund Management
The various expenses, charges and taxes associated with your Mutual Fund
Amit Modani
Education Mr. Modani is Chartered Accountant
Experience Prior to joining Shriram AMC, he has worked with Mirae Asset Mutual Fund, BOI AXA Mutual Fund, Quantum Asset Management Company Private Limited and Pramerica Asset Managers Pvt. Ltd.
Sudip Suresh More
Education Mr. More has done B.E. (EXTC), MMS (Finance) and FRM
Experience Prior to joining Shriram Mutual Fund, he has worked with Kshema General Insurance Company and Sahara India Life Insurance Company Ltd.
Gargi Bhattacharyya Banerjee
Education Ms. Banerjee is Master of Business Management in Finance and Bachelor of Science with Economics (Hon) from University of Calcutta.
Experience Prior to joining Shriram Asset Management Co. Ltd she has worked with Zacks Research Pvt Ltd as Research Head and Shriram Insight Share Brokers Ltd
Prateek Nigudkar
Education Mr. Nigudkar is an MS(Quantitative Finance) from Olin Business School, Washington University.
Experience Prior to joining Shriram Mutual Fund, he has worked with DSP MF, State Street Global Advisors (Global Beta Solutions Group) and Credit Suisse (Private Banking Global Research Division).
Deepak Ramaraju
Education Mr. Ramaraju has done B.E.(Chemical Engineering).
Experience Prior to joining Shriram Mutual Fund, he has worked with Sanlam Group of South Africa as a part of their global equity research team and GE India Technology Center as a researcher and co-inventor.
Riskometer
Mutual Fund Investments are subject to market risk. Read all scheme related documents carefully.
Principal at very high risk
AMC and Fund details
Rank (total sets) 39
Date of Incorporation 2013-11-29
Total AUM 2025-11-30
The Scheme Seeks to generate returns from a portfolio of pure debt oriented funds accessed through the diverse investment styles of underlying schemes selected in accordance with the BSLAMC process.
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