Shriram Aggresive Hybrid Fund Direct dividend reinvestment
Hybrid • Aggressive • Direct dividend reinvestment
Average credit rating
AAA (Highest)
CAGR
₹1,000 invested for 5 years
Fund Info
Hybrid
Aggressive
Direct dividend reinvestment
Launched On
29 Nov 2013
12.1 years ago
Lock-in Period
No lock-in
NAV
as of 19 Dec 2025
₹29.36
-0.0537% (0.00)
AUM
₹50 Cr
Expense ratio
0.85%
Benchmark
CRISIL Hybrid 35+65 - Agg
Fund Plan
Annually
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Tax info and exit load
Taxes
Units held less than 1Y
20.00%
Units held more than 1Y
12.50%
Exit Load
If units sold before 90D
1%
If units sold after 90D
0%
Distribution
Market capital
What's in this fund?
Credit Rating
Sectors
Holdings
Financial Services
30.25%
Consumer Cyclical
12.12%
Energy
10.01%
Industrials
9.32%
Technology
9.05%
Fund House
Shriram
Inc: 29 Nov 2013 • Total AUM: ₹1,041 Cr • Rank #47
Shriram Mutual Fund, started in 1994, has Shriram Credit Company Limited as its sponsors. The fund house is headed by YS Chakravarti as the CEO. As of 31 March 2024, it has an AUM of ₹546 Cr.
Fund Managers
Prateek Nigudkar
Experience: 2.96 yrs • Total AUM: 2,336 Cr
Deepak Ramaraju
Experience: 3.33 yrs • Total AUM: 2,336 Cr
Amit Modani
Experience: 2.92 yrs • Total AUM: 4,460 Cr
Sudip More
Experience: yrs • Total AUM: 4,184 Cr
Risk
Category risk
Very high
As provided by the fund house document, this risk is specific to this fund category (Hybrid). To know the risk of this fund particularly, check 'Risk vs Category'.
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