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Shriram Aggressive Hybrid Fund(G)-Direct Plan

Shriram Aggressive Hybrid Fund(G)-Direct Plan

Hybrid•Direct Growth•High Risk

+8.09%

5Y annualised

HybridDirect GrowthHigh Risk

+8.09%

5Y annualised

+0.03% 1D

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NAV : 10 Sep 2026

₹36.82

Min. SIP amount

₹500

Fund size (AUM)

51 Cr

Expense ratio

0.85%

Launched on

29 Nov 2013

Lock-in period

N/A

Benchmark

Nifty 50

Fund Plan

Direct

NAV : 10 Sep 2026

₹36.82

Min. SIP amount

₹500

Fund size (AUM)

51 Cr

Expense ratio

0.85%

Launched on

29 Nov 2013

Lock-in period

N/A

Benchmark

Nifty 50

Fund Plan

Direct

SIP Calculator + Returns

Monthly investment

₹8,000

3M6M1Y3Y

Total investment

₹2,88,000

Would've become

₹3,32,767

Over the pastTotal investmentWould've becomeHistoric returnsReturns

3 months₹24,000₹24,370

+1.54%

6 months₹48,000₹49,305

+2.72%

1 year₹96,000₹1,00,923

+5.13%

3 years₹2,88,000₹3,32,767

+15.54%

Stock Allocation

Stock nameSectorAllocation

Bank Of Baroda Cd Red 12-02-27 ** #Certificate Of Deposit6.61%

6.54% Govt Of India Red 17-01-2032Government Securities5.86%

Union Bank Of India Cd Red 22-02-2027 ** #Certificate Of Deposit5.65%

Fund Composition

₹51 Cr

Large Cap

51.68%

Mid Cap

7.60%

Small Cap

12.55%

Others

28.17%

Sector Allocation

₹51 Cr

Bank

15.47%

Certificate Of Deposit

13.24%

Automobile & Ancillaries

6.90%

Fmcg

6.61%

Healthcare

6.09%

Government Securities

5.86%

Crude Oil

5.31%

Corporate Debt

5.30%

Others

33.74%

Minimum investments

Min. for SIP₹500

Min. for Lumpsum--

Min. for SIP₹500

Min. for Lumpsum--

Returns vs rankings

Absolute returns

Name1Y3Y5Y

Fund returns------

Rank (Equity)

Exit load, stamp duty and tax

Exit load

NIL for 12% of units and 1% for remaining units on or before 90D, Nil after 90D

No exit load after holding period

Stamp duty on investment: 0.005% (from July 1st, 2020)

from July 1st 2020

Tax implication

If you redeem within less than 1 year, returns are taxed as per your Income Tax slab. If you redeem after more than 1 year, returns are taxed at 12.5%.

Fund management

Prateek Nigudkar

Present

Hitesh Savanth

Present

Amit Modani

Present

Sudip More

Present

Similar/Peer Fund Comparison

Name1Y3Y5Y

Bank of India Aggressive Hybrid Fund(G)-Direct Plan

+15.71%+17.16%+14.99%

HSBC Multi Asset Active FOF(G)-Direct Plan

+15.45%+15.43%+12.38%

Quant Aggressive Hybrid Fund(G)-Direct Plan

+10.68%+12.75%+13.04%

Navi Aggressive Hybrid Fund(G)-Direct Plan

+9.83%+11.99%+11.51%

HSBC Aggressive Hybrid Active FOF(G)-Direct Plan

+9.12%+12.58%+11.02%

Bandhan Aggressive Hybrid Fund(G)-Direct Plan

+7.95%+14.27%+11.83%

HSBC Aggressive Hybrid Fund(G)-Direct Plan

+7.09%+13.19%+11.19%

SBI Aggressive Hybrid Fund(G)-Direct Plan

+5.72%+12.32%+10.23%

Fund name

Bank of India Aggressive Hybrid Fund(G)-Direct Plan

+17.16%

HSBC Multi Asset Active FOF(G)-Direct Plan

+15.43%

Quant Aggressive Hybrid Fund(G)-Direct Plan

+12.75%

Navi Aggressive Hybrid Fund(G)-Direct Plan

+11.99%

HSBC Aggressive Hybrid Active FOF(G)-Direct Plan

+12.58%

Bandhan Aggressive Hybrid Fund(G)-Direct Plan

+14.27%

HSBC Aggressive Hybrid Fund(G)-Direct Plan

+13.19%

SBI Aggressive Hybrid Fund(G)-Direct Plan

+12.32%

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SEBI Registration Number — INA000017639
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FAQs

Shriram Aggressive Hybrid Fund(G)-Direct Plan is a part of Shriram Asset Management Company Limited, it was incepted on 29 Nov 2013. This fund is managed by Prateek Nigudkar, Hitesh Savanth, Amit Modani and Sudip More. It is a Hybrid type of fund.

The current NAV of Shriram Aggressive Hybrid Fund(G)-Direct Plan is ₹36.82 (as of 10 Sep 2026).

Shriram Aggressive Hybrid Fund(G)-Direct Plan has delivered 2.64% in 1 year, 9.20% in 3 years, and 8.09% in 5 years (annualised).

The minimum SIP amount for Shriram Aggressive Hybrid Fund(G)-Direct Plan is ₹500.

The expense ratio of Shriram Aggressive Hybrid Fund(G)-Direct Plan is 0.85%.

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Shriram Aggressive Hybrid Fund(G)-Direct Plan

SIP Calculator + Returns

Stock Allocation

Fund Composition

Sector Allocation

Minimum investments

Returns vs rankings

Exit load, stamp duty and tax

Fund management

Similar/Peer Fund Comparison

About this fund

FAQs

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