Shriram Aggressive Hybrid Fund- Regular Growth
(Erstwhile Shriram Equity and Debt Opportunities Fund-Growth)
Fund House: Shriram Mutual Fund| Category: Hybrid: Aggressive |
| Launch Date: 29-11-2013 |
| Asset Class: Mixed Asset |
| Benchmark: CRISIL Hybrid 35+65 Aggressive Index |
| TER: 2.41% As on (30-06-2025) |
| Status: Open Ended Schemes |
| Minimum Investment: 500.0 |
| Minimum Topup: 500.0 |
| Total Assets: 49.61 Cr As on 30-06-2025(Source:AMFI) |
| Turn over: 300.1% | Exit Load: If redeemed / switched-out within 90 days from the date of allotment :- • Upto 12% of units: Nil • More than 12% of units: 1% of applicable Net Asset Value (NAV) If redeemed/switched-out after 90 days from the date of allotment: Nil |
31.2992
-0.12 (-0.3879%)
10.25%
Benchmark: 12.22%
PERFORMANCE
Returns Type:
of :
Start :
End :
Period:
This Scheme
-
vs
AK Hybrid Aggressive TRI
-
Gold
-
PPF
-
Returns Type:
of :
Period:
Start :
Period:
Fund Multiplier
Time it would have taken to make your money double (2x), quadruple (4x) and quintuple (5x)
Time Taken To Multiply
2x
4x
5x
10x
FUND
7 Years 1 Months
There is no value for 4x
There is no value for 5x
There is no value for 10x
FD
11 years 10 Months
GOLD
8 years 9 Months
NIFTY
5 years 5 Months
Investment 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.
Current Asset Allocation (%)
Indicators
| Standard Deviation | 10.96 |
| Sharpe Ratio | 0.79 |
| Alpha | -1.4 |
| Beta | 1.07 |
| Yield to Maturity | 7.33 |
| Average Maturity | 3.13 |
PEER COMPARISON
| Scheme Name | Inception Date |
1 Year Return(%) |
2 Year Return(%) |
3 Year Return(%) |
5 Year Return(%) |
10 Year Return(%) |
|---|---|---|---|---|---|---|
| Shriram Aggressive Hybrid Fund- Regular Growth | 29-11-2013 | -5.73 | 11.78 | 11.26 | 13.12 | 8.72 |
| SBI Equity Hybrid Fund - Regular Plan -Growth | 01-12-1995 | 7.38 | 16.04 | 14.23 | 16.68 | 11.89 |
| Bandhan Aggressive Hybrid Fund-Regular Plan Growth | 05-12-2016 | 7.07 | 16.82 | 15.84 | 18.93 | - |
| PGIM India Aggressive Hybrid Equity Fund - Growth Option | 29-01-2004 | 5.92 | 12.55 | 13.77 | 14.58 | 8.29 |
| DSP Aggressive Hybrid Fund- Regular Plan - Growth | 26-05-1999 | 5.28 | 17.15 | 16.42 | 17.78 | 12.16 |
| ICICI Prudential Equity & Debt Fund - Growth | 05-11-1999 | 4.09 | 19.42 | 20.02 | 25.3 | 15.22 |
| Invesco India Aggressive Hybrid Fund - Regular Plan - Growth | 15-06-2018 | 3.72 | 18.95 | 17.24 | 16.71 | - |
| HDFC Hybrid Equity Fund - Growth Plan | 01-04-2005 | 2.77 | 11.82 | 14.19 | 18.35 | 11.95 |
| Edelweiss Aggressive Hybrid Fund - Regular Plan - Growth Option | 12-08-2009 | 2.63 | 17.48 | 18.19 | 20.21 | 12.06 |
| Edelweiss Aggressive Hybrid Fund- Plan B-Growth Option | 16-06-2009 | 2.62 | 17.52 | 18.28 | 20.28 | 12.11 |
Scheme Characteristics
Equity & Equity related instruments - between 65% and 80% of total assets; Debt instruments - between 20% and 35% of total assets.
Riskometer
PORTFOLIO
Market Cap Distribution
Small Cap
12.04%
Others
27.12%
Large Cap
47.28%
Mid Cap
13.56%
