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Shriram Aggressive Hybrid Fund- Direct Growth

(Erstwhile Shriram Equity and Debt Opportunities Fund - Direct 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: 0.86% As on (31-07-2026)
Status: Open Ended Schemes
Minimum Investment: 500.0
Minimum Topup: 500.0
Total Assets: 51.12 Cr As on 31-07-2026(Source:AMFI)
Turn over: 128.6% | 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
NAV as on 21-08-2026

37.6203

0 (0.0061%)

CAGR Since Inception

10.95%

Benchmark: 11.9%

PERFORMANCE

Returns Type:
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End : 
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AK Hybrid Aggressive TRI
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Gold
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PPF
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RETURNS ANALYSIS

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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
6 Years 12 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 11.85
Sharpe Ratio 0.52
Alpha 5.48
Beta 0.34
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- Direct Growth 29-11-2013 4.4 0.33 11.03 9.64 10.25
Bank Of India Mid & Small Cap Equity & DEBT Fund - Regular Plan Growth 05-07-2016 13.5 4.72 17.58 14.91 15.25
Quant Aggressive Hybrid Fund - Growth Option - Regular Plan 21-03-2001 10.66 2.58 12.87 12.96 15.12
Navi Aggressive Hybrid Fund - Regular Plan - Growth 23-04-2018 8.36 4.93 11.35 10.66 -
Bandhan Aggressive Hybrid Fund-Regular Plan Growth 05-12-2016 7.97 7.59 14.45 11.4 -
HSBC Aggressive Hybrid Fund - Regular Growth 01-01-2013 6.94 4.23 13.66 11.1 10.91
SBI Equity Hybrid Fund - Regular Plan -Growth 01-12-1995 5.56 7.37 13.09 10.73 11.78
Kotak Aggressive Hybrid Fund - Regular Plan -Growth 25-11-1999 4.98 3.95 12.94 12.12 12.27
Mirae Asset Aggressive Hybrid Fund - Regular Plan - Growth 02-07-2015 4.55 3.63 10.97 9.79 11.77
Union Aggressive Hybrid Fund - Regular Plan - Growth Option 18-12-2020 3.87 3.65 10.79 9.29 -

Scheme Characteristics

Equity & Equity related instruments - between 65% and 80% of total assets; Debt instruments - between 20% and 35% of total assets.

Riskometer

riskometer

PORTFOLIO

Market Cap Distribution

Small Cap

11.35%

Others

26.81%

Large Cap

53.75%

Mid Cap

8.09%

Scheme Documents

July 2026

Monthly Portfolio Disclosure - July 2026

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