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 (30-04-2025)
Status: Open Ended Schemes
Minimum Investment: 500.0
Minimum Topup: 500.0
Total Assets: 47.87 Cr As on 30-05-2025(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

31.8488

10.5%

PERFORMANCE

Returns Type:
of  
Start :  
End : 
Period:  
This Scheme
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vs
AK Hybrid Aggressive TRI
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Gold
-
PPF
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Returns Type:
of  
  Period:  

Start :  
Period:  

RETURNS ANALYSIS

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 11.16
Sharpe Ratio 0.54
Alpha -1.82
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 -0.82 15.31 14.31 14.48 9.16
SBI Equity Hybrid Fund - Regular Plan -Growth 01-12-1995 12.62 19.58 17.73 18.09 12.47
Bandhan Aggressive Hybrid Fund-Regular Plan Growth 05-12-2016 12.35 18.91 18.39 20.17 -
DSP Aggressive Hybrid Fund- Regular Plan - Growth 26-05-1999 10.77 20.15 20.2 18.77 12.82
ICICI Prudential Equity & Debt Fund - Growth 05-11-1999 10.15 24.06 22.85 26.13 15.77
Edelweiss Aggressive Hybrid Fund - Regular Plan - Growth Option 12-08-2009 9.67 21.4 21.46 21.61 12.78
Edelweiss Aggressive Hybrid Fund- Plan B-Growth Option 16-06-2009 9.67 21.46 21.56 21.67 12.82
Mahindra Manulife Aggressive Hybrid Fund - Regular Plan - Growth 19-07-2019 8.81 21.85 21.0 21.81 -
Canara Robeco Equity Hybrid Fund - Regular Plan - Growth Option 01-02-1993 8.37 17.74 17.55 17.68 12.61
Invesco India Aggressive Hybrid Fund - Regular Plan - Growth 15-06-2018 7.94 22.22 20.64 18.18 -

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

10.95%

Others

28.43%

Large Cap

47.93%

Mid Cap

12.69%

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