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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: 2.49% As on (30-06-2026)
Status: Open Ended Schemes
Minimum Investment: 500.0
Minimum Topup: 500.0
Total Assets: 49.76 Cr As on 30-06-2026(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 24-07-2026

31.5658

-0.02 (-0.0542%)

CAGR Since Inception

9.49%

Benchmark: 11.88%

PERFORMANCE

Returns Type:
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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
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 11.83
Sharpe Ratio 0.38
Alpha 3.8
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- Regular Growth 29-11-2013 -0.13 -1.65 8.31 7.86 8.88
Quant Aggressive Hybrid Fund - Growth Option - Regular Plan 21-03-2001 11.07 2.92 13.3 12.4 15.46
Bank Of India Mid & Small Cap Equity & DEBT Fund - Regular Plan Growth 05-07-2016 7.91 4.27 17.76 13.73 -
Bandhan Aggressive Hybrid Fund-Regular Plan Growth 05-12-2016 4.86 7.59 13.23 11.15 -
Navi Aggressive Hybrid Fund - Regular Plan - Growth 23-04-2018 3.31 4.21 10.05 10.24 -
HSBC Aggressive Hybrid Fund - Regular Growth 01-01-2013 2.87 3.0 12.05 10.27 10.54
SBI Equity Hybrid Fund - Regular Plan -Growth 01-12-1995 2.74 6.63 12.18 10.64 11.78
ICICI Prudential Equity & Debt Fund - Growth 05-11-1999 2.52 4.59 14.59 16.13 14.9
Kotak Aggressive Hybrid Fund - Regular Plan -Growth 25-11-1999 1.52 3.37 12.09 11.57 12.25
Mirae Asset Aggressive Hybrid Fund - Regular Plan - Growth 02-07-2015 1.1 3.24 10.04 9.64 11.76

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

10.68%

Others

27.7%

Large Cap

54.37%

Mid Cap

7.25%

Scheme Documents

June 2026

Monthly Portfolio Disclosure - June 2026

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