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: 2.4% As on (31-08-2025) |
| Status: Open Ended Schemes |
| Minimum Investment: 500.0 |
| Minimum Topup: 500.0 |
| Total Assets: 47.53 Cr As on 29-08-2025(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 |
31.4008
0.11 (0.3347%)
10.12%
Benchmark: 12.32%
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 | 10.63 |
| Sharpe Ratio | 0.39 |
| Alpha | 3.56 |
| Beta | 0.09 |
| 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 | -5.4 | 11.38 | 11.96 | 12.78 | 9.15 |
| SBI Equity Hybrid Fund - Regular Plan -Growth | 01-12-1995 | 6.6 | 15.96 | 14.34 | 16.68 | 12.36 |
| ICICI Prudential Equity & Debt Fund - Growth | 05-11-1999 | 4.35 | 19.3 | 20.37 | 25.83 | 16.01 |
| PGIM India Aggressive Hybrid Equity Fund - Growth Option | 29-01-2004 | 3.74 | 13.33 | 13.57 | 13.62 | 8.86 |
| Bandhan Aggressive Hybrid Fund-Regular Plan Growth | 05-12-2016 | 3.27 | 16.75 | 15.85 | 17.63 | - |
| HSBC Aggressive Hybrid Fund - Regular Growth | 01-01-2013 | 2.78 | 15.84 | 16.59 | 16.1 | 11.19 |
| HDFC Hybrid Equity Fund - Growth Plan | 01-04-2005 | 1.88 | 11.38 | 13.62 | 17.48 | 12.14 |
| Kotak Aggressive Hybrid Fund - Regular Plan -Growth | 25-11-1999 | 1.81 | 16.6 | 16.29 | 19.22 | 13.22 |
| DSP Aggressive Hybrid Fund- Regular Plan - Growth | 26-05-1999 | 1.51 | 15.41 | 16.49 | 17.02 | 12.73 |
| Edelweiss Aggressive Hybrid Fund- Plan B-Growth Option | 16-06-2009 | 1.27 | 16.87 | 18.18 | 19.78 | 12.57 |
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
5.83%
Others
30.22%
Large Cap
55.21%
Mid Cap
8.74%
