Shriram Aggressive Hybrid Fund- Regular Growth
Category: Hybrid: Aggressive
Launch Date: 29-11-2013
AUM:
₹ 47.7 Cr
Expense Ratio
2.41%
Benchmark
CRISIL Hybrid 35+65 Aggressive Index
ISIN
INF680P01018
Minimum Investment
5000.0
Minimum Topup
1000.0
Minimum SIP Amount
2000
Fund Manager
Gargi Bhattacharyya Banerjee, Deepak Ramaraju
| Fund Performance | 1Y (%) | 3Y (%) | 5Y (%) |
|---|---|---|---|
| Shriram Aggressive Hybrid Fund- Regular Growth | 33.5 | 14.26 | 13.45 |
| Benchmark | - | - | - |
If you invested in this fund:
In the past (time duration):
Total value today:
0
Returns:
0%
If you invested in this fund:
In the past (time duration):
Total value today:
0
Returns:
0%
Overview
NAV
31.933
Last change
0.15 (0.4653%)
Fund Size (AUM)
₹ 47.7 Cr
Performance
11.61% (Inception)
Asset Allocation
Equity
Debt
Others
Nav Movement
Investment Objective
The scheme seeks 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.
Fund Manager
Gargi Bhattacharyya Banerjee, Deepak Ramaraju
Riskometer
Very High
Top 10 Holdings
| Company | Holdings (%) |
|---|---|
| 9.22% LIC Housing Finance Ltd. 16/10/2024 | 6.68 |
| 6.54% GOI 17/01/2032 | 6.25 |
| 8.54% REC Ltd. 15/11/2028 | 5.7 |
| Reliance Industries Ltd. | 5.09 |
| ICICI Bank Ltd. | 5.06 |
| 8.57% REC Ltd. 21/12/2024 | 4.23 |
| Larsen & Toubro Ltd. | 3.71 |
| Mahindra & Mahindra Ltd. | 3.0 |
| Hindustan Aeronautics Ltd. | 2.98 |
| Maruti Suzuki India Ltd. | 2.94 |
Sector Allocation
| Sector | Holdings (%) |
|---|---|
| Financial | 37.48 |
| Capital Goods | 14.56 |
| Automobile | 7.56 |
| Energy | 6.97 |
| Sovereign | 6.25 |
| Healthcare | 4.99 |
| Services | 4.94 |
| Construction | 4.82 |
| Communication | 3.8 |
| Consumer Staples | 3.45 |
Peer Comparison
| Scheme Name | 5Y (%) |
|---|---|
| Shriram Aggressive Hybrid Equity Gr | 13.45 |
| JM Aggressive Hybrid Gr | 24.04 |
| Bank of India Mid & Small Cap Equity & Debt Reg Gr | 24.55 |
| Quant Absolute Fund Gr | 25.46 |
| ICICI Pru Equity & Debt Gr | 21.16 |
| Invesco India Aggressive Hybrid Reg Gr | 14.94 |
| HSBC Aggressive Hybrid Fund Reg Gr | 14.95 |
| Mahindra Manulife Aggressive Hybrid Fund Reg Gr | 0.0 |
| Edelweiss Aggr Hybrid Plan B Gr | 17.82 |
| Edelweiss Aggr Hybrid Reg Gr | 17.75 |