Shriram Aggressive Hybrid Fund Regular Plan - Growth
Shriram Mutual Fund
₹30.61 (+0.90%)
NAV as of 9 Oct 2026
Minimum Investment: ₹500
Return
-3.11% Returns for 1Y
Expense ratio & Others
- Net expense ratio
- 2.40%
- Exit load
- 0%
- Lock-in
- No
- Minimum investment
- ₹500
- Category
- Aggressive Allocation
Expense ratio is inclusive of GST. Returns may be taxed based on the fund type and your holding period — please read the scheme-related documents and consult a tax advisor. Figures are historical and do not guarantee future results.
Fund Returns Estimator
One-time investment
₹1,000
6 months
₹995
Invested ₹1,000
▼-0.45%1 year
₹969
Invested ₹1,000
▼-3.11%3 years
₹1,070
Invested ₹1,000
▲+6.98%5 years
₹1,054
Invested ₹1,000
▲+5.40%
Based on the fund’s historic trailing returns — a planning illustration, not a guarantee of future results.
Invest One-TimePlan it your way
The figures above are fixed to this fund’s past returns over set periods. Use a calculator to set your own amount, tenure and expected rate of return.
Risk level
Riskometer scale
- Low
- Low to Moderate
- Moderate
- Moderate to High
- High
- Very HighThis fund
Riskometer level assigned by the fund house as per SEBI norms. It can change as the scheme’s portfolio changes.
Fund benchmark
| Primary Index Name | CRISIL Hybrid 35+65 - Agg TR INR |
|---|---|
| Secondary Index Name | CRISIL Hybrid 35+65 - Agg TR INR |
| Index Name | CRISIL Hybrid 35+65 - Agg TR INR |
| Weighting | 100% |
Returns
| 1Y | 3Y | 5Y | 10Y | |
|---|---|---|---|---|
| Fund returns (%) | -3.11% | +6.98% | +5.40% | — |
| Cumulative returns (%) | -3.11% | +22.42% | +30.09% | +115.43% |
Fund Manager
| Manager | Hitesh Savanth |
|---|---|
| Role | Manager |
| Manager Tenure | 0.27 yrs |
About Fund
| Date of Incorporation | 29 Nov 2013 |
|---|---|
| Fund House | Shriram Mutual Fund |
| Custodian | Stock Holding Corporation of India |
| Registrar / Transfer Agent | Shriram Asset Management Co Ltd |
| Address | Mittal Court, ‘B’ Wing,,Nariman Point |
Top Holdings
| Company | Weightage (%) |
|---|---|
| 6.54% Govt Stock 2032 | 5.99% |
| Union Bank of India | 5.88% |
| Rural Electrification Corporation Limited | 5.50% |
| HDFC Bank Ltd | 4.32% |
| National Bank For Agriculture And Rural Development | 4.28% |
| LIC Housing Finance Ltd | 4.08% |
| ICICI Bank Ltd | 3.92% |
| Axis Bank Ltd | 3.69% |
| Reliance Industries Ltd | 3.41% |
| Bharti Airtel Ltd | 3.14% |
| Mahindra & Mahindra Ltd | 2.53% |
| State Bank of India | 2.31% |
| ITC Ltd | 1.93% |
Investment Strategy
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.
Mutual fund investments are subject to market risks. Read all scheme-related documents carefully. The data shown is for information only and does not constitute investment advice.