Shriram Aggressive Hybrid Fund Regular Plan Growth

30.65
NAV (Apr 26,2024)

Shriram Aggressive Hybrid Fund - Regular Plan - Growth is a popular investment option that aims to provide long-term capital appreciation. With an expense ratio of 2.55%, this mutual fund offers attractive investment opportunities. The fund has a price-to-earnings (PE) ratio of 38.2273 and a price-to-book (PB) ratio of 7.5606. The scheme's assets under management (AUM) currently stand at INR 45.62 crore. With a minimum investment of INR 5000, this fund offers flexibility to investors. The fund lock-in period is 0, allowing investors to enjoy liquidity. Established on December 6, 2013, this fund has a proven track record.

Shriram Aggressive Hybrid Fund Regular Plan Growth Latest Trend

  • 1M
  • 2M
  • 3M

Shriram Aggressive Hybrid Fund Regular Plan Growth Latest Trend

Risk Ratios

  • P/E Ratio
    UM_URBAN_MONEY

    37.62
  • P/B Ratio
    UM_URBAN_MONEY

    7.29
  • Alpha
    UM_URBAN_MONEY

    0.01
  • Beta
    UM_URBAN_MONEY

    1.17
  • Sharpe
    UM_URBAN_MONEY

    0.18
  • Sortino
    UM_URBAN_MONEY

    0.29

Fund Overview

Expense ratio
UM_URBAN_MONEY

2.30%

Exit Load
UM_URBAN_MONEY

0%

Lock-in
UM_URBAN_MONEY

No Lock-in

AUM (Fund Size)
UM_URBAN_MONEY

46.00 Cr

Index
UM_URBAN_MONEY

Min. Investment
UM_URBAN_MONEY

SIP ₹5000.00

Scheme Riskometer

Investors understand that their principal will be at
Very High

Investment Return Calculator

as on Apr 27, 2024

Total Invested Amount

3 Months Absolute Return (In %)

6 Months Absolute Return (In %)

1 Year Absolute Return (In %)

3 Year Absolute Return (In %)

5 Year Absolute Return (In %)

10,780.08 (7.80%)12,265.78 (22.66%)13,324.11 (33.24%)15,192.01 (51.92%)18,285.57 (82.86%)
32,340.24 (7.80%)36,797.34 (22.66%)39,972.33 (33.24%)45,576.03 (51.92%)54,856.71 (82.86%)
53,900.4 (7.80%)61,328.9 (22.66%)66,620.55 (33.24%)75,960.05 (51.92%)91,427.85 (82.86%)
86,240.64 (7.80%)98,126.24 (22.66%)1,06,592.88 (33.24%)1,21,536.08 (51.92%)1,46,284.56 (82.86%)
1,07,800.8 (7.80%)1,22,657.8 (22.66%)1,33,241.1 (33.24%)1,51,920.1 (51.92%)1,82,855.7 (82.86%)

Calculate Your Mutual Fund Returns

  • 500
  • 1 Lac
Years
  • 1
  • 30
%
  • 1
  • 30

Total investment

+

Profit

YearInvested Amount(₹)Wealth Gained(₹)Expected Amount(₹)

Fund Portfolio Allocation

  • Holdings
  • Sectors

Name

Assets

  • REC Ltd11.47%
  • Reliance Industries Ltd7.59%
  • LIC Housing Finance Ltd6.83%
  • Government of India6.40%
  • Clearing Corporation of India Ltd6.11%
  • HDFC Bank Ltd4.35%
  • Jio Financial Services Ltd3.53%
  • ICICI Bank Ltd3.35%
  • Maruti Suzuki India Ltd3.24%
  • Larsen & Toubro Ltd3.19%
  • Hindustan Aeronautics Ltd2.69%
  • Bajaj Auto Ltd2.14%
  • TVS Motor Company Ltd2.06%
  • Mahindra & Mahindra Ltd2.03%
  • State Bank of India1.97%
  • Tata Motors Ltd1.95%
  • Tata Consultancy Services Ltd1.92%
  • MRF Ltd1.83%
  • ICICI PRUDENTIAL LIQUID DIRECT GROWTH1.60%
  • Net Receivables Payables1.55%
  • Adani Ports & Special Economic Zone Ltd1.54%
  • The Indian Hotels Company Ltd1.53%
  • Infosys Ltd1.27%
  • Sun Pharmaceutical Industries Ltd1.24%
  • Dixon Technologies India Ltd1.17%
  • Zomato Ltd1.11%
  • Titan Company Ltd1.08%
  • Ajanta Pharma Ltd1.07%
  • Oil India Ltd1.05%
  • Oil & Natural Gas Corporation Ltd1.05%
  • Bharat Electronics Ltd1.04%
  • Trent Ltd1.02%
  • Lupin Ltd1.01%
  • Punjab National Bank1.01%
  • Colgate Palmolive India Ltd1.00%
  • NTPC Ltd0.98%
  • Cochin Shipyard Ltd0.97%
  • Bharat Heavy Electricals Ltd0.97%
  • Torrent Pharmaceuticals Ltd0.96%
  • Rail Vikas Nigam Ltd0.96%
  • Power Grid Corporation of India Ltd0.95%
  • Bharat Dynamics Ltd0.92%
  • Hindustan Petroleum Corporation Ltd0.73%
  • Canara Bank0.60%
  • ABB India Ltd0.53%
  • NHPC Ltd0.52%
  • CALL RELIANCE INDUS LTD0.03%
  • Wipro Ltd0.03%
  • PUT NIFTY Apr0.01%
  • NIFTY BANK-0.93%
  • NIFTY MIDCAP-1.20%

Holdings Analysis

Peer Comparison

Pick your choice with our quick comparitive analysis

  • 6M
  • 1Y
  • 3Y
  • 5Y
Mutual Fund SchemesCategoryRiskAbsolute Return (6M)

Quant Absolute Fund - GrowthQuant Absolute Fund - Growth

HYBRID

Very High

26.96%

Invesco India Aggressive Hybrid Fund - Regular Plan - GrowthInvesco India Aggressive Hybrid Fund - Regular Plan - Growth

HYBRID

Very High

22.82%

Tata Hybrid Equity Fund - Regular Plan - GrowthTata Hybrid Equity Fund - Regular Plan - Growth

HYBRID

Very High

15.98%

Mahindra Manulife Aggressive Hybrid Fund - Regular Plan - GrowthMahindra Manulife Aggressive Hybrid Fund - Regular Plan - Growth

HYBRID

Very High

14.36%

Groww Aggressive Hybrid Fund - Regular Plan - GrowthGroww Aggressive Hybrid Fund - Regular Plan - Growth

HYBRID

Very High

14.00%

Navi Aggressive Hybrid Fund - Regular Plan - GrowthNavi Aggressive Hybrid Fund - Regular Plan - Growth

HYBRID

Very High

13.62%

DSP Equity & Bond Fund - Regular Plan - GrowthDSP Equity & Bond Fund - Regular Plan - Growth

HYBRID

Very High

13.54%

Mirae Asset Aggressive Hybrid Fund - Regular Plan - GrowthMirae Asset Aggressive Hybrid Fund - Regular Plan - Growth

HYBRID

Very High

10.60%

HDFC Hybrid Equity Fund - GrowthHDFC Hybrid Equity Fund - Growth

HYBRID

Very High

7.93%

Motilal Oswal Equity Hybrid Fund - Regular Plan - GrowthMotilal Oswal Equity Hybrid Fund - Regular Plan - Growth

HYBRID

Very High

7.87%

Mutual Fund SchemesCategoryRiskAbsolute Return (6Y)

JM Aggressive Hybrid Fund - GrowthJM Aggressive Hybrid Fund - Growth

HYBRID

Very High

45.79%

ICICI Prudential Equity & Debt Fund - GrowthICICI Prudential Equity & Debt Fund - Growth

HYBRID

Very High

35.05%

UTI Aggressive Hybrid Fund - Regular Plan - GrowthUTI Aggressive Hybrid Fund - Regular Plan - Growth

HYBRID

Very High

28.27%

Aditya Birla Sun Life Equity Hybrid '95 Fund - GrowthAditya Birla Sun Life Equity Hybrid '95 Fund - Growth

HYBRID

Very High

25.24%

Navi Aggressive Hybrid Fund - Regular Plan - GrowthNavi Aggressive Hybrid Fund - Regular Plan - Growth

HYBRID

Very High

24.92%

Union Aggressive Hybrid Fund - Regular Plan - GrowthUnion Aggressive Hybrid Fund - Regular Plan - Growth

HYBRID

Very High

24.92%

Bandhan Hybrid Equity Fund - Regular Plan - GrowthBandhan Hybrid Equity Fund - Regular Plan - Growth

HYBRID

Very High

24.18%

Kotak Equity Hybrid Fund - IDCWKotak Equity Hybrid Fund - IDCW

HYBRID

Very High

23.26%

PGIM India Hybrid Equity Fund - GrowthPGIM India Hybrid Equity Fund - Growth

HYBRID

Very High

21.09%

HSBC Equity Hybrid Fund - Regular Plan - GrowthHSBC Equity Hybrid Fund - Regular Plan - Growth

HYBRID

Very High

-0.41%

Mutual Fund SchemesCategoryRiskAbsolute Return (6Y)

Quant Absolute Fund - GrowthQuant Absolute Fund - Growth

HYBRID

Very High

22.89%

Tata Hybrid Equity Fund - Regular Plan - GrowthTata Hybrid Equity Fund - Regular Plan - Growth

HYBRID

Very High

16.40%

HDFC Hybrid Equity Fund - GrowthHDFC Hybrid Equity Fund - Growth

HYBRID

Very High

16.30%

Navi Aggressive Hybrid Fund - Regular Plan - GrowthNavi Aggressive Hybrid Fund - Regular Plan - Growth

HYBRID

Very High

14.73%

IDBI Hybrid Equity Fund - GrowthIDBI Hybrid Equity Fund - Growth

HYBRID

Very High

14.70%

Mirae Asset Aggressive Hybrid Fund - Regular Plan - GrowthMirae Asset Aggressive Hybrid Fund - Regular Plan - Growth

HYBRID

Very High

13.51%

SBI Equity Hybrid Fund - Regular Plan - IDCWSBI Equity Hybrid Fund - Regular Plan - IDCW

HYBRID

Very High

13.13%

Axis Equity Hybrid Fund - Regular Plan - GrowthAxis Equity Hybrid Fund - Regular Plan - Growth

HYBRID

Very High

11.29%

LIC MF Aggressive Hybrid Fund - GrowthLIC MF Aggressive Hybrid Fund - Growth

HYBRID

Very High

10.95%

Motilal Oswal Equity Hybrid Fund - Regular Plan - GrowthMotilal Oswal Equity Hybrid Fund - Regular Plan - Growth

HYBRID

Very High

10.08%

Mutual Fund SchemesCategoryRiskAbsolute Return (6Y)

Edelweiss Aggressive Hybrid Fund - Regular Plan - GrowthEdelweiss Aggressive Hybrid Fund - Regular Plan - Growth

HYBRID

Very High

16.43%

Canara Robeco Equity Hybrid Fund - Regular Plan - GrowthCanara Robeco Equity Hybrid Fund - Regular Plan - Growth

HYBRID

Very High

15.03%

DSP Equity & Bond Fund - Regular Plan - GrowthDSP Equity & Bond Fund - Regular Plan - Growth

HYBRID

Very High

14.50%

Mirae Asset Aggressive Hybrid Fund - Regular Plan - GrowthMirae Asset Aggressive Hybrid Fund - Regular Plan - Growth

HYBRID

Very High

14.25%

Invesco India Aggressive Hybrid Fund - Regular Plan - GrowthInvesco India Aggressive Hybrid Fund - Regular Plan - Growth

HYBRID

Very High

13.35%

Sundaram Aggressive Hybrid Fund - GrowthSundaram Aggressive Hybrid Fund - Growth

HYBRID

High

12.98%

Motilal Oswal Equity Hybrid Fund - Regular Plan - GrowthMotilal Oswal Equity Hybrid Fund - Regular Plan - Growth

HYBRID

Very High

12.95%

Axis Equity Hybrid Fund - Regular Plan - GrowthAxis Equity Hybrid Fund - Regular Plan - Growth

HYBRID

Very High

11.92%

Navi Aggressive Hybrid Fund - Regular Plan - GrowthNavi Aggressive Hybrid Fund - Regular Plan - Growth

HYBRID

Very High

11.62%

Nippon India Equity Hybrid Fund - GrowthNippon India Equity Hybrid Fund - Growth

HYBRID

Very High

11.36%

Fund Managers

DR

Mr. Deepak RamarajuSenior Fund Manager

Mr. Deepak Ramaraju comes with a diverse experience of over 20 years. He is a chemical engineer by academic background. Prior to joining Shriram Asset Management Company Ltd., Mr. Deepak was advising Sanlam Group of South Africa on their India focused fund and was part of their global equity research team. He has been associated with equity markets for the past 16 years and prior to that Mr. Deepak was a researcher and co inventor at GE India Technology Center, Bangalore with 10 patents as co-inventor to his credit.

GB

Mr. Gargi Bhattacharyya BanerjeeFund Manager

Mr. Gargi Bhattacharyya Banerjee has an experience of over 16 years in her professional career.She joined as Research Manager in Shriram Asset Management Company Limited in November 2012. Prior to joining Shriram Asset Management Company Limited, she has held the key positions (Research Head) with Zacks Research Private Limited and Shriram Insight Share Brokers Limited.

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