Shriram Aggressive Hybrid Fund Direct Growth

Shriram Aggressive Hybrid Fund Direct Growth

+12.00%
3Y annualised
+0.85% 1D
1M
6M
1Y
3Y
5Y
All
NAV: 14 May '26
₹36.17
Min. for SIP
₹500
Fund size (AUM)
₹48.94 Cr
Expense ratio
0.79%
Rating
2

Return calculator

Monthly investment
₹5,000
Over the pastTotal investmentWould've becomeHistoric returnsReturns
1 year₹60,000₹60,041
+0.07%
3 years₹1,80,000₹1,94,105
+7.84%
5 years₹3,00,000₹3,69,909
+23.30%
10 years₹6,00,000₹10,22,679
+70.45%

Holdings (91)

NameSectorInstrumentsAssets
GOISovereignGOI Sec6.13%
REC Ltd.FinancialDebenture5.65%
HDFC Bank Ltd.FinancialEquity5.03%
Reliance Industries Ltd.EnergyEquity4.87%
LIC Housing Finance Ltd.FinancialDebenture4.41%
National Bank For Agriculture & Rural DevelopmentFinancialDebenture4.28%
Axis Bank Ltd.FinancialEquity3.87%
ICICI Bank Ltd.FinancialEquity3.75%
Bharti Airtel Ltd.CommunicationEquity3.32%
State Bank of IndiaFinancialEquity2.50%
Mahindra & Mahindra Ltd.AutomobileEquity2.38%
ITC Ltd.Consumer StaplesEquity2.26%
Sun Pharmaceutical Industries Ltd.HealthcareEquity1.85%
Larsen & Toubro Ltd.ConstructionEquity1.69%
Tata Consultancy Services Ltd.TechnologyEquity1.54%
Bajaj Holdings & Investment Ltd.FinancialEquity1.47%
NTPC Ltd.EnergyEquity1.42%
Bharat Petroleum Corporation Ltd.EnergyEquity1.37%
Hindalco Industries Ltd.Metals & MiningEquity1.31%
Infosys Ltd.TechnologyEquity1.28%
Varun Beverages Ltd.Consumer StaplesEquity1.18%
SBI Life Insurance Company Ltd.InsuranceEquity1.17%
TVS Motor Company Ltd.AutomobileEquity1.11%
Eternal Ltd.ServicesEquity1.07%
Coforge Ltd.TechnologyEquity1.04%
Reserve Bank of IndiaFinancialT-Bills1.02%
Interglobe Aviation Ltd.ServicesEquity1.01%
Eicher Motors Ltd.AutomobileEquity0.94%
REC Ltd.FinancialEquity0.93%
Bharat Electronics Ltd.Capital GoodsEquity0.90%
Kotak Mahindra Bank Ltd.FinancialEquity0.90%
Maruti Suzuki India Ltd.AutomobileEquity0.85%
Marico Ltd.Consumer StaplesEquity0.85%
Oil India Ltd.EnergyEquity0.83%
Ambuja Cements Ltd.ConstructionEquity0.83%
Rainbow Children's Medicare Ltd.HealthcareEquity0.81%
Cipla Ltd.HealthcareEquity0.80%
Canara Robeco Asset Management Company Ltd.FinancialEquity0.77%
Adani Ports and Special Economic Zone Ltd.ServicesEquity0.77%
Oil And Natural Gas Corporation Ltd.EnergyEquity0.74%
HCL Technologies Ltd.TechnologyEquity0.73%
Power Grid Corporation Of India Ltd.EnergyEquity0.73%
Aurobindo Pharma Ltd.HealthcareEquity0.72%
Mold-Tek Packaging Ltd.ChemicalsEquity0.71%
Kalpataru Projects International Ltd.Capital GoodsEquity0.69%
Sapphire Foods India Ltd.ServicesEquity0.69%
PNB Housing Finance Ltd.FinancialEquity0.62%
Tata Steel Ltd.Metals & MiningEquity0.60%
NMDC Ltd.Metals & MiningEquity0.60%
Lloyds Metals & Energy Ltd.Metals & MiningEquity0.59%
Ajanta Pharma Ltd.HealthcareEquity0.58%
Siemens Ltd.Capital GoodsEquity0.58%
R R Kabel Ltd.Consumer DiscretionaryEquity0.55%
Kirloskar Oil Engines Ltd.Capital GoodsEquity0.50%
Pricol Ltd.AutomobileEquity0.48%
Dodla Dairy LtdConsumer StaplesEquity0.46%
LT Foods Ltd.Consumer StaplesEquity0.45%
Tips Music Ltd.ServicesEquity0.44%
GAIL (India) Ltd.EnergyEquity0.41%
KFin Technologies Ltd.FinancialEquity0.41%
SAMHI Hotels Ltd.ServicesEquity0.40%
HDFC Life Insurance Co Ltd.InsuranceEquity0.39%
Narayana Hrudayalaya Ltd.HealthcareEquity0.31%
Chambal Fertilisers and Chemicals Ltd.ChemicalsEquity0.31%
Swiggy Ltd.ServicesEquity0.30%
Sona BLW Precision Forgings Ltd.AutomobileEquity0.29%
Cohance Lifesciences Ltd.HealthcareEquity0.28%
CCL Products (India) Ltd.Consumer StaplesEquity0.26%
Coal India Ltd.EnergyEquity0.25%
BSE Ltd.ServicesEquity0.25%
PB Fintech Ltd.ServicesEquity0.25%
Coromandel International Ltd.ChemicalsEquity0.23%
Fortis Healthcare Ltd.HealthcareEquity0.21%
Sagility Ltd.ServicesEquity0.20%
Emami Ltd.Consumer StaplesEquity0.19%
Manappuram Finance Ltd.FinancialEquity0.16%
Power Mech Projects Ltd.ConstructionEquity0.16%
Krsnaa Diagnostics Ltd.HealthcareEquity0.11%
LG Electronics India Ltd.Consumer DiscretionaryEquity0.02%
TVS Motor Company Ltd - Pref. SharesAutomobilePref. Shares0.02%
ICICI Bank Ltd.FinancialCall Option-0.00%
HCL Technologies Ltd.TechnologyCall Option-0.00%
NTPC Ltd.EnergyCall Option-0.00%
LT Foods Ltd.Consumer StaplesCall Option-0.00%
Oil And Natural Gas Corporation Ltd.EnergyCall Option-0.00%
Axis Bank Ltd.FinancialCall Option-0.00%
Shasun Pharmaceuticals Ltd.HealthcareCall Option-0.00%
Adani Port Ltd.ServicesCall Option-0.00%
HDFC Bank Ltd.FinancialFutures-0.78%
Reliance Industries Ltd.EnergyFutures-0.88%
Bharat Petroleum Corporation Ltd.EnergyFutures-1.10%
See All

Minimum investments

Min. for 1st investment
₹500
Min. for 2nd investment
₹500
Min. for SIP
₹500

Returns and rankings

Annualised returns
Absolute returns
Name3Y5Y10YAll
Fund returns+12.0%+10.6%+10.9%+10.9%
Category average (Hybrid Aggressive Hybrid)+14.3%+13.9%+12.0%--
Rank (Hybrid Aggressive Hybrid)303522--

Exit load, stamp duty and tax

Exit load

Exit Load for units in excess of 12% of the investment,1% will be charged for redemption within 90 days.

Stamp duty on investment: 0.005% (from July 1st, 2020)

from July 1st 2020

Tax implication

If you redeem within one year, returns are taxed at 20%. If you redeem after one year, returns exceeding Rs 1.25 lakh in a financial year are taxed at 12.5%.
Check past data

Fund management

PN
Prateek Nigudkar
Aug 2025 - Present
View details

Education
Mr. Nigudkar is an MS(Quantitative Finance) from Olin Business School, Washington University.
Experience
Prior to joining Shriram Mutual Fund, he has worked with DSP MF, State Street Global Advisors (Global Beta Solutions Group) and Credit Suisse (Private Banking Global Research Division).

DR
Deepak Ramaraju
Aug 2022 - Present
View details

Education
Mr. Ramaraju has done B.E.(Chemical Engineering).
Experience
Prior to joining Shriram Mutual Fund, he has worked with Sanlam Group of South Africa as a part of their global equity research team and GE India Technology Center as a researcher and co-inventor.

SSM
Sudip Suresh More
Oct 2024 - Present
View details

Education
Mr. More has done B.E. (EXTC), MMS (Finance) and FRM
Experience
Prior to joining Shriram Mutual Fund, he has worked with Kshema General Insurance Company and Sahara India Life Insurance Company Ltd.

AM
Amit Modani
Nov 2025 - Present
View details

Education
Mr. Modani is Chartered Accountant
Experience
Prior to joining Shriram AMC, he has worked with Mirae Asset Mutual Fund, BOI AXA Mutual Fund, Quantum Asset Management Company Private Limited and Pramerica Asset Managers Pvt. Ltd.

About Shriram Aggressive Hybrid Fund Direct Growth

Shriram Aggressive Hybrid Fund Direct Growth is a Hybrid Mutual Fund Scheme launched by Shriram Mutual Fund. This scheme was made available to investors on 05 Dec 1994. Prateek Nigudkar is the Current Fund Manager of Shriram Aggressive Hybrid Fund Direct Growth fund. The fund currently has an Asset Under Management(AUM) of ₹1,167 Cr and the Latest NAV as of 14 May 2026 is ₹36.17. The Shriram Aggressive Hybrid Fund Direct Growth is rated Very High risk. Minimum SIP Investment is set to ₹500. Minimum Lumpsum Investment is ₹500. Exit Load for units in excess of 12% of the investment,1% will be charged for redemption within 90 days. ;

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 benchmarkCRISIL Hybrid 35+65 Aggressive Index

Fund house

Rank (total assets)#38 in India
Total AUM₹1,166.67 Cr
Date of Incorporation05 Dec 1994
Phone033-23373012 / 9339787128
E-mail--
Launch Date05 Dec 1994
Address511-512, Meadows, Sahar Plaza,J. B. Nagar, Andheri (East), Mumbai 400059
CustodianHDFC Bank
Registrar & Transfer AgentCams
Address7th Floor, Tower II, Rayala Towers, 158, Anna Salai,