Shriram Aggressive Hybrid Fund Direct Growth

Shriram Aggressive Hybrid Fund Direct Growth

+11.40%
3Y annualised
+1.04% 1D
1M
6M
1Y
3Y
5Y
All
NAV: 03 Aug '26
₹37.86
Min. for SIP
₹500
Fund size (AUM)
₹49.76 Cr
Expense ratio
0.86%
Rating
2

Return calculator

Monthly investment
₹5,000
Over the pastTotal investmentWould've becomeHistoric returnsReturns
1 year₹60,000₹62,324
+3.87%
3 years₹1,80,000₹1,97,691
+9.83%
5 years₹3,00,000₹3,78,759
+26.25%
10 years₹6,00,000₹10,46,905
+74.48%

Holdings (88)

NameSectorInstrumentsAssets
CENTRAL GOVERNMENT LOAN 31280 GOI 17JN32 6.54 FV RS 100EntitiesGOI Securities6.21%
RURAL ELECTRIFICATION CORPORATION LIMITED SERIES GOI-V 8.54 BD 15NV28 FVRS10LACFinancialDebenture5.46%
HDFC Bank LtdFinancialEquity5.26%
BANK OF BARODA CD 04FEB27FinancialCertificate of Deposit4.83%
Others CBLOUnspecifiedCBLO4.82%
Reliance Industries LtdEnergy & UtilitiesEquity4.44%
LIC HOUSING FINANCE LTD TR 438 7.8350 NCD 11MY27 FVRS1LACFinancialDebenture4.08%
ICICI Bank LtdFinancialEquity4.07%
Axis Bank LtdFinancialEquity4.04%
Bharti Airtel LtdTechnologyEquity3.26%
Net ReceivablesUnspecifiedNet Receivables2.95%
Mahindra & Mahindra LtdConsumer DiscretionaryEquity2.37%
State Bank of IndiaFinancialEquity2.37%
ITC LtdConsumer StaplesEquity2.03%
Sun Pharmaceutical Industries LtdHealthcareEquity1.82%
Larsen & Toubro LtdIndustrialsEquity1.72%
Bajaj Holdings & Investment LtdFinancialEquity1.49%
NTPC LtdEnergy & UtilitiesEquity1.29%
Tata Consultancy Services LtdTechnologyEquity1.27%
Coforge LtdTechnologyEquity1.25%
Interglobe Aviation LtdIndustrialsEquity1.24%
SBI Life Insurance Company LtdFinancialEquity1.24%
Hindalco Industries LtdMaterialsEquity1.15%
Varun Beverages LtdConsumer StaplesEquity1.14%
Zomato LtdTechnologyEquity1.13%
Infosys LtdTechnologyEquity1.11%
TVS Motor Company LtdConsumer DiscretionaryEquity1.08%
REC LtdFinancialEquity0.94%
Rainbow Childrens Medicare LtdHealthcareEquity0.90%
Kotak Mahindra Bank LtdFinancialEquity0.90%
Marico LtdConsumer StaplesEquity0.90%
Maruti Suzuki India LtdConsumer DiscretionaryEquity0.89%
Mold-Tek Packaging LtdMaterialsEquity0.88%
Cipla LtdHealthcareEquity0.88%
Eicher Motors LtdConsumer DiscretionaryEquity0.86%
Bharat Electronics LtdIndustrialsEquity0.85%
Oil India LtdEnergy & UtilitiesEquity0.78%
Ambuja Cements LtdMaterialsEquity0.77%
R R Kabel Ltd.IndustrialsEquity0.76%
Aurobindo Pharma LtdHealthcareEquity0.76%
Kalpataru Power Transmission LtdIndustrialsEquity0.75%
Canara Robeco Asset Management Company Ltd.FinancialEquity0.74%
Ajanta Pharma LtdHealthcareEquity0.70%
Kirloskar Oil Engines LtdIndustrialsEquity0.69%
Adani Ports and Special Economic Zone LtdIndustrialsEquity0.65%
Power Grid Corporation of India LtdEnergy & UtilitiesEquity0.65%
HCL Technologies LtdTechnologyEquity0.65%
Dodla Dairy LtdConsumer StaplesEquity0.62%
PNB Housing Finance LtdFinancialEquity0.60%
Sapphire Foods India LtdConsumer DiscretionaryEquity0.60%
Lloyds Metals and Energy LtdMaterialsEquity0.59%
Oil & Natural Gas Corporation LtdEnergy & UtilitiesEquity0.57%
SAMHI Hotels Ltd.Consumer DiscretionaryEquity0.55%
Siemens LtdDiversifiedEquity0.54%
Tata Steel LtdMaterialsEquity0.53%
NMDC LtdMaterialsEquity0.51%
Emami LtdConsumer StaplesEquity0.47%
Pricol LtdConsumer DiscretionaryEquity0.47%
KFin Technologies LtdFinancialEquity0.45%
GAIL (India) LtdEnergy & UtilitiesEquity0.43%
LT Foods LtdConsumer StaplesEquity0.38%
HDFC Life Insurance Co LtdFinancialEquity0.37%
Sagility India Ltd.IndustrialsEquity0.37%
Deepak Fertilisers & Petrochemicals Corporation LtdMaterialsEquity0.35%
Narayana Hrudayalaya LtdHealthcareEquity0.34%
Tips Industries LtdConsumer DiscretionaryEquity0.33%
Chambal Fertilisers & Chemicals LtdMaterialsEquity0.33%
Sona BLW Precision Forgings LtdConsumer DiscretionaryEquity0.30%
PB Fintech LtdFinancialEquity0.29%
CCL Products (India) LtdConsumer StaplesEquity0.27%
Suven Pharmaceuticals LtdHealthcareEquity0.26%
Swiggy Ltd.TechnologyEquity0.26%
BSE LtdFinancialEquity0.24%
Bharat Petroleum Corporation LtdEnergy & UtilitiesEquity0.23%
Coromandel International LtdMaterialsEquity0.23%
Coal India LtdMaterialsEquity0.22%
Fortis Healthcare LtdHealthcareEquity0.22%
Power Mech Projects LtdIndustrialsEquity0.18%
Ethos LtdConsumer DiscretionaryEquity0.17%
Manappuram Finance LtdFinancialEquity0.13%
Krsnaa Diagnostics LtdHealthcareEquity0.10%
LG Electronics India Ltd.Consumer DiscretionaryEquity0.02%
TVS Motor Company Ltd - Pref. SharesConsumer DiscretionaryPreference Shares0.02%
CALL LT 28-Jul-2026 4400Consumer StaplesCall Option-0.00%
CALL AXISBANK 28-Jul-2026 1430FinancialCall Option-0.00%
CALL INDIGO 28-Jul-2026 5200IndustrialsCall Option-0.01%
HDFC Bank Ltd FuturesFinancialFutures-0.73%
Reliance Industries Ltd FuturesEnergy & UtilitiesFutures-0.78%
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+11.4%+9.9%+10.6%+11.1%
Category average (Hybrid Aggressive Hybrid)+14.3%+13.9%+12.0%--
Rank (Hybrid Aggressive Hybrid)293224--

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).

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.

HS
Hitesh Savanth
Jun 2026 - Present
View details

Education
B.Com, CFA
Experience
Prior to joining the Shriram AMC, he was associated with BugleRock Capital, William O'Neil India, ICICIdirect and Northern Trust Corporation.

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 ₹961 Cr and the Latest NAV as of 03 Aug 2026 is ₹37.86. 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₹960.73 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,