Skip to main content
  • Home
  • Scheme Overview

Shriram Aggressive Hybrid Fund- Regular Growth

(Erstwhile Shriram Equity and Debt Opportunities Fund-Growth)

Category: Hybrid: Aggressive
Launch Date: 29-11-2013
Asset Class: Mixed Asset
Benchmark: CRISIL Hybrid 35+65 Aggressive Index
Expense Ratio: 2.41% As on (30-04-2025)
Status: Open Ended Schemes
Minimum Investment: 5000.0
Minimum Topup: 1000.0
Total Assets: 47.18 Cr As on (30-04-2025)
Turn over: 300.1
NAV (₹): 30.7574
₹ 0.04 ( 0.1349%)
as on 23-05-2025
CAGR Since Inception - 10.26%
CRISIL Hybrid 35+65 Aggressive Index - 12.22%

Fund Managers

Mr. Deepak Ramaraju, Ms. Gargi Bhattacharyya Banerjee & Mr. Sudip More


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.

PERFORMANCE of Shriram Aggressive Hybrid Fund- Regular Growth

Scheme Performance (%) Data as on - 23-05-2025

1-Year Ret (%) 3-Yrs Ret (%) 5-Yrs Ret (%) 10-Yrs Ret (%) Since Launch Ret (%)
Shriram Aggressive Hybrid Fund- Regular Growth -2.8 12.47 15.82 8.78 10.26
Benchmark - - - - -
Hybrid: Aggressive 8.1 16.77 21.15 11.49 13.15

RETURNS CALCULATOR for Shriram Aggressive Hybrid Fund- Regular Growth

Growth of 10000 In SIP (Fund vs Benchmark)

Amount :
Period :
Start :
End :

Growth of 10000 In LUMPSUM (Fund vs Benchmark)

Amount :
Start :

Rolling Returns

Rolling returns are the annualized returns of the scheme taken for a specified period (rolling returns period) on every day/week/month and taken till the last day of the duration. In this chart we are showing the annualized returns over the rolling returns period on every day from the start date and comparing it with the benchmark. Rolling returns is the best measure of a fund's performance. Trailing returns have a recency bias and point to point returns are specific to the period in consideration. Rolling returns, on the other hand, measures the fund's absolute and relative performance across all timescales, without bias.

Key Performance and Risk Statistics of Shriram Aggressive Hybrid Fund- Regular Growth

Key Statistics Volatility Sharpe Ratio Alpha Beta Yield to Maturity Average Maturity
Shriram Aggressive Hybrid Fund- Regular Growth 9.53 0.42 -1.57 1.06 7.33 3.13
Hybrid: Aggressive - - - - - -

PEER COMPARISION

Scheme Name Launch
Date
1-Year
Ret (%)
2-Yrs
Ret (%)
3-Yrs
Ret (%)
5-Yrs
Ret (%)
10-Yrs
Ret (%)
Shriram Aggressive Hybrid Equity Gr 29-11-2013 -2.8 15.07 12.47 15.82 8.78
DSP Aggressive Hybrid Fund Reg Gr 26-05-1999 16.3 21.67 19.17 20.78 12.79
Bandhan Aggr Hyb Fund Reg Gr 05-12-2016 12.48 18.76 16.51 21.45 0.0
SBI Equity Hybrid Reg Gr 01-12-1995 12.46 19.06 15.53 19.47 11.9
Mahindra Manulife Aggressive Hybrid Fund Reg Gr 19-07-2019 11.58 22.3 19.36 23.24 0.0
UTI Aggressive Hybrid Fund Reg Gr 20-03-1995 11.24 21.43 19.23 23.97 12.21
Invesco India Aggressive Hybrid Reg Gr 15-06-2018 11.09 22.33 18.88 19.49 0.0
Axis Aggressive Hybrid Reg Gr 05-08-2018 10.67 15.47 12.78 16.81 0.0
ICICI Pru Equity & Debt Gr 05-11-1999 10.61 24.33 21.02 27.62 15.4
Edelweiss Aggr Hybrid Reg Gr 12-08-2009 10.48 21.76 19.44 23.11 12.27

Asset Allocation (%)

PORTFOLIO ANALYSIS of Shriram Aggressive Hybrid Fund- Regular Growth

Portfolio as on

Top 10 Sectors in portfolio (%)

Top 10 Stocks in portfolio (%)