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Shriram Aggressive Hybrid Fund- Regular Growth

Fund House:
Shriram Mutual Fund
Category:
Hybrid: Aggressive
Status:
Open Ended Schemes
Launch Date:
29-11-2013
ISIN Number:
INF680P01018
Minimum Investment:
5000
Minimum SIP:
2000
Total Assets: (30-09-2024):
52.25
Nav (08-11-2024)
31.3463
CAGR Since Inception:
10.98
Benchmark:
CRISIL Hybrid 35+65 Aggressive Index
Expense Ratio (31-10-2024)::
2.4 %
Risko-Meter:
Very High
Exit Load:
Exit Load for units in excess of 12% of the investment,1% will be charged for redemption within 90 days.
Asset Class
Mixed Asset
Peer Camparision
Scheme Name 1Y(%) 2Y(%) 3Y(%) 5Y(%) 10Y(%)
Shriram Aggressive Hybrid Fund- Regular Growth 22.77 15.18 10.14 12.31 9.42
JM Aggressive Hybrid Fund (Regular) -Growth Option 39.85 31.86 20.38 25.29 12.89
Invesco India Aggressive Hybrid Fund - Regular Plan - Growth 35 22.72 14.32 15.1 0
BANK OF INDIA MID & SMALL CAP EQUITY & DEBT FUND - REGULAR PLAN GROWTH 34.24 28.68 17.73 26.33 0
Mahindra Manulife Aggressive Hybrid Fund - Regular Plan - Growth 31.7 21.56 14.79 19.24 0
ICICI Prudential Equity & Debt Fund - Growth 30.65 23.52 18.37 22.1 15.54
Kotak Equity Hybrid - Growth 30.48 20.19 14.37 18.45 13.06
UTI Aggressive Hybrid Fund - Regular Plan - Growth 30.29 22.31 15.15 19.1 12.36
DSP Equity & Bond Fund- Regular Plan - Growth 29.94 21.44 12.18 16.28 13.11
HSBC Aggressive Hybrid Fund - Regular Growth 29.43 20.3 12.14 15.12 11.97
Fund Manager
Gargi Bhattacharyya Banerjee, Deepak Ramaraju:
Scheme 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.:
Riskometer : Very High
Risko-meter
Return Analysis
Based On Shriram Aggressive Hybrid Fund- Regular Growth NIFTY 50 TRI Hybrid: Aggressive
CAGR since inception 10.98% 14.13% 13.70%
1 Year 22.77% 26.17% 27.56%
3 Year 10.14% 11.82% 12.78%
5 Year 12.31% 16.37% 16.60%
10 Year 9.42% 12.61% 12.03%
Nav / Index Value as on2024-11-10 52.25% 0.00% 0.00%

PORTFOLIO

Sector Allocation
Others 7.81
Debt 25.19
Mutual Funds 1.46
Equity 65.54
Company Holding
LIC HOUSING FINANCE LIMITED 6.25
RURAL ELECTRIFICATION CORPORATION LIMITED 3.96
BAJAJ AUTO LIMITED 3.14
SUN PHARMACEUTICAL INDUSTRIES LTD. 2.94
TRENT LIMITED 2.64
TORRENT PHARMACEUTICALS LIMITED 2.6
BHARTI AIRTEL LIMITED 2.57
BOSCH LIMITED 2.52
COLGATE-PALMOLIVE (INDIA) LIMITED 2.49
LUPIN LIMITED 2.43
FAQ's of Shriram Aggressive Hybrid Fund- Regular Growth
How do I use the SIP Calculator to calculate Shriram Mutual Fund ?

To calculate the Shriram Mutual Fund :

1. Visit https://www.swarajfinpro.com/Calculator-SIP

2. Put the monthly SIP amount.

3. Put the monthly expected returns.

4. Write down the time period of investment.

Now, you will be able to see the estimated returns.
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Shriram Aggressive Hybrid Fund- Regular Growth