Shriram Aggressive Hybrid Fund Growth Return

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Showing Funds Performance since Sep 07, 2020

Shriram Aggressive Hybrid Fund Growth Fund Overview

Min. investment

SIP ₹500 & Lump. ₹500

AUM (Fund size)

49 Cr

Lock In Period

N/A

Expense Ratio

2.42

Exit Load

If redeemed / switched-out within 90 days from the date of allotment :-For 12% of units: NilMore than 12% of units: 1% of applicable Net Asset Value (NAV)If redeemed/switched out after 90 days from the date of allotment: Nil.

Benchmark

Nifty 50

Summary

Shriram Aggressive Hybrid Fund Growth NAV is ₹31.6134 as of 23 Jun, 2026. Shriram Aggressive Hybrid Fund Growth has delivered 31.98% returns since its launch. The minimum SIP investment amount in Shriram Aggressive Hybrid Fund Growth is ₹500. The AUM of Shriram Aggressive Hybrid Fund Growth is ₹49 Cr. The expense ratio of the fund is 2.42%, and its benchmark is Nifty 50. The current exit load of the fund is If redeemed / switched-out within 90 days from the date of allotment :-For 12% of units: NilMore than 12% of units: 1% of applicable Net Asset Value (NAV)If redeemed/switched out after 90 days from the date of allotment: Nil.. In the last 1M months, Shriram Aggressive Hybrid Fund Growth has delivered 2.05% returns.

Shriram Aggressive Hybrid Fund Growth Calculate Returns

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Growth Review

DurationFund Return(%)Category Average(%)Category Best(%)
1M2.050.78126.25
6M-1.602.13126.25
1Y2.384.89126.25
3Y9.6914.60126.25

Portfolio Analysis

  • Equity: 72.30%
  • Debt: 27.70%
  • Others
As on: 2026-05-31
View allocation % by

1. HDFC Bank Ltd.4.99%
2. Axis Bank Ltd.3.92%
3. ICICI Bank Ltd.3.78%
4. Kotak Mahindra Bank Ltd.0.90%

1. Reliance Industries Ltd.4.49%
2. Bharat Petroleum Corporation Ltd.0.22%

1. Tata Consultancy Services Ltd.1.43%
2. Infosys Ltd.1.31%
3. Coforge Ltd.1.23%
4. HCL Technologies Ltd.0.72%

1. Sun Pharmaceutical Industries Ltd.1.79%
2. Cipla Ltd.0.86%
3. Aurobindo Pharma Ltd.0.70%
4. Ajanta Pharma Ltd.0.61%
5. Cohance Lifesciences Ltd.0.25%

1. Bharti Airtel Ltd.3.27%

1. Mahindra & Mahindra Ltd.2.34%
2. Maruti Suzuki India Ltd.0.84%

1. State Bank of India2.25%

1. ITC Ltd.2.06%

1. TVS Motor Company Ltd.1.06%
2. Eicher Motors Ltd.0.89%

1. Larsen & Toubro Ltd.1.72%

1. SBI Life Insurance Company Ltd.1.18%
2. HDFC Life Insurance Company Ltd.0.39%

1. Rainbow Children's Medicare Ltd.0.90%
2. Narayana Hrudayalaya ltd.0.34%
3. Fortis Healthcare Ltd.0.21%
4. Krsnaa Diagnostics Ltd.0.11%

1. Oil India Ltd.0.85%
2. Oil & Natural Gas Corporation Ltd.0.66%

1. Bajaj Holdings & Investment Ltd.1.48%

1. Kalpataru Projects International Ltd.0.72%
2. Power Grid Corporation of India Ltd.0.67%

1. Hindalco Industries Ltd.1.37%

1. NTPC Ltd.1.37%

1. Eternal Ltd.1.09%
2. Swiggy Ltd.0.28%

1. VARUN BEVERAGES LIMITED1.21%

1. Sapphire Foods India Ltd.0.61%
2. Samhi Hotels Ltd.0.53%

1. InterGlobe Aviation Ltd.1.04%

About Fund Shriram Aggressive Hybrid Fund Growth

Shriram Aggressive Hybrid Fund Growth managed by Shriram Mutual Fund,is a Aggressive Hybridscheme with Assets Under Management of ₹49 Crore. The fund benchmarks its performance against the Nifty 50 while maintaining an expense ratio of 2.42. Under the expert guidance of Prateek Nigudkar ,the fund implements a disciplined investment approach aligned with its mandate. The scheme requires a minimum investment of ₹500 for SIP and ₹1,000 for lump sum investments, making it accessible to diverse investor profiles.

Fund Managers

Prateek Nigudkar

Mr.Prateek Nigudkar is having 7 years experience in quantitative finance and thematic research.Prior experience with State Street Global Advisors (Global Beta Solutions Group) and Credit Suisse (Private Banking Global Research Division). MS (Quantitative Finance) from Olin Business School, Washington University in St. Louis MO.

Peer Comparison

Fund Name1Y3Y
This FundHDFC Childrens Fund - Growth-1.192231.9282
This FundLIC MF Childrens Fund Growth3.01631.9285
This FundShriram Aggressive Hybrid Fund Growth2.382431.9826
This FundNippon India Aggressive Hybrid Fund - Segregated Portfolio 1 Growth126.2548126.2548

Shriram Aggressive Hybrid Fund Growth FAQs

Shriram Aggressive Hybrid Fund Growth's fund is managed by experienced SEBI-registered investment fund manager , who implements the fund's strategy through research-backed decisions while adhering to its stated objectives.

The expense ratio of Shriram Aggressive Hybrid Fund Growth is 2.42. This expense ratio is calculated by dividing the fund's operating expenses by its net assets.

Shriram Aggressive Hybrid Fund Growth’s fund performance is as follows:
  • 1 Month : 2.05%
  • 6 Months : -1.60%
  • 1 Year : 2.38%
  • 3 Years : 9.69%
Returns of Shriram Aggressive Hybrid Fund Growth are updated daily based on NAV of ₹ 31.6134 as on Jun 19,2026. Since inception, the return has been 31.98%.

You can invest in Shriram Aggressive Hybrid Fund Growth through SIP with a minimum of ₹500 monthly or make a lump sum investment of a minimum ₹1,000. Additional purchase minimums vary by scheme.

The fund size (AUM) of Shriram Aggressive Hybrid Fund Growth is ₹49 crore. It changes based on market performance, inflows, and outflows.

You can track your investment in Shriram Aggressive Hybrid Fund Growth through our website, our Choice FinX mobile app, regular statements, and email updates. Our customer support team is available for queries.