DR
Deepak RamarajuLead
Since Aug 2022
AUM managed
₹1,167.84Cr
Tenure
Since Aug 2022
Funds
9
Shriram Aggresive Hybrid Reg Gr
Aggressive Hybrid FundShriram Mutual Fund
NAV
₹30.92
+0.78% today
AUM
₹51.39 Cr
Fund size
Expense
2.45%
Regular plan
Min SIP
₹1,000
per month
Min Lumpsum
₹500
one-time
Exit Load
1.0
on redemption
Fund snapshot
Category rank#25 of 29
Risk-o-meterVery High Risk
BenchmarkCRISIL Hybrid 35+65 - Agg TR INR (100%)
Number of holdings81
Inception29 Nov 2013
Exit load1.0
Risk metrics
Alpha-1.25
Beta1.09
Sharpe ratio0.27
Standard deviation11.66%
Sortino ratio0.36
Capital gains tax
Hybrid
STCG · short-term
20%Short-term gains taxed at 20%
Equity-oriented hybrid fund gains apply when units are sold within 12 months.
LTCG · long-term
12.5%Long-term gains taxed at 12.5%
Equity-oriented hybrid fund gains apply when units are sold after 12 months.
Hybrid fund taxation depends on equity orientation and holding period; this scheme is treated as equity-oriented.
Fund managers
PN
Prateek NigudkarLead
Since Aug 2025
AUM managed
₹1,167.84Cr
Tenure
Since Aug 2025
Funds
9
GB
Since Nov 2016
AUM managed
₹1,167.84Cr
Tenure
Since Nov 2016
Funds
9
AM
Since Nov 2025
AUM managed
₹928.29Cr
Tenure
Since Nov 2025
Funds
7
HS
Since Jun 2026
AUM managed
₹581.15Cr
Tenure
Since Jun 2026
Funds
6
About Shriram Aggresive Hybrid Reg Gr
Shriram Aggresive Hybrid Reg Gr is an open-ended Aggressive Hybrid Fund mutual fund scheme offered by Shriram Mutual Fund under the regular plan with the growth option. Its latest net asset value (NAV) is ₹30.92 per unit and the scheme manages ₹51.39 Cr in assets under management. The fund charges an expense ratio of 2.45% and is benchmarked against CRISIL Hybrid 35+65 - Agg TR INR (100%). Over the trailing 5 years, Shriram Aggresive Hybrid Reg Gr has delivered +5.28% returns. SEBI's riskometer places this scheme in the Very High Risk category, so read the scheme information document before investing.
Investment objective
The investment objective of the scheme would be 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.
Regular Plan · Growth option · NAV as of 15 Oct 2026
Shriram Aggresive Hybrid Reg Gr returns
| Period | Fund | Category average |
|---|---|---|
| 1 month | -0.68% | -2.82% |
| 3 months | -2.71% | -2.90% |
| 6 months | -1.00% | +1.15% |
| 1 year | -2.47% | -1.94% |
| 3 years | +6.77% | +9.21% |
| 5 years | +5.28% | +7.99% |
Rolling returns
| Period | Fund | Category average |
|---|---|---|
| 1 month | -- | -4.36% |
| 3 months | +3.35% | -1.91% |
| 6 months | +1.09% | +7.69% |
| 1 year | +4.53% | -0.02% |
| 3 years | +29.41% | +28.43% |
| 5 years | +49.50% | +46.61% |
Past performance is not indicative of future returns. Mutual fund investments are subject to market risks; read all scheme related documents carefully.
Shriram Aggresive Hybrid Reg Gr — frequently asked questions
What is the NAV of Shriram Aggresive Hybrid Reg Gr?
The latest net asset value (NAV) of Shriram Aggresive Hybrid Reg Gr is ₹30.92 per unit, +0.78% over the previous trading day. NAV is declared by the AMC at the end of every business day.
What returns has Shriram Aggresive Hybrid Reg Gr delivered?
Shriram Aggresive Hybrid Reg Gr has returned +5.28% over the trailing 5 years (1 year: -2.47%, 3 years: +6.77%). Returns beyond one year are annualised. Past performance does not guarantee future returns.
What is the expense ratio of Shriram Aggresive Hybrid Reg Gr?
Shriram Aggresive Hybrid Reg Gr charges an expense ratio of 2.45% per annum. The expense ratio is deducted from the scheme's assets, so the NAV you see is already net of it.
How risky is Shriram Aggresive Hybrid Reg Gr?
SEBI's riskometer classifies Shriram Aggresive Hybrid Reg Gr as Very High Risk, which is typical for a Aggressive Hybrid Fund scheme. Match the scheme's risk level to your own risk tolerance and investment horizon before investing.
What is the minimum investment in Shriram Aggresive Hybrid Reg Gr?
You can start a SIP in Shriram Aggresive Hybrid Reg Gr from ₹1,000 per month, and the minimum lumpsum investment is ₹500.
Who manages Shriram Aggresive Hybrid Reg Gr?
Shriram Aggresive Hybrid Reg Gr is managed by Shriram Mutual Fund, holds ₹51.39 Cr in assets under management and invests across 81 holdings. This page covers the regular plan with the growth option.
Scheme identifiers
- Fund house
- Shriram Mutual Fund
- Scheme category
- Hybrid
- Scheme sub-category
- Aggressive Hybrid Fund
- Plan
- Regular plan
- Option
- Growth
- ISIN
- INF680P01018
- Scheme code
- FS0000AIGS