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FAQ : Shriram Aggressive Hybrid Fund - Growth - Direct Plan

Shriram Aggressive Hybrid Fund - Growth - Direct Plan has delivered CAGR and average rolling returns as follows :

1 Year 3 Year 5 Year 9 Year
CAGR(%) 0.42 9.75 8.17 8.52
Average Rolling Returns(%) 11.05 9.98 9.66 9.63

The Current NAV of Shriram Aggressive Hybrid Fund - Growth - Direct Plan is ₹37.21.

You should look for a fund with better more consistent performance track record. Funds returns likely to be fairly different than its benchmark NIFTY 50 , as Funds portfolio is somewhat different.

Shriram Aggressive Hybrid Fund - Growth - Direct Plan fund’s expense ratio is 0.57%

The process for redemption is

  • Give a request for redemption of the number of units or the amount you want. The request will be acknowledged.
  • You will get information about the redemption and the NAV at which redeemed.
  • The amount will be deposited in the designated bank account.

The AUM of Shriram Aggressive Hybrid Fund - Growth - Direct Plan is currently ₹49 Crores.

The Top three stocks are HDFC Bank, Reliance Industries and Axis Bank and account for 13% of its portfolio. Top 5 and 10 stocks of fund account for 20% and 31% of fund’s portfolio respectively.

Top three sectors of Shriram Aggressive Hybrid Fund - Growth - Direct Plan fund are Others, BFSI and FMCG accounting for 54% of the total portfolio.

Funds Portfolio Quality is Very Good. It has a large proportion of Green Stocks.Since this is a Hybrid - Aggressive Hybrid Fund it is comparatively safer to invest in this fund. However, since it has not consistently outperformed its benchmark index on an average 3-year rolling returns basis it is not the most suitable fund for SIP.

The category of Shriram Aggressive Hybrid Fund - Growth - Direct Plan Fund is Hybrid - Aggressive Hybrid Fund.

Prateek Nigudkar and Hitesh Savanth manage the Shriram Aggressive Hybrid Fund - Growth - Direct Plan Fund.

Shriram Aggressive Hybrid Fund - Growth - Direct Plan current PE ratio is 27.58 and PB ratio is 5.10

The asset allocation of Shriram Aggressive Hybrid Fund - Growth - Direct Plan is Stocks : 69.40%, Debt : 32.33% and Gold : -1.73%

The minimum SIP amount for Shriram Aggressive Hybrid Fund - Growth - Direct Plan is ₹500.00 and minimum lumpsum is ₹500.00

The exit load for Shriram Aggressive Hybrid Fund - Growth - Direct Plan is NIL for 12% of units and 1% for remaining units on or before 90 days, Nil after 90 days

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