Submit

Shriram Aggressive Hybrid Fund- Regular Growth

(Erstwhile Shriram Equity and Debt Opportunities Fund-Growth)
Fund House: Shriram Mutual Fund
Category: Hybrid: Aggressive
Launch Date: 29-11-2013
Asset Class: Mixed Asset
Benchmark: CRISIL Hybrid 35+65 Aggressive Index
TER: 2.4% As on (30-11-2024)
Status: Open Ended Schemes
Minimum Investment: 5000.0
Minimum Topup: 1000.0
Total Assets: 49.09 Cr As on 29-11-2024(Source:AMFI)
Turn over: 300.1% | Exit Load: Exit Load for units in excess of 12% of the investment,1% will be charged for redemption within 90 days.
NAV as on 03-01-2025

31.9437

-0.2 (-0.6396%)

CAGR Since Inception

11.01%

Benchmark: 12.55%

PERFORMANCE

Returns Type:
of  : 
Start :  
End : 
Period:  
This Scheme
-
vs
AK Hybrid Aggressive TRI
-
Gold
-
PPF
-
Returns Type:
of  : 
  Period:  

Start :  
Period:  

RETURNS ANALYSIS

Submit
Submit
Submit

Fund Multiplier

Time it would have taken to make your money double (2x), quadruple (4x) and quintuple (5x)

Time Taken To Multiply
2x
4x
5x
10x
FUND
7 Years 1 Months
There is no value for 4x
There is no value for 5x
There is no value for 10x
FD
11 years 10 Months
GOLD
8 years 9 Months
NIFTY
5 years 5 Months

 

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.

Current Asset Allocation (%)

Indicators

Standard Deviation 9.9
Sharpe Ratio 0.51
Alpha 0.82
Beta 1.04
Yield to Maturity 7.33
Average Maturity 3.13

PEER COMPARISON

Scheme Name Inception
Date		 1 Year
Return(%)		 2 Year
Return(%)		 3 Year
Return(%)		 5 Year
Return(%)		 10 Year
Return(%)
Shriram Aggressive Hybrid Fund- Regular Growth 29-11-2013 13.97 16.92 11.4 12.56 9.37
Invesco India Aggressive Hybrid Fund - Regular Plan - Growth 15-06-2018 27.69 25.08 15.58 15.53 -
BANK OF INDIA MID & SMALL CAP EQUITY & DEBT FUND - REGULAR PLAN GROWTH 05-07-2016 26.47 29.96 17.18 26.72 -
JM Aggressive Hybrid Fund (Regular) -Growth Option 01-04-1995 26.17 30.15 22.17 24.34 12.81
HSBC Aggressive Hybrid Fund - Regular Growth 05-01-2013 25.12 23.86 13.56 15.54 11.91
Kotak Equity Hybrid - Growth 25-11-1999 23.45 21.2 15.37 17.99 13.06
BANDHAN Hybrid Equity Fund-Regular Plan Growth 05-12-2016 22.57 20.99 12.99 16.62 -
Edelweiss Aggressive Hybrid Fund - Regular Plan - Growth Option 12-08-2009 21.86 23.05 16.7 18.04 12.47
Edelweiss Aggressive Hybrid Fund- Plan B-Growth Option 16-06-2009 21.83 23.13 16.81 18.11 12.52
Mahindra Manulife Aggressive Hybrid Fund - Regular Plan - Growth 19-07-2019 21.05 21.75 15.43 18.83 -

Scheme Characteristics

Equity & Equity related instruments - between 65% and 80% of total assets; Debt instruments - between 20% and 35% of total assets.

Riskometer

riskometer

PORTFOLIO

Market Cap Distribution

Small Cap

3.67%

Others

34.09%

Large Cap

36.41%

Mid Cap

25.83%

Scheme Documents

There are no scheme documents available

Feedback
Notification