Hybrid
●
Aggressive Hybrid
Current NAV
₹32.34
Expense Ratio
2.4%
Min SIP
₹500
Fund Size
₹50Cr
Min Investment
₹500
Lock In
NA
Scheme Information Document
Exit load: NIL for 12% of units and 1% for remaining units on or before 90D, Nil after 90D
Alpha
-0.23%
Beta
1.13
Sharpe Ratio
0.151773
Risk
10.93%
Above numbers are based upon past 3 years
Would have become
₹1,49,748.59
(2.96)%
| Name | Holding(%) |
| Name | Sector(%) |
| Name | Assets(%) |
Deepak Ramaraju
Shriram Aggressive Hybrid FundTotal assets under management
₹93.42k Crores
Date of incorporation
27 Jul 1994
Ans.
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Ans. The Shriram Aggressive Hybrid Fund has an AUM of ₹49.77 Cr as on 11/11/2025. The scheme has delivered CAGR returns for the past 3 years against a category average of 14.26%. The risk is Very High against the category average of 49.16.
Ans. Mutual fund taxation depends on the scheme type and investment holding period.
Taxation on hybrid funds: If equity allocation is 65% or above: STCG of 20% is applicable if units are sold within one year of purchase. For units sold after one year of purchase, LTCG of 12.5% is levied on gains above ₹1.25 lakhs in a financial year.
If debt allocation in a hybrid fund is 65% or more, gains are added to income and taxed as per slab rate irrespective of the holding period.
Ans. There is no lock-in period applicable on Shriram Aggressive Hybrid Fund.
Ans. The expense ratio of Shriram Aggressive Hybrid Fund is 2.4%.