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Scheme Information
Shriram Aggresive Hybrid Reg Gr
as of 21 May 2026, 09:33 AM
Scheme Asset Size₹48.94 Cr
Expense Ratio2.4%
Cash Holding8.76242%
Fund TypeOpen-End
PlanDividend
BenchmarkCRISIL Hybrid 35+65 - Agg TR INR
Launch Date2013-11-29
Exit LoadExit load of 1.00% for investments if redeemed within 90 Days
SIP Calculator
12%
₹5,000
₹500₹10,00,000
10 Years
1 Year40 Years
Invested Amount
Estimated Return
Invested Amount
₹6,00,000
Est. Return
₹5,61,695
Total Value
₹11,61,695
Invested Amount
Estimated Return
Scheme Ratings
2
rated by Value Research
Scheme Riskometer
Your principal will be at Very High Risk
Investment Returns
Absolute Returns
CAGR
In the last 1 months -1.33%
In the last 3 months -2.81%
In the last 6 months -4.56%
In the last 1 Years 0.47%
In the last 3 Years 0.34%
In the last 5 Years 0.50%
Company Holdings
Company Name | Sector | Instrument | Assets |
|---|---|---|---|
| 6.54% Govt Stock 2032 | - | BT | 6.13% |
| Rural Electrification Corporation Limited | - | B | 5.65% |
| HDFC Bank Ltd | Financial Services | E | 5.03% |
| Reliance Industries Ltd | Energy | E | 4.87% |
| LIC Housing Finance Ltd | - | B | 4.41% |
| National Bank For Agriculture And Rural Development | - | B | 4.28% |
| Axis Bank Ltd | Financial Services | E | 3.87% |
| ICICI Bank Ltd | Financial Services | E | 3.75% |
| Bharti Airtel Ltd | Communication Services | E | 3.32% |
| State Bank of India | Financial Services | E | 2.50% |
| Mahindra & Mahindra Ltd | Consumer Cyclical | E | 2.38% |
| ITC Ltd | Consumer Defensive | E | 2.26% |
| Sun Pharmaceuticals Industries Ltd | Healthcare | E | 1.85% |
| Larsen & Toubro Ltd | Industrials | E | 1.69% |
| Tata Consultancy Services Ltd | Technology | E | 1.54% |
| Bajaj Holdings and Investment Ltd | Financial Services | E | 1.47% |
| NTPC Ltd | Utilities | E | 1.42% |
| Bharat Petroleum Corp Ltd | Energy | E | 1.37% |
| Hindalco Industries Ltd | Basic Materials | E | 1.31% |
| Infosys Ltd | Technology | E | 1.28% |
| Varun Beverages Ltd | Consumer Defensive | E | 1.18% |
| SBI Life Insurance Co Ltd | Financial Services | E | 1.17% |
| TVS Motor Co Ltd | Consumer Cyclical | E | 1.11% |
| Bharat Petroleum Corporation Ltd. | - | DG | 1.10% |
| Eternal Ltd | Consumer Cyclical | E | 1.07% |
| Coforge Ltd | Technology | E | 1.04% |
| Tbill | - | BT | 1.02% |
| InterGlobe Aviation Ltd | Industrials | E | 1.01% |
| Eicher Motors Ltd | Consumer Cyclical | E | 0.94% |
| REC Ltd | Financial Services | E | 0.93% |
| Bharat Electronics Ltd | Industrials | E | 0.90% |
| Kotak Mahindra Bank Ltd | Financial Services | E | 0.90% |
| Reliance Industries Ltd. | - | DG | 0.88% |
| Maruti Suzuki India Ltd | Consumer Cyclical | E | 0.85% |
| Marico Ltd | Consumer Defensive | E | 0.85% |
| Oil India Ltd | Energy | E | 0.83% |
| Ambuja Cements Ltd | Basic Materials | E | 0.83% |
| Rainbow Childrens Medicare Ltd | Healthcare | E | 0.81% |
| Cipla Ltd | Healthcare | E | 0.80% |
| Hdfc Bank Ltd. | - | DG | 0.78% |
| Canara Robeco Asset Management Co Ltd | Financial Services | E | 0.77% |
| Adani Ports & Special Economic Zone Ltd | Industrials | E | 0.77% |
| Oil & Natural Gas Corp Ltd | Energy | E | 0.74% |
| HCL Technologies Ltd | Technology | E | 0.73% |
| Power Grid Corp Of India Ltd | Utilities | E | 0.73% |
| Aurobindo Pharma Ltd | Healthcare | E | 0.72% |
| Mold-tek Packaging Ltd | Consumer Cyclical | E | 0.71% |
| Kalpataru Projects International Ltd | Industrials | E | 0.69% |
| Sapphire Foods India Ltd | Consumer Cyclical | E | 0.69% |
| PNB Housing Finance Ltd | Financial Services | E | 0.62% |
| Tata Steel Ltd | Basic Materials | E | 0.60% |
| NMDC Ltd | Basic Materials | E | 0.60% |
| Lloyds Metals & Energy Ltd | Basic Materials | E | 0.59% |
| Ajanta Pharma Ltd | Healthcare | E | 0.58% |
| Siemens Ltd | Industrials | E | 0.58% |
| R R Kabel Ltd | Industrials | E | 0.55% |
| Kirloskar Oil Engines Ltd | Industrials | E | 0.50% |
| Pricol Ltd | Consumer Cyclical | E | 0.48% |
| Dodla Dairy Ltd | Consumer Defensive | E | 0.46% |
| LT Foods Ltd | Consumer Defensive | E | 0.45% |
| Tips Music Ltd | Communication Services | E | 0.44% |
| GAIL (India) Ltd | Utilities | E | 0.41% |
| KFin Technologies Ltd | Technology | E | 0.41% |
| SAMHI Hotels Ltd | Consumer Cyclical | E | 0.40% |
| HDFC Life Insurance Co Ltd | Financial Services | E | 0.39% |
| Narayana Hrudayalaya Ltd | Healthcare | E | 0.31% |
| Chambal Fertilisers & Chemicals Ltd | Basic Materials | E | 0.31% |
| Swiggy Ltd | Consumer Cyclical | E | 0.30% |
| Sona BLW Precision Forgings Ltd | Consumer Cyclical | E | 0.29% |
| Cohance Lifesciences Ltd | Healthcare | E | 0.28% |
| CCL Products (India) Ltd | Consumer Defensive | E | 0.26% |
| Coal India Ltd | Energy | E | 0.25% |
| BSE Ltd | Financial Services | E | 0.25% |
| PB Fintech Ltd | Financial Services | E | 0.25% |
| Coromandel International Ltd | Basic Materials | E | 0.23% |
| Fortis Healthcare Ltd | Healthcare | E | 0.21% |
| Sagility Ltd | Healthcare | E | 0.20% |
| Emami Ltd | Consumer Defensive | E | 0.19% |
| Manappuram Finance Ltd | Financial Services | E | 0.16% |
| Power Mech Projects Ltd | Industrials | E | 0.16% |
| Krsnaa Diagnostics Ltd | Healthcare | E | 0.11% |
| LG Electronics India Ltd | Technology | E | 0.02% |
| Tvs Motor Company Limited | - | P | 0.02% |
| Call Adaniports 26-May-2026 1700 | - | DH | 0.00409% |
| Call Sunpharma 26-May-2026 1880 | - | DH | 0.00266% |
| Call Axisbank 26-May-2026 1400 | - | DH | 0.00163% |
| Call Lt 26-May-2026 4400 | - | DH | 0.00102% |
| Call Ongc 26-May-2026 320 | - | DH | 0.00102% |
| Call Ntpc 26-May-2026 425 | - | DH | 0.00082% |
| Call Hcltech 26-May-2026 1320 | - | DH | 0.00061% |
| Call Icicibank 26-May-2026 1440 | - | DH | 0.00061% |
| Net Receivables / (Payables) | - | C | 3.93% |
| Clearing Corporation Of India Ltd. | - | CR | 3.82% |
| Tbill | - | BT | - |
| ICICI Prudential Asset Management Co Ltd | - | E | - |
Sector Holding Analysis
Equity / Debt / Cash Split
Loading chart…
Equity
70.75%
Debt
20.47%
Cash
8.76%
Equity sector allocation
Loading chart…
Basic Materials
4.46%
Communication Services
3.76%
Consumer Cyclical
9.23%
Consumer Defensive
5.64%
Energy
8.05%
Financial Services
22.04%
Healthcare
5.89%
Industrials
6.85%
Technology
5.03%
Utilities
2.56%
Others
26.49%
Fund House Contact Details
Websitewww.shriramamc.com
Phone+91 33 23373012
Shriram Asset Management Co Ltd
Asset Management Company
Funds in this Category
ICICI Pru Ret Pure Eq Plan Reg Gr
Allocation
Min. Investment
₹5000
Category Returns
19.05%
23.79%
3Y Returns
+23.79%
ICICI Pru Ret Pure Eq Plan Reg IDCW-P
Allocation
Min. Investment
₹5000
Category Returns
19.05%
23.79%
3Y Returns
+23.79%
Quant Multi Asset Allocation Gr
Allocation
Min. Investment
₹5000
Category Returns
19.05%
23.79%
3Y Returns
+23.50%
About Shriram Aggresive Hybrid Reg Gr
Investment Objective of the Scheme
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.
Key Features of The Fund
5-year return
+8.51%
Fund Manager
Amit Modani
Risk Profile
Very High Risk
Expense Ratio
2.40%
Fund Size
₹48.94 Cr
FAQ's
What has been the returns generated by Shriram Aggresive Hybrid Reg Gr over different time periods?
The Shriram Aggresive Hybrid Reg Gr has given returns
1-Year
0.47
3-Year
10.18
5-Year
8.51
What is the expense ratio of Shriram Aggresive Hybrid Reg Gr?
The expense ratio of Shriram Aggresive Hybrid Reg Gr is 2.4%.
What is the AUM (Assets Under Management) of Shriram Aggresive Hybrid Reg Gr?
The AUM, short for Assets Under Management of Shriram Aggresive Hybrid Reg Gr is ₹48.94 Cr as of 05 Jul 1985.
What are the top stock holdings of Shriram Aggresive Hybrid Reg Gr?
The Shriram Aggresive Hybrid Reg Gr has invested the majority of its money in the stocks of the following companies:
| Company | Percentage of Portfolio |
|---|---|
| 6.54% Govt Stock 2032 | 6.13% |
| Rural Electrification Corporation Limited | 5.65% |
| HDFC Bank Ltd | 5.03% |
| Reliance Industries Ltd | 4.87% |
| LIC Housing Finance Ltd | 4.41% |
| National Bank For Agriculture And Rural Development | 4.28% |
| Axis Bank Ltd | 3.87% |
| ICICI Bank Ltd | 3.75% |
| Bharti Airtel Ltd | 3.32% |
| State Bank of India | 2.50% |
| Mahindra & Mahindra Ltd | 2.38% |
| ITC Ltd | 2.26% |
| Sun Pharmaceuticals Industries Ltd | 1.85% |
| Larsen & Toubro Ltd | 1.69% |
| Tata Consultancy Services Ltd | 1.54% |
| Bajaj Holdings and Investment Ltd | 1.47% |
| NTPC Ltd | 1.42% |
| Bharat Petroleum Corp Ltd | 1.37% |
| Hindalco Industries Ltd | 1.31% |
| Infosys Ltd | 1.28% |
| Varun Beverages Ltd | 1.18% |
| SBI Life Insurance Co Ltd | 1.17% |
| TVS Motor Co Ltd | 1.11% |
| Bharat Petroleum Corporation Ltd. | 1.10% |
| Eternal Ltd | 1.07% |
| Coforge Ltd | 1.04% |
| Tbill | 1.02% |
| InterGlobe Aviation Ltd | 1.01% |
| Eicher Motors Ltd | 0.94% |
| REC Ltd | 0.93% |
| Bharat Electronics Ltd | 0.90% |
| Kotak Mahindra Bank Ltd | 0.90% |
| Reliance Industries Ltd. | 0.88% |
| Maruti Suzuki India Ltd | 0.85% |
| Marico Ltd | 0.85% |
| Oil India Ltd | 0.83% |
| Ambuja Cements Ltd | 0.83% |
| Rainbow Childrens Medicare Ltd | 0.81% |
| Cipla Ltd | 0.80% |
| Hdfc Bank Ltd. | 0.78% |
| Canara Robeco Asset Management Co Ltd | 0.77% |
| Adani Ports & Special Economic Zone Ltd | 0.77% |
| Oil & Natural Gas Corp Ltd | 0.74% |
| HCL Technologies Ltd | 0.73% |
| Power Grid Corp Of India Ltd | 0.73% |
| Aurobindo Pharma Ltd | 0.72% |
| Mold-tek Packaging Ltd | 0.71% |
| Kalpataru Projects International Ltd | 0.69% |
| Sapphire Foods India Ltd | 0.69% |
| PNB Housing Finance Ltd | 0.62% |
| Tata Steel Ltd | 0.60% |
| NMDC Ltd | 0.60% |
| Lloyds Metals & Energy Ltd | 0.59% |
| Ajanta Pharma Ltd | 0.58% |
| Siemens Ltd | 0.58% |
| R R Kabel Ltd | 0.55% |
| Kirloskar Oil Engines Ltd | 0.50% |
| Pricol Ltd | 0.48% |
| Dodla Dairy Ltd | 0.46% |
| LT Foods Ltd | 0.45% |
| Tips Music Ltd | 0.44% |
| GAIL (India) Ltd | 0.41% |
| KFin Technologies Ltd | 0.41% |
| SAMHI Hotels Ltd | 0.40% |
| HDFC Life Insurance Co Ltd | 0.39% |
| Narayana Hrudayalaya Ltd | 0.31% |
| Chambal Fertilisers & Chemicals Ltd | 0.31% |
| Swiggy Ltd | 0.30% |
| Sona BLW Precision Forgings Ltd | 0.29% |
| Cohance Lifesciences Ltd | 0.28% |
| CCL Products (India) Ltd | 0.26% |
| Coal India Ltd | 0.25% |
| BSE Ltd | 0.25% |
| PB Fintech Ltd | 0.25% |
| Coromandel International Ltd | 0.23% |
| Fortis Healthcare Ltd | 0.21% |
| Sagility Ltd | 0.20% |
| Emami Ltd | 0.19% |
| Manappuram Finance Ltd | 0.16% |
| Power Mech Projects Ltd | 0.16% |
| Krsnaa Diagnostics Ltd | 0.11% |
| LG Electronics India Ltd | 0.02% |
| Tvs Motor Company Limited | 0.02% |
| Call Adaniports 26-May-2026 1700 | 0.00% |
| Call Sunpharma 26-May-2026 1880 | 0.00% |
| Call Axisbank 26-May-2026 1400 | 0.00% |
| Call Lt 26-May-2026 4400 | 0.00% |
| Call Ongc 26-May-2026 320 | 0.00% |
| Call Ntpc 26-May-2026 425 | 0.00% |
| Call Hcltech 26-May-2026 1320 | 0.00% |
| Call Icicibank 26-May-2026 1440 | 0.00% |
| Net Receivables / (Payables) | 3.93% |
| Clearing Corporation Of India Ltd. | 3.82% |
| Tbill | - |
| ICICI Prudential Asset Management Co Ltd | - |
In which sectors has Shriram Aggresive Hybrid Reg Gr invested in?
The Shriram Aggresive Hybrid Reg Gr has invested the majority of its money in the stocks of the following sectors -
| Company | Percentage of Portfolio |
|---|---|
| Basic Materials | 4.46% |
| Communication Services | 3.76% |
| Consumer Cyclical | 9.23% |
| Consumer Defensive | 5.64% |
| Energy | 8.05% |
| Financial Services | 22.04% |
| Healthcare | 5.89% |
| Industrials | 6.85% |
| Real Estate | - |
| Technology | 5.03% |
| Utilities | 2.56% |
What is the risk level of Shriram Aggresive Hybrid Reg Gr?
This is a Aggressive Allocation fund comes with Very High Risk.
Who are the fund managers of Shriram Aggresive Hybrid Reg Gr?
Shriram Aggresive Hybrid Reg Gr fund managers are Amit Modani, Prateek Nigudkar, Deepak Ramaraju, Sudip More.
Is there a minimum SIP amount to invest in Shriram Aggresive Hybrid Reg Gr?
The minimum SIP amount to start investment in Shriram Aggresive Hybrid Reg Gr is ₹100 while ₹1,000 can be invested as Lumpsum amount.
Can I invest in Shriram Aggresive Hybrid Reg Gr both in SIP and lump sum?
You can opt for either SIP or Lumpsum to invest in Shriram Aggresive Hybrid Reg Gr on the basis of your investment objective and risk tolerance.
How to invest in Shriram Aggresive Hybrid Reg Gr?
Investing in mutual funds is easy on HDFC SKY.
Follow these simple steps to invest in Shriram Aggresive Hybrid Reg Gr:
- On HDFC SKY open your demat account if you don't have one.
- Check the performance of Shriram Aggresive Hybrid Reg Gr.
- Choose between SIP or Lumpsum and start your mutual fund investment journey on HDFC Sky.
Is there any exit load charges of Shriram Aggresive Hybrid Reg Gr?
The exit load of Shriram Aggresive Hybrid Reg Gr is as follows:
Exit load of 1.0%, if redeemed within 1 year
.What is the process to redeem my investment in HDFC SKY?
The following are the Steps to Redeem mutual funds on HDFC SKY:
1. Go to Mutual Funds > My Investments/Portfolio.
2. Select the fund and tap Redeem/Sell.
3. Choose Full, Units, or Amount.
4. Review NAV, units, and exit load.
5. Confirm. Amount (Units × NAV) is credited to the registered bank in T+1–T+3 days. ELSS has a 3-year lock-in.
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