Shriram Aggressive Hybrid Fund

Fund at a Glance
NAV Growth (Rs.)	37.61
NAV IDCW (Rs.)	29.63
NAV Bonu (Rs.)	—
Min. Investment (Rs.)	500
Min. SIP Investment (Rs.)	500
Min. No of Cheques	24
Benchmark	CRISIL Hybrid 35+65 Aggressive Index
AUM Rs.	51 Cr
	(As on 31-Jul-2026)
Expense	0.68%
1 Year Return (%)	4.40
3 Year Return (%)	11.12
5 Year Return (%)	9.64
10 Year Return (%)	10.25
Return Since Launch	10.97%

Suitable For Which Investors?
Aggressive Hybrid funds are suitable for investors:
1. Looking to invest mostly in equity (~75%) with a small debt allocation (~25%) for moderately high returns
2. Aiming for long-term wealth creation
3. With a 5-8 year investment horizon
4. Who are new/unfamiliar with market’s ups and downs
Note:
• Invest only through SIP

Fund’s Investment Strategy:
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.

Fund Manager:

1) Amit Modani
Education: Mr. Modani is Chartered Accountant
Experience: Prior to joining Shriram AMC, he has worked with Mirae Asset Mutual Fund, BOI AXA Mutual Fund, Quantum Asset Management Company Private Limited and Pramerica Asset Managers Pvt. Ltd.
2) Hitesh Savanth
Education: B.Com, CFA
Experience: Prior to joining the Shriram AMC, he was associated with BugleRock Capital, William O’Neil India, ICICIdirect and Northern Trust Corporation.
3) Prateek Nigudkar
Education: Mr. Nigudkar is an MS(Quantitative Finance) from Olin Business School, Washington University.
Experience: Prior to joining Shriram Mutual Fund, he has worked with DSP MF, State Street Global Advisors (Global Beta Solutions Group) and Credit Suisse (Private Banking Global Research Division).
4) Sudip Suresh More
Education: Mr. More has done B.E. (EXTC), MMS (Finance) and FRM
Experience: Prior to joining Shriram Mutual Fund, he has worked with Kshema General Insurance Company and Sahara India Life Insurance Company Ltd.

Investment Details

Min. Investment (Rs)	500
Min. Addl Investment (Rs)	500
Min. SIP Investment (Rs)	500
Min. Withdrawal (Rs)	5,000
Min. No of Cheques	24
Min. Balance (Rs)	5,000
Lock-in Period	NA
Exit Load	For units in excess of 12% of the investment, 1% will be charged for redemption within 90 days

Basic Details

Fund House	Shriram Mutual Fund
Launch Date	29-Nov-13
Return Since Launch	10.97%
Benchmark	CRISIL Hybrid 35+65 Aggressive Index
Riskometer	Very High
Type	Open-ended
Assets	51 Cr
	(As on 31-Jul-2026)
Expense	0.68%
	(As on 31-Jul-2026)
Risk Grade	Above Average
Return Grade	Below Average
Turnover	31.50%