Investment Objective - 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.

Fund House

Shriram Mutual Fund

Return Since Launch

11.6%

Launch Date

Nov 8, 2013

Type

Open Ended

Riskometer

Very High

Ratio Analysis

Standard Deviation

10.21 vs 9.65

Fund Vs Category Avg

Beta

1.09 vs 1.04

Fund Vs Category Avg

Sharpe Ratio

0.82

Category Avg

Portfolio Turnover Ratio

74.13

Category Avg

Top Holdings

Name	Assets (%)	Sector	Instrument
HDFC Bank Ltd.	4.94	Banks	Equity
ICICI Bank Ltd.	4.02	Banks	Equity
Bharti Airtel Ltd.	3.90	Telecommunications	Equity
Reliance Industries Ltd.	3.76	Petroleum	Equity
Axis Bank Ltd.	3.62	Banks	Equity
ITC Ltd.	2.75	Tobacco	Equity
Mahindra & Mahindra Ltd.	2.69	Automobiles	Equity
State Bank of India	2.49	Banks	Equity
Bharat Petroleum Corporation Ltd.	2.06	Petroleum	Equity
Larsen & Toubro Ltd.	1.88	Construction	Equity

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Nov 11, 2025

Performance Analysis

	1W	1M	3M	6M	1Y	3Y	5Y	10Y	SI
Fund Returns (%)	0.28	1.90	4.27	8.21	14.04	12.75	13.45	11.19	11.60
Category Average (%)	-0.13	0.65	3.29	7.32	5.29	14.13	15.67	NA	12.59
Rank within Category	46	27	48	75	108	107	146	71	154

* Returns over 1 year are CAGR

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Peer Comparision

Scheme Name(Growth Direct)	NAV (Rs)	AUM (Rs Cr)	1W(%)	1M(%)	3M(%)	6M(%)	1Y(%)	3Y(%)	5Y(%)	10Y(%)	SI(%)	ER(%)
SBI Equity Hybrid Fund	341.95	79,008	-0.21	0.86	4.03	8.02	13.59	14.77	16.28	13.48	31.59	0.72
ICICI Prudential Equity & Debt Fund	452.31	48,071	0.21	0.86	5.08	8.86	10.77	19.60	25.36	17.13	34.48	0.94
HDFC Hybrid Equity Fund	130.72	24,081	0.13	1.05	2.92	6.12	6.22	12.85	16.49	12.01	22.11	1.01
DSP Aggressive Hybrid Fund	407.96	11,910	0.11	0.71	2.86	4.64	6.32	16.93	16.71	14.10	33.41	0.63
Canara Robeco Equity Hybrid Fund	417.94	11,403	-0.07	1.08	3.84	8.35	6.39	14.68	15.76	14.04	33.66	0.58
Mirae Asset Aggressive Hybrid Fund	38.73	9,128	0.03	1.54	4.23	9.57	8.50	14.93	16.24	14.81	14.06	0.38
Kotak Aggressive Hybrid Fund	75.32	8,116	-0.31	0.01	3.55	11.33	6.46	16.51	19.19	15.06	20.11	0.48
Aditya Birla Sun Life Equity Hybrid 95 Fund	1,747.70	7,559	-0.06	1.25	3.96	8.15	6.39	14.32	15.57	12.05	49.38	1.09
Sundaram Aggressive Hybrid Fund	189.41	6,944	0.04	1.23	3.55	6.58	5.87	13.64	16.18	14.04	25.69	0.67
UTI Aggressive Hybrid Fund	445.33	6,379	0.68	1.90	4.10	7.23	5.57	16.86	19.44	13.49	34.32	1.23

View All

Nov 11, 2025

Return Calculator

₹ One-Time

Over the past

Invested

₹5000

Invested Amount
Estimated Return

Total investment of ₹5000

Would have become ₹5,236 (+4.71%)

Fund Manager

Prateek Nigudkar

Deepak Ramaraju

Sudip Suresh More

Mr. Prateek Nigudkar is an MS(Quantitative Finance) from Olin Business School, Washington University. 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).

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Here is the list of funds managed by Prateek Nigudkar

Scheme Name(Growth Direct)	Category	NAV(Rs)	AUM(Rs Cr)	1Y(%)	5Y(%)
Shriram Liquid Fund	Debt - Liquid	1,064.58	242	NA	NA
Shriram Multi Sector Rotation Fund	Equity - Sectoral/Thematic	8.19	195	NA	NA
Shriram Overnight Fund	Debt - Overnight	12.20	171	5.87	NA
Shriram Flexi Cap Fund	Equity - Flexi Cap	23.31	138	-2.91	14.89
Shriram Multi Asset Allocation Fund	Hybrid - Multi Asset Allocation	13.34	137	7.78	NA
Shriram Balanced Advantage Fund	Hybrid - Dynamic Asset Allocation/Balanced Advantage	19.27	58	3.23	10.69
Shriram ELSS Tax Saver Fund	Equity - ELSS	24.25	50	-2.20	14.24
Shriram Aggressive Hybrid Fund	Hybrid - Aggressive	37.06	50	4.71	13.45

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Nov 11, 2025

Top Performing Related Funds

Scheme Name(Growth Direct)	NAV (Rs)	AUM (Rs Cr)	1W(%)	1M(%)	3M(%)	6M(%)	1Y(%)	3Y(%)	5Y(%)	10Y(%)	SI(%)	ER(%)
Shriram Liquid Fund	1,064.58	242	0.09	0.47	1.41	2.92	NA	NA	NA	NA	6.24	0.12
Shriram Multi Sector Rotation Fund	8.19	195	0.44	3.72	7.34	6.87	NA	NA	NA	NA	-17.99	0.78
Shriram Overnight Fund	12.20	171	0.08	0.45	1.35	2.72	5.87	6.38	NA	NA	6.43	0.11
Shriram Flexi Cap Fund	23.31	138	0.39	2.21	4.10	9.65	-2.91	12.44	14.89	NA	12.66	0.84
Shriram Multi Asset Allocation Fund	13.34	137	0.72	1.82	8.04	10.74	7.78	NA	NA	NA	14.28	0.69
Shriram Balanced Advantage Fund	19.27	58	0.34	1.75	3.63	5.60	3.23	10.15	10.69	NA	10.90	1.00

Nov 11, 2025

Shriram Aggressive Hybrid Fund - Direct Plan - Growth

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Asset Allocation

Sector Allocation