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

10.26%

Launch Date

Nov 8, 2013

Type

Open Ended

Riskometer

Very High

Ratio Analysis

Standard Deviation

10.15 vs 9.30

Fund Vs Category Avg

Beta

1.10 vs 1.05

Fund Vs Category Avg

Sharpe Ratio

0.41 vs 0.81

Fund Vs Category Avg

Portfolio Turnover Ratio

236.30 vs 62.32

Fund Vs Category Avg

Top Holdings

Name	Assets (%)	Sector	Instrument
HDFC Bank Ltd.	4.98	Banks	Equity
Reliance Industries Ltd.	4.11	Petroleum	Equity
ICICI Bank Ltd.	3.94	Banks	Equity
Axis Bank Ltd.	3.75	Banks	Equity
Bharti Airtel Ltd.	3.43	Telecommunications	Equity
Mahindra & Mahindra Ltd.	2.75	Automobiles	Equity
ITC Ltd.	2.73	Tobacco	Equity
State Bank of India	2.66	Banks	Equity
Larsen & Toubro Ltd.	1.99	Construction	Equity
Bharat Petroleum Corporation Ltd.	1.92	Petroleum	Equity

View All

Dec 24, 2025

Performance Analysis

	1W	1M	3M	6M	1Y	3Y	5Y	10Y	SI
Fund Returns (%)	0.94	0.49	2.95	3.87	8.33	12.54	10.55	9.77	10.26
Category Average (%)	1.07	0.51	1.53	2.34	5.47	15.16	14.17	NA	12.49
Rank within Category	144	108	39	68	146	125	183	98	171

* Returns over 1 year are CAGR

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Peer Comparision

Scheme Name(Growth Regular)	NAV (Rs)	AUM (Rs Cr)	1W(%)	1M(%)	3M(%)	6M(%)	1Y(%)	3Y(%)	5Y(%)	10Y(%)	SI(%)	ER(%)
SBI Equity Hybrid Fund	310.99	82,958	0.81	0.52	2.46	3.40	12.22	14.98	13.85	12.44	12.14	1.38
ICICI Prudential Equity & Debt Fund	410.45	49,223	0.81	0.37	2.08	5.43	13.03	20.15	22.08	16.19	15.26	1.53
HDFC Hybrid Equity Fund	120.81	24,704	0.87	0.14	2.08	2.08	5.81	12.88	14.41	10.87	12.80	1.68
DSP Aggressive Hybrid Fund	364.18	12,105	0.74	0.76	1.71	1.60	6.86	17.04	14.00	12.84	14.47	1.71
Canara Robeco Equity Hybrid Fund	369.29	11,451	1.29	0.48	1.87	2.58	6.53	14.48	13.17	12.44	11.65	1.72
Mirae Asset Aggressive Hybrid Fund	33.44	9,494	1.14	1.32	3.27	4.72	9.17	14.77	13.68	12.94	12.30	1.72
Kotak Aggressive Hybrid Fund	63.75	8,462	2.00	1.02	0.58	3.26	4.32	15.81	15.91	13.37	18.09	1.73
Sundaram Aggressive Hybrid Fund	165.64	7,655	0.94	0.19	2.50	3.09	5.29	13.28	13.42	12.57	11.43	2.24
Aditya Birla Sun Life Equity Hybrid 95 Fund	1,572.22	7,614	0.58	0.52	2.66	3.43	7.27	15.13	13.15	10.90	17.79	1.85
UTI Aggressive Hybrid Fund	420.16	6,718	1.17	1.45	4.36	4.17	6.42	17.69	17.43	12.79	12.93	1.86

View All

Dec 24, 2025

Return Calculator

₹ One-Time

Over the past

Invested

₹5000

Invested Amount
Estimated Return

Total investment of ₹5000

Would have become ₹5,155 (+3.11%)

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 Regular)	Category	NAV(Rs)	AUM(Rs Cr)	1Y(%)	5Y(%)
Shriram Overnight Fund	Debt - Overnight	12.24	265	5.66	NA
Shriram Liquid Fund	Debt - Liquid	1,070.10	217	6.12	NA
Shriram Multi Sector Rotation Fund	Equity - Sectoral/Thematic	8.05	199	-18.40	NA
Shriram Multi Asset Allocation Fund	Hybrid - Multi Asset Allocation	13.26	140	9.31	NA
Shriram Flexi Cap Fund	Equity - Flexi Cap	20.60	138	-4.89	11.35
Shriram Balanced Advantage Fund	Hybrid - Dynamic Asset Allocation/Balanced Advantage	17.27	58	0.61	7.99
Shriram Aggressive Hybrid Fund	Hybrid - Aggressive	32.47	50	3.11	10.55
Shriram ELSS Tax Saver Fund	Equity - ELSS	21.55	50	-3.99	10.97
Shriram Nifty 1D Rate Liquid ETF	Others - Index Funds/ETFs	1,085.02	41	5.39	NA

View All

Dec 24, 2025

Top Performing Related Funds

Scheme Name(Growth Regular)	NAV (Rs)	AUM (Rs Cr)	1W(%)	1M(%)	3M(%)	6M(%)	1Y(%)	3Y(%)	5Y(%)	10Y(%)	SI(%)	ER(%)
Shriram Overnight Fund	12.24	265	0.09	0.42	1.31	2.65	5.66	6.26	NA	NA	6.30	0.16
Shriram Liquid Fund	1,070.10	217	0.09	0.45	1.38	2.77	6.12	NA	NA	NA	6.38	0.26
Shriram Multi Sector Rotation Fund	8.05	199	1.47	0.22	3.46	2.92	-18.40	NA	NA	NA	-18.98	2.38
Shriram Multi Asset Allocation Fund	13.26	140	1.54	3.41	7.19	9.83	9.31	NA	NA	NA	13.19	2.37
Shriram Flexi Cap Fund	20.60	138	1.57	0.08	2.74	2.62	-4.89	12.09	11.35	NA	10.53	2.39
Shriram Balanced Advantage Fund	17.27	58	0.98	0.49	3.01	2.52	0.61	9.74	7.99	NA	8.83	2.42

Dec 24, 2025

Shriram Aggressive Hybrid Fund - Regular Plan

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Asset Allocation

Sector Allocation