Shriram Aggresive Hybrid Fund
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4–7 yearsInvestment Horizon
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Performance and Risk Analysis
Historical returns, volatility patterns, and how this fund has performed relative to its benchmark.
Risk Profile
Standard Deviation13.5%
Sharpe Ratio-0.47
Beta1.20
Strategy Details
A closer look at the investment thesis, portfolio construction, and current holdings.
Portfolio Holdings Overview
SectoralAllocation
Geographic Allocation
Domestic100%
Top Stock Holdings
CompanySectorAllocation
6.54% Govt Stock 2032Utilities6.31%
Rural Electrification Corporation LimitedUtilities5.60%
Clearing Corporation Of India Ltd.Utilities5.04%
HDFC Bank LtdFinancial Services5.02%
National Bank For Agriculture And Rural DevelopmentUtilities4.35%
ICICI Bank LtdFinancial Services4.31%
Bharti Airtel LtdServices4.24%
LIC Housing Finance LtdUtilities4.14%
Reliance Industries LtdEnergy & Infra3.78%
Axis Bank LtdFinancial Services2.76%
Operational & Regulatory Details
What it costs to invest, transaction mechanics, and regulatory disclosures you should know.
Costs and Fees
Total Expense Ratio (TER)2.41%
Regulatory & Tax Information
INF680P01026
ISINDailyDealing Frequency
CRISIL Hybrid 35+65 - Agg TR INRBenchmark
LTCG | >1Year 12.5%% on gain above 1.25 Lakh
STCG | <1Year 20%%
Tax Implications (India)