NRI from all over the world (excluding U.S.A. & Canada) can invest in this fund
SBNRI is a certified Mutual Fund distributor registered with Association of Mutual Funds in India (AMFI) with Reg. No. 246671
₹30.76
0.38%
NAV as on 17 Nov 24, 12:00 AM
very high risk
aggressive allocation
equity
NAV as on 17 Nov 24, 12:00 AM
very high risk
aggressive allocation
equity
18.84%p.a.
Last 1Y
9.36%p.a.
Last 3Y
11.86%p.a.
Last 5Y
11.07%p.a.
Since Inception
About Shriram Aggresive Hybrid Fund Growth for NRIs
NRIs can achieve long-term capital appreciation by investing in the Shriram Aggresive Hybrid Fund Growth scheme from Shriram Asset Management Co Ltd. It is a Aggressive Allocation mutual fund scheme that predominantly invests in Aggressive Allocation stocks of companies. Launched on Nov 2013, Shriram Aggresive Hybrid Fund Growth is Aggressive Allocation fund of its category with 52.25 Cr fund under management as on Nov 2024. The expense ratio of this fund is less than that of most other Fund category Aggressive Allocation funds.
- Shriram Aggresive Hybrid Fund Growth delivered 18.8% annual returns during the last year. It has delivered 11.1% average annual returns since the fund was launched.
- Shriram Aggresive Hybrid Fund Growth scheme tends to consistently deliver higher returns than most schemes in the same category.
- The scheme has predominantly invested in equity
Fund 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.
Top 10 Holdings
6.54% Govt Stock 2032
6.10%
Rural Electrification Corporation Limited
5.71%
Sun Pharmaceuticals Industries Ltd
5.24%
Bajaj Auto Ltd
5.24%
Trent Ltd
4.65%
Bharti Airtel Ltd
4.40%
LIC Housing Finance Limited
4.22%
Rural Electrification Corporation Limited
4.22%
National Bank For Agriculture And Rural Development
4.10%
Torrent Pharmaceuticals Ltd
4.09%
Fund Managers
- Gargi Banerjee (Nov 2016 - Present)
- Deepak Ramaraju (Aug 2022 - Present)
- Sudip More (Oct 2024 - Present)
Key Information
View Scheme Document
Shriram Aggresive Hybrid Fund Growth SIP Calculator
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NRI Mutual Fund Tax on Shriram Aggresive Hybrid Fund Growth
Just like for resident investors, capital gains from mutual fund investments are subject to income tax for NRI investors.
| Fund Type | Short-term Capital Gains (STCG) Tax | Long-term Capital Gains (LTCG) Tax |
|---|---|---|
| Equity mutual funds | 15% | 10% (above Rs. 1 lakh LTCG) without indexation* |
| Debt & other types of funds | At tax slab rate | 20% with indexation benefits |
How can NRIs invest in Shriram Aggresive Hybrid Fund Growth?
NRIs and OCIs can download the SBNRI app to invest in mutual funds from the country of their residence. Here are a few simple steps you need to take:
- Complete your NRI KYC: Type in your personal details and attach supporting documents, like:
- PAN Number
- Overseas address proof: Any of – Water/electricity bill, postpaid mobile/internet bill, rent agreement, driving license, etc.
- Passport – front and back
- Passport size photograph
- signature
If all details are correct, your KYC will be approved within 7 to 8 business days.
- Onboarding: After KYC, you need to share the following details to complete onboarding process and start investing in Shriram Aggresive Hybrid Fund Growth
- Onboarding: After KYC, you need to share the following details to complete onboarding process and start investing:
- City and country of birth
- NRE/NRO bank account statement/ canceled cheque for the latest 3 months
- Nominee details
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3Y Return
SBI Equity Hybrid Fund Growth
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9.1%
ICICI Prudential Equity & Debt Fund Growth
very high risk | equity
17.4%
HDFC Hybrid Equity Fund Growth
very high risk | hybrid (nc)
11.2%
Frequently Asked Questions
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