Shriram Aggresive Hybrid Fund Direct Growth performance review analysis for December: Shriram Aggresive Hybrid Fund Direct Growth, managed by the seasoned fund managers Gargi Banerjee,Deepak Ramaraju,Sudip More, remains a prominent player in the Aggressive Allocation. Shriram Aggresive Hybrid Fund boasts an impressive AUM of ₹49.36 crore. Under the guidance of Gargi Banerjee,Deepak Ramaraju,Sudip More, the fund adheres to its objective of 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.
Performance Analysis:
Over the past week, Shriram Aggresive Hybrid Fund returned 0.80%, showing a positive delta of 2.00%. The one-month performance shows a negative trend, with the fund delivering 3.98%.
The performance over the longer durations is mentioned below:
Below is the list of top holdings in the fund:
Risk Measurement
Understanding the risk associated with the fund is crucial for investors. The Sharpe Ratio, which measures risk-adjusted returns, is a key indicator of how well the fund compensates investors for the risk taken. Over the past year, the fund’s Sharpe Ratio stands at 1.24, while the three-year and five-year ratios are 0.73 and 0.68, respectively. Sharpe ratio values above 1 are considered good, whereas values below 1 are considered bad.
In terms of volatility, the standard deviation over the same periods— 10.16% for one year, 9.92% for three years, and 13.08% for five years. Higher standard deviations indicate greater volatility, while lower ones suggest more stable returns.
In the last month, the fund acquired new positions in the following stocks:
The fund has increased its position in the following stocks:
The fund has reduced its holding in the following stocks:
Disclaimer: This is an AI-generated live story and has not been edited by LiveMint staff.
