Shriram Aggressive Hybrid Fund · Regular · Growth
NAV
₹32.1737
as of 31 Jul 2026
Expense Ratio
2.40%
AUM
₹47 Cr
Lumpsum returns (CAGR)
- 1Y
- +2.79%
- 3Y
- +8.77%
- 5Y
- +8.37%
- Since Inception
- +9.62%
SIP returns (XIRR)
- 1Y
- +4.02%
- 3Y
- +4.64%
- 5Y
- +7.41%
- Since Inception
- +8.97%
Returns calculated from 08 November 2013 onwards due to a structural change in the scheme on that date. Earlier NAV history is preserved but excluded from multi-year return calculations. Periods spanning this date show —.
What history actually did — last 10 years (Aug 2016 – Jul 2026)
A ₹5,000 monthly SIP for the last 10 years (Aug 2016 – Jul 2026)
Real NAV backtest
A ₹5,000 monthly SIP would be worth ₹9,41,042 today — ₹5,95,000 invested, 9.0% XIRR.
₹5,95,000
Invested
₹9,41,042
Value today
9.0%
XIRR (p.a.)
A ₹1,00,000 lumpsum, the last 10 years (Aug 2016 – Jul 2026)
Real NAV backtest
₹1,00,000 invested 10 years ago would be ₹2,32,832 today (8.8% CAGR).
A regular withdrawal plan (SWP)
Real NAV backtest
A ₹10,00,000 corpus withdrawing ₹5,000/month since Aug 2016 would still hold ₹13,87,281.
Buying the worst day
Real NAV backtest
₹1,00,000 invested on the worst market day of the last 10 years (Aug 2016 – Jul 2026) (22 Mar 2020) would be ₹2,42,297 today (2.42×).
Historical simulation using actual published NAVs for the stated period. Past performance may or may not be sustained in the future. Not investment advice.
Risk Metrics
Trailing 1 year, annualised-0.12
Sharpe Ratio
—
Alpha
—
Beta
-0.12
Sortino
9.59%
Std Dev
-10.48%
Max Drawdown
Performance Comparison
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Fund Details
Available transactions
Investment Objective
Shriram Aggressive Hybrid Fund · Regular · Growth aims to generate long-term capital appreciation with moderate income by investing 65-80% in equity and 20-35% in debt instruments. This asset allocation provides equity upside with a debt cushion during market downturns.
About This Fund
Shriram Aggressive Hybrid Fund · Regular · Growth is a Aggressive Hybrid mutual fund offered by Shriram Mutual Fund. The fund has been operational for over 12 years. It manages assets worth ₹47.1 Cr, reflecting investor confidence in the fund's strategy. It benchmarks its performance against NIFTY 50 Hybrid Composite Debt 65:35 Index. The current expense ratio is 2.40%.
Who Should Invest?
- •Investors with a high risk appetite seeking long-term wealth creation
- •Investors with an investment horizon of 5 years or more
- •SIP investors who can benefit from rupee cost averaging during market fluctuations