Shriram Aggressive Hybrid Fund · Regular · Growth
NAV
₹31.4802
as of 16 Jun 2026
Expense Ratio
2.40%
AUM
₹49 Cr
Lumpsum returns (CAGR)
- 1Y
- +1.37%
- 3Y
- +9.49%
- 5Y
- +8.09%
- Since Inception
- +9.53%
SIP returns (XIRR)
- 1Y
- +0.59%
- 3Y
- +3.90%
- 5Y
- +6.93%
- Since Inception
- +8.81%
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 —.
SIP since inception — what ₹500/month became
Real NAV backtest from day one
₹75,500
Invested
₹1,31,103
Value today
8.4%
XIRR (p.a.)
₹500/month SIP from fund inception · Current value as of today
Try SIP Calculator with this fund's history₹500 lumpsum at launch — value today
Invested on the fund's first NAV date
₹500
Invested
₹1,536
Value today
9.3%
CAGR (p.a.)
One-time investment at fund inception · Growth purely from NAV appreciation
Try Lumpsum Calculator₹10L corpus with ₹5,000/month withdrawals since inception
Corpus is still growing despite monthly payouts
₹10,00,000
Initial corpus
₹7,55,000
Withdrawn
₹17,60,129
Corpus left
+₹15,15,129 net gain — withdrew ₹7,55,000 AND corpus grew
Plan your SWP with real NAV₹6L corpus via 12-month STP from a liquid fund at inception
₹50K/month transferred from HDFC Liquid → this fund at launch
₹6,00,000
Invested
₹17,36,322
Value today
-5.8%
vs lumpsum
Direct lumpsum would have beaten STP by 5.8% — but STP reduced timing risk
Model your own STP with real NAV₹1 lakh on the worst crash day — 22 Mar 2020
Worst single-day Nifty drop during this fund's life
₹1,00,000
Invested
₹2,31,286
Value today
2.3×
Multiple
Staying invested through that crash turned ₹1L into ₹2,31,286 — a 2.3× return
Read: Staying invested through crashesRisk Metrics
Trailing 1 year, annualised-0.58
Sharpe Ratio
—
Alpha
—
Beta
-0.55
Sortino
10.17%
Std Dev
-12.24%
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 ₹49.0 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