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HybridAggressive Hybrid FundDirect · Growth

Shriram Aggressive Hybrid Fund- Direct Growth

Shriram · Scheme 125711

₹37.49▼ 0.28%NAV · 2026-09-18
51
Average FundScore
Start SIP
AUM
₹51 cr
Expense ratio
0.86%
3Y CAGR
11.0%
Risk level
Moderately High
Min SIP
₹500
Benchmark
CRISIL Hybrid 35+65 - Aggressive Index
Fund manager: Kartik Soral, Gargi Bhattacharyya BanerjeeExit load: Exit Load for units in excess of 12% of the investment,1% will be charged for redemption within 90 days.
Average · 51/100

Middle-of-the-pack — compare it against better-scored peers.

🎯 A middle-ground option — some growth with a cushion, good for moderate risk appetite.

📈 Why it could do well

  • ✓Positive 3Y windows: 99% of rolling 3Y windows positive
  • ✓Return stability: rolling-return std 3.5%
  • ✓Volatility: 11% annualised

📉 What could drag it down

  • •Weak risk-adjusted returns (Sharpe 0.42) — took on risk without enough payoff.
  • •3Y CAGR vs category: -1.6% vs category avg
  • •5Y CAGR vs category: -1.7% vs category avg

FundScore breakdown

51/100 · Average
How it works →
33
Returns
Weak
65
Consistency
Decent
31
Risk-adjusted
Weak
68
Downside protection
Decent
66
Cost efficiency
Decent
50
Portfolio quality
Average

Each dial rates the fund 0–100 on one factor, computed from real NAV history. Fuller & greener = stronger.

SIP return calculator

Back-tested on this fund's actual historical NAVs. Past performance ≠ future returns.