HybridAggressive Hybrid FundDirect · Growth
Shriram Aggressive Hybrid Fund- Direct Growth
Shriram · Scheme 125711
₹37.76▼ 0.26%NAV · 2026-08-05
Average FundScore
AUM
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Expense ratio
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3Y CAGR
11.3%
Risk level
Moderately High
Min SIP
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Benchmark
CRISIL Hybrid 35+65 - Aggressive Index
NAV Growth
Loading NAV history…
Historical returns
| Period | Return |
|---|---|
| 1 Month | +1.77% |
| 3 Months | +4.18% |
| 6 Months | +2.12% |
| 1 Year | +5.76% |
| 3 Years (CAGR) | +11.34% |
| 5 Years (CAGR) | +9.84% |
| 10 Years (CAGR) | +10.55% |
| Since Launch | +11.07% |
Returns ≥ 1 year are annualised (CAGR); shorter periods are absolute. Past performance does not guarantee future returns.
FundScore breakdown
Six explainable dimensions. How the score works →
Returns36
Consistency65
Risk-adjusted32
Downside protection68
Cost efficiency80
Portfolio quality50
Why this fund scores well
- ✓ Positive 3Y windows: 99% of rolling 3Y windows positive
- ✓ Return stability: rolling-return std 3.5%
- ✓ Volatility: 11% annualised
- ✓ Max drawdown: -26%
- ✓ Direct plan: no distributor commission
What to watch
- • 3Y CAGR vs category: -1.2% vs category avg
- • 5Y CAGR vs category: -1.5% vs category avg
- • Beat category: beat category in 20% of windows
- • Sharpe ratio: 0.43
Risk metrics
Sharpe ratio
0.43
Sortino ratio
0.52
Volatility
11.40%
Max drawdown
-25.72%
Downside capture
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SIP return calculator
Back-tested on this fund's actual historical NAVs. Past performance ≠ future returns.
Portfolio & holdings
Top holdings, sector allocation and market-cap split require a paid factsheet feed and are coming soon. Everything above is computed from official daily NAV history and is fully real.