Shriram Aggressive Hybrid Fund
Open in live screener →Key metrics
Further reading: Median maximum drawdown by fund category, measured across 1,767 funds
Trailing returns
| Period | 1W | 1M | 3M | 6M | 1Y | 3Y | 5Y | 7Y | 10Y |
|---|---|---|---|---|---|---|---|---|---|
| Return | -1.51% | -3.09% | -3.40% | -2.68% | -3.55% | 8.12% | 7.11% | 10.13% | 9.42% |
NAV history
About this fund
Shriram Aggressive Hybrid Fund is a hybrid fund offered by Shriram Mutual Fund, classified under Hybrid as Hybrid Scheme - Aggressive Hybrid Fund. Hybrid funds sit between pure-equity and pure-debt funds on risk. Its latest NAV is ₹35.58, with assets under management of about ₹49 Cr (April - June 2026).
Further reading: What a category rank actually tells you
Performance analysis
Over the trailing one year, Shriram Aggressive Hybrid Fund has recorded a return of about -3.5%, with a three-year return of 8.1% and a five-year return of 7.1%. Its annualised volatility is 11.4% — moderate fluctuations — and its Sharpe ratio is -0.88, a measure of return per unit of risk taken. The direct-plan base expense ratio is 0.68%, deducted daily from the NAV.
Further reading: Reading a fund page: what each number does and doesn't say
Rolling returns
| Window | Avg | Median | Min | Max | % Pos | % >12 |
|---|---|---|---|---|---|---|
| 1Y | 11.32 | 8.45 | -18.93 | 55.68 | 87% | 35% |
| 3Y | 11.65 | 12.06 | -1.40 | 20.55 | 100% | 51% |
| 5Y | 12.03 | 11.62 | 6.83 | 19.13 | 100% | 45% |
| 7Y | 11.63 | 11.68 | 9.65 | 13.69 | 100% | 39% |
| 10Y | 10.18 | 10.28 | 9.39 | 10.92 | 100% | 0% |
Further reading: Why a single trailing return misleads, measured across 830 funds
Frequently asked questions
Compare with peers
Further reading: Every fund measured against the best performer in its own category
| Fund | 1M | 3M | 6M | 1Y | 3Y | 5Y | 10Y | TER % |
|---|---|---|---|---|---|---|---|---|
| Kotak Aggressive Hybrid Fund Hybrid Scheme - Aggressive Hybrid Fund | -5.36 | -5.00 | -3.54 | -3.57 | 11.16 | 10.50 | 12.61 | – |
| Mirae Asset Aggressive Hybrid Fund Hybrid Scheme - Aggressive Hybrid Fund | -3.61 | -3.44 | -3.05 | -1.97 | 10.21 | 8.75 | 12.52 | 0.40 |
| PGIM India Aggressive Hybrid Equity Fund Hybrid Scheme - Aggressive Hybrid Fund | -3.87 | -5.16 | -3.03 | -6.90 | 8.24 | 5.77 | 9.05 | 0.84 |
| BANK OF INDIA AGGRESSIVE HYBRID FUND Hybrid Scheme - Aggressive Hybrid Fund | -5.92 | -2.40 | 1.83 | 8.36 | 14.77 | 13.59 | 15.30 | – |
| Bandhan Aggressive Hybrid Fund Hybrid Scheme - Aggressive Hybrid Fund | -3.62 | -2.50 | 0.35 | 0.42 | 13.23 | 10.36 | – | 0.46 |
| Navi Aggressive Hybrid Fund Hybrid Scheme - Aggressive Hybrid Fund | -2.81 | 0.79 | 4.60 | 5.15 | 11.72 | 10.43 | – | 0.49 |
| Invesco India Aggressive Hybrid Fund Hybrid Scheme - Aggressive Hybrid Fund | -2.08 | -2.70 | -2.13 | -8.49 | 10.12 | 8.72 | – | 0.66 |
| Axis Aggressive Hybrid Fund Hybrid Scheme - Aggressive Hybrid Fund | -3.15 | -3.11 | -1.73 | -3.95 | 8.64 | 5.68 | – | 0.93 |
| Fund | 1M | 3M | 6M | 1Y | 3Y | 5Y | 10Y | TER % |
|---|---|---|---|---|---|---|---|---|
| Shriram Multi Asset Allocation Fund Hybrid Scheme - Multi Asset Allocation Fund | -3.74 | -3.49 | -3.40 | -0.60 | 9.76 | – | – | 0.46 |
| Shriram Nifty 1D Rate Liquid ETF Exchange Traded Funds (ETFs) - Debt ETF | 0.40 | 1.16 | 2.34 | 4.74 | – | – | – | 0.00 |
| Shriram Liquid Fund Debt Scheme - Liquid Fund | 0.41 | 1.48 | 3.07 | 6.29 | – | – | – | 0.13 |
| Shriram Multi Sector Rotation Fund Equity Scheme - Sectoral/Thematic | -4.31 | -4.86 | -2.65 | -2.74 | – | – | – | 0.60 |
| Shriram Money Market Fund Debt Scheme - Money Market Fund | 0.26 | 1.41 | 2.88 | – | – | – | – | 0.09 |
| Shriram Overnight Fund Debt Scheme - Overnight Fund | 0.43 | 1.27 | – | – | – | – | – | 0.10 |
| Shriram Gold ETF Passive FOF Other Scheme - FoF Domestic | – | – | – | – | – | – | – | – |
| Shriram Flexi Cap Fund Equity Scheme - Flexi Cap Fund | -4.27 | -5.87 | -4.84 | -8.16 | 5.69 | 5.83 | – | 0.75 |