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OmniAsset › Mutual funds › Shriram Aggressive Hybrid Fund

Shriram Aggressive Hybrid Fund

Aggressive Hybrid fund benchmarked to CRISIL Hybrid 35+65 - Aggressive Index. Every figure below is read from one dated snapshot; what the snapshot cannot prove is left out, never estimated.

Latest NAV2 Sep 202637.2051
CategoryAggressive Hybrid
PlanDirect · Growth
Launched8 Nov 2013
Risk labelthe scheme's own riskometerVery High Risk
Legal benchmarkSEBI Tier-1CRISIL Hybrid 35+65 - Aggressive Index
Expense ratiodirect plan, a year0.86%
AUM₹7.21 Cr
Growth of ₹10,000₹15,0102 Sep 2021 to 2 Sep 2026
₹15,387₹13,815₹12,244₹10,673₹9,102Sep 2021Nov 2022Mar 2024Jun 2025Sep 2026
₹15,010 (+8.5% a year) Shriram Aggressive Hybrid Fund

Performance (trailing, annualised)

1Y annualised4.70%
3Y annualised10.44%
5Y annualised8.46%
10Y annualised9.94%

Point-to-point from the fund's own published NAV; a period the history does not span is left out.

SIP returns

SIP 1Y (₹10,000 a month)invested ₹1,20,000 → worth ₹1,22,3763.68%
SIP 3Y (₹10,000 a month)invested ₹3,60,000 → worth ₹3,87,9054.91%
SIP 5Y (₹10,000 a month)invested ₹6,00,000 → worth ₹7,43,1558.49%

₹10,000 on the first of every month, valued at the latest NAV, as an annualised rate (XIRR).

Calendar years

Calendar 202116.74%
Calendar 20223.16%
Calendar 202322.83%
Calendar 202415.06%
Calendar 20254.02%

Rolling returns

Rolling 1Y · average606 windows since 10 Dec 201411.23%
Rolling 1Y · median8.59%
Rolling 1Y · worst window-15.98%
Rolling 1Y · best window52.52%
Rolling 1Y · windows positive86%
Rolling 3Y · average503 windows since 8 Dec 201611.09%
Rolling 3Y · median11.29%
Rolling 3Y · worst window-0.23%
Rolling 3Y · best window19.38%
Rolling 3Y · windows positive100%
Rolling 5Y · average400 windows since 10 Dec 201810.91%
Rolling 5Y · median10.59%
Rolling 5Y · worst window1.85%
Rolling 5Y · best window19.11%
Rolling 5Y · windows positive100%

Every window of that length in the published history, so one lucky start date cannot flatter the fund.

Risk

Volatility (3Y)11.06%
Downside deviation (3Y)8.27%
Maximum drawdown-16.18%

Management

Fund managerMr. Hitesh Savanth, Mr. Sudip More, Mr. Prateek Nigudkar, Mr. Amit Modani
Managing since2 Sep 2026

Related

Source: the OmniAsset signed reference snapshot, as of 4 Sep 2026. Figures are deterministic; missing data is withheld, never estimated. See methodology and data sources. Not investment advice.

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