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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 202629.3082
CategoryAggressive Hybrid
PlanDirect · Idcw
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₹0.08 Cr
Growth of ₹10,000₹14,9052 Sep 2021 to 2 Sep 2026
₹15,334₹13,775₹12,216₹10,657₹9,099Sep 2021Nov 2022Mar 2024Jun 2025Sep 2026
₹14,905 (+8.3% a year) Shriram Aggressive Hybrid Fund

Performance (trailing, annualised)

1Y annualised4.51%
3Y annualised10.23%
5Y annualised8.31%
10Y annualised9.81%

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 ₹1,22,2703.51%
SIP 3Y (₹10,000 a month)invested ₹3,60,000 → worth ₹3,86,7834.71%
SIP 5Y (₹10,000 a month)invested ₹6,00,000 → worth ₹7,39,7118.30%

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

Calendar years

Calendar 202116.69%
Calendar 20223.12%
Calendar 202322.64%
Calendar 202414.84%
Calendar 20253.85%

Rolling returns

Rolling 1Y · average606 windows since 10 Dec 20149.37%
Rolling 1Y · median7.62%
Rolling 1Y · worst window-21.29%
Rolling 1Y · best window52.47%
Rolling 1Y · windows positive81%
Rolling 3Y · average503 windows since 8 Dec 20169.89%
Rolling 3Y · median10.96%
Rolling 3Y · worst window-0.34%
Rolling 3Y · best window19.33%
Rolling 3Y · windows positive100%
Rolling 5Y · average400 windows since 10 Dec 20189.98%
Rolling 5Y · median10.33%
Rolling 5Y · worst window-0.43%
Rolling 5Y · best window18.99%
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)11.07%
Downside deviation (3Y)8.28%
Maximum drawdown-16.24%

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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