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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 202631.9007
CategoryAggressive Hybrid
PlanRegular · 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 year2.46%
AUM₹39.9 Cr
Growth of ₹10,000₹13,8482 Sep 2021 to 2 Sep 2026
₹14,671₹13,251₹11,832₹10,412₹8,993Sep 2021Nov 2022Mar 2024Jun 2025Sep 2026
₹13,848 (+6.7% a year) Shriram Aggressive Hybrid Fund

Performance (trailing, annualised)

1Y annualised2.93%
3Y annualised8.62%
5Y annualised6.73%
10Y annualised8.43%

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 ₹1,21,2541.94%
SIP 3Y (₹10,000 a month)invested ₹3,60,000 → worth ₹3,77,6963.14%
SIP 5Y (₹10,000 a month)invested ₹6,00,000 → worth ₹7,10,1906.68%

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

Calendar years

Calendar 202114.99%
Calendar 20221.62%
Calendar 202320.88%
Calendar 202413.21%
Calendar 20252.29%

Rolling returns

Rolling 1Y · average606 windows since 10 Dec 20149.88%
Rolling 1Y · median7.55%
Rolling 1Y · worst window-17.24%
Rolling 1Y · best window50.22%
Rolling 1Y · windows positive81%
Rolling 3Y · average503 windows since 8 Dec 20169.73%
Rolling 3Y · median9.99%
Rolling 3Y · worst window-1.30%
Rolling 3Y · best window17.58%
Rolling 3Y · windows positive99%
Rolling 5Y · average400 windows since 10 Dec 20189.51%
Rolling 5Y · median9.41%
Rolling 5Y · worst window0.95%
Rolling 5Y · best window17.26%
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)8.31%
Maximum drawdown-16.79%

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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