Should I invest in Shriram Aggressive Hybrid Fund- Direct Growth?

We don't give personal investment advice. Shriram Aggressive Hybrid Fund- Direct Growth is suitable for an investor whose:horizon is 3-5 years — too short for pure equity, too long for pure debtwants a single fund that automatically rebalances between equity and debtis comfortable trading some upside for lower volatility vs a pure equity fundCross-check the numbers above against alternatives before deciding. Worst 5-year drawdown: 16.2%. 5-year CAGR: 9.93%.

Shriram

Shriram Aggressive Hybrid Fund- Direct Growth

Latest NAV

₹37.1097

As of

17 Jul 2026

3,100 NAV records on file

NAV history & peer comparison

All NAVs split-adjusted and normalised to 100 at the start of the selected period, so funds with very different absolute NAV scales can be compared on one axis.

Period

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Returns matrix

Fund return alongside the category average and peer rank for every standard window. Returns under one year are absolute; one year and longer are compound annualised (CAGR).

Window	Fund	Category avg	+/− vs avg	Rank	Quartile
1D	+0.41%	+0.29%	+0.13	6 / 29	Q1
1W	+0.14%	+0.03%	+0.11	12 / 29	Q2
2W	+0.01%	+0.22%	-0.21	25 / 29	Q4
1M	+1.18%	+1.54%	-0.36	20 / 29	Q3
3M	+1.77%	+2.64%	-0.87	17 / 29	Q3
6M	+0.42%	+1.49%	-1.07	17 / 29	Q3
YTD	-1.13%	+0.06%	-1.19	18 / 29	Q3
1Y	+2.58%	+2.38%	+0.21	13 / 29	Q2
2Y	-0.25%	+3.64%	-3.89	28 / 29	Q4
3Y	+10.55%	+12.52%	-1.98	23 / 29	Q4
4Y	+11.67%	+14.19%	-2.52	25 / 28	Q4
5Y	+9.93%	+11.95%	-2.02	22 / 26	Q4
7Y	+11.50%	+14.38%	-2.89	23 / 25	Q4
10Y	+10.57%	+12.69%	-2.12	17 / 19	Q4
Inception	+10.96%	+13.04%	-2.09	26 / 29	Q4

Quartile legend: Q1 top 25% Q2 25-50% Q3 50-75% Q4 bottom 25%

Calendar-year returns

Full-year performance vs category average. Current year is partial (year-to-date).

Year	Fund	Category avg	+/− vs avg	Rank
2026 YTD	-1.13%	+0.06%	-1.19	18 / 29
2025	+3.87%	+6.34%	-2.47	25 / 29
2024	+14.94%	+18.61%	-3.68	24 / 29
2023	+22.42%	+22.63%	-0.21	13 / 29
2022	+3.16%	+4.02%	-0.86	16 / 27
2021	+16.44%	+27.65%	-11.21	26 / 26
2020	+14.32%	+15.77%	-1.45	14 / 25
2019	+9.71%	+9.11%	+0.60	14 / 24
2018	+2.40%	-1.88%	+4.28	4 / 20
2017	+23.57%	+25.86%	-2.29	13 / 20
2016	+1.55%	+6.34%	-4.79	15 / 17

Rolling returns

Removes start-date bias by averaging CAGR over every overlapping N-year window in the fund's history. Higher average plus tight min/max plus high "% positive" = consistent.

1-Year rolling

+11.42%

142 windows

min -12.8% · max 38.9%

84% positive

3-Year rolling

+11.21%

118 windows

min 0.5% · max 19.2%

100% positive

5-Year rolling

+10.94%

93 windows

min 2.6% · max 18.3%

100% positive

7-Year rolling

+10.99%

69 windows

min 8.3% · max 13.6%

100% positive

SIP returns — historical "what if"

If you had invested every month in this fund over the chosen period, this is what your investment would be worth today.

Period

Total invested

₹ —

Today's value

₹ —

XIRR

Annualised

Wealth multiplier

Period	Total invested	Today's value	XIRR	Wealth multiplier

XIRR is the annualised internal rate of return on the SIP cash flow — invariant to the monthly amount. "Today's value" and "Total invested" scale linearly with the slider. Past performance does not guarantee future returns. Excludes exit load and taxes.

Risk profile

Risk-adjusted return and volatility, computed from monthly NAV returns over the trailing 3-year and 5-year windows.

Std deviation

10.65%

3-year · annualised

Sharpe ratio

0.39

vs risk-free 6.5%

Sortino ratio

0.63

Downside-only deviation

Max drawdown

-16.18%

Sep 2024 → Feb 2025

% positive months

61.1%

Share of monthly returns > 0 over the 3-year window

Sharpe / Sortino use a risk-free rate of 6.5% (1-year T-bill proxy). Higher Sharpe = more return per unit of total risk; higher Sortino = more return per unit of downside risk.

Peers in Aggressive Hybrid Fund

Scheme	Fund house	NAV	As of
HDFC Hybrid Equity Fund - Growth Option - Direct Plan	HDFC	₹125.0360	17 Jul 2026
Nippon India Aggressive Hybrid Fund - Segregated Portfolio 2 - Direct Plan - Growth Plan	Nippon India	₹0.0000	17 Jul 2026
SBI EQUITY HYBRID FUND - DIRECT PLAN - Growth	SBI	₹351.1088	17 Jul 2026
ICICI Prudential Equity & Debt Fund - Direct Plan - Growth	ICICI Prudential	₹455.6100	17 Jul 2026
Invesco India Aggressive Hybrid Fund - Direct Plan - Growth	Invesco	₹24.3811	17 Jul 2026
Bandhan Aggressive Hybrid Fund-Direct Plan Growth	Bandhan	₹31.6700	17 Jul 2026
quant Aggressive Hybrid Fund-Growth Option-Direct Plan	Quant	₹522.6806	17 Jul 2026
Aditya Birla Sun Life Equity Hybrid'95 Fund - Direct Plan-Growth	Aditya Birla Sun Life	₹1,741.4600	17 Jul 2026
Franklin India Aggressive Hybrid Fund - Direct - Growth	Franklin India	₹310.4604	17 Jul 2026
Mirae Asset Aggressive Hybrid Fund - Direct Plan - Growth	Mirae Asset	₹39.4540	17 Jul 2026

Recent NAVs

Date	NAV
17 Jul 2026	₹37.1097
16 Jul 2026	₹36.9569
15 Jul 2026	₹36.9865
14 Jul 2026	₹36.9415
13 Jul 2026	₹37.1263
10 Jul 2026	₹37.0592
9 Jul 2026	₹36.8186
8 Jul 2026	₹36.5977
7 Jul 2026	₹37.1702
6 Jul 2026	₹37.2104

Frequently asked questions

These answers are generated from this fund's live metrics — NAV, returns, peer rank, drawdown, SIP backtest. Numbers refresh nightly after AMFI's NAV feed lands.

As of 17 Jul 2026, the NAV of Shriram Aggressive Hybrid Fund- Direct Growth is ₹37.1097. It's a Aggressive Hybrid Fund from Shriram, run as a Direct plan Growth option. NAVs update once per business day from the AMFI feed.

Shriram Aggressive Hybrid Fund- Direct Growth has NAV history starting from 06 Dec 2013, a track record of about 12 years 7 months. That's enough history to evaluate the fund across one or two market cycles. Look at rolling returns rather than point-to-point to judge consistency.

Shriram Aggressive Hybrid Fund- Direct Growth is managed by Shriram. It's classified by AMFI under the 'Aggressive Hybrid Fund' SEBI category, which determines its peer set and tax treatment.

Over the trailing 1-year window, Shriram Aggressive Hybrid Fund- Direct Growth has delivered a absolute return of 2.58% — +0.21 pp ahead of the Aggressive Hybrid Fund category average of 2.38%. The fund ranks #13 of 29 in its category — the second (Q2) quartile.

Over the trailing 3-year window, Shriram Aggressive Hybrid Fund- Direct Growth has delivered a CAGR of 10.55% — -1.98 pp behind the Aggressive Hybrid Fund category average of 12.52%. The fund ranks #23 of 29 in its category — the bottom (Q4) quartile.

Over the trailing 5-year window, Shriram Aggressive Hybrid Fund- Direct Growth has delivered a CAGR of 9.93% — -2.02 pp behind the Aggressive Hybrid Fund category average of 11.95%. The fund ranks #22 of 26 in its category — the bottom (Q4) quartile.

₹1 lakh invested in Shriram Aggressive Hybrid Fund- Direct Growth exactly 10 years ago would be worth approximately ₹273,189 today — a multiplier of 2.73×, based on the 10-year CAGR of 10.57%. The category average over the same window would have grown ₹1 lakh to ₹330,370.

A ₹10,000 monthly SIP in Shriram Aggressive Hybrid Fund- Direct Growth over the last 5 years — total invested ₹600,000 — would be worth ₹751,219 today. That's an XIRR (money-weighted annualised return) of 8.92%.

A ₹10,000 monthly SIP for 10 years in Shriram Aggressive Hybrid Fund- Direct Growth = ₹1,200,000 invested. It would currently be worth ₹2,080,489 (multiplier 1.73×). XIRR: 10.60%. Long-horizon SIP results matter more than point-to-point returns because they smooth out entry timing.

On a 5-year basis, Shriram Aggressive Hybrid Fund- Direct Growth ranks #22 out of 26 funds in the Aggressive Hybrid Fund category — that places it in the bottom quartile (Q4) — material underperformance. The category average return over the same window is 11.95%; this fund delivered 9.93%.

The worst peak-to-trough decline Shriram Aggressive Hybrid Fund- Direct Growth has experienced over the last 5-year window is 16.18% — its NAV fell from a high on 27 Sep 2024 to a low on 28 Feb 2025. Drawdown is a useful gauge of how much short-term pain you'd have endured to capture the long-term return.

Across all 5-year rolling windows, Shriram Aggressive Hybrid Fund- Direct Growth averaged 10.94% (best 18.28%, worst 2.62%). 100% of rolling windows ended positive. The 5-year Sharpe ratio is 0.32 — weak risk-adjusted performance.

In calendar year 2025, Shriram Aggressive Hybrid Fund- Direct Growth returned 3.87% — lagging the Aggressive Hybrid Fund category average of 6.34% by 2.47 pp. It ranked #25 of 29 in its category that year.

Shriram Aggressive Hybrid Fund- Direct Growth is a Hybrid scheme. Tax treatment follows its actual equity allocation as disclosed by the AMC: at least 65% equity behaves like an equity fund (12.5% LTCG over 12 months, 20% STCG); 35-65% equity often gets an equity-style treatment with a 24-month threshold; under 35% equity is taxed at slab rate like a debt fund. Check the AMC's latest factsheet for the current classification.

We don't give personal investment advice. Shriram Aggressive Hybrid Fund- Direct Growth is suitable for an investor whose:

horizon is 3-5 years — too short for pure equity, too long for pure debt
wants a single fund that automatically rebalances between equity and debt
is comfortable trading some upside for lower volatility vs a pure equity fund

Cross-check the numbers above against alternatives before deciding. Worst 5-year drawdown: 16.2%. 5-year CAGR: 9.93%.

Educational content only — not investment advice. Tax rules summarised above reflect Budget 2024; consult a qualified adviser before transacting.

Shriram Aggressive Hybrid Fund- Direct Growth

NAV history & peer comparison

Returns matrix

Calendar-year returns

Rolling returns

SIP returns — historical "what if"

Risk profile

Peers in Aggressive Hybrid Fund

Recent NAVs

Frequently asked questions

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