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: 9.59%.

Shriram

Shriram Aggressive Hybrid Fund- Direct Growth

Latest NAV

₹35.9446

As of

3 Jun 2026

3,069 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	+0.24%	+4.36%	-4.12	16 / 30	Q3
1W	-1.14%	+2.94%	-4.09	10 / 30	Q2
2W	+0.05%	+4.15%	-4.11	11 / 30	Q2
1M	-0.67%	+3.24%	-3.91	9 / 30	Q2
3M	-1.01%	+3.65%	-4.67	14 / 30	Q2
6M	-3.39%	+0.91%	-4.30	12 / 30	Q2
YTD	-3.95%	+0.57%	-4.52	15 / 30	Q2
1Y	+2.31%	+5.12%	-2.81	11 / 30	Q2
2Y	-0.03%	+6.03%	-6.05	29 / 30	Q4
3Y	+11.42%	+13.60%	-2.19	22 / 30	Q3
4Y	+10.85%	+13.47%	-2.61	26 / 29	Q4
5Y	+9.59%	+12.07%	-2.48	24 / 27	Q4
7Y	+10.51%	+13.22%	-2.71	24 / 25	Q4
10Y	+10.59%	+12.69%	-2.10	17 / 19	Q4
Inception	+10.81%	+12.86%	-2.04	26 / 30	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	-3.95%	-3.75%	-0.20	14 / 29
2025	+3.87%	+10.33%	-6.46	26 / 30
2024	+14.94%	+17.99%	-3.06	24 / 30
2023	+22.42%	+21.88%	+0.55	13 / 30
2022	+3.16%	+3.88%	-0.72	16 / 28
2021	+16.44%	+26.63%	-10.19	26 / 27
2020	+14.32%	+15.17%	-0.85	14 / 26
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

+11.45%

141 windows

min -16.0% · max 47.6%

87% positive

3-Year rolling

+10.98%

116 windows

min -0.3% · max 18.7%

99% positive

5-Year rolling

+10.86%

92 windows

min 1.7% · max 17.0%

100% positive

7-Year rolling

+10.93%

68 windows

min 8.0% · max 13.2%

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

10.94%

3-year · annualised

Sharpe ratio

0.45

vs risk-free 6.5%

Sortino ratio

0.68

Downside-only deviation

Max drawdown

-16.18%

Sep 2024 → Feb 2025

% positive months

77.8%

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	₹119.4090	3 Jun 2026
Nippon India Aggressive Hybrid Fund - Segregated Portfolio 2 - Direct Plan - Growth Plan	Nippon India	₹0.0000	3 Jun 2026
SBI EQUITY HYBRID FUND - DIRECT PLAN - Growth	SBI	₹341.4430	3 Jun 2026
ICICI Prudential Equity & Debt Fund - Direct Plan - Growth	ICICI Prudential	₹436.8700	3 Jun 2026
Invesco India Aggressive Hybrid Fund - Direct Plan - Growth	Invesco	₹23.2255	3 Jun 2026
Bandhan Aggressive Hybrid Fund-Direct Plan Growth	Bandhan	₹30.2350	3 Jun 2026
quant Aggressive Hybrid Fund-Growth Option-Direct Plan	Quant	₹503.5497	3 Jun 2026
Aditya Birla Sun Life Equity Hybrid'95 Fund - Direct Plan-Growth	Aditya Birla Sun Life	₹1,656.1400	3 Jun 2026
Franklin India Aggressive Hybrid Fund - Direct - Growth	Franklin India	₹297.9456	3 Jun 2026
Mirae Asset Aggressive Hybrid Fund - Direct Plan - Growth	Mirae Asset	₹37.9930	3 Jun 2026

Recent NAVs

Date	NAV
3 Jun 2026	₹35.9446
2 Jun 2026	₹36.0501
1 Jun 2026	₹35.9640
29 May 2026	₹36.1058
27 May 2026	₹36.4516
26 May 2026	₹36.4674
22 May 2026	₹36.1640
21 May 2026	₹36.1065
20 May 2026	₹36.0782
19 May 2026	₹36.0337

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 03 Jun 2026, the NAV of Shriram Aggressive Hybrid Fund- Direct Growth is ₹35.9446. 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 5 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 2.31% — -2.81 pp behind the Aggressive Hybrid Fund category average of 5.12%. The fund ranks #11 of 30 in its category — the second (Q2) quartile.

Over the trailing 3-year window, Shriram Aggressive Hybrid Fund- Direct Growth has delivered a CAGR of 11.42% — -2.19 pp behind the Aggressive Hybrid Fund category average of 13.60%. The fund ranks #22 of 30 in its category — the third (Q3) quartile.

Over the trailing 5-year window, Shriram Aggressive Hybrid Fund- Direct Growth has delivered a CAGR of 9.59% — -2.48 pp behind the Aggressive Hybrid Fund category average of 12.07%. The fund ranks #24 of 27 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 ₹273,597 today — a multiplier of 2.74×, based on the 10-year CAGR of 10.59%. The category average over the same window would have grown ₹1 lakh to ₹330,355.

A ₹10,000 monthly SIP in Shriram Aggressive Hybrid Fund- Direct Growth over the last 5 years — total invested ₹600,000 — would be worth ₹738,549 today. That's an XIRR (money-weighted annualised return) of 8.24%.

A ₹10,000 monthly SIP for 10 years in Shriram Aggressive Hybrid Fund- Direct Growth = ₹1,200,000 invested. It would currently be worth ₹2,043,959 (multiplier 1.70×). XIRR: 10.27%. 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 #24 out of 27 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 12.07%; this fund delivered 9.59%.

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 10.86% (best 17.02%, worst 1.71%). 100% of rolling windows ended positive. The 5-year Sharpe ratio is 0.31 — 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 10.33% by 6.46 pp. It ranked #26 of 30 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: 9.59%.

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