Should I invest in Shriram Aggressive Hybrid Fund- Direct?

We don't give personal investment advice. Shriram Aggressive Hybrid Fund- Direct- IDCW 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: 9.78%.

Shriram

Shriram Aggressive Hybrid Fund- Direct- IDCW

Latest NAV

₹29.2330

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%	+0.20%	+0.21	11 / 55	Q1
1W	+0.13%	-0.16%	+0.30	25 / 55	Q2
2W	+0.01%	+0.10%	-0.09	47 / 55	Q4
1M	+1.16%	+0.84%	+0.32	30 / 55	Q3
3M	+1.73%	+1.61%	+0.12	27 / 55	Q2
6M	+0.29%	-0.75%	+1.05	14 / 55	Q2
YTD	-1.26%	-2.54%	+1.28	20 / 55	Q2
1Y	+2.37%	-0.18%	+2.55	15 / 55	Q2
2Y	-0.44%	+1.30%	-1.74	25 / 54	Q2
3Y	+10.33%	+9.24%	+1.10	21 / 55	Q2
4Y	+11.48%	+11.12%	+0.37	25 / 52	Q2
5Y	+9.78%	+9.61%	+0.17	25 / 49	Q3
7Y	+11.37%	+11.18%	+0.19	25 / 48	Q3
10Y	+10.44%	+7.86%	+2.58	10 / 33	Q2
Inception	+8.88%	+8.35%	+0.53	27 / 55	Q2

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	-1.26%	-2.48%	+1.22	18 / 50
2025	+3.70%	+1.24%	+2.46	19 / 53
2024	+14.72%	+15.74%	-1.02	27 / 53
2023	+22.24%	+19.87%	+2.36	13 / 53
2022	+3.12%	+2.08%	+1.04	28 / 50
2021	+16.40%	+22.26%	-5.86	42 / 51
2020	+14.28%	+14.45%	-0.17	19 / 49
2019	+9.68%	+3.69%	+5.98	17 / 47
2018	+2.23%	-8.13%	+10.37	8 / 35
2017	+23.35%	+15.92%	+7.42	3 / 35
2016	+1.37%	+0.88%	+0.49	16 / 28

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

+9.52%

142 windows

min -17.9% · max 38.9%

79% positive

3-Year rolling

+9.99%

118 windows

min 0.4% · max 19.1%

100% positive

5-Year rolling

+10.03%

93 windows

min 0.3% · max 18.2%

100% positive

7-Year rolling

+10.06%

69 windows

min 6.5% · max 13.5%

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

0.37

vs risk-free 6.5%

Sortino ratio

0.60

Downside-only deviation

Max drawdown

-16.24%

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 - IDCW Option - Direct Plan	HDFC	₹17.7700	17 Jul 2026
NIPPON INDIA AGGRESSIVE HYBRID FUND - SEGREGATED PORTFOLIO 2 - DIRECT Plan - IDCW Option	Nippon India	₹0.0000	17 Jul 2026
SBI Equity Hybrid Fund - Direct Plan - Income Distribution cum Capital Withdrawal Option (IDCW)	SBI	₹102.7411	17 Jul 2026
ICICI Prudential Equity & Debt Fund - Direct Plan - Annual IDCW	ICICI Prudential	₹29.1200	17 Jul 2026
Invesco India Aggressive Hybrid Fund - Direct Plan - IDCW (Payout / Reinvestment)	Invesco	₹24.2754	17 Jul 2026
Bandhan Aggressive Hybrid Fund-Direct Plan IDCW	Bandhan	₹21.9550	17 Jul 2026
quant Aggressive Hybrid Fund-IDCW Option-Direct Plan	Quant	₹72.3931	17 Jul 2026
Aditya Birla Sun Life Equity Hybrid'95 Fund -DIRECT - IDCW	Aditya Birla Sun Life	₹296.3500	17 Jul 2026
Franklin India Aggressive Hybrid Fund - Direct - IDCW	Franklin India	₹34.1499	17 Jul 2026
Mirae Asset Aggressive Hybrid Fund - Direct Plan - IDCW	Mirae Asset	₹21.2090	17 Jul 2026

Recent NAVs

Date	NAV
17 Jul 2026	₹29.2330
16 Jul 2026	₹29.1127
15 Jul 2026	₹29.1360
14 Jul 2026	₹29.1006
13 Jul 2026	₹29.2464
10 Jul 2026	₹29.1938
9 Jul 2026	₹29.0045
8 Jul 2026	₹28.8306
7 Jul 2026	₹29.2817
6 Jul 2026	₹29.3134

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- IDCW is ₹29.2330. It's a Aggressive Hybrid Fund from Shriram, run as a Direct plan IDCW (dividend) option. NAVs update once per business day from the AMFI feed.

Shriram Aggressive Hybrid Fund- Direct- IDCW 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- IDCW 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- IDCW has delivered a absolute return of 2.37% — +2.55 pp ahead of the Aggressive Hybrid Fund category average of -0.18%. The fund ranks #15 of 55 in its category — the second (Q2) quartile.

Over the trailing 3-year window, Shriram Aggressive Hybrid Fund- Direct- IDCW has delivered a CAGR of 10.33% — +1.1 pp ahead of the Aggressive Hybrid Fund category average of 9.24%. The fund ranks #21 of 55 in its category — the second (Q2) quartile.

Over the trailing 5-year window, Shriram Aggressive Hybrid Fund- Direct- IDCW has delivered a CAGR of 9.78% — +0.17 pp ahead of the Aggressive Hybrid Fund category average of 9.61%. The fund ranks #25 of 49 in its category — the third (Q3) quartile.

₹1 lakh invested in Shriram Aggressive Hybrid Fund- Direct- IDCW exactly 10 years ago would be worth approximately ₹269,906 today — a multiplier of 2.70×, based on the 10-year CAGR of 10.44%. The category average over the same window would have grown ₹1 lakh to ₹213,017.

A ₹10,000 monthly SIP in Shriram Aggressive Hybrid Fund- Direct- IDCW over the last 5 years — total invested ₹600,000 — would be worth ₹747,603 today. That's an XIRR (money-weighted annualised return) of 8.73%.

A ₹10,000 monthly SIP for 10 years in Shriram Aggressive Hybrid Fund- Direct- IDCW = ₹1,200,000 invested. It would currently be worth ₹2,065,144 (multiplier 1.72×). XIRR: 10.46%. 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- IDCW ranks #25 out of 49 funds in the Aggressive Hybrid Fund category — that places it in the third quartile (Q3) — below the median. The category average return over the same window is 9.61%; this fund delivered 9.78%.

The worst peak-to-trough decline Shriram Aggressive Hybrid Fund- Direct- IDCW has experienced over the last 5-year window is 16.24% — 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- IDCW averaged 10.03% (best 18.16%, worst 0.32%). 100% of rolling windows ended positive. The 5-year Sharpe ratio is 0.30 — weak risk-adjusted performance.

In calendar year 2025, Shriram Aggressive Hybrid Fund- Direct- IDCW returned 3.70% — beating the Aggressive Hybrid Fund category average of 1.24% by 2.46 pp. It ranked #19 of 53 in its category that year.

Shriram Aggressive Hybrid Fund- Direct- IDCW 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- IDCW 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: 9.78%.

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

Shriram Aggressive Hybrid Fund- Direct- IDCW

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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