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: 9.44%.

Shriram

Shriram Aggressive Hybrid Fund- Direct- IDCW

Latest NAV

₹28.3207

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%	+6.60%	-6.36	27 / 58	Q2
1W	-1.15%	+5.20%	-6.35	22 / 58	Q2
2W	+0.04%	+6.18%	-6.14	20 / 58	Q2
1M	-0.68%	+5.07%	-5.75	17 / 58	Q2
3M	-1.05%	+4.49%	-5.54	24 / 58	Q2
6M	-3.52%	+1.53%	-5.04	15 / 58	Q2
YTD	-4.06%	+1.04%	-5.10	16 / 58	Q2
1Y	+2.09%	+5.41%	-3.32	18 / 58	Q2
2Y	-0.22%	+4.56%	-4.78	30 / 57	Q3
3Y	+11.20%	+10.78%	+0.42	24 / 58	Q2
4Y	+10.67%	+10.80%	-0.13	28 / 55	Q3
5Y	+9.44%	+9.86%	-0.43	28 / 52	Q3
7Y	+10.39%	+10.11%	+0.29	26 / 48	Q3
10Y	+10.45%	+8.06%	+2.40	11 / 31	Q2
Inception	+8.72%	+8.46%	+0.26	30 / 58	Q3

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	-4.06%	-6.04%	+1.98	11 / 50
2025	+3.70%	+7.92%	-4.22	22 / 56
2024	+14.72%	+14.90%	-0.18	27 / 56
2023	+22.24%	+18.81%	+3.43	13 / 56
2022	+3.12%	+1.96%	+1.16	28 / 53
2021	+16.40%	+21.02%	-4.63	42 / 54
2020	+14.28%	+13.62%	+0.67	19 / 52
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

+9.54%

141 windows

min -21.1% · max 47.5%

81% positive

3-Year rolling

+9.75%

116 windows

min -0.5% · max 18.6%

99% positive

5-Year rolling

+9.91%

92 windows

min -0.6% · max 16.9%

99% positive

7-Year rolling

+9.98%

68 windows

min 6.3% · max 13.1%

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

10.95%

3-year · annualised

Sharpe ratio

0.44

vs risk-free 6.5%

Sortino ratio

0.65

Downside-only deviation

Max drawdown

-16.24%

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 - IDCW Option - Direct Plan	HDFC	₹17.2110	3 Jun 2026
NIPPON INDIA AGGRESSIVE HYBRID FUND - SEGREGATED PORTFOLIO 2 - DIRECT Plan - IDCW Option	Nippon India	₹0.0000	3 Jun 2026
SBI Equity Hybrid Fund - Direct Plan - Income Distribution cum Capital Withdrawal Option (IDCW)	SBI	₹99.9127	3 Jun 2026
ICICI Prudential Equity & Debt Fund - Direct Plan - Annual IDCW	ICICI Prudential	₹27.9300	3 Jun 2026
Invesco India Aggressive Hybrid Fund - Direct Plan - IDCW (Payout / Reinvestment)	Invesco	₹23.1247	3 Jun 2026
Bandhan Aggressive Hybrid Fund-Direct Plan IDCW	Bandhan	₹21.1180	3 Jun 2026
quant Aggressive Hybrid Fund-IDCW Option-Direct Plan	Quant	₹69.7436	3 Jun 2026
Aditya Birla Sun Life Equity Hybrid'95 Fund -DIRECT - IDCW	Aditya Birla Sun Life	₹281.8300	3 Jun 2026
Franklin India Aggressive Hybrid Fund - Direct - IDCW	Franklin India	₹32.9866	3 Jun 2026
Mirae Asset Aggressive Hybrid Fund - Direct Plan - IDCW	Mirae Asset	₹20.5210	3 Jun 2026

Recent NAVs

Date	NAV
3 Jun 2026	₹28.3207
2 Jun 2026	₹28.4039
1 Jun 2026	₹28.3362
29 May 2026	₹28.4483
27 May 2026	₹28.7211
26 May 2026	₹28.7336
22 May 2026	₹28.4950
21 May 2026	₹28.4498
20 May 2026	₹28.4277
19 May 2026	₹28.3927

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- IDCW is ₹28.3207. 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 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- 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 2.09% — -3.32 pp behind the Aggressive Hybrid Fund category average of 5.41%. The fund ranks #18 of 58 in its category — the second (Q2) quartile.

Over the trailing 3-year window, Shriram Aggressive Hybrid Fund- Direct- IDCW has delivered a CAGR of 11.20% — +0.42 pp ahead of the Aggressive Hybrid Fund category average of 10.78%. The fund ranks #24 of 58 in its category — the second (Q2) quartile.

Over the trailing 5-year window, Shriram Aggressive Hybrid Fund- Direct- IDCW has delivered a CAGR of 9.44% — -0.43 pp behind the Aggressive Hybrid Fund category average of 9.86%. The fund ranks #28 of 52 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 ₹270,300 today — a multiplier of 2.70×, based on the 10-year CAGR of 10.45%. The category average over the same window would have grown ₹1 lakh to ₹217,039.

A ₹10,000 monthly SIP in Shriram Aggressive Hybrid Fund- Direct- IDCW over the last 5 years — total invested ₹600,000 — would be worth ₹735,021 today. That's an XIRR (money-weighted annualised return) of 8.05%.

A ₹10,000 monthly SIP for 10 years in Shriram Aggressive Hybrid Fund- Direct- IDCW = ₹1,200,000 invested. It would currently be worth ₹2,028,991 (multiplier 1.69×). XIRR: 10.13%. 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 #28 out of 52 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 9.86%; this fund delivered 9.44%.

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 9.91% (best 16.92%, worst -0.56%). 99% 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% — lagging the Aggressive Hybrid Fund category average of 7.92% by 4.22 pp. It ranked #22 of 56 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: 9.44%.

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