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

We don't give personal investment advice. Shriram Aggressive Hybrid Fund- Regular 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: 16.8%. 5-year CAGR: 7.85%.

Shriram

Shriram Aggressive Hybrid Fund- Regular Growth

Latest NAV

₹30.9482

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	+0.23%	+0.23%	+0.00	9 / 12	Q3
1W	-1.18%	-1.27%	+0.09	6 / 12	Q2
2W	-0.02%	-0.01%	-0.01	6 / 12	Q2
1M	-0.81%	-0.93%	+0.12	5 / 12	Q2
3M	-1.44%	-0.45%	-0.99	6 / 12	Q2
6M	-4.22%	-3.14%	-1.08	7 / 12	Q3
YTD	-4.64%	-3.56%	-1.08	7 / 12	Q3
1Y	+0.58%	+0.72%	-0.13	7 / 12	Q3
2Y	-1.70%	+3.60%	-5.29	12 / 12	Q4
3Y	+9.58%	+11.85%	-2.27	10 / 12	Q4
4Y	+9.07%	+11.64%	-2.58	10 / 11	Q4
5Y	+7.85%	+10.30%	-2.45	10 / 11	Q4
7Y	+8.78%	+11.70%	-2.91	10 / 10	Q4
10Y	+9.10%	+12.13%	-3.03	4 / 4	Q4
Inception	+9.49%	+11.20%	-1.71	10 / 12	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	-4.64%	-3.56%	-1.08	7 / 12
2025	+2.14%	+4.17%	-2.03	9 / 12
2024	+13.10%	+18.03%	-4.94	10 / 12
2023	+20.48%	+21.16%	-0.68	5 / 12
2022	+1.62%	+0.65%	+0.96	6 / 11
2021	+14.70%	+26.14%	-11.43	11 / 11
2020	+12.60%	+14.63%	-2.04	7 / 10
2019	+7.98%	+8.69%	-0.71	7 / 9
2018	+1.61%	-4.07%	+5.68	2 / 5
2017	+22.79%	+26.79%	-4.00	3 / 5
2016	+0.92%	+6.57%	-5.65	3 / 3

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

+10.12%

141 windows

min -17.3% · max 45.4%

81% positive

3-Year rolling

+9.63%

116 windows

min -1.4% · max 16.9%

99% positive

5-Year rolling

+9.48%

92 windows

min 0.8% · max 15.2%

100% positive

7-Year rolling

+9.54%

68 windows

min 6.8% · max 11.6%

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

10.93%

3-year · annualised

Sharpe ratio

0.30

vs risk-free 6.5%

Sortino ratio

0.44

Downside-only deviation

Max drawdown

-16.79%

Sep 2024 → Feb 2025

% positive months

75.0%

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
Invesco India Aggressive Hybrid Fund - Regular Plan - Growth	Invesco	₹20.5004	3 Jun 2026
Bandhan Aggressive Hybrid Fund-Regular Plan Growth	Bandhan	₹26.4340	3 Jun 2026
Mirae Asset Aggressive Hybrid Fund - Regular Plan - Growth	Mirae Asset	₹32.1910	3 Jun 2026
Kotak Aggressive Hybrid Fund - Regular Plan -Growth	Kotak	₹62.3030	3 Jun 2026
HSBC Aggressive Hybrid Fund - Regular Growth	HSBC	₹56.1786	3 Jun 2026
Axis Aggressive Hybrid Fund - Regular Plan - Growth Option	Axis	₹19.8500	3 Jun 2026
BANK OF INDIA MID & SMALL CAP EQUITY & DEBT FUND - REGULAR PLAN GROWTH	Bank of India	₹40.4900	3 Jun 2026
Groww Aggressive Hybrid Fund (formerly known as Indiabulls Equity Hybrid Fund) - Regular Plan - Growth option	Groww	₹19.9367	3 Jun 2026
Mahindra Manulife Aggressive Hybrid Fund - Regular Plan - Growth	Mahindra Manulife	₹25.9802	3 Jun 2026
Navi Aggressive Hybrid Fund - Regular Plan - Growth	Navi	₹20.7979	3 Jun 2026

Recent NAVs

Date	NAV
3 Jun 2026	₹30.9482
2 Jun 2026	₹31.0405
1 Jun 2026	₹30.9678
29 May 2026	₹31.0944
27 May 2026	₹31.3953
26 May 2026	₹31.4104
22 May 2026	₹31.1550
21 May 2026	₹31.1069
20 May 2026	₹31.0841
19 May 2026	₹31.0472

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- Regular Growth is ₹30.9482. It's a Aggressive Hybrid Fund from Shriram, run as a Regular plan Growth option. NAVs update once per business day from the AMFI feed.

Shriram Aggressive Hybrid Fund- Regular 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- Regular 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- Regular Growth has delivered a absolute return of 0.58% — -0.13 pp behind the Aggressive Hybrid Fund category average of 0.72%. The fund ranks #7 of 12 in its category — the third (Q3) quartile.

Over the trailing 3-year window, Shriram Aggressive Hybrid Fund- Regular Growth has delivered a CAGR of 9.58% — -2.27 pp behind the Aggressive Hybrid Fund category average of 11.85%. The fund ranks #10 of 12 in its category — the bottom (Q4) quartile.

Over the trailing 5-year window, Shriram Aggressive Hybrid Fund- Regular Growth has delivered a CAGR of 7.85% — -2.45 pp behind the Aggressive Hybrid Fund category average of 10.30%. The fund ranks #10 of 11 in its category — the bottom (Q4) quartile.

₹1 lakh invested in Shriram Aggressive Hybrid Fund- Regular Growth exactly 10 years ago would be worth approximately ₹238,972 today — a multiplier of 2.39×, based on the 10-year CAGR of 9.10%. The category average over the same window would have grown ₹1 lakh to ₹314,228.

A ₹10,000 monthly SIP in Shriram Aggressive Hybrid Fund- Regular Growth over the last 5 years — total invested ₹600,000 — would be worth ₹705,837 today. That's an XIRR (money-weighted annualised return) of 6.43%.

A ₹10,000 monthly SIP for 10 years in Shriram Aggressive Hybrid Fund- Regular Growth = ₹1,200,000 invested. It would currently be worth ₹1,869,062 (multiplier 1.56×). XIRR: 8.58%. 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- Regular Growth ranks #10 out of 11 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 10.30%; this fund delivered 7.85%.

The worst peak-to-trough decline Shriram Aggressive Hybrid Fund- Regular Growth has experienced over the last 5-year window is 16.79% — 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- Regular Growth averaged 9.48% (best 15.23%, worst 0.81%). 100% of rolling windows ended positive. The 5-year Sharpe ratio is 0.16 — weak risk-adjusted performance.

In calendar year 2025, Shriram Aggressive Hybrid Fund- Regular Growth returned 2.14% — lagging the Aggressive Hybrid Fund category average of 4.17% by 2.03 pp. It ranked #9 of 12 in its category that year.

Shriram Aggressive Hybrid Fund- Regular 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- Regular 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: 16.8%. 5-year CAGR: 7.85%.

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