Should I invest in Shriram Aggressive Hybrid Fund- Regular?

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

Shriram

Shriram Aggressive Hybrid Fund- Regular-IDCW

Latest NAV

₹24.7453

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%	+0.09%	+0.15	16 / 33	Q2
1W	-1.18%	-1.58%	+0.40	14 / 33	Q2
2W	-0.02%	-0.53%	+0.51	12 / 33	Q2
1M	-0.81%	-2.04%	+1.24	10 / 33	Q2
3M	-1.44%	-2.12%	+0.68	14 / 33	Q2
6M	-4.22%	-5.78%	+1.57	8 / 33	Q1
YTD	-4.64%	-5.97%	+1.33	9 / 33	Q2
1Y	+0.59%	-1.00%	+1.59	12 / 33	Q2
2Y	-1.68%	+3.07%	-4.76	20 / 33	Q3
3Y	+9.59%	+9.48%	+0.11	16 / 32	Q2
4Y	+9.07%	+10.33%	-1.26	20 / 30	Q3
5Y	+7.85%	+9.61%	-1.76	20 / 29	Q3
7Y	+8.79%	+9.61%	-0.83	20 / 28	Q3
10Y	+9.10%	+8.73%	+0.37	9 / 13	Q3
Inception	+7.55%	+7.75%	-0.20	21 / 33	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	-4.64%	-5.92%	+1.29	8 / 28
2025	+2.15%	-0.84%	+2.99	11 / 32
2024	+13.12%	+15.73%	-2.61	14 / 32
2023	+20.48%	+20.31%	+0.16	11 / 32
2022	+1.62%	+1.23%	+0.38	19 / 29
2021	+14.70%	+19.99%	-5.29	25 / 30
2020	+12.59%	+16.86%	-4.27	17 / 29
2019	+7.98%	+2.13%	+5.85	14 / 27
2018	+1.61%	-4.28%	+5.89	8 / 14
2017	+22.79%	+17.35%	+5.44	2 / 14
2016	+0.92%	-0.78%	+1.71	9 / 12

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

+8.34%

141 windows

min -21.6% · max 45.4%

76% positive

3-Year rolling

+8.52%

116 windows

min -1.4% · max 16.9%

99% positive

5-Year rolling

+8.63%

92 windows

min -1.3% · max 15.2%

99% positive

7-Year rolling

+8.70%

68 windows

min 5.2% · 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 - IDCW (Payout / Reinvestment)	Invesco	₹20.5015	3 Jun 2026
Bandhan Aggressive Hybrid Fund-Regular Plan IDCW	Bandhan	₹18.4860	3 Jun 2026
Mirae Asset Aggressive Hybrid Fund - Regular Plan - IDCW	Mirae Asset	₹16.5000	3 Jun 2026
Edelweiss Aggressive Hybrid Fund - Regular Plan - IDCW Option	Edelweiss	₹25.3500	3 Jun 2026
HSBC Aggressive Hybrid Fund - Regular Annual IDCW	HSBC	₹16.4066	3 Jun 2026
Baroda BNP Paribas Aggressive Hybrid Fund- REGULAR PLAN- IDCW OPTION	Baroda BNP Paribas	₹15.2547	3 Jun 2026
Axis Aggressive Hybrid Fund - Regular Plan - Monthly IDCW	Axis	₹12.1500	3 Jun 2026
BANK OF INDIA MID & SMALL CAP EQUITY & DEBT FUND - REGULAR PLAN IDCW	Bank of India	₹33.0600	3 Jun 2026
Groww Aggressive Hybrid Fund (formerly known as Indiabulls Equity Hybrid Fund)- Regular Plan- - Income Distribution cum capital withdrawal Option (Payout & Reinvestment)	Groww	₹19.9339	3 Jun 2026
JM Aggressive Hybrid Fund (Regular) - Annual IDCW		₹31.2903	3 Jun 2026

Recent NAVs

Date	NAV
3 Jun 2026	₹24.7453
2 Jun 2026	₹24.8191
1 Jun 2026	₹24.7610
29 May 2026	₹24.8622
27 May 2026	₹25.1027
26 May 2026	₹25.1148
22 May 2026	₹24.9106
21 May 2026	₹24.8722
20 May 2026	₹24.8539
19 May 2026	₹24.8244

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-IDCW is ₹24.7453. It's a Aggressive Hybrid Fund from Shriram, run as a Regular plan IDCW (dividend) option. NAVs update once per business day from the AMFI feed.

Shriram Aggressive Hybrid Fund- Regular-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- Regular-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- Regular-IDCW has delivered a absolute return of 0.59% — +1.59 pp ahead of the Aggressive Hybrid Fund category average of -1.00%. The fund ranks #12 of 33 in its category — the second (Q2) quartile.

Over the trailing 3-year window, Shriram Aggressive Hybrid Fund- Regular-IDCW has delivered a CAGR of 9.59% — +0.11 pp ahead of the Aggressive Hybrid Fund category average of 9.48%. The fund ranks #16 of 32 in its category — the second (Q2) quartile.

Over the trailing 5-year window, Shriram Aggressive Hybrid Fund- Regular-IDCW has delivered a CAGR of 7.85% — -1.76 pp behind the Aggressive Hybrid Fund category average of 9.61%. The fund ranks #20 of 29 in its category — the third (Q3) quartile.

₹1 lakh invested in Shriram Aggressive Hybrid Fund- Regular-IDCW exactly 10 years ago would be worth approximately ₹239,014 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 ₹231,009.

A ₹10,000 monthly SIP in Shriram Aggressive Hybrid Fund- Regular-IDCW over the last 5 years — total invested ₹600,000 — would be worth ₹705,945 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-IDCW = ₹1,200,000 invested. It would currently be worth ₹1,869,379 (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-IDCW ranks #20 out of 29 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 7.85%.

The worst peak-to-trough decline Shriram Aggressive Hybrid Fund- Regular-IDCW 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-IDCW averaged 8.63% (best 15.24%, worst -1.33%). 99% 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-IDCW returned 2.15% — beating the Aggressive Hybrid Fund category average of -0.84% by 2.99 pp. It ranked #11 of 32 in its category that year.

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

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