Previously Known As : Shriram Hybrid Equity Fund

Shriram Aggressive Hybrid Fund Overview
Category	Aggressive Hybrid Fund
BMSMONEY Rank	26
BMSMONEY Rating
Gro. Opt.	As On:	20-12-2024
NAV	₹31.5_(R)		-1.71%	₹35.7_(D)	-1.71%
Returns	1Y	3Y	5Y	7Y	10Y
LumpSum_(R)	15.09%	12.65%	12.19%	10.16%	9.41%
LumpSum_(D)	16.96%	14.44%	13.95%	11.76%	10.73%
SIP_(R)	-%	-%	-%	-%	-%
SIP_(D)	-39.33%	11.75%	14.45%	13.68%	12.49%
Ratio	Sharpe Ratio	Sortino Ratio	Sterling Ratio	Jensen's Alpha	Treynor Ratio
Ratio	0.45	0.22	0.68	-%	-
Risk	STD. Dev	VaR 1Y95%	Max DD	Beta	Semi Devi.
Risk	9.91%	-11.09%	-6.93%	-	7.14%

Top Aggressive Hybrid Fund
Fund Name	Rank	Rating
JM Aggressive Hybrid Fund	1
Kotak Equity Hybrid Fund	2
UTI Aggressive Hybrid Fund	3
Icici Prudential Equity & Debt Fund	4
Invesco India Aggressive Hybrid Fund	5
Edelweiss Aggressive Hybrid Fund	6

NAV Date: 20-12-2024

Scheme Name	NAV	Rupee Change	Percent Change
Shriram Aggressive Hybrid Fund- Regular-IDCW	25.19	-0.4400	-1.7100%
Shriram Aggressive Hybrid Fund- Direct- IDCW	28.21	-0.4900	-1.7100%
Shriram Aggressive Hybrid Fund- Regular Growth	31.5	-0.5500	-1.7100%
Shriram Aggressive Hybrid Fund- Direct Growth	35.7	-0.6200	-1.7100%

Review Date: 20-12-2024

Shriram Aggressive Hybrid Fund has exhibited poor performance in the Aggressive Hybrid Fund category. The fund has rank of 26 out of 26 funds in the category. The fund has delivered return of 15.09% in 1 year, 12.65% in 3 years, 12.19% in 5 years and 9.41% in 10 years. The category average for the same periods is 19.65%, 14.85%, 16.16% and 11.83% respectively, which shows poor return performance of fund in the category. The fund has exhibited standard deviation of 9.91, VaR of -11.09, Average Drawdown of -3.99, Semi Deviation of 7.14 and Max Drawdown of -6.93. The category average for the same parameters is 10.06, -11.75, -4.11, 7.12 and -9.25 respectively. The fund has low risk in the category.

Key Points:

An investment of ₹10,000 in Shriram Aggressive Hybrid Fund direct growth option would have grown to ₹11696.0 in 1 year, ₹14988.0 in 3 years and ₹19210.0 in 5 years as of today (20-12-2024).
An SIP of ₹1,000 per month in Shriram Aggressive Hybrid Fund direct growth option would have grown to ₹9251.0 in 1 year, ₹42930.0 in 3 years and ₹86190.0 in 5 years as of today (20-12-2024).
standard deviation of 9.91 and based on VaR one can expect to lose more than -11.09% of current value of fund in one year.
Sharpe ratio of the fund is 0.45 which shows poor performance of fund in the aggressive hybrid fund category.

Select Parameter:

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KPIs^*	Fund	Cat. Avg	Min \| Max	Rank _{(In Cat.)}	Performance
1M Return %	2.24	2.09	0.42 \| 5.63	10 \| 28	Good
3M Return %	-6.15	-4.51	-10.95 \| 0.18	25 \| 28	Poor
6M Return %	-1.05	2.94	-7.92 \| 9.50	26 \| 27	Poor
1Y Return %	15.09	19.65	14.60 \| 30.01	25 \| 28	Poor
3Y Return %	12.65	14.85	8.93 \| 23.60	20 \| 26	Average
5Y Return %	12.19	16.16	11.55 \| 27.08	22 \| 25	Poor
7Y Return %	10.16	12.29	8.98 \| 16.82	16 \| 20	Poor
10Y Return %	9.41	11.83	8.41 \| 15.01	15 \| 16	Poor
Standard Deviation	9.91	10.06	8.70 \| 13.76	17 \| 26	Average
Semi Deviation	7.14	7.12	6.11 \| 10.03	18 \| 26	Average
Max Drawdown %	-6.93	-9.25	-17.76 \| -5.44	6 \| 26	Very Good
VaR 1 Y %	-11.09	-11.75	-19.78 \| -8.42	10 \| 26	Good
Average Drawdown %	-3.99	-4.11	-6.25 \| -2.42	13 \| 26	Good
Sharpe Ratio	0.45	0.69	0.11 \| 1.36	23 \| 26	Poor
Sterling Ratio	0.68	0.76	0.34 \| 1.34	15 \| 26	Average
Sortino Ratio	0.22	0.36	0.07 \| 0.85	24 \| 26	Poor

_{Return data last Updated On :
Dec. 20, 2024.

Other parameters, fund ranking, non return related analysis are updated after every month end. Last Updated On :

Nov. 29, 2024

KPIs: Key Performance Indicators}

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KPIs^*	Fund	Cat. Avg	Min \| Max	Rank _{(In Cat.)}
1M Return %	2.38	2.19	0.52 \| 5.76	8 \| 28
3M Return %	-5.74	-4.23	-10.66 \| 0.50	25 \| 28
6M Return %	-0.22	3.56	-7.32 \| 10.22	25 \| 27
1Y Return %	16.96	21.13	15.64 \| 32.35	24 \| 28
3Y Return %	14.44	16.24	10.25 \| 25.24	18 \| 26
5Y Return %	13.95	17.55	12.82 \| 28.32	21 \| 25
7Y Return %	11.76	13.51	9.92 \| 18.06	15 \| 20
10Y Return %	10.73	12.94	9.60 \| 16.00	15 \| 16
1Y SIP Return %	-39.33	-34.34	-39.33 \| -26.79	26 \| 26
3Y SIP Return %	11.75	14.85	9.75 \| 25.47	19 \| 24
5Y SIP Return %	14.45	18.10	13.07 \| 27.09	20 \| 23
7Y SIP Return %	13.68	16.84	13.44 \| 23.61	17 \| 18
10Y SIP Return %	12.49	14.67	12.01 \| 18.30	14 \| 15
Standard Deviation	9.91	10.06	8.70 \| 13.76	17 \| 26
Semi Deviation	7.14	7.12	6.11 \| 10.03	18 \| 26
Max Drawdown %	-6.93	-9.25	-17.76 \| -5.44	6 \| 26
VaR 1 Y %	-11.09	-11.75	-19.78 \| -8.42	10 \| 26
Average Drawdown %	-3.99	-4.11	-6.25 \| -2.42	13 \| 26
Sharpe Ratio	0.45	0.69	0.11 \| 1.36	23 \| 26
Sterling Ratio	0.68	0.76	0.34 \| 1.34	15 \| 26
Sortino Ratio	0.22	0.36	0.07 \| 0.85	24 \| 26

Investment Period	Regular		Direct
Investment Period	Return %	Current Value of ₹ 10000	Return %	Current Value of ₹ 10000
1D	-1.71	₹ 9,829.00	-1.71	₹ 9,829.00
1W	-2.47	₹ 9,753.00	-2.44	₹ 9,756.00
1M	2.24	₹ 10,224.00	2.38	₹ 10,238.00
3M	-6.15	₹ 9,385.00	-5.74	₹ 9,426.00
6M	-1.05	₹ 9,895.00	-0.22	₹ 9,978.00
1Y	15.09	₹ 11,509.00	16.96	₹ 11,696.00
3Y	12.65	₹ 14,295.00	14.44	₹ 14,988.00
5Y	12.19	₹ 17,776.00	13.95	₹ 19,210.00
7Y	10.16	₹ 19,681.00	11.76	₹ 21,772.00
10Y	9.41	₹ 24,587.00	10.73	₹ 27,708.00
15Y		₹		₹

Disclaimer: Past performance may or may not be sustained in future and should not be used as a basis for comparison with other investments. Returns for periods above 1 year are annualised.

Investment Period	Invested Amount	Regular		Direct
Investment Period	Invested Amount	XIRR %	Current Value of Invested Amount	XIRR %	Current Value of Invested Amount
1Y	₹ 12000		₹	-39.33	₹ 9,251.47
3Y	₹ 36000		₹	11.75	₹ 42,930.07
5Y	₹ 60000		₹	14.45	₹ 86,189.82
7Y	₹ 84000		₹	13.68	₹ 136,828.61
10Y	₹ 120000		₹	12.49	₹ 230,102.76
15Y	₹ 180000		₹		₹

Date	Shriram Aggressive Hybrid Fund NAV Regular Growth	Shriram Aggressive Hybrid Fund NAV Direct Growth
20-12-2024	31.5044	35.7
19-12-2024	32.0538	36.3207
18-12-2024	32.1305	36.406
17-12-2024	32.2009	36.484
16-12-2024	32.3939	36.701
13-12-2024	32.3023	36.5919
12-12-2024	32.1947	36.4683
11-12-2024	32.1953	36.4673
10-12-2024	32.0818	36.337
09-12-2024	32.0301	36.2767
06-12-2024	32.0622	36.3079
05-12-2024	31.949	36.178
04-12-2024	31.7604	35.9627
03-12-2024	31.7492	35.9484
02-12-2024	31.6578	35.8432
29-11-2024	31.4355	35.5864
28-11-2024	31.182	35.2978
27-11-2024	31.3258	35.4589
26-11-2024	31.3103	35.4397
25-11-2024	31.455	35.6018
22-11-2024	31.1005	35.1955
21-11-2024	30.8146	34.8703

Fund Launch Date: 08/Nov/2013
Fund Category: Aggressive Hybrid Fund
Investment Objective: The investment objective of the scheme would be to generate long term capital appreciation and current income with reduced volatility by investing in a judicious mix of a diversified portfolio of Equity and Equity related investments, debt and money market instruments.
Fund Description: An Open Ended Hybrid Scheme investing Predominantly inEquity and Equity related instruments
Fund Benchmark: Nifty 50 Total Return Index (70%)Debt Crisil Composite Bond Fund Index (30%)

_{Source: Fund FactSheet}

Disclaimer: NO INVESTMENT ADVICE. The Content is for informational purposes only.

Shriram Aggressive Hybrid Fund

Previously Known As : Shriram Hybrid Equity Fund

Shriram Aggressive Hybrid Fund NAV

Shriram Aggressive Hybrid Fund Review

Shriram Aggressive Hybrid Fund Performance Comparison with Peers (Regular Plan Chart)

Shriram Aggressive Hybrid Fund Review Dashboard (Regular Plan)

Shriram Aggressive Hybrid Fund Review Dashboard (Direct Plan)

Shriram Aggressive Hybrid Fund Lumpsum Returns and Investment Value

Shriram Aggressive Hybrid Fund SIP Return and Investment Value

Shriram Aggressive Hybrid Fund NAV History

Shriram Aggressive Hybrid Fund Information