Previously Known As : Shriram Hybrid Equity Fund
Shriram Aggressive Hybrid Fund Overview
Category Aggressive Hybrid Fund
BMSMONEY Rank 28
Rating
Growth Option 17-04-2025
NAV ₹30.26(R) +1.05% ₹34.48(D) +1.05%
Returns 1Y 3Y 5Y 7Y 10Y
Lumpsum Regular 1.51% 10.41% 14.88% 9.36% 8.64%
Direct 3.2% 12.19% 16.69% 11.0% 9.99%
Benchmark
SIP (XIRR) Regular -5.68% 9.88% 10.82% 10.64% 9.99%
Direct -4.07% 11.73% 12.64% 12.4% 11.56%
Ratio Sharpe Ratio Sortino Ratio Sterling Ratio Jensen's Alpha Treynor Ratio
0.2 0.1 0.35 -2.14% 0.02
Risk STD. Dev VaR 1Y95% Max DD Beta Semi Devi.
11.37% -18.71% -15.95% 1.1 8.44%
Top Aggressive Hybrid Fund
Fund Name Rank Rating
Dsp Equity & Bond Fund 1
Icici Prudential Equity & Debt Fund 2
Edelweiss Aggressive Hybrid Fund 3
UTI Aggressive Hybrid Fund 4
Sbi Equity Hybrid Fund 5
Mahindra Manulife Aggressive Hybrid Fund 6

NAV Date: 17-04-2025

Scheme Name NAV Rupee Change Percent Change
Shriram Aggressive Hybrid Fund- Regular-IDCW 24.19
0.2500
1.0500%
Shriram Aggressive Hybrid Fund- Direct- IDCW 27.23
0.2800
1.0500%
Shriram Aggressive Hybrid Fund- Regular Growth 30.26
0.3100
1.0500%
Shriram Aggressive Hybrid Fund- Direct Growth 34.48
0.3600
1.0500%

Review Date: 17-04-2025

Beginning of Analysis

Shriram Aggressive Hybrid Fund is the 28th ranked fund in the Aggressive Hybrid Fund category. The category has total 28 funds. The Shriram Aggressive Hybrid Fund has shown a very poor past performence in Aggressive Hybrid Fund. The fund has a Jensen Alpha of -2.14% which is lower than the category average of 0.84%, showing poor performance. The fund has a Sharpe Ratio of 0.2 which is lower than the category average of 0.47.
The past performance of the fund may or may not be sustained in the future. The review is not investment advice nor is it a recommendation to buy or sell funds. The ranking is based on proprietary methodology developed by bmsmoney. The methodology is based on the past performance of the funds and does not guarantee future performance.
Aggressive Hybrid Mutual Funds

Shriram Aggressive Hybrid Fund Return Analysis

  • The fund has given a return of 5.94%, 0.35 and -6.84 in last one, three and six months respectively. In the same period the category average return was 5.59%, 0.75% and -3.75% respectively.
  • Shriram Aggressive Hybrid Fund has given a return of 3.2% in last one year. In the same period the Aggressive Hybrid Fund category average return was 10.27%.
  • The fund has given a return of 12.19% in last three years and ranked 26.0th out of 28 funds in the category. In the same period the Aggressive Hybrid Fund category average return was 14.47%.
  • The fund has given a return of 16.69% in last five years and ranked 24th out of 25 funds in the category. In the same period the Aggressive Hybrid Fund category average return was 21.36%.
  • The fund has given a return of 9.99% in last ten years and ranked 15th out of 16 funds in the category. In the same period the category average return was 12.21%.
  • The fund has given a SIP return of -4.07% in last one year whereas category average SIP return is 1.73%. The fund one year return rank in the category is 24th in 28 funds
  • The fund has SIP return of 11.73% in last three years and ranks 28th in 28 funds. JM Aggressive Hybrid Fund has given the highest SIP return (21.03%) in the category in last three years.
  • The fund has SIP return of 12.64% in last five years whereas category average SIP return is 16.41%.

Shriram Aggressive Hybrid Fund Risk Analysis

  • The fund has a standard deviation of 11.37 and semi deviation of 8.44. The category average standard deviation is 11.13 and semi deviation is 7.95.
  • The fund has a Value at Risk (VaR) of -18.71 and a maximum drawdown of -15.95. The category average VaR is -13.66 and the maximum drawdown is -12.84. The fund has a beta of 1.1 which shows that fund is more volatile than the benchmark.

Standard deviation measures the fund's return volatility and Semi deviation focuses on downside volatility. Value at Risk (VaR) is a measure of the risk of investments. Maximum Drawdown is the maximum loss from a peak to a trough of a portfolio. Beta measures the volatility of the fund compared to the benchmark. A beta of 1 indicates that the fund will move in line with the benchmark. A beta of more than 1 indicates that the fund will be more volatile than the benchmark and vice versa.


  • Very Good Performance in Aggressive Hybrid Fund Category
  • Good Performance in Aggressive Hybrid Fund Category
  • Poor Performance in Aggressive Hybrid Fund Category
  • Very Poor Performance in Aggressive Hybrid Fund Category


    • 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.


    Date Shriram Aggressive Hybrid Fund NAV Regular Growth Shriram Aggressive Hybrid Fund NAV Direct Growth
    17-04-2025 30.2589 34.4789
    16-04-2025 29.9458 34.1207
    15-04-2025 29.8473 34.0069
    11-04-2025 29.3895 33.4793
    09-04-2025 29.0792 33.1228
    08-04-2025 29.2112 33.2717
    07-04-2025 28.791 32.7916
    04-04-2025 29.4592 33.548
    03-04-2025 29.6362 33.7479
    02-04-2025 29.6541 33.7667
    01-04-2025 29.4824 33.5697
    28-03-2025 29.7204 33.8343
    27-03-2025 29.6624 33.7667
    26-03-2025 29.5158 33.5983
    25-03-2025 29.651 33.7505
    24-03-2025 29.7052 33.8106
    21-03-2025 29.4691 33.5372
    20-03-2025 29.2527 33.2893
    19-03-2025 29.0479 33.0547
    18-03-2025 28.8722 32.8533
    17-03-2025 28.6035 32.5459

    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.