Previously Known As : Shriram Hybrid Equity Fund
Shriram Aggressive Hybrid Fund Overview
Category Aggressive Hybrid Fund
BMSMONEY Rank 19
BMSMONEY Rating
Gro. Opt. As On: 21-10-2024
NAV ₹32.73(R) -0.51% ₹36.98(D) -0.5%
Returns 1Y 3Y 5Y 7Y 10Y
LumpSum (R) 31.03% 11.74% 13.66% 11.01% 10.49%
LumpSum (D) 33.12% 13.5% 15.43% 12.59% 11.79%
SIP (R) 1.74% 16.91% 15.98% 13.89% 12.14%
SIP (D) 3.41% 18.78% 17.8% 15.6% 13.63%
Ratio Sharpe Ratio Sortino Ratio Sterling Ratio Jensen's Alpha Treynor Ratio
0.63 0.32 0.71 -% -
Risk STD. Dev VaR 1Y95% Max DD Beta Semi Devi.
9.23% -10.26% -8.4% - 6.42%
Top Aggressive Hybrid Fund
Fund Name Rank Rating
Icici Prudential Equity & Debt Fund 1
JM Aggressive Hybrid Fund 2
Edelweiss Aggressive Hybrid Fund 3
Kotak Equity Hybrid Fund 4
UTI Aggressive Hybrid Fund 5
Invesco India Aggressive Hybrid Fund 6

NAV Date: 21-10-2024

Scheme Name NAV Rupee Change Percent Change
Shriram Aggressive Hybrid Fund- Regular-IDCW 26.17
-0.1300
-0.5100%
Shriram Aggressive Hybrid Fund- Direct- IDCW 29.23
-0.1500
-0.5000%
Shriram Aggressive Hybrid Fund- Regular Growth 32.73
-0.1700
-0.5100%
Shriram Aggressive Hybrid Fund- Direct Growth 36.98
-0.1800
-0.5000%

Review Date: 21-10-2024

Shriram Aggressive Hybrid Fund has exhibited poor performance in the Aggressive Hybrid Fund category. The fund has rank of 19 out of 26 funds in the category. The fund has delivered return of 31.03% in 1 year, 11.74% in 3 years, 13.66% in 5 years and 10.49% in 10 years. The category average for the same periods is 32.14%, 13.61%, 17.4% and 12.75% respectively, which shows poor return performance of fund in the category. The fund has exhibited standard deviation of 9.23, VaR of -10.26, Average Drawdown of -3.81, Semi Deviation of 6.42 and Max Drawdown of -8.4. The category average for the same parameters is 9.76, -10.77, -3.93, 6.88 and -9.63 respectively. The fund has low risk in the category.

Key Points:

  1. An investment of ₹10,000 in Shriram Aggressive Hybrid Fund direct growth option would have grown to ₹13312.0 in 1 year, ₹14621.0 in 3 years and ₹20492.0 in 5 years as of today (21-10-2024).
  2. An SIP of ₹1,000 per month in Shriram Aggressive Hybrid Fund direct growth option would have grown to ₹12220.0 in 1 year, ₹47472.0 in 3 years and ₹93565.0 in 5 years as of today (21-10-2024).
  3. standard deviation of 9.23 and based on VaR one can expect to lose more than -10.26% of current value of fund in one year.
  4. Sharpe ratio of the fund is 0.63 which shows average performance of fund in the aggressive hybrid fund category.


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KPIs* Fund Benchmark Cat. Avg Min | Max Rank (In Cat.) Performance
1M Return % -3.16
-3.02
-4.62 | -2.18 19 | 28 Average
3M Return % 0.15
2.59
-2.28 | 6.52 27 | 28 Poor
6M Return % 8.90
12.74
4.50 | 17.63 27 | 28 Poor
1Y Return % 31.03
32.14
23.57 | 46.63 16 | 28 Average
3Y Return % 11.74
13.61
7.63 | 21.61 19 | 26 Average
5Y Return % 13.66
17.40
12.58 | 26.79 22 | 25 Poor
7Y Return % 11.01
13.28
9.76 | 18.97 16 | 20 Poor
10Y Return % 10.49
12.75
9.41 | 16.31 14 | 15 Poor
1Y SIP Return % 1.74
6.32
0.19 | 14.81 25 | 28 Poor
3Y SIP Return % 16.91
19.17
13.44 | 30.84 17 | 26 Average
5Y SIP Return % 15.98
19.50
13.97 | 28.50 22 | 25 Poor
7Y SIP Return % 13.89
17.15
12.30 | 22.87 18 | 20 Poor
10Y SIP Return % 12.14
14.69
11.52 | 19.31 14 | 15 Poor
Standard Deviation 9.23
9.76
8.64 | 13.51 10 | 26 Good
Semi Deviation 6.42
6.88
6.02 | 9.89 7 | 26 Very Good
Max Drawdown % -8.40
-9.63
-17.76 | -5.01 9 | 26 Good
VaR 1 Y % -10.26
-10.77
-19.78 | -7.12 14 | 26 Good
Average Drawdown % -3.81
-3.93
-5.36 | -2.00 12 | 26 Good
Sharpe Ratio 0.63
0.82
0.23 | 1.62 21 | 26 Average
Sterling Ratio 0.71
0.81
0.37 | 1.47 18 | 26 Average
Sortino Ratio 0.32
0.44
0.12 | 0.93 20 | 26 Average
Return data last Updated On : Oct. 21, 2024.
Other parameters, fund ranking, non return related analysis are updated after every month end. Last Updated On : Sept. 30, 2024
KPIs: Key Performance Indicators

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KPIs* Fund Benchmark Cat. Avg Min | Max Rank (In Cat.) Performance
1M Return % -3.03 -2.93 -4.52 | -2.08 18 | 28
3M Return % 0.57 2.90 -1.96 | 6.87 27 | 28
6M Return % 9.78 13.42 5.17 | 18.60 27 | 28
1Y Return % 33.12 33.75 24.37 | 49.21 13 | 28
3Y Return % 13.50 14.98 9.39 | 23.16 18 | 26
5Y Return % 15.43 18.80 14.07 | 28.01 21 | 25
7Y Return % 12.59 14.52 10.88 | 20.20 16 | 20
10Y Return % 11.79 13.84 10.61 | 17.31 13 | 15
1Y SIP Return % 3.41 7.63 0.92 | 16.72 24 | 28
3Y SIP Return % 18.78 20.60 15.30 | 32.73 15 | 26
5Y SIP Return % 17.80 20.94 15.85 | 30.06 21 | 25
7Y SIP Return % 15.60 18.39 14.09 | 24.21 16 | 20
10Y SIP Return % 13.63 15.79 12.73 | 20.40 13 | 15
Standard Deviation 9.23 9.76 8.64 | 13.51 10 | 26
Semi Deviation 6.42 6.88 6.02 | 9.89 7 | 26
Max Drawdown % -8.40 -9.63 -17.76 | -5.01 9 | 26
VaR 1 Y % -10.26 -10.77 -19.78 | -7.12 14 | 26
Average Drawdown % -3.81 -3.93 -5.36 | -2.00 12 | 26
Sharpe Ratio 0.63 0.82 0.23 | 1.62 21 | 26
Sterling Ratio 0.71 0.81 0.37 | 1.47 18 | 26
Sortino Ratio 0.32 0.44 0.12 | 0.93 20 | 26
Return data last Updated On : Oct. 21, 2024.
Other parameters, fund ranking, non return related analysis are updated after every month end. Last Updated On : Sept. 30, 2024
KPIs: Key Performance Indicators

Investment Period Regular Direct
Return % Current Value of ₹ 10000 Return % Current Value of ₹ 10000
1D -0.51 ₹ 9,949.00 -0.50 ₹ 9,950.00
1W -2.56 ₹ 9,744.00 -2.53 ₹ 9,747.00
1M -3.16 ₹ 9,684.00 -3.03 ₹ 9,697.00
3M 0.15 ₹ 10,015.00 0.57 ₹ 10,057.00
6M 8.90 ₹ 10,890.00 9.78 ₹ 10,978.00
1Y 31.03 ₹ 13,103.00 33.12 ₹ 13,312.00
3Y 11.74 ₹ 13,951.00 13.50 ₹ 14,621.00
5Y 13.66 ₹ 18,967.00 15.43 ₹ 20,492.00
7Y 11.01 ₹ 20,775.00 12.59 ₹ 22,941.00
10Y 10.49 ₹ 27,110.00 11.79 ₹ 30,490.00
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
XIRR % Current Value of Invested Amount XIRR % Current Value of Invested Amount
1Y ₹ 12000 1.74 ₹ 12,112.90 3.41 ₹ 12,220.10
3Y ₹ 36000 16.91 ₹ 46,233.94 18.78 ₹ 47,471.90
5Y ₹ 60000 15.98 ₹ 89,485.50 17.80 ₹ 93,564.60
7Y ₹ 84000 13.89 ₹ 137,840.72 15.60 ₹ 146,531.11
10Y ₹ 120000 12.14 ₹ 225,766.32 13.63 ₹ 244,589.40
15Y ₹ 180000 ₹ ₹


Date Shriram Aggressive Hybrid Fund NAV Regular Growth Shriram Aggressive Hybrid Fund NAV Direct Growth
21-10-2024 32.7305 36.984
18-10-2024 32.8982 37.1682
17-10-2024 32.7609 37.0113
16-10-2024 33.461 37.8004
15-10-2024 33.5839 37.9374
14-10-2024 33.5915 37.9442
11-10-2024 33.5512 37.8933
10-10-2024 33.3888 37.7081
09-10-2024 33.6737 38.0281
08-10-2024 33.3779 37.6922
07-10-2024 32.794 37.0311
04-10-2024 33.0314 37.2938
03-10-2024 33.1925 37.4739
01-10-2024 33.5977 37.9277
30-09-2024 33.5667 37.891
27-09-2024 33.9036 38.2658
26-09-2024 33.7813 38.126
25-09-2024 33.7041 38.037
24-09-2024 33.8201 38.1661
23-09-2024 33.7977 38.139

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.