Previously Known As : Shriram Hybrid Equity Fund
Shriram Aggressive Hybrid Fund Datagrid
Category Aggressive Hybrid Fund
BMSMONEY Rank 28
Rating
Growth Option 27-01-2026
NAV ₹31.39(R) +0.42% ₹36.24(D) +0.44%
Returns 1Y 3Y 5Y 7Y 10Y
Lumpsum Regular 6.85% 11.23% 9.73% 10.14% 9.82%
Direct 8.66% 13.07% 11.49% 11.89% 11.27%
Benchmark
SIP (XIRR) Regular 2.96% 6.49% 8.29% 9.29% 9.3%
Direct 4.73% 8.32% 10.09% 11.08% 10.96%
Ratio Sharpe Ratio Sortino Ratio Sterling Ratio Jensen's Alpha Treynor Ratio
0.57 0.25 0.45 -1.73% 0.05
Risk STD. Dev VaR 1Y95% Max DD Beta Semi Devi.
10.12% -18.71% -15.95% 1.13 7.84%
Fund AUM As on: 30/12/2025 50 Cr
Top Aggressive Hybrid Fund
Fund Name Rank Rating
Icici Prudential Equity & Debt Fund 1
Mahindra Manulife Aggressive Hybrid Fund 2
Sbi Equity Hybrid Fund 3
Bandhan Hybrid Equity Fund 4
UTI Aggressive Hybrid Fund 5
Dsp Equity & Bond Fund 6

NAV Date: 27-01-2026

Scheme Name NAV Rupee Change Percent Change
Shriram Aggressive Hybrid Fund- Regular-IDCW 25.1
0.1000
0.4200%
Shriram Aggressive Hybrid Fund- Direct- IDCW 28.58
0.1200
0.4300%
Shriram Aggressive Hybrid Fund- Regular Growth 31.39
0.1300
0.4200%
Shriram Aggressive Hybrid Fund- Direct Growth 36.24
0.1600
0.4400%

Review Date: 27-01-2026

Beginning of Analysis

In the Aggressive Hybrid Fund category, Shriram Aggressive Hybrid Fund is the 28th ranked fund. 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 -1.73% which is lower than the category average of 0.73%, showing poor performance. The fund has a Sharpe Ratio of 0.57 which is lower than the category average of 0.84.
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 -2.66%, -2.48 and 1.33 in last one, three and six months respectively. In the same period the category average return was -2.88%, -3.33% and 0.11% respectively.
  • Shriram Aggressive Hybrid Fund has given a return of 8.66% in last one year. In the same period the Aggressive Hybrid Fund category average return was 8.95%.
  • The fund has given a return of 13.07% in last three years and ranked 22.0nd out of 28 funds in the category. In the same period the Aggressive Hybrid Fund category average return was 15.44%.
  • The fund has given a return of 11.49% in last five years and ranked 24th out of 26 funds in the category. In the same period the Aggressive Hybrid Fund category average return was 14.82%.
  • The fund has given a return of 11.27% in last ten years and ranked 16th out of 17 funds in the category. In the same period the category average return was 13.57%.
  • The fund has given a SIP return of 4.73% in last one year whereas category average SIP return is 3.29%. The fund one year return rank in the category is 7th in 28 funds
  • The fund has SIP return of 8.32% in last three years and ranks 26th in 28 funds. Icici Prudential Equity & Debt Fund has given the highest SIP return (14.44%) in the category in last three years.
  • The fund has SIP return of 10.09% in last five years whereas category average SIP return is 12.43%.

Shriram Aggressive Hybrid Fund Risk Analysis

  • The fund has a standard deviation of 10.12 and semi deviation of 7.84. The category average standard deviation is 9.79 and semi deviation is 7.17.
  • The fund has a Value at Risk (VaR) of -18.71 and a maximum drawdown of -15.95. The category average VaR is -12.01 and the maximum drawdown is -12.77. 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

    • Investors beware: Mutual Fund investments are subject to market risks. Please read the scheme related documents carefully.

    Data Source: www.amfiindia.com

    SEBI Categorization


    KPIs* Fund Benchmark Cat. Avg Min | Max Rank (In Cat.) Performance
    1M Return % -2.79
    -2.97
    		-5.24 | -1.92 12 | 28 Good
    3M Return % -2.89
    -3.62
    		-6.37 | -0.81 7 | 28 Very Good
    6M Return % 0.47
    -0.49
    		-3.07 | 2.82 8 | 28 Good
    1Y Return % 6.85
    7.65
    		2.50 | 13.18 17 | 28 Average
    3Y Return % 11.23
    14.06
    		11.04 | 18.62 27 | 28 Poor
    5Y Return % 9.73
    13.46
    		9.64 | 20.97 25 | 26 Poor
    7Y Return % 10.14
    13.14
    		10.10 | 18.22 23 | 24 Poor
    10Y Return % 9.82
    12.38
    		9.82 | 16.49 17 | 17 Poor
    1Y SIP Return % 2.96
    2.04
    		-3.19 | 7.06 10 | 28 Good
    3Y SIP Return % 6.49
    9.16
    		6.16 | 13.74 27 | 28 Poor
    5Y SIP Return % 8.29
    11.07
    		8.20 | 16.55 25 | 26 Poor
    7Y SIP Return % 9.29
    12.54
    		9.29 | 18.36 24 | 24 Poor
    10Y SIP Return % 9.30
    12.28
    		9.30 | 16.76 17 | 17 Poor
    Standard Deviation 10.12
    9.79
    		8.26 | 14.11 22 | 28 Poor
    Semi Deviation 7.84
    7.17
    		5.90 | 10.44 23 | 28 Poor
    Max Drawdown % -15.95
    -12.77
    		-18.90 | -8.07 25 | 28 Poor
    VaR 1 Y % -18.71
    -12.01
    		-18.71 | -7.61 28 | 28 Poor
    Average Drawdown % -5.29
    -4.28
    		-7.84 | -2.24 23 | 28 Poor
    Sharpe Ratio 0.57
    0.84
    		0.45 | 1.45 26 | 28 Poor
    Sterling Ratio 0.45
    0.64
    		0.41 | 0.93 27 | 28 Poor
    Sortino Ratio 0.25
    0.42
    		0.22 | 0.81 27 | 28 Poor
    Jensen Alpha % -1.73
    0.73
    		-5.26 | 6.60 25 | 28 Poor
    Treynor Ratio 0.05
    0.07
    		0.04 | 0.12 25 | 28 Poor
    Modigliani Square Measure % 8.91
    11.34
    		7.22 | 16.56 27 | 28 Poor
    Alpha % -0.50
    2.01
    		-1.68 | 7.12 24 | 28 Poor
    Return data last Updated On : Jan. 27, 2026.
    Other parameters, fund ranking, non return related analysis are updated after every month end. Last Updated On : Dec. 31, 2025
    KPIs: Key Performance Indicators

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    KPIs* Fund Benchmark Cat. Avg Min | Max Rank (In Cat.) Performance
    1M Return % -2.66 -2.88 -5.15 | -1.81 11 | 28 Good
    3M Return % -2.48 -3.33 -6.07 | -0.65 7 | 28 Very Good
    6M Return % 1.33 0.11 -2.29 | 3.13 6 | 28 Very Good
    1Y Return % 8.66 8.95 4.16 | 14.73 14 | 28 Good
    3Y Return % 13.07 15.44 12.26 | 19.70 22 | 28 Poor
    5Y Return % 11.49 14.82 10.99 | 21.65 24 | 26 Poor
    7Y Return % 11.89 14.47 11.60 | 19.59 21 | 24 Poor
    10Y Return % 11.27 13.57 11.16 | 17.41 16 | 17 Poor
    1Y SIP Return % 4.73 3.29 -1.60 | 8.51 7 | 28 Very Good
    3Y SIP Return % 8.32 10.53 7.61 | 14.44 26 | 28 Poor
    5Y SIP Return % 10.09 12.43 9.58 | 17.24 24 | 26 Poor
    7Y SIP Return % 11.08 13.89 10.89 | 19.04 22 | 24 Poor
    10Y SIP Return % 10.96 13.47 10.69 | 17.51 16 | 17 Poor
    Standard Deviation 10.12 9.79 8.26 | 14.11 22 | 28 Poor
    Semi Deviation 7.84 7.17 5.90 | 10.44 23 | 28 Poor
    Max Drawdown % -15.95 -12.77 -18.90 | -8.07 25 | 28 Poor
    VaR 1 Y % -18.71 -12.01 -18.71 | -7.61 28 | 28 Poor
    Average Drawdown % -5.29 -4.28 -7.84 | -2.24 23 | 28 Poor
    Sharpe Ratio 0.57 0.84 0.45 | 1.45 26 | 28 Poor
    Sterling Ratio 0.45 0.64 0.41 | 0.93 27 | 28 Poor
    Sortino Ratio 0.25 0.42 0.22 | 0.81 27 | 28 Poor
    Jensen Alpha % -1.73 0.73 -5.26 | 6.60 25 | 28 Poor
    Treynor Ratio 0.05 0.07 0.04 | 0.12 25 | 28 Poor
    Modigliani Square Measure % 8.91 11.34 7.22 | 16.56 27 | 28 Poor
    Alpha % -0.50 2.01 -1.68 | 7.12 24 | 28 Poor
    Return data last Updated On : Jan. 27, 2026.
    Other parameters, fund ranking, non return related analysis are updated after every month end. Last Updated On : Dec. 31, 2025
    KPIs: Key Performance Indicators

    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
    27-01-2026 31.3929 36.2422
    23-01-2026 31.2628 36.0852
    22-01-2026 31.5675 36.4352
    21-01-2026 31.4451 36.2922
    20-01-2026 31.5561 36.4187
    19-01-2026 31.9039 36.8183
    16-01-2026 32.0266 36.9547
    14-01-2026 32.052 36.9806
    13-01-2026 32.0492 36.9756
    12-01-2026 32.0836 37.0135
    09-01-2026 32.0343 36.9514
    08-01-2026 32.2277 37.1728
    07-01-2026 32.5475 37.5399
    06-01-2026 32.5748 37.5696
    05-01-2026 32.623 37.6235
    02-01-2026 32.6823 37.6865
    01-01-2026 32.5509 37.5332
    31-12-2025 32.521 37.497
    30-12-2025 32.2742 37.2107
    29-12-2025 32.2951 37.233

    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.