MonitorDirect · Growth
Shriram Aggressive Hybrid Fund
Shriram Mutual FundHybrid Schemes - Aggressive Hybrid Fund12.8 years
The scheme seeks 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.
- NAV
- 36.3296
- 15 Sept 2026
- 1Y
- +1.9%
- Trailing CAGR
- AUM
- ₹51.13 Cr
- 31 Aug 2026
- Volatility
- Medium
- 11.4% annualized
NAV
Path not in current snapshots
n/a
Returns
Trailing CAGR and simulated monthly SIP XIRR from daily NAV. Category comparison uses the median of comparable share classes in the peer set.
Trailing CAGR
Point-to-point, calendar-day annualized
- 1Y+1.9%
- 3Y+8.8%
- 5Y+8.0%
- 10Y+9.8%
- SI+10.7%
SIP XIRR
Equal monthly instalments to latest NAV
- 1Y+0.8%
- 3Y+4.0%
- 5Y+8.0%
- 10Y+10.1%
- Since inception
- +10.7%
- Calendar-day CAGR
- Excess 1Y
- +0.5%
- Category median, same plan and option
- 3Y win rate
- +17%
- Windows beating the median
- 3Y percentile
- 14
- Vs comparable share classes
- Worst rolling 3Y
- -1.4%
- 2410 daily-ending windows
- Median rolling 3Y
- +11.3%
- Calendar-day CAGR
- Positive rolling 5Y
- +100%
- 1916 daily-ending windows
- SIP 3Y XIRR
- +4.0%
- Simulated monthly SIP
Drawdown
Peak to trough from a running NAV high. Move across the path to read a date.
Drawdown
Path not in current snapshots
n/a
- Average recovery
- 12 days
- 154 recovered episodes
- Longest recovery
- 226 days
- Trough to prior peak
- Current spell
- 714 days
- Days below latest peak
- Time below peak
- +87%
- NAV observations
12 Feb 2020 – 4 Nov 2020
Trough 23 Mar 2020 · recovered in 226 days
-25.7%
27 Sept 2024 – open
Trough 28 Feb 2025 · not recovered
-16.2%
6 Aug 2015 – 28 Jul 2016
Trough 25 Feb 2016 · recovered in 154 days
-15.2%
18 Oct 2021 – 13 Sept 2022
Trough 17 Jun 2022 · recovered in 88 days
-12.8%
Dimensions
0–100 reads of named metrics. The mean is unweighted and only uses dimensions with data.
Returns
14
Vs category
53
Consistency
22
Risk-adjusted
51
Drawdown
36
Mean
35
Portfolio
31 Aug 2026 · 87 holdings · top 10 are 46.7%.
- Top 5
- 29.0%
- Top 10
- 46.7%
- Largest holding
- 6.6%
- Effective holdings
- 36.2
BANK OF BARODA CD 12FEB27
Financial
6.6%
CENTRAL GOVERNMENT LOAN 31280 GOI 17JN32 6.54 FV RS 100
Entities
5.9%
UNION BANK OF INDIA CD 22FEB27
Financial
5.7%
RURAL ELECTRIFICATION CORPORATION LIMITED SERIES GOI-V 8.54 BD 15NV28 FVRS10LAC
Financial
5.3%
ICICI Bank Ltd
Financial
4.2%
Decision
Quantitative read of the live evidence. An explanation can only restate what is already here.
As of 11 Sept 2026
Monitor
Engine status
Monitor
Recent evidence
Why this status
- Three-year return sits below the 25th percentile of comparable share classes.
Supporting reads
- Risk-adjusted return sits above the documented risk-free proxy.
Worth investigating
Same-category peers with enough history to inspect beside this fund.
BARODA BNP PARIBAS AGGRESSIVE HYBRID FUND
Baroda BNP Paribas Mutual Fund
- 1Y
- +1.5%
- 3Y
- +10.8%
- Vol
- 10.0%
- Max DD
- -12.9%
- Sharpe
- 0.70
- 3Y win
- +100%
- Lower volatility
- Shallower drawdown
- Higher win rate vs category
- Lower TER
- Higher trailing returns
Canara Robeco Aggressive Hybrid Fund
Canara Robeco Mutual Fund
- 1Y
- -0.1%
- 3Y
- +9.9%
- Vol
- 11.7%
- Max DD
- -25.7%
- Sharpe
- 0.72
- 3Y win
- +49%
- Shallower drawdown
- Higher win rate vs category
- Lower TER
- Higher trailing returns
Caveat: Higher volatility
SBI AGGRESSIVE HYBRID FUND
SBI Mutual Fund
- 1Y
- +2.4%
- 3Y
- +10.9%
- Vol
- 10.8%
- Max DD
- -27.5%
- Sharpe
- 0.80
- 3Y win
- +55%
- Lower volatility
- Higher win rate vs category
- Lower TER
- Higher trailing returns
Caveat: Deeper drawdown
HSBC Aggressive Hybrid Fund
HSBC Mutual Fund
- 1Y
- +4.7%
- 3Y
- +12.6%
- Vol
- 12.5%
- Max DD
- -19.6%
- Sharpe
- 0.71
- 3Y win
- +100%
- Shallower drawdown
- Higher win rate vs category
- Higher trailing returns
Caveat: Higher volatility · Higher TER
Mahindra Manulife Aggressive Hybrid Fund
Mahindra Manulife Mutual Fund
- 1Y
- -3.9%
- 3Y
- +10.5%
- Vol
- 12.3%
- Max DD
- -25.4%
- Sharpe
- 0.89
- 3Y win
- +100%
- Shallower drawdown
- Higher win rate vs category
- Higher trailing returns
Caveat: Higher volatility · Higher TER