InvestVerdict
Shriram Aggressive Hybrid Fund
Direct Plan · Growth · Aggressive Hybrid · Scheme code 125711
Fund houseShriram Mutual Fund
CategoryAggressive Hybrid
Plan & optionDirect · Growth
History12.7 years
Returns (%)
| 1M | 3M | 6M | 1Y | 3Y | 5Y | 7Y | 10Y | Launch | |
|---|---|---|---|---|---|---|---|---|---|
| This scheme | 0.43 | 3.87 | 2.03 | 6.12 | 10.96 | 9.28 | 11.88 | 10.22 | 10.95 |
| Nifty 100 benchmark |
0.25 | 3.49 | -1.52 | 1.84 | 10.52 | 9.38 | — | — | 12.79 |
| Aggressive Hybrid category median |
— | — | — | 4.22 | 12.51 | 11.11 | — | 12.23 | — |
Over a year annualised (CAGR), under a year absolute. Computed from AMFI's published NAV history for this scheme.
Risk
| Volatility | Sharpe | Sortino | Beta | Alpha | Max fall | R² | |
|---|---|---|---|---|---|---|---|
| This scheme | 11.2% | 0.40 | 0.54 | 0.71 | -0.06% | -25.7% | 93.11 |
| Nifty 100 benchmark |
17.1% | 0.23 | 0.32 | — | — | -37.0% | — |
Risk-free rate 6.5%. Beta, alpha and R² are regressed on the 82 months this scheme and its benchmark share.
Growth of ₹100 since launch
Drawdown from peak (%)
Every one-year period it has lived through
| Windows | Worst | Median | Best | Periods that lost money |
|---|---|---|---|---|
| 578 | -15.4% | 8.8% | 47.8% | 14% |
Every one-year holding period in this scheme's history, not just the last one — the spread a real investor would have met depending only on when they started.