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InvestVerdict

Shriram Aggressive Hybrid Fund

Direct Plan · IDCW · Aggressive Hybrid · Scheme code 125712

NAV₹29.5422as on 28 Aug 2026
Fund houseShriram Mutual Fund
CategoryAggressive Hybrid
Plan & optionDirect · IDCW
History12.7 years

Returns (%)

 1M3M6M1Y3Y5Y7Y10YLaunch
This scheme 0.433.851.97 5.9210.769.12 11.7610.098.89
Nifty 100
benchmark		 0.253.49-1.52 1.8410.529.38 ——12.79
Aggressive Hybrid
category median		 ——— 4.2212.5111.11 —12.23—

Over a year annualised (CAGR), under a year absolute. Computed from AMFI's published NAV history for this scheme.

Risk

 VolatilitySharpeSortinoBetaAlphaMax fallR²
This scheme 11.8% 0.36 0.47 0.71 -0.18% -25.7% 93.13
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

801592383162014201620182020202220242026InvestVerdict

Drawdown from peak (%)

0%-8%-16%-24%2014201620182020202220242026

Every one-year period it has lived through

WindowsWorstMedianBestPeriods that lost money
578 -21.4% 7.8% 47.8% 19%

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.

InvestVerdict

Shriram Aggressive Hybrid Fund

Direct Plan · IDCW

Allocation

By asset

Equity72.40%
Debt15.94%
Cash & Equivalents11.67%

By market cap

Concentration

Number of stocks84
Top 5 stocks28.97%
Top 10 stocks46.22%
Top 20 stocks62.27%
Largest holding8.67%
Largest sectorBanks 15.37%
Effective stocks34.2
Cash3.00%
InvestVerdict

Shriram Aggressive Hybrid Fund

Direct Plan · IDCW · holdings

Sector split

Banks — 15.4%Unclassified — 8.7%SOVEREIGN — 5.9%Automobiles — 5.6%CRISIL AAA — 5.3%IT - Software — 4.8%ICRA A1+ — 4.7%Pharmaceuticals & Biotechnology — 4.3%Petroleum Products — 3.9%Other — 41.4%Banks15.4%Unclassified8.7%SOVEREIGN5.9%Automobiles5.6%CRISIL AAA5.3%IT - Software4.8%ICRA A1+4.7%Pharmaceuticals & Biotech…4.3%Petroleum Products3.9%Other41.4%
Banks15.37%
Unclassified8.67%
SOVEREIGN5.88%
Automobiles5.64%
CRISIL AAA5.32%
IT - Software4.78%
ICRA A1+4.72%
Pharmaceuticals & Biotechnology4.33%
Petroleum Products3.89%
Telecom - Services3.37%

A ₹10,000 monthly SIP over five years

InvestedValueGainXIRR
₹600,000 ₹749,970 ₹149,970 8.87%

XIRR, not CAGR — a SIP's money arrives over sixty months, so each instalment has been invested for a different length of time.

Not investment advice. InvestVerdict is not a SEBI-registered Investment Adviser or Research Analyst. Every figure is computed from AMFI's published NAV history and the portfolio the AMC filed with AMFI; none of it is a recommendation to buy, hold or sell. Past returns do not predict future ones. Generated 30 Aug 2026.