Shriram Aggressive Hybrid Fund- Regular Growth
💡 Why Pick This Fund? Quantitative Strengths & Watch-outs
- Delivered positive returns in 99% of 3-year investment horizons.
- Strong capital defense: downside capture of 77% limits losses during market corrections.
- Over 13 years of operational history across different market cycles.
- Equities carry market risk; returns fluctuate and recommended investment horizon is 5+ years.
Key Statistics vs Category Median
Trailing Returns Comparison
| Period | Fund Return | Category Median | Difference |
|---|---|---|---|
| 1 Month | +6.79% | +6.16% | +0.63% |
| 3 Months | +0.96% | +1.07% | -0.11% |
| 6 Months | +4.85% | +5.38% | -0.53% |
| 1 Year | +1.47% | +2.59% | -1.12% |
| 3 Years CAGR | +8.48% | +10.89% | -2.41% |
| 5 Years CAGR | +6.97% | +8.84% | -1.87% |
| 7 Years CAGR | +9.27% | +12.32% | -3.05% |
| 10 Years CAGR | +9.29% | +11.96% | -2.67% |
| Since Inception | +9.60% | - | - |
📈 Monthly SIP vs Bank Fixed Deposit (FD) Replay
See how a regular monthly SIP in Shriram Aggressive Hybrid Fund compares against a standard 7.0% p.a. Bank Fixed Deposit.
Calendar Year Returns
| Year | Fund | Category Median | Gap |
|---|---|---|---|
| 2026 | +0.52% | +2.63% | -2.11% |
| 2025 | +2.29% | +6.01% | -3.72% |
| 2024 | +13.21% | +15.75% | -2.54% |
| 2023 | +20.88% | +20.35% | +0.53% |
| 2022 | +1.62% | +2.27% | -0.65% |
| 2021 | +14.99% | +23.77% | -8.78% |
| 2020 | +12.70% | +13.43% | -0.73% |
| 2019 | +8.20% | +10.39% | -2.19% |
| 2018 | +1.17% | -2.51% | +3.68% |
| 2017 | +23.62% | +25.44% | -1.82% |
| 2016 | +1.07% | +5.08% | -4.01% |
| 2015 | -0.03% | +2.88% | -2.91% |
| 2014 | +26.84% | +43.24% | -16.40% |
Daily Rolling Returns Summary
| Rolling Window | Minimum | Average | Median | Maximum | % Positive | % Beating Proxy |
|---|---|---|---|---|---|---|
| 1-Year Rolling | -19.55% | +9.71% | +7.34% | +53.33% | 79.7% | 29.8% |
| 3-Year Rolling | -2.45% | +9.69% | +9.93% | +19.01% | 99.2% | 9.2% |
| 5-Year Rolling | +0.16% | +9.42% | +9.32% | +17.31% | 100.0% | 1.3% |
Risk Profile & Deepest Drawdowns
Deepest Market Corrections (Depth >= 10%)
| Peak Date | Trough Date | Fall Depth | Months to Bottom | Recovery Period |
|---|---|---|---|---|
| 2020-02-12 | 2020-03-23 | -25.8% | 1 months | 7 months |
| 2024-09-27 | 2025-02-28 | -16.8% | 5 months | Not yet recovered |
| 2015-08-06 | 2016-02-25 | -15.5% | 7 months | 5 months |
Portfolio & Asset Allocation
Statutory Asset Allocation Mandate (SEBI / SID)
| Instrument Category | Permitted Allocation Range |
|---|---|
| Equity, Equity related instruments and Derivatives: 65% to 80%; Debt instruments (including fixed/ floating rate) and Money Market instruments: 20% to 35% and Units issued by InvITs / ETCDs / Units of Mutual Fund (including Gold ETF & Silver ETF): 0% to 15% | Per Scheme Mandate |
Investment Objective & Strategy
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. There is no assurance that the investment objective of the Scheme will be achieved. The Scheme does not assure or guarantee any returns.
ℹ️ Detailed monthly stock-level holdings for this scheme are updated periodically from asset management company statutory disclosures.
Fund Size Position
Currently managing Rs 53.1 cr (AMFI Daily Fund AUM as of 2026-11-11). Positioned as too small relative to Aggressive Hybrid schemes.
Fund Management
Cost & Capital Gains Taxation
From April 2026 the total expense ratio includes brokerage, transaction costs and statutory levies on top of the base fee.
Equity-oriented schemes: 20% short-term capital gains tax if sold within 12 months; 12.5% long-term capital gains tax on gains exceeding ₹1.25 lakh per financial year when held for more than 12 months.
Closest Aggressive Hybrid Peers by Rank
| Scheme | Score | 3Y Return | Expense | Downside | Fund Size | Compare |
|---|---|---|---|---|---|---|
| Tata Aggressive Hybrid Fund | 2.3 | +8.47% | 2.10% | 76.2% | Rs 4,261 cr | Compare → |
| Groww Aggressive Hybrid Fund formerly known as Indiabulls Equity Hybrid Fund | 2.2 | +9.02% | 2.83% | 71.9% | Rs 55.7 cr | Compare → |
| LIC MF Aggressive Hybrid Fund | 2.1 | +10.38% | 2.87% | 66.0% | Rs 574 cr | Compare → |
| Invesco India Aggressive Hybrid Fund | 3.3 | +10.36% | 2.42% | 81.9% | Rs 787 cr | Compare → |
| Axis Aggressive Hybrid Fund | 3.3 | +10.31% | 2.20% | 74.6% | Rs 1,476 cr | Compare → |
Frequently Asked Questions about Shriram Aggressive Hybrid Fund
What is the expense ratio of Shriram Aggressive Hybrid Fund?
Shriram Aggressive Hybrid Fund has a total expense ratio (TER) of 2.47% with a base expense ratio of 2.08%, compared to the Aggressive Hybrid category median of 2.20%.
Who manages Shriram Aggressive Hybrid Fund?
Shriram Aggressive Hybrid Fund is managed by Ketankumar Shah.
What are the historical returns of Shriram Aggressive Hybrid Fund?
Shriram Aggressive Hybrid Fund delivered a 3-year CAGR of 8.48% and a 5-year CAGR of 6.97%. Its 1-year return stands at +1.47%.
How large is Shriram Aggressive Hybrid Fund?
Shriram Aggressive Hybrid Fund manages assets of Rs 53.1 cr, placing it in the 'too small' size band relative to Aggressive Hybrid peers.
How is Shriram Aggressive Hybrid Fund scored on MFIQ?
Shriram Aggressive Hybrid Fund holds an MFIQ Score of 2.2/10 (Weak), based on a category percentile composite across returns, risk, consistency, and cost.
How risky is Shriram Aggressive Hybrid Fund?
Shriram Aggressive Hybrid Fund has an official SEBI riskometer rating of Very High. Over the analyzed period, its annualized standard deviation is 11.07% with a maximum historical drawdown of -25.84%.