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Shriram Aggressive Hybrid Fund- Direct- IDCW
★★★★★ TopFund est.
TopFund Score (fallback rating)
- Calculated by: TopFund — used only when no third-party rating exists for this fund
- Formula: 3-year trailing return percentile within category, adjusted ±1 star for expense ratio
- Refresh frequency: Whenever TopFund re-syncs this fund's data
- Limitations: A simplified 2-factor estimate, not equivalent to a rating agency's full analysis
TopFund Score: 97/100 · Excellent
How this score is calculated
- Star rating (35%)5/5
- 3Y CAGR (30%)14.6%
- Expense ratio (20%)0.39%
- AUM (15%)₹9,477 Cr
Not investment advice — an analytical read of public fund data. Methodology →
Shriram Mutual Fund · Hybrid · Aggressive Hybrid
₹245.92
AUM: ₹9,476 Cr
NAV updated 22 days ago
Plan
Direct
Option
Idcw
Risk
High
Expense Ratio
0.39%
Exit Load
Exit load of 1% if redeemed within 1 year
Fund Manager
Mrinal Singh, Manish Banthia
Inception
Jan 2013
Benchmark
CRISIL Hybrid 35+65 Aggressive Index
Sharpe Ratio
-0.23
Std Dev (1Y)
9.62%
Historical Returns (CAGR)
Annualized trailing returns computed from NAV history — past performance only, not a guarantee of future results.
1m
-1.15%
3m
+5.19%
6m
+5.52%
1y
+2.39%
3y
+14.6%
5y
+13.94%
10y
+15.5%
since inception
+8.81%
TopFund's Take on Shriram Aggressive Hybrid Fund- Direct- IDCW
Shriram Aggressive Hybrid Fund- Direct- IDCW ranks among the stronger performers in the Aggressive Hybrid category, backed by a 5-star rating. Consistent 3-year performance combined with a strong rating makes this one of the more credible options in its space. TopFund's composite Health Score, which weighs rating, 3-year CAGR, expense ratio and fund size, puts it at 97/100.
Cost: At 0.39%, the expense ratio is meaningfully cheaper — about 56% below the Aggressive Hybrid category average of 0.88% (based on 241 comparable funds). Lower costs compound in your favour over long holding periods.
Risk-adjusted performance: Over the trailing 1-year period, the fund shows a negative Sharpe ratio of -0.23 — over the past year, returns haven't kept pace with the volatility involved, even before accounting for the risk-free rate. Separately, annualised volatility of 9.62% is on the lower side for a Aggressive Hybrid fund, suggesting a comparatively smoother ride.
Who should invest: This fund is best suited to investors who want a single fund blending equity growth with debt-driven stability. The High risk rating means near-term volatility should be expected — this isn't a fund to check daily.
This is an automated, data-driven analysis based on the fund's own metrics and its category peers — not personalized investment advice. Consult a SEBI-registered advisor before investing.
Sector Allocation
Asset Allocation
Fund Snapshot
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Tools & Guides for This Fund
Frequently Asked Questions about Shriram Aggressive Hybrid Fund- Direct- IDCW
The current NAV (Net Asset Value) of Shriram Aggressive Hybrid Fund- Direct- IDCW is ₹245.92. NAV is updated every business day after market close by AMFI.
1Y: 2.39% · 3Y CAGR: 14.6% · 5Y CAGR: 13.94%
The expense ratio of Shriram Aggressive Hybrid Fund- Direct- IDCW is 0.39% per annum. This is the annual fee charged by the fund to manage your investment.
Shriram Aggressive Hybrid Fund- Direct- IDCW is managed by Mrinal Singh, Manish Banthia at Shriram Mutual Fund.
Shriram Aggressive Hybrid Fund- Direct- IDCW is classified as a High risk fund. It is suitable for investors with a long-term horizon of 3+ years.
Shriram Aggressive Hybrid Fund- Direct- IDCW is a Aggressive Hybrid fund. SIP suitability depends on your investment goal and risk profile.
You can start a SIP in Shriram Aggressive Hybrid Fund- Direct- IDCW with as little as ₹500 per month through most mutual fund platforms. The minimum lump sum investment is typically ₹1,000.
The Assets Under Management (AUM) of Shriram Aggressive Hybrid Fund- Direct- IDCW is ₹9,477 crore. AUM indicates the total market value of assets managed by the fund.
* Past performance is not indicative of future results. Mutual fund investments are subject to market risks.
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