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Shriram Aggressive Hybrid Fund- Regular Growth
★★★★★ monitor_heart Health Score: 57/100 · AverageShriram Mutual Fund · Hybrid · Aggressive Hybrid
₹31.57
AUM: ₹48 Cr
NAV updated 16 days ago
Plan
Regular
Option
Growth
Risk
High
Expense Ratio
0.77%
Exit Load
Exit Load for units in excess of 12% of the investment,1% will be charged for redemption within 90 days.
Fund Manager
Kartik Soral, Gargi Bhattacharyya Banerjee
Inception
Nov 2013
Benchmark
CRISIL Hybrid 35+65 Aggressive Index
Sharpe Ratio
-0.52
Std Dev (1Y)
9.74%
Historical Returns (CAGR)
Annualized trailing returns computed from NAV history — past performance only, not a guarantee of future results.
1m
+2.55%
3m
+3.36%
6m
-0.36%
1y
+1.24%
3y
+10.78%
5y
+9.87%
10y
+10.61%
since inception
+9.59%
rate_review TopFund's Take on Shriram Aggressive Hybrid Fund- Regular Growth
Shriram Aggressive Hybrid Fund- Regular Growth sits in the middle of the pack for Aggressive Hybrid funds, currently carrying a 2-star rating. TopFund's composite Health Score, which weighs rating, 3-year CAGR, expense ratio and fund size, puts it at 57/100.
Cost: At 0.77%, the expense ratio is meaningfully cheaper — about 24% below the Aggressive Hybrid category average of 1.01% (based on 170 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 -0.52 — 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 9.74% is on the lower side, 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.
donut_small Sector Allocation
pie_chart Asset Allocation
info Fund Snapshot
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tips_and_updates Tools & Guides for This Fund
Frequently Asked Questions about Shriram Aggressive Hybrid Fund- Regular Growth
The current NAV (Net Asset Value) of Shriram Aggressive Hybrid Fund- Regular Growth is ₹31.57. NAV is updated every business day after market close by AMFI.
1Y: 1.24% · 3Y CAGR: 10.78% · 5Y CAGR: 9.87%
The expense ratio is 0.77% per annum — the annual fee deducted from your investment to cover fund management costs.
Shriram Aggressive Hybrid Fund- Regular Growth is managed by Kartik Soral, Gargi Bhattacharyya Banerjee at Shriram Mutual Fund.
Shriram Aggressive Hybrid Fund- Regular Growth is a High risk fund. Suitable for investors with a 3+ year horizon.
Shriram Aggressive Hybrid Fund- Regular Growth is a Aggressive Hybrid fund. SIP suitability depends on your investment goal and risk profile.
The Assets Under Management (AUM) of Shriram Aggressive Hybrid Fund- Regular Growth is ₹49 crore as of the latest data.
* Past performance is not indicative of future results. Mutual fund investments are subject to market risks.