Data shown is for informational purposes only and does not constitute investment advice. TopFund is not SEBI-registered. Consult a SEBI-registered advisor before investing.
Shriram Aggressive Hybrid Fund- Regular-IDCW
★★★★★ 3rd-party
External rating
- Source: Third-party data provider (Groww/CRISIL)
- Original rating: 2/5, displayed as-is — TopFund does not modify third-party ratings
- Refresh frequency: Whenever TopFund re-syncs this fund's data
- Limitations: The provider's own rating methodology isn't disclosed here — see the provider's own site for their criteria
TopFund Score: 56/100 · Average
How this score is calculated
- Star rating (35%)2/5
- 3Y CAGR (30%)10.43%
- Expense ratio (20%)0.86%
- AUM (15%)₹51 Cr
Not investment advice — an analytical read of public fund data. Methodology →
Shriram Mutual Fund · Hybrid · Aggressive Hybrid
₹37.21
AUM: ₹51 Cr
NAV updated 26 days ago
Plan
Regular
Option
Idcw
Risk
High
Expense Ratio
0.86%
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
-0.39
Std Dev (1Y)
9.66%
Historical Returns (CAGR)
Annualized trailing returns computed from NAV history — past performance only, not a guarantee of future results.
1m
-0.71%
3m
+3.2%
6m
+2.16%
1y
+4.7%
3y
+10.43%
5y
+8.46%
10y
+9.93%
since inception
+7.63%
TopFund's Take on Shriram Aggressive Hybrid Fund- Regular-IDCW
Shriram Aggressive Hybrid Fund- Regular-IDCW 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 56/100.
Cost: At 0.86%, the expense ratio is roughly in line with the Aggressive Hybrid category average of 0.87% — cost isn't a standout factor either way for this fund.
Risk-adjusted performance: Over the trailing 1-year period, the fund shows a negative Sharpe ratio of -0.39 — 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 9.66% 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- Regular-IDCW
The current NAV (Net Asset Value) of Shriram Aggressive Hybrid Fund- Regular-IDCW is ₹37.21. NAV is updated every business day after market close by AMFI.
1Y: 4.7% · 3Y CAGR: 10.43% · 5Y CAGR: 8.46%
The expense ratio of Shriram Aggressive Hybrid Fund- Regular-IDCW is 0.86% per annum. This is the annual fee charged by the fund to manage your investment.
Shriram Aggressive Hybrid Fund- Regular-IDCW is managed by Kartik Soral, Gargi Bhattacharyya Banerjee at Shriram Mutual Fund.
Shriram Aggressive Hybrid Fund- Regular-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- Regular-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- Regular-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- Regular-IDCW is ₹51 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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