Shriram Aggressive Hybrid Fund
Direct · Growth ₹36.22
02 Nov 2026
NAV
11.1%
3Y CAGR
10.8%
5Y CAGR
11.0%
10Y CAGR
10.8%
Weighted CAGR
?
Weighted Mean CAGR
Gives more importance to longer time periods (10Y, 20Y) than shorter ones (1Y, 3Y). This balances out recent outperformance and gives a more realistic picture of what long-term returns might look like.
Gives more importance to longer time periods (10Y, 20Y) than shorter ones (1Y, 3Y). This balances out recent outperformance and gives a more realistic picture of what long-term returns might look like.
4.88
Sharpe
-25.7%
Max Drawdown
?
Max Drawdown
The largest peak-to-trough decline in the fund's NAV. Shows the worst-case loss an investor would have experienced at any point in the fund's history.
The largest peak-to-trough decline in the fund's NAV. Shows the worst-case loss an investor would have experienced at any point in the fund's history.
0.85%
TER
If you invested ₹1,00,000 every month via SIP, here's how this fund has historically performed across different time horizons.
| Duration | Invested | Median Value | XIRR | Min XIRR | Max XIRR |
|---|---|---|---|---|---|
| 1 Year | ₹12.00 L | ₹12.51 L | 11.2% | -39.6% | 54.5% |
| 3 Years | ₹36.00 L | ₹41.92 L | 11.0% | -11.5% | 24.2% |
| 5 Years | ₹60.00 L | ₹78.97 L | 11.1% | -3.2% | 20.3% |
| 7 Years | ₹84.00 L | ₹1.25 Cr | 11.9% | 7.2% | 17.1% |
| 10 Years | ₹1.20 Cr | ₹2.20 Cr | 11.9% | 9.3% | 14.5% |
| 12 Years | ₹1.44 Cr | ₹2.76 Cr | 10.5% | 9.3% | 11.6% |
SIP returns vs benchmark & category
Annualised SIP return (XIRR) over each rolling horizon — like-for-like, not lump-sum.
| Duration | Fund SIP XIRR | Category avg |
|---|---|---|
| 1 Year | 11.2% | 9.3% |
| 3 Years | 11.0% | 14.2% |
| 5 Years | 11.1% | 14.7% |
| 7 Years | 11.9% | 14.0% |
| 10 Years | 11.9% | 14.0% |
| 12 Years | 10.5% | 13.4% |
| Duration | Mean | Median | Min | Max | Sharpe | Sortino | % Positive | Cat. Mean | Cat. Median |
|---|---|---|---|---|---|---|---|---|---|
| 1 Year | 11.1% | 8.6% | -18.9% | 55.7% | 0.38 | 0.97 | 85% | — | — |
| 3 Years | 11.1% | 11.2% | -1.4% | 20.7% | 1.33 | 4.97 | 100% | — | — |
| 5 Years | 10.8% | 10.5% | 1.0% | 19.1% | 1.38 | 7.41 | 100% | — | — |
| 10 Years | 11.0% | 10.9% | 8.8% | 12.7% | 4.88 | — | 100% | — | — |
-25.7%
Max Drawdown
1 mo
Drawdown Duration
8 mo
Recovery Time
-3.6%
Avg Drawdown
Calmar Ratio by Duration
0.43
1Y
0.43
3Y
0.42
5Y
0.43
7Y
0.43
10Y
0.41
12Y
79
Total Holdings
28.7%
Top 10 Weight
40
Sectors
| # | Stock | % of NAV |
|---|---|---|
| 1 | HDFC Bank Ltd. | 4.32% |
| 2 | ICICI Bank Ltd. | 3.92% |
| 3 | Axis Bank Ltd. | 3.69% |
| 4 | Reliance Industries Ltd. | 3.41% |
| 5 | Bharti Airtel Ltd. | 3.14% |
| 6 | Mahindra & Mahindra Ltd. | 2.53% |
| 7 | State Bank of India | 2.31% |
| 8 | ITC Ltd. | 1.86% |
| 9 | Sun Pharmaceutical Industries Ltd. | 1.78% |
| 10 | SBI Life Insurance Company Ltd. | 1.75% |