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Shriram Aggressive Hybrid Fund- Regular-IDCW

Shriram · Aggressive Hybrid
High
₹25.21
Current NAV
04 Nov 2026
-1.9%
1Y Return
7.5%
3Y CAGR
6.3%
5Y CAGR
Watchlist
NAV History (1 Year)
Analysis & Suitability
Pros / Upsides
  • Excellent risk-adjusted performance (Sharpe Ratio: 1.83).
  • Generates significant excess returns relative to benchmark index (Alpha: 3.33).
  • Very large asset base (AUM: ₹14,380 Cr) indicating high investor trust and liquidity.
Cons / Risks
  • Subject to high equity market volatility and short-term capital fluctuations.
  • Higher expense ratio (2.33%) which can affect compounding over long horizons.
  • Sluggish 3-year performance, lagging behind primary equity benchmarks.
Suitable for
  • Long-term wealth creation (5+ years horizon) like retirement or child education.
  • Systematic investments (SIP) for long-term target goal-based planning.
Not suitable for
  • Short-term goals (under 3 years) where preserving the capital is the main priority.
  • Short-term trading or speculative investment horizons.
Risk Profile: High Risk
Low Moderate High Very High
Risk Metrics
1.83
Sharpe Ratio
1.13
Beta
3.33
Alpha
2.25
Sortino
Fund Details
Fund House Shriram
Category Aggressive Hybrid
AUM ₹14380 Cr
Expense Ratio 2.33%
Min SIP ₹500
Min Lumpsum ₹1000
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