OriginFunds
Shriram Mutual Fund

Shriram Aggressive Hybrid Fund- Direct- IDCW

Open Ended Schemes(Hybrid Scheme - Aggressive Hybrid Fund)vs CRISIL Hybrid 35+65 - Aggressive IndexISIN INF680P01059
NAV · 06-Jul-2026
29.3134
1M
+3.21%
6M
-1.67%
1Y (CAGR)
+1.94%
3Y (CAGR)
+11.00%
5Y (CAGR)
+9.87%
Since inception (CAGR)
+8.91%

NAV history

23.3325.8128.3004-07-202303-07-202629.23
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Risk & SIP analytics

Q3 · 3Y in category
Volatility (3y)
11.00%
Downside dev (3y)
9.57%
Max drawdown (3y)
-16.2%
Sharpe (3y)
0.41
SIP XIRR (3y)
+5.50%
SIP XIRR (5y)
+8.87%
Calendar-year returns
2020 +14.4%2021 +16.7%2022 +3.1%2023 +22.6%2024 +14.8%2025 +3.9%

Fund facts

TER · AMFI officialDirect 0.74% · Regular 2.49% (2026-06-30)
Launch date08-Nov-2013
Min lumpsumRs. 500/- and in multiples of Re. 1/- thereafter
AMCShriram Asset Management Co. Ltd.