OriginFunds
Shriram Mutual Fund

Shriram Aggressive Hybrid Fund- Regular-IDCW

Open Ended Schemes(Hybrid Scheme - Aggressive Hybrid Fund)vs CRISIL Hybrid 35+65 - Aggressive IndexISIN INF680P01026
NAV · 06-Jul-2026
25.5762
1M
+3.08%
6M
-2.39%
1Y (CAGR)
+0.43%
3Y (CAGR)
+9.39%
5Y (CAGR)
+8.27%
Since inception (CAGR)
+7.74%

NAV history

21.1623.3025.4304-07-202303-07-202625.51
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Risk & SIP analytics

Q3 · 3Y in category
Volatility (3y)
11.00%
Downside dev (3y)
9.54%
Max drawdown (3y)
-16.8%
Sharpe (3y)
0.26
SIP XIRR (3y)
+3.93%
SIP XIRR (5y)
+7.26%
Calendar-year returns
2020 +12.7%2021 +15.0%2022 +1.6%2023 +20.9%2024 +13.2%2025 +2.3%

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.