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Shriram

Shriram Aggressive Hybrid Fund

Aggressive HybridHybrid Rank 26 of 32

NAV · Direct-Growth

₹35.69-0.25-0.71%

As of 1 Oct 2026 · AMFI

NAV growth-0.7%
Oct ’25Oct ’26
Arthkar verdictA balanced read

Returns

Lags category

0 of 3 periods ahead

Consistency

Strong

positive in 11 of 12 years

Trails its Aggressive Hybrid category on 1Y, 3Y & 5Y.

1Y return

-1.0%

-9.7 vs cat

3Y CAGR

+8.6%

-3.1 vs cat

5Y CAGR

+7.2%

-1.7 vs cat

AUM

—

fund size

Expense

—

direct plan

Volatility 3Y

12.0%

3Y std dev

Go deeper on Shriram Aggressive Hybrid Fund

Two data-only views, computed from this fund's real NAV history — no projections.

In plain English

Shriram Aggressive Hybrid Fund is a Aggressive Hybrid scheme from Shriram. Long-run track record: about 7.2% CAGR over 5 years. Worst historical drawdown: -26% in Mar 2020, recovered in 8 months.

Auto-generated from holdings, returns and risk data. No paid placement, no copy-pasted boilerplate.

NAV history

Showing Direct · Growth · INF680P01042

NAV (Direct-Growth)

₹35.6885

Last 1Y

-0.68%

Oct 25Min ₹33.88 · Max ₹37.86 · 247 ptsOct 26

Drawdown stories

The crashes you should know about — and how long the fund took to recover.

Mar 2020

-25.7%

Peak ₹18.82 on 12 Feb 2020 → trough ₹13.98 on 23 Mar 2020 (1 months down).

Recovered in 8 months· 4 Nov 2020

Feb 2025 — ongoing

-16.2%

Peak ₹38.27 on 27 Sept 2024 → trough ₹32.08 on 28 Feb 2025 (5 months down).

Not yet recovered

Feb 2016

-15.2%

Peak ₹13.87 on 6 Aug 2015 → trough ₹11.76 on 25 Feb 2016 (7 months down).

Recovered in 5 months· 28 Jul 2016

Jun 2022

-12.8%

Peak ₹25.84 on 18 Oct 2021 → trough ₹22.54 on 17 Jun 2022 (8 months down).

Recovered in 3 months· 13 Sept 2022

Computed from the full NAV history. We show drawdowns deeper than 10%, sorted by depth.

Performance

Returns for various periods, with category average and peer rank.

PeriodReturnsCategory avgRank
1W-2.19%-2.15%16/ 35
1M-4.06%-4.09%15/ 35
3M-3.82%-3.09%21/ 35
6M+3.68%+17.46%23/ 32
YTD-4.82%+6.61%21/ 32
1Y-1.02%+8.72%13/ 32
2Y-2.18%+3.11%28/ 32
3Y+8.60%+11.74%26/ 32
5Y+7.22%+8.95%28/ 32
7Y+10.80%+14.22%29/ 31
10Y+9.41%+11.75%21/ 23

Available plans & options

PlanOptionFull nameISIN

Click a plan to see its NAV and chart above. Direct plans have lower expense ratios than Regular — same portfolio, more of the return stays with you.