NAV · Direct-Growth
As of 1 Oct 2026 · AMFI
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%
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).
Feb 2025 — ongoing
-16.2%Peak ₹38.27 on 27 Sept 2024 → trough ₹32.08 on 28 Feb 2025 (5 months down).
Feb 2016
-15.2%Peak ₹13.87 on 6 Aug 2015 → trough ₹11.76 on 25 Feb 2016 (7 months down).
Jun 2022
-12.8%Peak ₹25.84 on 18 Oct 2021 → trough ₹22.54 on 17 Jun 2022 (8 months down).
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.
Available plans & options
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.
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