Shriram Mutual Fund · Hybrid · Aggressive Hybrid · Direct plan
Shriram Aggressive Hybrid Fund - Direct Plan - Growth
₹35.804NAV on 30 Oct 2026Expense ratio 0.93%
29 Oct 2025NAV low 33.88 · high 37.86-4.0%
In plain words
Over 3 years it returned +8.7% a year, against +7.4% for its benchmark index.
Its worst fall from a peak in the last 3 years was -16.2%.
On 3-year return it ranks 27 of 30 funds in Aggressive Hybrid.
A monthly SIP over 10 years ended ₹1,69,442 higher in the direct plan than the regular plan, because of the lower expense ratio.
Past returns, not a promise of future returns or a recommendation.
Returns vs benchmark
| Period | Fund | Benchmark |
|---|---|---|
| 1 month | -0.4% | +1.9% |
| 3 months | -4.3% | -5.1% |
| 6 months | -1.2% | -3.2% |
| 1 year | -3.6% | -10.2% |
| 3 years (yearly) | +8.7% | +7.4% |
| 5 years (yearly) | +7.5% | +6.5% |
| 10 years (yearly) | +9.6% | +11.3% |
| Since start (yearly) | +10.4% | +11.2% |
Monthly SIP of ₹10,000
| Period | Invested | Value now | Yearly return |
|---|---|---|---|
| 1 year | ₹1,20,000 | ₹1,17,078 | -4.0% |
| 3 years | ₹3,60,000 | ₹3,70,739 | +1.8% |
| 5 years | ₹5,90,000 | ₹6,97,308 | +6.5% |
| 10 years | ₹11,90,000 | ₹19,41,140 | +9.4% |
Other plan of this fund: Shriram Aggressive Hybrid Fund - Regular Plan - Growth