Overview / Mutual Fund Discovery / Open Ended Schemes ( Hybrid Schemes - Aggressive Hybrid Fund ) / AMFI 125712

Shriram Aggressive Hybrid Fund- Direct- IDCW

Shriram Mutual Fund • Open Ended Schemes ( Hybrid Schemes - Aggressive Hybrid Fund ) • Direct Plan • IDCW

Data last synced: 2026-11-10 09:32 (Latest NAV: 2026-11-09)

Latest NAV (2026-11-09)
₹29.8892
AMFI Code / ISIN
125712 / INF680P01059
Category Peer Standing
#65 of 108 ranked peers in Open Ended Schemes ( Hybrid Schemes - Aggressive Hybrid Fund ) by 3Y Sortino
Historical Track
2013-12-06 to 2026-11-09 (3,180 daily observations)
Expense Ratio (TER)
Data unavailable (published only when verified against AMC statutory disclosures)
SEBI Riskometer
Data unavailable

Trailing CAGR, Rolling Returns & Risk Ratios

1Y CAGR
+2.76% p.a.
3Y CAGR
+9.92% p.a.
5Y CAGR
+8.29% p.a.
10Y CAGR
+10.40% p.a.
Since Inception CAGR
+8.85% p.a.
Sortino Ratio (3Y)
0.41
Sharpe Ratio (3Y)
0.31
Calmar Ratio
0.39
Annualized Volatility (3Y)
+11.04%
Maximum Drawdown
-25.72%
1Y / 3Y / 5Y Rolling Mean CAGR
+9.23% / +9.93% / +9.99%

Learn Sortino, Sharpe, Calmar & Drawdown in Knowledge Centre Module 3 • Quantitative Methodology

Monthly Portfolio Holdings & Overlap Check

Verified monthly AMC portfolio disclosure holdings are queried on demand for covered schemes and never fabricated. Learn multi-fund portfolio overlap analysis.

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