Overview / Mutual Fund Discovery / Open Ended Schemes ( Hybrid Schemes - Aggressive Hybrid Fund ) / AMFI 125714
Shriram Aggressive Hybrid Fund- Regular-IDCW
Shriram Mutual Fund • Open Ended Schemes ( Hybrid Schemes - Aggressive Hybrid Fund ) • Regular Plan • IDCW
Data last synced: 2026-11-10 09:32 (Latest NAV: 2026-11-09)
- Latest NAV (2026-11-09)
- ₹25.9357
- AMFI Code / ISIN
- 125714 / INF680P01026
- Category Peer Standing
- #73 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
- +1.21% p.a.
- 3Y CAGR
- +8.31% p.a.
- 5Y CAGR
- +6.71% p.a.
- 10Y CAGR
- +9.00% p.a.
- Since Inception CAGR
- +7.66% p.a.
- Sortino Ratio (3Y)
- 0.22
- Sharpe Ratio (3Y)
- 0.16
- Calmar Ratio
- 0.32
- Annualized Volatility (3Y)
- +11.04%
- Maximum Drawdown
- -25.84%
- 1Y / 3Y / 5Y Rolling Mean CAGR
- +8.02% / +8.68% / +8.69%
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.
Related Open Ended Schemes ( Hybrid Schemes - Aggressive Hybrid Fund ) Funds
- SBI AGGRESIVE HYBRID FUND - DIRECT PLAN - Growth (AMFI 119609)
- JM Aggressive Hybrid Fund (Direct) - Growth Option (AMFI 120484)
- Aditya Birla Sun Life Aggressive Hybrid Fund - Direct Plan-Growth (AMFI 120517)
- HDFC Aggressive Hybrid Fund - Growth Option - Direct Plan (AMFI 119062)
- CANARA ROBECO AGGRESSIVE HYBRID FUND - DIRECT PLAN - GROWTH OPTION (AMFI 118272)
- ICICI Prudential Aggressive Hybrid Fund - Direct Plan - Growth (AMFI 120251)
- Nippon India Aggressive Hybrid Fund - Direct Plan Growth Plan (AMFI 118794)
- Shriram Aggressive Hybrid Fund- Direct Growth (AMFI 125711)