hybridModerate risk

Shriram Aggressive Hybrid Fund - Direct Plan - IDCW

Combines equity and debt in one fund. Aims for a smoother ride than pure equity funds. From Shriram Mutual Fund. It's been running since 6 Dec 2013.

Latest price per unit

₹29.3082

▼ 0.48% today

As of 2 Sep 2026 · updated once each business day

What ₹1 lakh would have become

Based on past returns

Invested 1 year ago

₹1.05 L

▲ ₹4.5k gain · 4.5% / year

Invested 3 years ago

₹1.34 L

▲ ₹33.9k gain · 10.2% / year

Invested 5 years ago

₹1.49 L

▲ ₹49.1k gain · 8.3% / year

These are calculations from the fund's past prices, not a prediction. Real future returns can and often do differ.

Price over time

How the per-unit price has moved. Tap a range to zoom in.

Bumpiness & worst drops

Day-to-day bumpiness

11.1%

The value swings roughly 11% up or down in a typical year. Finance-speak calls this volatility.

Worst drop ever

-25.72%

A lump sum invested at the previous peak would have temporarily lost about this much before recovering. Finance-speak calls this max drawdown.

Technical details (for the pros)

CAGR — 1 year4.51%

CAGR — 3 years10.23%

CAGR — 5 years8.31%

CAGR — since launch8.81%

Volatility — 1 year (annualised)9.41%

Volatility — 3 years (annualised)11.06%

Max drawdown — 1 year-10.19%

Max drawdown — 3 years-16.24%

Sharpe ratio — 1 year (rf=6%)-0.16

Sharpe ratio — 3 years (rf=6%)0.35

Fund info

Fund house: Shriram Mutual Fund
Category: Hybrid Schemes - Aggressive Hybrid Fund
Plan: Direct
Option: IDCW
ISIN (Growth): INF680P01059
ISIN (Div re-invest): INF680P01067
Fund code: 125712
First price on record: 6 Dec 2013 · 3,134 daily prices

Numbers are computed from stored daily prices from mfapi.in/AMFI. This is descriptive analytics, not investment advice. Past performance is not indicative of future returns.