Shriram Aggressive Hybrid Fund Direct Growth
Scheme code: INF680P01042
NAV value:
₹ 34.6751
NAV date: 19 March, 2026
TER: 0.85%
Fund option: Direct
Fund type: Growth
Asset class: Hybrid
Asset category: Aggressive Hybrid Fund
Rolling returns
Summary
| Duration | Min (%) | Max (%) | Median (%) | Average return (%) | Category average return (%) |
|---|---|---|---|---|---|
| 1 year | -18.93 | 55.68 | 9.25 | 11.56 | 11.16 |
| 3 year | -1.40 | 20.70 | 11.23 | 11.08 | 16.89 |
| 5 year | 1.04 | 19.11 | 10.74 | 10.96 | 14.46 |
| 7 year | 7.52 | 13.69 | 10.85 | 10.96 | 12.61 |
| 10 year | 8.81 | 12.67 | 11.25 | 11.17 | 13.61 |
| 12 year | 10.51 | 11.64 | 11.42 | 11.31 | 14.62 |
SIP rolling returns
Summary
If you invest ₹1 lakh per month in this fund through SIP, here are the estimated returns over different timeframes.| Duration | Invested amount | Final value | Return | CAGR (%) |
|---|
SIP return for 1 year
- Total Invested Amount: ₹12,00,000 - Final Portfolio Value: ₹12,58,341 - Absolute Returns: ₹58,341 - CAGR: %SIP return for 3 year
- Total Invested Amount: ₹36,00,000 - Final Portfolio Value: ₹42,22,769 - Absolute Returns: ₹6,22,769 - CAGR: %SIP return for 5 year
- Total Invested Amount: ₹60,00,000 - Final Portfolio Value: ₹79,48,242 - Absolute Returns: ₹19,48,242 - CAGR: %SIP return for 7 year
- Total Invested Amount: ₹84,00,000 - Final Portfolio Value: ₹1,27,43,512 - Absolute Returns: ₹43,43,512 - CAGR: %SIP return for 10 year
- Total Invested Amount: ₹1,20,00,000 - Final Portfolio Value: ₹2,24,53,771 - Absolute Returns: ₹1,04,53,771 - CAGR: %SIP return for 12 year
- Total Invested Amount: ₹1,44,00,000 - Final Portfolio Value: ₹2,90,42,462 - Absolute Returns: ₹1,46,42,462 - CAGR: %Drawdown Metrics
Max Drawdown
-25.72 %
Drawdown Duration
1 months
Recovery Time
8 months
Avg Drawdown
-3.51 %
Calmar Ratio by Duration
1
Y
0.4494
3
Y
0.4307
5
Y
0.4261
7
Y
0.4261
10
Y
0.4342
12
Y
0.4397