Shriram Aggressive Hybrid Fund- Direct Growth
Shriram Mutual Fund Hybrid Aggressive Hybrid Fund
Expense Ratio
0.84%
AUM
₹7.38 Cr
Plan Type
Direct
Market Cap
NA
Risk Level
High
Performance Analysis
NAV trends and returns overview
Returns Performance
Compound Annual Growth Rate (CAGR) across different periods
1 Month
-35.86%
Poor
6 Months
+1.81%
Poor
1 Year
+5.96%
Below Average
3 Years
+12.35%
Average
5 Years
+11.06%
Below Average
AUM Growth Analysis
Assets under management trends and growth patterns
Quarterly AUM Trend
Last 20 quarters
AUM Metrics
Key indicators
Current AUM
₹7.38 Cr
Recent Trend
Growing
Stability Score
6.1
Growth Assessment
Good Growth
Growth Performance
Historical returns
1Y
Annual Growth
+15.41%
3Y
3Y CAGR
-25.25%
5Y
5Y CAGR
+1.96%
Growth Assessment: Good Growth
• Steady growth in investor base
• Moderate flow stability
Risk Analysis
Volatility metrics and risk assessment indicators
Risk level: Moderate - Balanced risk with moderate price fluctuations
Volatility
10.90%
Annualized standard deviation
Sharpe Ratio
0.717
Fair - Risk-adjusted return
Max Drawdown
-16.20%
Moderate - Worst decline
Consistency
65.1%
Performance consistency
Volatility Breakdown
Daily Volatility
0.69%
Average daily price movement
Annualized Volatility
10.90%
Expected annual price range
Risk Assessment Guide
• Volatility: Higher volatility means greater price fluctuations and investment risk
• Sharpe Ratio: Higher values indicate better risk-adjusted returns (>1.0 is good)
• Max Drawdown: Shows the largest peak-to-trough decline in value
• Consistency: Higher percentages indicate more predictable performance