🟠 Below Avg Hybrid Scheme - Aggressive Hybrid Fund

Shriram Aggressive Hybrid Fund-

by Shriram Mutual Fund · Direct Plan · Growth
4.6 / 10
BullWiser Honest Score
3.5%
1Y Return
11.9%
3Y CAGR
--
Exp. Ratio
Shriram Aggressive Hybrid Fund- is a below-average performer in its category with a BullWiser Honest Score of 4.6/10 — below the Hybrid Scheme - Aggressive Hybrid Fund category median of 5.5/10 across 30 funds. Its 3-year CAGR of 11.9% underperforms the Hybrid Scheme - Aggressive Hybrid Fund category average of 14.3% by -2.4 percentage points. As a Direct plan, Shriram Aggressive Hybrid Fund- eliminates the distributor commission built into Regular plans, maximising the net return to the investor.

Fund Details

Fund Name
Shriram Aggressive Hybrid Fund-
AMC
Shriram Mutual Fund
Category
Hybrid Scheme - Aggressive Hybrid Fund
Plan Type
Direct · Growth
Expense Ratio
--
Verdict
🟠 Below Avg
1Y Return
3.5%
3Y CAGR
11.9%

vs Category Average — Hybrid Scheme - Aggressive Hybrid Fund

3Y CAGR
This fund
-2.4% vs category avg
Expense Ratio (lower is better)
TER data not available
Honest Score
This fund
-0.9 vs category avg

Category: Hybrid Scheme - Aggressive Hybrid Fund · 30 Direct-plan funds compared · 0% are High Quality

Frequently Asked Questions

What is the BullWiser Honest Score of Shriram Aggressive Hybrid Fund-?
Shriram Aggressive Hybrid Fund- has a BullWiser Honest Score of 4.6/10 (BELOW AVERAGE). The score rates the fund across four pillars: returns quality, expense ratio, risk-adjusted performance (Sharpe ratio & max drawdown), and overall fund quality (AUM, age, consistency).
What is the expense ratio of Shriram Aggressive Hybrid Fund-?
The Total Expense Ratio (TER) of Shriram Aggressive Hybrid Fund- Direct Plan is --. Choosing the Direct plan saves you the distributor commission baked into Regular plans — typically 0.5–1% per year — which compounds significantly over time.
What are the returns of Shriram Aggressive Hybrid Fund-?
Shriram Aggressive Hybrid Fund- has delivered 3.5% 1-year returns and 11.9% 3-year CAGR. For a full NAV history and comparison with category peers, use BullWiser's MF Analyser. Past performance is not a guarantee of future returns.
Is Shriram Aggressive Hybrid Fund- a good investment?
BullWiser rates Shriram Aggressive Hybrid Fund- as BELOW AVERAGE (Honest Score 4.6/10). Always match a fund to your own risk profile and investment horizon. Use the MF Analyser to compare it with peers in the Hybrid Scheme - Aggressive Hybrid Fund category.
How does Direct Plan differ from Regular Plan for Shriram Aggressive Hybrid Fund-?
The Direct plan of Shriram Aggressive Hybrid Fund- has a lower expense ratio than the Regular plan because no distributor commission is paid. On a ₹10 lakh investment over 20 years, even a 0.5% lower TER can save ₹5–10 lakh in compounded wealth. BullWiser always recommends Direct plans for cost-conscious investors.

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⚠️ Disclaimer: BullWiser is an independent analysis platform, not a SEBI-registered investment advisor. Honest Scores and verdicts are algorithmic assessments based on publicly available data. They are not buy/sell recommendations. Please consult a financial advisor before investing. Mutual fund investments are subject to market risks. Read all scheme-related documents carefully.