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MF_125711

Shriram Aggressive Hybrid Fund- Direct Growth

Hybrid Schemes - Aggressive Hybrid Fund

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End Amount
₹35,824.42
Initial: ₹10000.0 (Lumpsum)
Annualized Return (CAGR)
10.39%
MF_125711 Return
Benchmark CAGR
11.97%
Nifty 50
Inflation Adj. CAGR
5.41%
Real Annualized Return
Alpha
0.00
Excess Return vs Benchmark
Beta
0.68
Volatility vs Benchmark
Sharpe Ratio
0.40
Risk-Adjusted Return
Sortino Ratio
0.58
Downside Risk-Adjusted
Parameters (amount, dates, benchmark) can be changed by clicking the Change Settings button or dropdown above. Click to expand
₹
Capital is parked in this source symbol and transferred monthly into the target.
Interval in months to rebalance portfolio constituents (for portfolio strategies).
Calculate and show 3Yr, 5Yr, 7Yr, and 10Yr rolling monthly return correlations across symbols (disabled by default for faster backtests).
Performance Chart
Win Ratios against Benchmark: Nifty 50
Period Win Ratio (%) Avg Win over Benchmark (%) Avg Loss over Benchmark (%)
30 days 48% 12% 28%
60 days 45% 9% 18%
90 days 43% 8% 14%
180 days 40% 6% 9%
1Yr 34% 5% 6%
3Yr 18% 1% 3%
5Yr 6% 1% 3%
7Yr 0% 0% 3%
10Yr 0% 0% 2%
Rolling Returns Annualized % Comparison Format: Current Value | 2.5th Pct | Median Value | 97.5th Pct
Period Shriram Aggressive Hybrid Fund- Direct Growth Nifty 50
30 days -4.6% | -53.4% | 14.4% | 121.3% 26.6% | -61.7% | 14.7% | 178.8%
60 days -24.3% | -40.3% | 14.7% | 81.7% -23.0% | -46.0% | 17.4% | 119.6%
90 days -20.3% | -32.1% | 14.0% | 67.2% -25.0% | -38.5% | 16.2% | 103.2%
1 Year -3.6% | -8.0% | 8.6% | 37.2% -10.0% | -15.4% | 11.6% | 56.6%
3 Years 8.7% | 2.7% | 11.2% | 16.9% 7.7% | 2.9% | 13.6% | 24.2%
5 Years 7.3% | 4.3% | 10.5% | 17.0% 6.4% | 4.0% | 13.5% | 21.8%
7 Years 9.9% | 8.4% | 10.9% | 13.1% 11.2% | 11.1% | 13.7% | 15.8%
10 Years 9.6% | 9.3% | 10.9% | 12.4% 11.7% | 11.3% | 13.3% | 15.0%
Periods of Negative Return (Drawdowns) 14 Periods
Start Date End Date Duration Max Drop (%) Benchmark & Other Symbols Max Drop Start Value Min Value End Value
Dec. 3, 2014 Jan. 15, 2015 43 days 5% Nifty 50: 6% 13229 12510 13242
March 3, 2015 Aug. 6, 2015 156 days 8% Nifty 50: 11% 13827 12679 13874
Aug. 6, 2015 July 28, 2016 357 days 15% Nifty 50: 19% 13874 11762 13921
Sept. 6, 2016 March 28, 2017 203 days 12% Nifty 50: 11% 14626 12906 14637
Jan. 29, 2018 July 24, 2018 176 days 6% Nifty 50: 10% 16878 15948 16886
Aug. 31, 2018 March 30, 2019 211 days 10% Nifty 50: 14% 17549 15829 17576
June 3, 2019 Sept. 21, 2019 110 days 7% Nifty 50: 11% 17964 16766 17979
Feb. 12, 2020 Nov. 4, 2020 266 days 26% Nifty 50: 37% 18829 13985 18897
Jan. 14, 2021 Feb. 4, 2021 21 days 6% Nifty 50: 7% 21934 20651 21956
Oct. 18, 2021 Sept. 13, 2022 330 days 13% Nifty 50: 16% 25852 22548 25912
Sept. 13, 2022 Nov. 24, 2022 72 days 6% Nifty 50: 7% 25912 24453 25960
Dec. 1, 2022 June 13, 2023 194 days 7% Nifty 50: 10% 26336 24462 26401
June 3, 2024 June 27, 2024 24 days 7% Nifty 50: 6% 36090 33665 36116
Sept. 27, 2024 Oct. 30, 2026 763 days 16% Nifty 50: 15% 38288 32094 35824