• 1 Year Returns: -3.28%
• 3 Year Returns: 15.21%
• 5 Year Returns: 15.54%

• Private Banks | 12.09%
• Public Banks | 7.10%
• G-Sec | 6.31%
• Oil & Gas - Refining & Marketing | 6.20%
• Home Financing | 6.19%

• 6.54% GOI 17 JAN 2032 | 6.31%
• 8.54% REC Ltd (Series V Goi Serv.) - Mat 151128 | 5.60%
• Clearing Corporation of India Ltd. | 5.04%
• HDFC Bank Ltd | 5.02%
• 7.7% National Bank for Agriculture & Rural Development ** | 4.35%

• Equity | 72.85%
• Corporate Debt | 14.09%
• Cash & Equivalents | 6.75%
• Government Securities | 6.31%

The alpha ratio for the Shriram Aggressive Hybrid Fund(IDCW-Payout) is -3.17

Alpha is the excess return of a fund compared to its expected return, based on its beta and the risk-free rate. Positive alpha indicates that the fund has outperformed its expected return, while negative alpha suggests underperformance.

The volatility or standard deviation for the Shriram Aggressive Hybrid Fund(IDCW-Payout) is 10.85

Standard deviation measures the volatility or risk associated with the returns of a mutual fund. A higher standard deviation indicates higher volatility, suggesting that the returns of the mutual fund are more spread out from the average. On the other hand, a lower standard deviation implies lower volatility and a more stable performance.

The Sharpe ratio for the Shriram Aggressive Hybrid Fund(IDCW-Payout) is -0.66

The Sharpe ratio is a measure of risk-adjusted return that evaluates the performance of a mutual fund, by adjusting for its risk. Higher Sharpe ratio indicates a better risk-adjusted performance. A positive Sharpe ratio indicates that the MF has provided a return in excess of the risk-free rate for the amount of risk taken. Conversely, a negative Sharpe ratio suggests that the MF did not adequately compensate for the risk.

The Sortino Ratio for the Shriram Aggressive Hybrid Fund(IDCW-Payout) is -0.06

The Sortino ratio of a mutual fund is a measure of its risk-adjusted return, considering only downside volatility. It helps investors evaluate how well a fund is performing relative to its downside risk. A higher Sortino ratio (value >1) means the fund generates better returns for the downside risk taken.