OmniAsset
Get app

OmniAsset › Mutual funds › Axis Aggressive Hybrid Fund

Axis Aggressive Hybrid Fund

Aggressive Hybrid fund benchmarked to CRISIL Hybrid 35+65 - Aggressive Index. Every figure below is read from one dated snapshot; what the snapshot cannot prove is left out, never estimated.

Latest NAV2 Sep 202620.85
CategoryAggressive Hybrid
PlanRegular · Growth
Launched20 Jul 2018
Risk labelthe scheme's own riskometerVery High
Legal benchmarkSEBI Tier-1CRISIL Hybrid 35+65 - Aggressive Index
Expense ratiodirect plan, a year2.22%
AUM₹1,305 Cr
Growth of ₹10,000₹13,5042 Sep 2021 to 2 Sep 2026
₹13,711₹12,478₹11,246₹10,014₹8,782Sep 2021Nov 2022Mar 2024Jun 2025Sep 2026
₹13,504 (+6.2% a year) Axis Aggressive Hybrid Fund

Performance (trailing, annualised)

1Y annualised3.37%
3Y annualised9.12%
5Y annualised6.19%

Point-to-point from the fund's own published NAV; a period the history does not span is left out.

SIP returns

SIP 1Y (₹10,000 a month)invested ₹1,20,000 → worth ₹1,22,3743.67%
SIP 3Y (₹10,000 a month)invested ₹3,60,000 → worth ₹3,91,7775.57%
SIP 5Y (₹10,000 a month)invested ₹6,00,000 → worth ₹7,20,6717.26%

₹10,000 on the first of every month, valued at the latest NAV, as an annualised rate (XIRR).

Calendar years

Calendar 202123.24%
Calendar 2022-5.15%
Calendar 202314.18%
Calendar 202414.68%
Calendar 20256.02%

Rolling returns

Rolling 1Y · average364 windows since 20 Aug 201911.61%
Rolling 1Y · median8.71%
Rolling 1Y · worst window-14.76%
Rolling 1Y · best window53.72%
Rolling 1Y · windows positive82%
Rolling 3Y · average261 windows since 20 Aug 202111.88%
Rolling 3Y · median11.14%
Rolling 3Y · worst window5.49%
Rolling 3Y · best window20.36%
Rolling 3Y · windows positive100%
Rolling 5Y · average158 windows since 16 Aug 202311.82%
Rolling 5Y · median11.95%
Rolling 5Y · worst window6.44%
Rolling 5Y · best window18.19%
Rolling 5Y · windows positive100%

Every window of that length in the published history, so one lucky start date cannot flatter the fund.

Risk

Volatility (3Y)10.23%
Downside deviation (3Y)7.37%
Maximum drawdown-13.47%

Management

Fund managerMr. Jayesh Sundar, Mr. Devang Shah, Mr. Aditya Pagaria, Ms. Krishnaa N
Managing since2 Sep 2026

Related

Source: the OmniAsset signed reference snapshot, as of 4 Sep 2026. Figures are deterministic; missing data is withheld, never estimated. See methodology and data sources. Not investment advice.

Research this fund and compare it — on your device.

Get OmniAsset on Google Play The mutual fund tracker