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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 202615.6
CategoryAggressive Hybrid
PlanDirect · Idcw
Launched20 Jul 2018
Risk labelthe scheme's own riskometerVery High
Legal benchmarkSEBI Tier-1CRISIL Hybrid 35+65 - Aggressive Index
Expense ratiodirect plan, a year1.17%
AUM₹0.73 Cr
Growth of ₹10,000₹10,5412 Sep 2021 to 2 Sep 2026
₹11,277₹10,424₹9,571₹8,718₹7,865Sep 2021Nov 2022Mar 2024Jun 2025Sep 2026
₹10,541 (+1.1% a year) Axis Aggressive Hybrid Fund

Performance (trailing, annualised)

1Y annualised-1.89%
3Y annualised5.48%
5Y annualised1.06%

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 ₹1,18,754-1.91%
SIP 3Y (₹10,000 a month)invested ₹3,60,000 → worth ₹3,71,6562.08%
SIP 5Y (₹10,000 a month)invested ₹6,00,000 → worth ₹6,47,1382.98%

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

Calendar years

Calendar 202114.25%
Calendar 2022-11.56%
Calendar 20235.83%
Calendar 20247.89%
Calendar 20257.18%

Rolling returns

Rolling 1Y · average364 windows since 20 Aug 20197.40%
Rolling 1Y · median6.50%
Rolling 1Y · worst window-19.90%
Rolling 1Y · best window55.94%
Rolling 1Y · windows positive69%
Rolling 3Y · average261 windows since 20 Aug 20216.45%
Rolling 3Y · median6.22%
Rolling 3Y · worst window-1.53%
Rolling 3Y · best window18.59%
Rolling 3Y · windows positive98%
Rolling 5Y · average158 windows since 16 Aug 20236.35%
Rolling 5Y · median6.69%
Rolling 5Y · worst window1.26%
Rolling 5Y · best window12.01%
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)11.27%
Downside deviation (3Y)8.75%
Maximum drawdown-15.71%

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.

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