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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 202614.01
CategoryAggressive Hybrid
PlanRegular · Idcw
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₹7.92 Cr
Growth of ₹10,000₹9,9152 Sep 2021 to 2 Sep 2026
₹10,694₹9,943₹9,193₹8,443₹7,693Sep 2021Nov 2022Mar 2024Jun 2025Sep 2026
₹9,915 (-0.2% a year) Axis Aggressive Hybrid Fund

Performance (trailing, annualised)

1Y annualised-2.98%
3Y annualised4.29%
5Y annualised-0.17%

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 ₹1,18,019-3.03%
SIP 3Y (₹10,000 a month)invested ₹3,60,000 → worth ₹3,65,1220.92%
SIP 5Y (₹10,000 a month)invested ₹6,00,000 → worth ₹6,28,3441.82%

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

Calendar years

Calendar 202112.70%
Calendar 2022-13.06%
Calendar 20234.90%
Calendar 20246.63%
Calendar 20256.01%

Rolling returns

Rolling 1Y · average364 windows since 20 Aug 20196.01%
Rolling 1Y · median5.41%
Rolling 1Y · worst window-21.08%
Rolling 1Y · best window53.72%
Rolling 1Y · windows positive65%
Rolling 3Y · average261 windows since 20 Aug 20215.06%
Rolling 3Y · median4.92%
Rolling 3Y · worst window-2.79%
Rolling 3Y · best window16.85%
Rolling 3Y · windows positive91%
Rolling 5Y · average158 windows since 16 Aug 20234.97%
Rolling 5Y · median5.27%
Rolling 5Y · worst window0.02%
Rolling 5Y · best window10.54%
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)11.29%
Downside deviation (3Y)8.81%
Maximum drawdown-15.97%

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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