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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 202615.48
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₹2.80 Cr
Growth of ₹10,000₹10,2252 Sep 2021 to 2 Sep 2026
₹11,856₹11,010₹10,165₹9,319₹8,474Sep 2021Nov 2022Mar 2024Jun 2025Sep 2026
₹10,225 (+0.4% a year) Axis Aggressive Hybrid Fund

Performance (trailing, annualised)

1Y annualised-4.39%
3Y annualised1.90%
5Y annualised0.45%

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 ₹1,17,702-3.52%
SIP 3Y (₹10,000 a month)invested ₹3,60,000 → worth ₹3,50,752-1.68%
SIP 5Y (₹10,000 a month)invested ₹6,00,000 → worth ₹6,09,7750.64%

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

Calendar years

Calendar 202116.88%
Calendar 2022-8.52%
Calendar 20239.17%
Calendar 20247.75%
Calendar 2025-1.63%

Rolling returns

Rolling 1Y · average364 windows since 20 Aug 20197.45%
Rolling 1Y · median4.88%
Rolling 1Y · worst window-14.11%
Rolling 1Y · best window51.96%
Rolling 1Y · windows positive66%
Rolling 3Y · average261 windows since 20 Aug 20217.48%
Rolling 3Y · median6.01%
Rolling 3Y · worst window0.57%
Rolling 3Y · best window19.22%
Rolling 3Y · windows positive100%
Rolling 5Y · average158 windows since 16 Aug 20237.41%
Rolling 5Y · median8.36%
Rolling 5Y · worst window0.68%
Rolling 5Y · best window13.37%
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)10.45%
Downside deviation (3Y)7.79%
Maximum drawdown-19.39%

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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