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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 202614.86
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₹0.55 Cr
Growth of ₹10,000₹9,5132 Sep 2021 to 2 Sep 2026
₹10,973₹10,284₹9,596₹8,908₹8,220Sep 2021Nov 2022Mar 2024Jun 2025Sep 2026
₹9,513 (-1.0% a year) Axis Aggressive Hybrid Fund

Performance (trailing, annualised)

1Y annualised-3.63%
3Y annualised1.93%
5Y annualised-0.99%

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 ₹1,18,575-2.19%
SIP 3Y (₹10,000 a month)invested ₹3,60,000 → worth ₹3,54,136-1.06%
SIP 5Y (₹10,000 a month)invested ₹6,00,000 → worth ₹6,03,8670.25%

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

Calendar years

Calendar 202116.13%
Calendar 2022-11.90%
Calendar 20235.91%
Calendar 20247.44%
Calendar 2025-0.83%

Rolling returns

Rolling 1Y · average364 windows since 20 Aug 20196.85%
Rolling 1Y · median4.05%
Rolling 1Y · worst window-15.24%
Rolling 1Y · best window55.82%
Rolling 1Y · windows positive61%
Rolling 3Y · average261 windows since 20 Aug 20216.30%
Rolling 3Y · median4.34%
Rolling 3Y · worst window-1.79%
Rolling 3Y · best window19.99%
Rolling 3Y · windows positive96%
Rolling 5Y · average158 windows since 16 Aug 20236.18%
Rolling 5Y · median7.30%
Rolling 5Y · worst window-0.76%
Rolling 5Y · best window12.19%
Rolling 5Y · windows positive98%

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

Risk

Volatility (3Y)11.11%
Downside deviation (3Y)8.51%
Maximum drawdown-19.95%

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 3 Sep 2026. Figures are deterministic; missing data is withheld, never estimated. See methodology and data sources. Not investment advice.

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