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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 202612.56
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₹27.8 Cr
Growth of ₹10,000₹8,7042 Sep 2021 to 2 Sep 2026
₹10,499₹9,866₹9,234₹8,602₹7,970Sep 2021Nov 2022Mar 2024Jun 2025Sep 2026
₹8,704 (-2.7% a year) Axis Aggressive Hybrid Fund

Performance (trailing, annualised)

1Y annualised-3.68%
3Y annualised0.35%
5Y annualised-2.74%

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 ₹1,17,453-3.90%
SIP 3Y (₹10,000 a month)invested ₹3,60,000 → worth ₹3,45,545-2.64%
SIP 5Y (₹10,000 a month)invested ₹6,00,000 → worth ₹5,77,202-1.52%

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

Calendar years

Calendar 202114.13%
Calendar 2022-13.62%
Calendar 20233.52%
Calendar 20245.03%
Calendar 2025-1.77%

Rolling returns

Rolling 1Y · average364 windows since 20 Aug 20194.54%
Rolling 1Y · median2.10%
Rolling 1Y · worst window-16.82%
Rolling 1Y · best window49.74%
Rolling 1Y · windows positive56%
Rolling 3Y · average261 windows since 20 Aug 20213.94%
Rolling 3Y · median2.12%
Rolling 3Y · worst window-3.91%
Rolling 3Y · best window17.39%
Rolling 3Y · windows positive82%
Rolling 5Y · average158 windows since 16 Aug 20233.83%
Rolling 5Y · median4.75%
Rolling 5Y · worst window-2.50%
Rolling 5Y · best window9.42%
Rolling 5Y · windows positive85%

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

Risk

Volatility (3Y)10.60%
Downside deviation (3Y)7.98%
Maximum drawdown-20.67%

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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