OmniAsset
Get app

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 202612.85
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₹4.16 Cr
Growth of ₹10,000₹8,6302 Sep 2021 to 2 Sep 2026
₹10,383₹9,783₹9,184₹8,584₹7,985Sep 2021Nov 2022Mar 2024Jun 2025Sep 2026
₹8,630 (-2.9% a year) Axis Aggressive Hybrid Fund

Performance (trailing, annualised)

1Y annualised-5.80%
3Y annualised-0.13%
5Y annualised-2.90%

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 ₹1,17,244-4.21%
SIP 3Y (₹10,000 a month)invested ₹3,60,000 → worth ₹3,42,954-3.12%
SIP 5Y (₹10,000 a month)invested ₹6,00,000 → worth ₹5,73,602-1.77%

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

Calendar years

Calendar 202114.18%
Calendar 2022-13.50%
Calendar 20233.84%
Calendar 20245.36%
Calendar 2025-2.87%

Rolling returns

Rolling 1Y · average364 windows since 20 Aug 20194.98%
Rolling 1Y · median2.19%
Rolling 1Y · worst window-16.77%
Rolling 1Y · best window53.72%
Rolling 1Y · windows positive56%
Rolling 3Y · average261 windows since 20 Aug 20214.43%
Rolling 3Y · median2.32%
Rolling 3Y · worst window-3.62%
Rolling 3Y · best window18.13%
Rolling 3Y · windows positive84%
Rolling 5Y · average158 windows since 16 Aug 20234.31%
Rolling 5Y · median5.46%
Rolling 5Y · worst window-2.68%
Rolling 5Y · best window10.24%
Rolling 5Y · windows positive84%

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

Risk

Volatility (3Y)11.28%
Downside deviation (3Y)8.80%
Maximum drawdown-22.59%

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.

Research this fund and compare it — on your device.

Get OmniAsset on Google Play The mutual fund tracker