Axis Aggressive Hybrid Fund
Axis Mutual Fund · Aggressive Hybrid · Direct plan, growth option
NAV (₹), 1 Oct 2026
22.2000
1-day change
-0.67%
1Y return
-0.8%
3Y CAGR
8.6%
5Y CAGR
6.3%
Max drawdown, 5Y
−17.3%
NAV history month-end NAV, ₹ · 16 Aug 2018 to 1 Oct 2026
Returns vs Aggressive Hybrid median (30 schemes)
| Period | Scheme | Category median |
|---|---|---|
| 1 month | -4.4% | -4.4% |
| 3 months | -2.2% | -3.0% |
| 6 months | 4.8% | 4.8% |
| Year to date | -3.8% | -4.3% |
| 1 year | -0.8% | -1.3% |
| 3 years (CAGR) | 8.6% | 10.1% |
| 5 years (CAGR) | 6.3% | 9.1% |
| 7 years (CAGR) | 10.6% | 12.7% |
| 10 years (CAGR) | n/a | 11.5% |
| Since first NAV (CAGR) | 10.3% | – |
Rolling returns every business-day start date
| Measure | Scheme | Category median |
|---|---|---|
| 1Y rolling median | 10.0% | 10.8% |
| 3Y rolling median | 12.5% | 14.5% |
| 3Y rolling worst | 6.8% | -1.8% |
| 3Y periods positive | 100% | 100% |
| 3Y periods ahead of benchmark | n/a | n/a |
| 5Y rolling median | 13.4% | 14.0% |
| 5Y rolling worst | 6.3% | 3.3% |
| 5Y periods ahead of benchmark | n/a | n/a |
Benchmark: none available in MFIC's free data for this category.
Risk 36 months, monthly returns, Rf 6.5%
| Measure | Scheme | Category median |
|---|---|---|
| Standard deviation (ann.) | 11.3% | 11.7% |
| Sharpe ratio | 0.27 | 0.34 |
| Sortino ratio | 0.39 | 0.49 |
| Beta | n/a | n/a |
| Alpha (ann.) | n/a | n/a |
| Upside capture | n/a | n/a |
| Downside capture | n/a | n/a |
Drawdowns peak-to-trough falls in NAV
| Measure | Scheme | Category median |
|---|---|---|
| Maximum drawdown, full history | −28.0% | −28.6% |
| Maximum drawdown, last 10Y | n/a | −29.0% |
| Maximum drawdown, last 5Y | −17.3% | −14.5% |
| Current drawdown | −5.4% | −6.1% |
| Recovery time of worst fall | 227 days | – |
Longer histories include more crises, so compare the 5Y and 10Y figures across schemes of different ages.
Market context from Integrato Market Intelligence
This scheme hold only part of their money in each of these markets; the mix is set by the scheme and changes over time.
22,421.95 −0.88%
NSE close, 1 Oct 2026
- P/E 19.2: higher than 0% of days since 2023 (median 22.1)
- 1Y −9.0% · 3Y +5.4% p.a. · 5Y +5.9% p.a. (index fund NAV, after costs)
- −14.8% from its 52-week high
6.78%
1 Jul 2026 · +0.43 pp in a year · 5Y average 6.90%
Index levels and P/E: NSE daily index closing values; gold and silver: IBJA rates; returns: growth NAV of an index fund or ETF tracking the market (AMFI), so they are after that fund's costs. Context only: a market's level or valuation does not tell you how any scheme will perform. Explore all markets.
Direct or Regular for this scheme?
The Regular plan's expense ratio is 2.23% a year and the Direct plan's 1.18%, a gap of 1.05%; over the last 3 years the Direct plan returned 1.17 percentage points a year more. On a ₹25,000 monthly SIP for 20 years (illustration at 12% a year before costs) the gap adds up to about ₹23,42,403.
With the Regular plan, that cost pays a distributor to help you plan, choose and review funds, and stay invested when markets fall. Whether it is worth it depends on how much of that you will do yourself.
TER: AMFI TER disclosure. Returns: AMFI NAVs. Illustration, not a guaranteed saving or return.
Recent disclosure changes last 120 days, as disclosed via AMFI
- 1 Oct 2026: TER reduced from 1.19% to 1.18% (AMFI TER disclosure)
- 28 Sep 2026: TER increased from 1.18% to 1.19% (AMFI TER disclosure)
- 24 Sep 2026: TER increased from 1.17% to 1.18% (AMFI TER disclosure)
- 21 Sep 2026: TER reduced from 1.18% to 1.17% (AMFI TER disclosure)
- 18 Sep 2026: TER reduced from 1.19% to 1.18% (AMFI TER disclosure)
- 15 Sep 2026: TER increased from 1.17% to 1.19% (AMFI TER disclosure)
Fund managers and scheme facts Scheme Summary Document via AMFI
| Fund manager | Role | Managing since |
|---|---|---|
| Jayesh Sundar | Comanage/Domestic Equities | 28 Sep 2023 |
| Devang Shah | Comanage/Fixed Income | 5 Apr 2024 |
| Aditya Pagaria | Comanage/Fixed Income | 1 Feb 2023 |
| Krishnaa N | For Foreign Securities | 16 Dec 2024 |
Objective: To generate long term capital appreciation along with current income by investing in a mix of Equity and Equity related Instruments, debt Instruments and money market instruments. However, there is no assurance or guarantee that the investment objective of the Scheme will be achieved. The Scheme does not assure or guarantee any returns
Stated asset allocation: Equity and Equity related securities - (65%-80%), Debt & Money Market Instruments - (20%-35%), Units issued by InvITs (0%-10%)
Benchmark (tier 1): CRISIL Hybrid 35+65 - Aggressive Index
Exit load: If redeemed/switched out on or before 12 months from the date of allotment:For 10% of investment: Nil.For remaining investment: 1%.If redeemed/switched out after 12 months from the date of allotment: Nil.
Minimum application: ₹500
Allotment date: 9 Aug 2018
Documents: Scheme Information Document · Scheme Summary Document. Read the scheme documents before investing.
Cost, size and riskometer as disclosed to AMFI
| Measure | Scheme | Category median |
|---|---|---|
| Expense ratio (TER), Direct plan | 1.18% | 1.08% |
| AUM, whole scheme (₹ crore) | 1,408 | 2,730 |
| Riskometer | Very High | – |
TER: AMFI, TER of MF Schemes. AUM and riskometer: AMFI, Fund Performance, 30 Sep 2026.
Official benchmark and category consistency
| Measure | Scheme | Benchmark / category |
|---|---|---|
| Return, 1 year (AMFI) | 0.4% | -0.9% TRI |
| Return, 3 years (AMFI) | 8.8% | 8.1% TRI |
| Return, 5 years (AMFI) | 6.3% | 7.6% TRI |
| Month-ends above category median (3Y CAGR) | 16% | 52% median |
| Month-ends in category top quartile (3Y) | 6% | 17% median |
| 7Y rolling CAGR, median (monthly windows) | 12.2% | 13.1% median |
Official benchmark: CRISIL Hybrid 35+65 - Aggressive Index (total return index, as published by AMFI). Category consistency: last 10 years of month-ends, Aggressive Hybrid Direct plans; how it is calculated.
Calendar-year returns NAV change from 31 Dec to 31 Dec
| Year | Scheme | Benchmark | Difference |
|---|---|---|---|
| 2026 YTD | -3.8% | n/a | – |
| 2025 | 7.1% | n/a | – |
| 2024 | 16.0% | n/a | – |
| 2023 | 15.6% | n/a | – |
| 2022 | -3.9% | n/a | – |
| 2021 | 25.0% | n/a | – |
| 2020 | 16.7% | n/a | – |
| 2019 | 15.9% | n/a | – |
No free benchmark proxy for this category. The first year starts from the first 31 December in the scheme's history.
Monthly SIP of ₹10,000 first business day of each month, ending 1 Oct 2026
| Period | Invested | Value | XIRR |
|---|---|---|---|
| 1 year | ₹1,20,000 | ₹1,17,815 | -3.4% |
| 3 years | ₹3,60,000 | ₹3,79,668 | 3.5% |
| 5 years | ₹6,00,000 | ₹7,09,677 | 6.6% |
Uses this plan's NAVs; ignores stamp duty, exit loads and taxes. One historical path only — the interactive SIP analyzer shows outcomes across every start date.
Scheme facts
AMC: Axis Mutual Fund
Category: Aggressive Hybrid
Plan / option: Direct · Growth
AMFI scheme code: 144394
ISIN: INF846K01E25
First NAV in MFIC data: 16 Aug 2018
History: 8.1 years
Portfolio holdings: see the scheme's monthly portfolio disclosure on the fund house website
Schemes that behaved similarly correlation of monthly returns, last 5 years
| Scheme | Category | Correlation | 3Y CAGR |
|---|---|---|---|
| Canara Robeco Balanced Advantage Fund | Balanced Advantage | 0.99 | n/a |
| WhiteOak Capital Balanced Hybrid Fund | Balanced Hybrid | 0.98 | n/a |
| Canara Robeco Aggressive Hybrid Fund | Aggressive Hybrid | 0.97 | 9.8% |
| DSP Aggressive Hybrid Fund | Aggressive Hybrid | 0.97 | 8.9% |
| WhiteOak Capital Balanced Advantage Fund | Balanced Advantage | 0.97 | 11.0% |
| Mirae Asset Aggressive Hybrid Fund | Aggressive Hybrid | 0.97 | 10.3% |
Questions about Axis Aggressive Hybrid Fund
- What is the latest NAV of Axis Aggressive Hybrid Fund?
- The NAV of the Direct plan (growth option) was ₹22.2000 on 1 Oct 2026, as published by AMFI.
- Which category is Axis Aggressive Hybrid Fund in?
- It is classified as Aggressive Hybrid in AMFI's daily NAV file; a Aggressive Hybrid scheme holds 65% to 80% in equities and the rest mainly in debt. MFIC compares it with 30 Aggressive Hybrid schemes (Direct plans).
- What returns has Axis Aggressive Hybrid Fund delivered?
- Over one year the NAV changed by -0.8%. The 3-year CAGR is 8.6% (category median 10.1%) and the 5-year CAGR is 6.3% (category median 9.1%). Returns are after expenses and before tax. Past performance may or may not be sustained in future.
- How consistent have its 3-year returns been?
- Measuring a 3-year CAGR from every business day in its history, the median was 12.5%, the lowest was 6.8%, and 100% of 3-year periods ended with a gain.
- What was the largest fall in Axis Aggressive Hybrid Fund's NAV?
- The largest peak-to-trough fall in its available history was 28.0%; within the last five years it was 17.3% (category median 14.5%).
- How volatile is Axis Aggressive Hybrid Fund?
- Its annualised standard deviation of monthly returns over the last 36 months is 11.3%, which is below the Aggressive Hybrid category median of 11.7%.
- What would a monthly SIP in Axis Aggressive Hybrid Fund have grown to?
- A SIP of ₹10,000 on the first business day of each month for the last 5 years (60 instalments, ₹6,00,000 invested) would have been worth about ₹7,09,677 on 1 Oct 2026, an annualised return (XIRR) of 6.6%. This uses the Direct plan's NAVs, ignores taxes and exit loads, and past performance may or may not be sustained in future.
- What is the expense ratio (TER) of Axis Aggressive Hybrid Fund?
- The total expense ratio of the Direct plan is 1.18% a year, as disclosed to AMFI (median of Aggressive Hybrid Direct plans: 1.08%). It is already deducted from the NAV, so every return shown is after expenses.
- How large is Axis Aggressive Hybrid Fund?
- Assets under management of the whole scheme were ₹1,408 crore on 30 Sep 2026, as published by AMFI.
- What is the riskometer level of Axis Aggressive Hybrid Fund?
- AMFI lists the scheme's riskometer as “Very High”, and its benchmark's as “High”. The riskometer is a label of potential risk set under SEBI rules, not a forecast.
- What is the benchmark of Axis Aggressive Hybrid Fund and how has it compared?
- Its official benchmark is the CRISIL Hybrid 35+65 - Aggressive Index. Over 3 years AMFI reports a return of 8.8% for this plan against 8.1% for the benchmark total return index; over 5 years 6.3% against 7.6%. Past performance does not indicate future results.
- How often has Axis Aggressive Hybrid Fund beaten its category?
- At 16% of the 62 month-ends compared over the last 10 years, its 3-year return was above the median of Aggressive Hybrid schemes (Direct plans); it was in the top quarter at 6% of them. A typical scheme would show about 50%.
- Who manages Axis Aggressive Hybrid Fund?
- According to its Scheme Summary Document, Axis Aggressive Hybrid Fund is managed by Jayesh Sundar (since 28 Sep 2023), Devang Shah (since 5 Apr 2024), Aditya Pagaria (since 1 Feb 2023), Krishnaa N (since 16 Dec 2024).
- What is the exit load of Axis Aggressive Hybrid Fund?
- As stated in its scheme documents: If redeemed/switched out on or before 12 months from the date of allotment:For 10% of investment: Nil.For remaining investment: 1%.If redeemed/switched out after 12 months from the date of allotment: Nil. Check the latest Scheme Information Document before investing, as loads can change.
- What is the minimum investment in Axis Aggressive Hybrid Fund?
- The minimum application amount is ₹500. SIP details: SIP Daily, Weekly - 100, Monthly 100.00, SIP Yearly - 12000.00 SWP - 1000 STP - Daily, Weekly, Fortnightly, Monthly - 1000 and Quarterly 3000.00 . Choti SIP - Maximum one SIP under the facility of exactly equal to Rs. 250/- is allowed. The facility is restricted to three SIP’s across all Mutual Funds (one each in upto three Asset Management Companies)..
- What is the difference between the Direct and Regular plans?
- Both plans hold the same portfolio; the Regular plan includes distribution costs in its expense ratio. Over one year the Direct plan's NAV changed by -0.8% and the Regular plan's by -1.8%. The Regular plan includes the services of a distributor.
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Data & disclosure. Source: AMFI daily NAV file and historical NAVs via mfapi.in; calculations by MFIC, as of 1 Oct 2026. Category medians use Direct plans in the same AMFI category. Mutual fund investments are subject to market risks; read all scheme-related documents carefully. Past performance may or may not be sustained in future. This page is for research and education only and is not investment advice or a recommendation to buy, sell or hold any scheme. Integrato Financial Services Pvt. Ltd. is an AMFI-registered Mutual Fund Distributor (ARN-173155). Methodology.