Axis Aggressive Hybrid Fund · Regular · Growth
NAV
₹20.4100
as of 17 Jun 2026
Expense Ratio
2.17%
AUM
₹1,490 Cr
Lumpsum returns (CAGR)
- 1Y
- +0.64%
- 3Y
- +9.09%
- 5Y
- +7.97%
- Since Inception
- +9.51%
SIP returns (XIRR)
- 1Y
- +0.42%
- 3Y
- +5.66%
- 5Y
- +7.12%
- Since Inception
- +9.39%
SIP since inception — what ₹500/month became
Real NAV backtest from day one
₹47,000
Invested
₹65,988
Value today
8.6%
XIRR (p.a.)
₹500/month SIP from fund inception · Current value as of today
Try SIP Calculator with this fund's history₹1,000 lumpsum at launch — value today
Invested on the fund's first NAV date
₹1,000
Invested
₹1,975
Value today
9.1%
CAGR (p.a.)
One-time investment at fund inception · Growth purely from NAV appreciation
Try Lumpsum Calculator₹10L corpus with ₹5,000/month withdrawals since inception
Corpus is still growing despite monthly payouts
₹10,00,000
Initial corpus
₹4,70,000
Withdrawn
₹13,15,116
Corpus left
+₹7,85,116 net gain — withdrew ₹4,70,000 AND corpus grew
Plan your SWP with real NAV₹6L corpus via 12-month STP from a liquid fund at inception
₹50K/month transferred from HDFC Liquid → this fund at launch
₹6,00,000
Invested
₹12,27,443
Value today
+3.6%
vs lumpsum
STP beat direct lumpsum by 3.6% — reduced timing risk paid off
Model your own STP with real NAV₹1 lakh on the worst crash day — 22 Mar 2020
Worst single-day Nifty drop during this fund's life
₹1,00,000
Invested
₹2,36,527
Value today
2.4×
Multiple
Staying invested through that crash turned ₹1L into ₹2,36,527 — a 2.4× return
Read: Staying invested through crashesRisk Metrics
Trailing 1 year, annualised-0.44
Sharpe Ratio
—
Alpha
—
Beta
-0.41
Sortino
10.77%
Std Dev
-10.49%
Max Drawdown
Performance Comparison
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Fund Details
Available transactions
Portfolio holdings
- 1Reliance Industries Limited5.52%
- 2Hdfc Bank Limited4.89%
- 3Icici Bank Limited4.77%
- 47.44% National Bank For Agriculture And Rural Development (17/07/2029)3.42%
- 5State Bank Of India3.17%
- 6Infosys Limited3.16%
- 7Larsen & Toubro Limited2.98%
- 8Bharti Airtel Limited2.86%
- 9Mahindra & Mahindra Limited2.13%
- 10Ntpc Limited1.89%
Investment Objective
Axis Aggressive Hybrid Fund · Regular · Growth aims to generate long-term capital appreciation with moderate income by investing 65-80% in equity and 20-35% in debt instruments. This asset allocation provides equity upside with a debt cushion during market downturns.
About This Fund
Axis Aggressive Hybrid Fund · Regular · Growth is a Aggressive Hybrid mutual fund offered by Axis Mutual Fund. The fund has been operational for over 7 years. It manages assets worth ₹1,490 Cr, reflecting investor confidence in the fund's strategy. It benchmarks its performance against CRISIL Hybrid 35+65 - Aggressive Index. The current expense ratio is 2.17%.
Who Should Invest?
- •Investors with a high risk appetite seeking long-term wealth creation
- •Investors with an investment horizon of 5 years or more
- •SIP investors who can benefit from rupee cost averaging during market fluctuations