Axis Aggressive Hybrid Fund · Regular · Growth
NAV
₹20.8700
as of 31 Jul 2026
Expense Ratio
2.17%
AUM
₹1,434 Cr
Lumpsum returns (CAGR)
- 1Y
- +1.76%
- 3Y
- +9.08%
- 5Y
- +7.61%
- Since Inception
- +9.66%
SIP returns (XIRR)
- 1Y
- +4.18%
- 3Y
- +6.43%
- 5Y
- +7.63%
- Since Inception
- +9.67%
What history actually did — last 7 years (Aug 2019 – Jul 2026)
A ₹5,000 monthly SIP for the last 7 years (Aug 2019 – Jul 2026)
Real NAV backtest
A ₹5,000 monthly SIP would be worth ₹5,72,432 today — ₹4,15,000 invested, 9.2% XIRR.
₹4,15,000
Invested
₹5,72,432
Value today
9.2%
XIRR (p.a.)
A ₹1,00,000 lumpsum, the last 7 years (Aug 2019 – Jul 2026)
Real NAV backtest
₹1,00,000 invested 7 years ago would be ₹2,08,700 today (11.1% CAGR).
A regular withdrawal plan (SWP)
Real NAV backtest
A ₹10,00,000 corpus withdrawing ₹5,000/month since Aug 2019 would still hold ₹15,14,568.
Buying the worst day
Real NAV backtest
₹1,00,000 invested on the worst market day of the last 7 years (Aug 2019 – Jul 2026) (22 Mar 2020) would be ₹2,49,940 today (2.50×).
Historical simulation using actual published NAVs for the stated period. Past performance may or may not be sustained in the future. Not investment advice.
Risk Metrics
Trailing 1 year, annualised0.12
Sharpe Ratio
—
Alpha
—
Beta
0.12
Sortino
10.30%
Std Dev
-10.49%
Max Drawdown
Performance Comparison
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Fund Details
Available transactions
Portfolio holdings
- 1Icici Bank Limited5.17%
- 2Reliance Industries Limited4.98%
- 3Hdfc Bank Limited4.94%
- 4Bharti Airtel Limited2.80%
- 5Larsen & Toubro Limited2.70%
- 6State Bank Of India2.53%
- 7Infosys Limited2.49%
- 8Mahindra & Mahindra Limited2.10%
- 9Kotak Mahindra Bank Limited2.00%
- 10Bajaj Finance Limited1.92%
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 ₹1,434 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