Axis Aggressive Hybrid Fund · Regular · Growth
NAV
₹20.1500
as of 29 Sept 2026
Expense Ratio
2.23%
AUM
₹1,442 Cr
Lumpsum returns (CAGR)
- 1Y
- -0.54%
- 3Y
- +7.70%
- 5Y
- +5.12%
- Since Inception
- +8.99%
SIP returns (XIRR)
- 1Y
- -2.57%
- 3Y
- +3.16%
- 5Y
- +5.76%
- Since Inception
- +8.48%
What history actually did — last 8 years (Oct 2018 – Sept 2026)
A ₹5,000 monthly SIP for the last 8 years (Oct 2018 – Sept 2026)
Real NAV backtest
A ₹5,000 monthly SIP would be worth ₹6,64,121 today — ₹4,75,000 invested, 8.3% XIRR.
₹4,75,000
Invested
₹6,64,121
Value today
8.3%
XIRR (p.a.)
A ₹1,00,000 lumpsum, the last 8 years (Oct 2018 – Sept 2026)
Real NAV backtest
₹1,00,000 invested 8 years ago would be ₹2,10,334 today (9.7% CAGR).
A regular withdrawal plan (SWP)
Real NAV backtest
A ₹10,00,000 corpus withdrawing ₹5,000/month since Oct 2018 would still hold ₹14,39,220.
Buying the worst day
Real NAV backtest
₹1,00,000 invested on the worst market day of the last 8 years (Oct 2018 – Sept 2026) (22 Mar 2020) would be ₹2,41,317 today (2.41×).
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, annualised-0.49
Sharpe Ratio
—
Alpha
—
Beta
-0.46
Sortino
9.54%
Std Dev
-10.49%
Max Drawdown
Performance Comparison
Sectoral allocation
as of 31 Aug 2026- Banks15.56%
- Finance5.01%
- Petroleum Products4.86%
- IT - Software4.33%
- Pharmaceuticals & Biotechnology4.14%
- Auto Components3.25%
- Automobiles3.21%
- Telecom - Services3.11%
- Retailing2.97%
- Consumer Durables2.87%
- Healthcare Services2.55%
- Electrical Equipment2.27%
Each sector links to the mutual funds most exposed to it.
Related reading
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Fund Details
Available transactions
Portfolio holdings
- 1Icici Bank Limited5.07%
- 2Reliance Industries Limited4.86%
- 3Hdfc Bank Limited4.35%
- 4Bharti Airtel Limited2.71%
- 5State Bank Of India2.53%
- 6Infosys Limited2.30%
- 7Mahindra & Mahindra Limited2.22%
- 8Kotak Mahindra Bank Limited2.12%
- 9Larsen & Toubro Limited2.08%
- 10Bajaj Finance Limited1.85%
What this fund does
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 8 years. It manages assets worth ₹1,442 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 2.23%.