Axis Aggressive Hybrid Fund · Regular · Growth
NAV
₹20.6200
as of 14 Jul 2026
Expense Ratio
2.17%
AUM
₹1,490 Cr
Lumpsum returns (CAGR)
- 1Y
- +0.49%
- 3Y
- +8.64%
- 5Y
- +7.53%
- Since Inception
- +9.56%
SIP returns (XIRR)
- 1Y
- +2.23%
- 3Y
- +5.82%
- 5Y
- +7.29%
- Since Inception
- +9.48%
What history actually did — last 7 years (Jul 2019 – Jul 2026)
A ₹5,000 monthly SIP for the last 7 years (Jul 2019 – Jul 2026)
Real NAV backtest
A ₹5,000 monthly SIP would be worth ₹5,75,772 today — ₹4,20,000 invested, 9.0% XIRR.
₹4,20,000
Invested
₹5,75,772
Value today
9.0%
XIRR (p.a.)
A ₹1,00,000 lumpsum, the last 7 years (Jul 2019 – Jul 2026)
Real NAV backtest
₹1,00,000 invested 7 years ago would be ₹1,99,420 today (10.4% CAGR).
A regular withdrawal plan (SWP)
Real NAV backtest
A ₹10,00,000 corpus withdrawing ₹5,000/month since Jul 2019 would still hold ₹14,18,425.
Buying the worst day
Real NAV backtest
₹1,00,000 invested on the worst market day of the last 7 years (Jul 2019 – Jul 2026) (22 Mar 2020) would be ₹2,46,946 today (2.47×).
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, annualised0.05
Sharpe Ratio
—
Alpha
—
Beta
0.05
Sortino
10.49%
Std Dev
-10.49%
Max Drawdown
Performance Comparison
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Fund Details
Available transactions
Portfolio holdings
- 1Reliance Industries Limited5.18%
- 2Icici Bank Limited4.81%
- 3Hdfc Bank Limited4.70%
- 47.44% National Bank For Agriculture And Rural Development (17/07/2029)3.46%
- 5Infosys Limited3.15%
- 6Bharti Airtel Limited2.82%
- 7State Bank Of India2.81%
- 8Larsen & Toubro Limited2.75%
- 9Mahindra & Mahindra Limited2.12%
- 10Kotak Mahindra Bank Limited1.95%
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