Axis Aggressive Hybrid Fund · Regular · Growth
NAV
₹21.5100
as of 13 Nov 2026
Expense Ratio
2.20%
AUM
₹1,462 Cr
Lumpsum returns (CAGR)
- 1Y
- +2.23%
- 3Y
- +10.32%
- 5Y
- +5.63%
- Since Inception
- +9.71%
SIP returns (XIRR)
- 1Y
- +9.89%
- 3Y
- +6.73%
- 5Y
- +8.12%
- Since Inception
- +9.77%
What history actually did — last 8 years (Nov 2018 – Nov 2026)
A ₹5,000 monthly SIP for the last 8 years (Nov 2018 – Nov 2026)
Real NAV backtest
A ₹5,000 monthly SIP would be worth ₹7,07,953 today — ₹4,80,000 invested, 9.7% XIRR.
₹4,80,000
Invested
₹7,07,953
Value today
9.7%
XIRR (p.a.)
A ₹1,00,000 lumpsum, the last 8 years (Nov 2018 – Nov 2026)
Real NAV backtest
₹1,00,000 invested 8 years ago would be ₹2,25,945 today (10.7% CAGR).
A regular withdrawal plan (SWP)
Real NAV backtest
A ₹10,00,000 corpus withdrawing ₹5,000/month since Nov 2018 would still hold ₹15,51,501.
Buying the worst day
Real NAV backtest
₹1,00,000 invested on the worst market day of the last 8 years (Nov 2018 – Nov 2026) (22 Mar 2020) would be ₹2,57,605 today (2.58×).
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-0.19
Sharpe Ratio
—
Alpha
—
Beta
-0.19
Sortino
9.61%
Std Dev
-10.49%
Max Drawdown
Performance Comparison
Sectoral allocation
as of 30 Sept 2026- Banks15.43%
- Finance6.10%
- Petroleum Products4.73%
- Pharmaceuticals & Biotechnology4.20%
- IT - Software3.64%
- Auto Components3.40%
- Telecom - Services3.18%
- Automobiles2.99%
- Retailing2.82%
- Consumer Durables2.46%
- Electrical Equipment2.28%
- Healthcare Services2.25%
Each sector links to the mutual funds most exposed to it.
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Fund Details
Available transactions
Portfolio holdings
- 1Icici Bank Limited4.82%
- 2Reliance Industries Limited4.73%
- 3Hdfc Bank Limited4.55%
- 49.15% Piramal Finance Limited (17/06/2027) **2.85%
- 5Bharti Airtel Limited2.75%
- 6Kotak Mahindra Bank Limited2.20%
- 7Mahindra & Mahindra Limited2.09%
- 8State Bank Of India2.05%
- 9Larsen & Toubro Limited1.98%
- 10Cholamandalam Investment And Finance Company Ltd1.90%
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. With mostly equity, it can still fall sharply in a downturn; the debt part may soften falls but does not prevent losses.
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 ₹1,462 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 2.20%.