Axis Aggressive Hybrid Fund - Direct Plan - Quarterly IDCW
Performance chart
Benchmark: Nifty 50 price index (excludes dividends, so it slightly understates the index's total return). Past performance may or may not be sustained in future.
Quick take
- Over 5 years it returned -2.7% a year, against Nifty 50 4.6%.
- Volatility over 3 years was 11.3% a year (Nifty 50: 13.4%), with a Sharpe ratio of -0.53.
- Its biggest fall from a peak was 28.0% (12 Feb 2020 to 23 Mar 2020).
- It did better than the Nifty 50 in 2 of the last 7 calendar years.
- Across all 3-year periods since launch, yearly returns ranged from -1.1% to 20.1% and were positive 95% of the time.
- Expense ratio 1.17%, fund size ₹1,406 crore.
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| Returns (%) | 1W | 1M | 3M | 6M | YTD | 1Y | 2Y | 3Y | 5Y | 7Y | 10Y | Since launch |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| This fund | +1.73% | -2.55% | -3.94% | -3.28% | -8.54% | -9.07% | -7.57% | +0.52% | -2.73% | +3.61% | — | +4.32% |
| Nifty 50 | +3.44% | -0.52% | -4.49% | -5.09% | -11.99% | -9.19% | -4.20% | +5.19% | +4.63% | +10.50% | +10.19% | +7.41% |
Point-to-point NAV returns as on 15 Oct 2026; over 1 year, yearly compounded (CAGR). Category: Direct Growth plans in Aggressive Hybrid Funds. Q1 = top quarter by return over that period.
Calendar-year returns
| Year | 2026 YTD | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 |
|---|---|---|---|---|---|---|---|---|
| This fund | -8.54% | -0.83% | +7.44% | +5.91% | -11.90% | +16.13% | +16.64% | +15.96% |
| Nifty 50 | -11.99% | +10.51% | +8.80% | +20.03% | +4.33% | +24.12% | +14.90% | +12.02% |
| Difference | +3.45% | -11.34% | -1.36% | -14.12% | -16.23% | -7.99% | +1.74% | +3.94% |
January to December each year; the current year is to date.
Risk and consistency
| Risk measure | 3 years | 5 years |
|---|---|---|
| Volatility (standard deviation) ? | 11.31% | 11.52% |
| Nifty 50 volatility ? | 13.44% | 13.91% |
| Sharpe ratio ? | -0.53 | -0.80 |
| Sortino ratio ? | -0.67 | -1.01 |
| Beta ? | 0.74 | 0.73 |
| Alpha (yearly) ? | -5.01% | -7.87% |
| R-squared ? | 0.78 | 0.77 |
| Up-market capture ? | 66.60% | 59.00% |
| Down-market capture ? | 84.70% | 92.40% |
| Maximum drawdown | -19.95% | -22.99% |
Rolling 3-year returns (yearly)
Rolling 5-year returns (yearly)
Every 3- and 5-year period since launch, checked weekly. It shows how consistent returns were, whenever someone invested.
SIP returns: ₹10,000 every month
| SIP for | Invested | Value today | Gain | XIRR | Nifty 50 XIRR |
|---|---|---|---|---|---|
| 1Y | ₹1,20,000 | ₹1,13,240 | ₹-6,760 | -10.24% | -11.32% |
| 3Y | ₹3,60,000 | ₹3,36,005 | ₹-23,995 | -4.42% | -1.68% |
| 5Y | ₹6,00,000 | ₹5,74,665 | ₹-25,335 | -1.70% | +3.87% |
A ₹10,000 instalment on the same date every month, valued at the latest NAV. XIRR is the yearly return on those dated instalments. Try the SIP calculator.
Compare with all Aggressive Hybrid Funds (30)
Sorted by 3-year return; tap a heading to sort. Sorting by past returns is a way to explore data, not a ranking of which fund to choose. 3Y and 5Y are yearly (CAGR).
Scheme details
- Investment objective
- To generate long term capital appreciation along with current income by investing in a mix of Equity and Equity related Instruments, debt Instruments and money market instruments. However, there is no assurance or guarantee that the investment objective of the Scheme will be achieved. The Scheme does not assure or guarantee any returns.
- Fund managers
- Devang Shah, Aditya Pagaria, Jayesh Sundar, Krishnaa N
- Fund house
- Axis Mutual Fund
- Category
- Aggressive Hybrid Funds · Hybrid
- Benchmark used here
- Nifty 50 (price index)
- Plan / option
- Direct · IDCW (income distribution)
- AMFI scheme code
- 144398
- ISIN
- INF846K01E58, INF846K01E66
- Scheme documents
- SID, KIM and factsheets (fund house website) · exit load and full portfolio are in these documents.
About Aggressive Hybrid Funds
Aggressive Hybrid Funds invest 65–80% in equity and 20–35% in debt, so some of the equity risk is cushioned by bonds.
Generally used by investors wanting equity growth with somewhat smaller swings, over 3–5+ years.
Other plans of this scheme
- Axis Aggressive Hybrid Fund - Direct Plan - Growth Option
- Axis Aggressive Hybrid Fund - Regular Plan - Growth Option
- Axis Aggressive Hybrid Fund - Direct Plan - Monthly IDCW
- Axis Aggressive Hybrid Fund - Direct Plan - Regular IDCW
- Axis Aggressive Hybrid Fund - Regular Plan - Monthly IDCW
- Axis Aggressive Hybrid Fund - Regular Plan - Quarterly IDCW
- Axis Aggressive Hybrid Fund - Regular Plan - Regular IDCW
Questions about this scheme
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