Axis Aggressive Hybrid Fund - Regular Plan - Growth Option
💡 Why Pick This Fund? Quantitative Strengths & Watch-outs
- Delivered positive returns in 100% of 3-year investment horizons.
- Strong capital defense: downside capture of 75% limits losses during market corrections.
- Equities carry market risk; returns fluctuate and recommended investment horizon is 5+ years.
Key Statistics vs Category Median
Trailing Returns Comparison
| Period | Fund Return | Category Median | Difference |
|---|---|---|---|
| 1 Month | +7.23% | +6.16% | +1.07% |
| 3 Months | +1.85% | +1.07% | +0.78% |
| 6 Months | +6.70% | +5.38% | +1.32% |
| 1 Year | +2.33% | +2.59% | -0.26% |
| 3 Years CAGR | +10.31% | +10.89% | -0.58% |
| 5 Years CAGR | +5.86% | +8.84% | -2.98% |
| 7 Years CAGR | +9.88% | +12.32% | -2.44% |
| Since Inception | +9.72% | - | - |
📈 Monthly SIP vs Bank Fixed Deposit (FD) Replay
See how a regular monthly SIP in Axis Aggressive Hybrid Fund compares against a standard 7.0% p.a. Bank Fixed Deposit.
Calendar Year Returns
| Year | Fund | Category Median | Gap |
|---|---|---|---|
| 2026 | +2.63% | +2.63% | 0.00% |
| 2025 | +6.02% | +6.01% | +0.01% |
| 2024 | +14.68% | +15.75% | -1.07% |
| 2023 | +14.18% | +20.35% | -6.17% |
| 2022 | -5.15% | +2.27% | -7.42% |
| 2021 | +23.24% | +23.77% | -0.53% |
| 2020 | +15.06% | +13.43% | +1.63% |
| 2019 | +14.14% | +10.39% | +3.75% |
Daily Rolling Returns Summary
| Rolling Window | Minimum | Average | Median | Maximum | % Positive | % Beating Proxy |
|---|---|---|---|---|---|---|
| 1-Year Rolling | -15.74% | +11.32% | +8.51% | +57.13% | 79.5% | 38.5% |
| 3-Year Rolling | +5.36% | +11.79% | +11.04% | +20.71% | 100.0% | 10.3% |
| 5-Year Rolling | +4.23% | +11.45% | +11.85% | +18.29% | 100.0% | 0.0% |
Risk Profile & Deepest Drawdowns
Deepest Market Corrections (Depth >= 10%)
| Peak Date | Trough Date | Fall Depth | Months to Bottom | Recovery Period |
|---|---|---|---|---|
| 2020-02-12 | 2020-03-23 | -28.1% | 1 months | 7 months |
| 2022-01-17 | 2022-06-17 | -17.7% | 5 months | 17 months |
| 2024-09-26 | 2025-03-03 | -13.5% | 5 months | 8 months |
Portfolio & Asset Allocation
Statutory Asset Allocation Mandate (SEBI / SID)
| Instrument Category | Permitted Allocation Range |
|---|---|
| Equity and Equity related securities - (65%-80%), Debt & Money Market Instruments - (20%-35%), Units issued by InvITs (0%-10%) | Per Scheme Mandate |
Investment Objective & Strategy
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
ℹ️ Detailed monthly stock-level holdings for this scheme are updated periodically from asset management company statutory disclosures.
Fund Size Position
Currently managing Rs 1,476 cr (AMFI Daily Fund AUM as of 2026-11-11). Positioned as comfortable relative to Aggressive Hybrid schemes.
Fund Management
Cost & Capital Gains Taxation
From April 2026 the total expense ratio includes brokerage, transaction costs and statutory levies on top of the base fee.
Equity-oriented schemes: 20% short-term capital gains tax if sold within 12 months; 12.5% long-term capital gains tax on gains exceeding ₹1.25 lakh per financial year when held for more than 12 months.
Closest Aggressive Hybrid Peers by Rank
| Scheme | Score | 3Y Return | Expense | Downside | Fund Size | Compare |
|---|---|---|---|---|---|---|
| Union Aggressive Hybrid Fund | 3.7 | +10.39% | 2.75% | 68.3% | Rs 772 cr | Compare → |
| Invesco India Aggressive Hybrid Fund | 3.3 | +10.36% | 2.42% | 81.9% | Rs 787 cr | Compare → |
| JM Aggressive Hybrid Fund | 3.5 | +11.27% | 2.66% | 70.4% | Rs 676 cr | Compare → |
| LIC MF Aggressive Hybrid Fund | 2.1 | +10.38% | 2.87% | 66.0% | Rs 574 cr | Compare → |
| Aditya Birla Sun Life Aggressive Hybrid Fund | 3.8 | +10.44% | 1.89% | 74.8% | Rs 7,219 cr | Compare → |
Frequently Asked Questions about Axis Aggressive Hybrid Fund
What is the expense ratio of Axis Aggressive Hybrid Fund?
Axis Aggressive Hybrid Fund has a total expense ratio (TER) of 2.2% with a base expense ratio of 1.82%, compared to the Aggressive Hybrid category median of 2.20%.
Who manages Axis Aggressive Hybrid Fund?
Axis Aggressive Hybrid Fund is managed by Jayesh Sundar (tenure: 3.1 years since 2023-09-28).
What are the historical returns of Axis Aggressive Hybrid Fund?
Axis Aggressive Hybrid Fund delivered a 3-year CAGR of 10.31% and a 5-year CAGR of 5.86%. Its 1-year return stands at +2.33%.
How large is Axis Aggressive Hybrid Fund?
Axis Aggressive Hybrid Fund manages assets of Rs 1,476 cr, placing it in the 'comfortable' size band relative to Aggressive Hybrid peers.
How is Axis Aggressive Hybrid Fund scored on MFIQ?
Axis Aggressive Hybrid Fund holds an MFIQ Score of 3.3/10 (Weak), based on a category percentile composite across returns, risk, consistency, and cost.
How risky is Axis Aggressive Hybrid Fund?
Axis Aggressive Hybrid Fund has an official SEBI riskometer rating of Very High. Over the analyzed period, its annualized standard deviation is 10.39% with a maximum historical drawdown of -28.08%.