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Axis Aggressive Hybrid Fund Direct-Growth

Hybrid: Aggressive Hybrid - Growth (Open ended)

Axis Aggressive Hybrid Fund Direct-GrowthNAV: 22.84 as on 01 Jul, 2026

Risk levelCategoryBenchmark

Factsheet

SEBI Riskometer -Very HighCategory -Hybrid: Aggressive HybridBenchmark -CRISIL Hybrid 35+65 Aggressive Index

NAV: ₹22.84+0.62%

02 Jul 2026

Rolling Returns Analysis

Rolling annualized returns of Axis Aggressive Hybrid Fund Direct-Growth across 1Y, 3Y and 5Y windows — average, best, worst returns and percentage of positive return periods.

Metric	1 Yr Rolling Returns	3 Yr Rolling Returns	5 Yr Rolling Returns	7 Yr Rolling Returns
Analysis period	27 Aug, 2019 - 02 Jul, 2026	03 Sep, 2021 - 02 Jul, 2026	12 Sep, 2023 - 02 Jul, 2026	18 Sep, 2025 - 02 Jul, 2026
Average returns	13.58%	13.57%	13.77%	12.53%
Standard deviation	13.66%	3.29%	2.33%	0.75%
Best returns	55.61% 1 year ending on 25 Mar, 2021	23.03% 3 years ending on 12 Nov, 2021	19.76% 5 years ending on 15 Apr, 2025	14.12% 7 years ending on 27 Nov, 2025
Worst returns	-14.83% 1 year ending on 23 Mar, 2020	6.24% 3 years ending on 28 Jan, 2025	8.47% 5 years ending on 30 Mar, 2026	11.26% 7 years ending on 30 Jun, 2026
Period with positive return	84.66%	100.00%	100.00%	100.00%
Period with return > 5%	70.97%	100.00%	100.00%	100.00%
Period with return > 10%	52.63%	90.13%	93.25%	100.00%
Period with return > 15%	41.18%	29.18%	26.15%	0.00%
Beat % Category	33.39%	20.15%	0.29%	0.00%
Beat % Benchmark	38.76%	20.23%	0.00%	1.02%

Trailing Returns

Point-to-point returns of Axis Aggressive Hybrid Fund Direct-Growth vs category average for YTD, 1M, 6M, 1Y, 3Y, 5Y and 10Y periods — with category rank and total funds count.

-5%

10%

-1.0%

0.0%

-6.9%

YTD

3.7%

3.5%

3.3%

1 M

-2.1%

-0.7%

-7.6%

6 M

0.9%

1.9%

-4.0%

1 Y

10.4%

13.2%

9.0%

3 Y

9.2%

12.1%

10.3%

5 Y

12.6%

10 Y

Fund

Hybrid: Aggressive Hybrid

CRISIL Hybrid 35+65 Aggressive Index

Name	YTD	1 M	6 M	1 Y	3 Y	5 Y	10 Y	Since Inception
Fund	-1.04%	3.72%	-2.06%	0.93%	10.40%	9.19%	-	11.02%
Hybrid: Aggressive Hybrid	0.03%	3.54%	-0.70%	1.94%	13.15%	12.08%	12.64%	-
CRISIL Hybrid 35+65 Aggressive Index	-6.91%	3.27%	-7.61%	-3.95%	9.02%	10.27%	12.60%	-
Rank in category	25	18	27	24	33	37	-	-
Funds in category	41	43	41	41	39	39	24	-

Period Returns

Calendar-year, quarterly and monthly return history of Axis Aggressive Hybrid Fund Direct-Growth. Toggle between bar chart and table view to analyse periodic performance trends.

Returns

Percentile rank

Annual

Quarterly

Monthly

Historical Performance

Track NAV movement and cumulative returns of Axis Aggressive Hybrid Fund Direct-Growth across 1M, 6M, 1Y, 3Y, 5Y and since-inception periods. Compare SIP and lumpsum growth over time.

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Frequently Asked Questions

What are the 1-year returns of Axis Aggressive Hybrid Fund Direct-Growth?

The 1-year trailing return for Axis Aggressive Hybrid Fund Direct-Growth is shown in the Trailing Returns section. It is compared against the Hybrid: Aggressive Hybrid category average and benchmark for context.

What are the 3-year returns of Axis Aggressive Hybrid Fund Direct-Growth?

The 3-year CAGR for Axis Aggressive Hybrid Fund Direct-Growth is in the Trailing Returns section, with benchmark and category comparisons.

What are the 5-year returns of Axis Aggressive Hybrid Fund Direct-Growth?

The 5-year CAGR for Axis Aggressive Hybrid Fund Direct-Growth is in the Trailing Returns section. 5-year CAGR is a standard metric for medium-term performance consistency.

What are the returns of Axis Aggressive Hybrid Fund Direct-Growth since inception?

Axis Aggressive Hybrid Fund Direct-Growth has delivered a CAGR of 11.02% since its launch. The fund's maximum historical drawdown has been -0.28%, indicating its worst peak-to-trough decline during this period. Since-inception returns capture performance across multiple market cycles and are most useful for evaluating long-term wealth creation.

How has Axis Aggressive Hybrid Fund Direct-Growth performed vs its category over the long term?

Performance vs category average across 1Y, 3Y, 5Y and 10Y periods is in the Trailing Returns section. Rolling returns show how consistently the fund beats its category over time.

What is the Sharpe ratio of Axis Aggressive Hybrid Fund Direct-Growth?

The Sharpe ratio of Axis Aggressive Hybrid Fund Direct-Growth is 0.40. Sharpe ratio measures risk-adjusted return — how much excess return the fund generates per unit of risk. A Sharpe above 1.0 is generally considered good; above 2.0 is excellent.

What is the alpha of Axis Aggressive Hybrid Fund Direct-Growth?

The alpha of Axis Aggressive Hybrid Fund Direct-Growth is shown in the Alpha, Beta & Sharpe section. Alpha = fund return − (risk-free rate + beta × market excess return). A positive alpha is the fund manager's value-add above the benchmark.

What is the beta of Axis Aggressive Hybrid Fund Direct-Growth?

The beta of Axis Aggressive Hybrid Fund Direct-Growth is in the Alpha, Beta & Sharpe section. Beta below 1.0 means lower volatility than the benchmark; above 1.0 means higher sensitivity to market moves.

What are the rolling returns of Axis Aggressive Hybrid Fund Direct-Growth?

Rolling returns for Axis Aggressive Hybrid Fund Direct-Growth across all 1Y, 3Y, 5Y investment windows are shown in the Rolling Returns section. Unlike trailing returns, rolling returns reveal how the fund has performed across all possible entry and exit dates — offering a much more complete picture of consistency.

How consistent are the period-wise returns of Axis Aggressive Hybrid Fund Direct-Growth?

Period-wise annual returns for Axis Aggressive Hybrid Fund Direct-Growth across each financial year are in the Period Returns section. This shows whether the fund has been positive in most years and how it has fared in bear markets.

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Metric

1 Yr Rolling Returns

3 Yr Rolling Returns

5 Yr Rolling Returns

7 Yr Rolling Returns

Analysis period

27 Aug, 2019 - 02 Jul, 2026

03 Sep, 2021 - 02 Jul, 2026

12 Sep, 2023 - 02 Jul, 2026

18 Sep, 2025 - 02 Jul, 2026

Average returns

13.58%

13.57%

13.77%

12.53%

Standard deviation

13.66%

3.29%

2.33%

0.75%

Best returns

55.61%

1 year ending on 25 Mar, 2021

23.03%

3 years ending on 12 Nov, 2021

19.76%

5 years ending on 15 Apr, 2025

14.12%

7 years ending on 27 Nov, 2025

Worst returns

-14.83%

1 year ending on 23 Mar, 2020

6.24%

3 years ending on 28 Jan, 2025

8.47%

5 years ending on 30 Mar, 2026

11.26%

7 years ending on 30 Jun, 2026

Period with positive return

84.66%

100.00%

Period with return > 5%

70.97%

100.00%

Period with return > 10%

52.63%

90.13%

93.25%

100.00%

Period with return > 15%

41.18%

29.18%

26.15%

0.00%

Beat % Category

33.39%

20.15%

0.29%

0.00%

Beat % Benchmark

38.76%

20.23%

0.00%

1.02%

Name

YTD

1 M

6 M

1 Y

3 Y

5 Y

10 Y

Since Inception

Fund

-1.04%

3.72%

-2.06%

0.93%

10.40%

9.19%

11.02%

Hybrid: Aggressive Hybrid

0.03%

3.54%

-0.70%

1.94%

13.15%

12.08%

12.64%

CRISIL Hybrid 35+65 Aggressive Index

-6.91%

3.27%

-7.61%

-3.95%

9.02%

10.27%

12.60%

Rank in category

Funds in category