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Axis Aggressive Hybrid Fund - Direct Plan - Growth Option

Axis Mutual Fund · Hybrid · mandate: 65–80% equity, rest debt · benchmark: —
AUM (all plans)
1,442 cr
TER direct / regular
1.16% / 2.21%
CAGR (full)
10.5%
Sharpe (full)
0.42
Sharpe (bull ≤Sep-24)
2.64
Sharpe (sideways Oct-24→)
-0.34
Max drawdown
-20.6%
Months of data
96
Percentile ranks this fund within its peer pool; the leaderboard Score is the weighted average of its fiscal-year percentiles (equity: active-return-rank blended with IR-rank).

Equity curve

20182019202020212022202320242025202686167249Fund (NAV=100)Risk-free 6%/yrCategory median (Aggressive Hybrid Fund)

Drawdown

201820192020202120222023202420252026-21-100Drawdown %

Fiscal-year record

FYReturnvs categorySharpemonths
FY2219.6%2.4%1.3112
FY23-5.4%-7.3%-0.8212
FY2423.6%-6.9%1.9212
FY2511.5%1.3%0.4412
FY26-1.0%-0.3%-0.5912
FY27*11.3%-0.9%2.155
Active/Fund returns are TOTALS over the months covered — never annualized (FY27* is year-to-date; a * row covers only part of the year). %ile is the fund's percentile within its peer pool for that year.

Monthly returns (%)

JanFebMarAprMayJunJulAugSepOctNovDecYear
2018-4.2-2.3+4.9+0.5-1.3
2019-2.6+0.7+4.9+1.6+2.7-0.5-2.9+1.6+5.7+3.3+0.1+0.7+15.9
2020+1.0-3.1-18.0+8.7-1.7+5.7+5.6+2.4-0.4+3.6+9.6+5.4+16.7
2021-2.8+3.7+0.5+0.6+4.8+2.7+3.1+6.4+2.3+1.1-0.3+0.9+25.0
2022-2.7-2.9+2.6-2.7-3.2-4.6+8.8+3.1-2.6+2.0+1.8-2.7-3.9
2023-3.2-0.3-1.0+3.8+2.8+3.5+1.8-0.8+1.2-2.7+4.6+5.3+15.6
2024-0.5+1.4+1.3+2.2+1.0+6.3+4.6+1.8+2.5-4.0+0.2-1.3+16.0
2025-2.2-5.4+6.1+2.5+2.6+2.0-0.7-2.3+1.2+3.6+0.8-0.6+7.1
2026-2.5+1.1-8.0+6.4-0.9+2.6+2.3+0.7+1.0

Quarterly average AUM & estimated net flows

2018201920202021202220232024202520261,3221,7702,217AUM (quarter avg), ₹cr
-406855
Quarterly net flow estimate: AUM_q − AUM_(q−1)·(1+quarter return). AUM shown is the quarter AVERAGE (AMFI central disclosure). Positive = net inflows, ₹cr.
Source: AMFI's official all-scheme NAV history (portal report; official NAV history, net of TER by construction). Monthly returns are month-end NAV chains; stale prints (>7 days before month-end) drop out rather than carry. Benchmark series are the median of plain-vanilla direct-plan index funds tracking each index (TRI minus ~10-25bp/yr tracking drag — verified against true-TRI chains). Direct plans, growth option only. Sharpe uses rf 6%, arithmetic monthly convention. Independence: all figures are computed from mandatory public disclosures with a fixed methodology applied identically to every fund — no fund can pay for inclusion, exclusion, placement, or altered presentation, and any material commercial relationship will be disclosed on the affected pages. Nothing here is investment advice; past performance does not predict future returns. Generated 2026-08-25 05:37Z · data through Aug 2026 · leaderboard · PMS leaderboard
Feedback, inputs, or bug reports are appreciated — @vivekrmr on X · LinkedIn.