Axis Aggressive Hybrid Fund - Direct Plan - Monthly IDCW

Open Ended Schemes(Hybrid Scheme - Aggressive Hybrid Fund)High Risk★★★★★ISIN INF846K01E33

NAV · 06-Jul-2026

₹15.5800

+3.47%

-5.66%

1Y (CAGR)

-7.13%

3Y (CAGR)

+1.99%

5Y (CAGR)

+2.16%

Since inception (CAGR)

+5.71%

NAV history

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Risk & SIP analytics

Q4 · 3Y in category

Volatility (3y)

10.34%

Downside dev (3y)

8.14%

Max drawdown (3y)

-19.4%

Sharpe (3y)

-0.44

SIP XIRR (3y)

-1.63%

SIP XIRR (5y)

+0.81%

Calendar-year returns

2020 +14.7%2021 +16.9%2022 -8.5%2023 +9.2%2024 +7.8%2025 -1.6%

Fund facts

Fund managerDevang Shah · Aditya Pagaria · Jayesh Sundar · Krishnaa N

AUM₹14,292 Cr

Expense ratio1.1% · 2026-05-31

TER · AMFI officialDirect 1.16% · Regular 2.19% (2026-06-30)

Launch date20-Jul-2018

Plan typeOpen Ended · Hybrid

Min lumpsum₹500

Min SIP₹100

Lock-inNone

Volatility12.55

AMCAxis Asset Management Co. Ltd.

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.

scheme documents ↗