Axis Aggressive Hybrid Fund
Direct · Growth ₹23.31
18 Aug 2026
NAV
13.3%
3Y CAGR
13.3%
5Y CAGR
12.9%
Weighted CAGR
?
Weighted Mean CAGR
Gives more importance to longer time periods (10Y, 20Y) than shorter ones (1Y, 3Y). This balances out recent outperformance and gives a more realistic picture of what long-term returns might look like.
Gives more importance to longer time periods (10Y, 20Y) than shorter ones (1Y, 3Y). This balances out recent outperformance and gives a more realistic picture of what long-term returns might look like.
2.81
Sharpe
-28.0%
Max Drawdown
?
Max Drawdown
The largest peak-to-trough decline in the fund's NAV. Shows the worst-case loss an investor would have experienced at any point in the fund's history.
The largest peak-to-trough decline in the fund's NAV. Shows the worst-case loss an investor would have experienced at any point in the fund's history.
1.06%
TER
If you invested ₹1,00,000 every month via SIP, here's how this fund has historically performed across different time horizons.
| Duration | Invested | Median Value | XIRR | Min XIRR | Max XIRR |
|---|---|---|---|---|---|
| 1 Year | ₹12.00 L | ₹12.59 L | 13.5% | -39.1% | 61.4% |
| 3 Years | ₹36.00 L | ₹42.90 L | 13.4% | 2.9% | 29.4% |
| 5 Years | ₹60.00 L | ₹81.15 L | 12.4% | 6.2% | 18.6% |
| 7 Years | ₹84.00 L | ₹1.27 Cr | 11.7% | 8.9% | 13.8% |
SIP returns vs benchmark & category
Annualised SIP return (XIRR) over each rolling horizon — like-for-like, not lump-sum.
| Duration | Fund SIP XIRR | Category avg |
|---|---|---|
| 1 Year | 13.5% | 15.1% |
| 3 Years | 13.4% | 14.3% |
| 5 Years | 12.4% | 14.3% |
| 7 Years | 11.7% | 14.1% |
| Duration | Mean | Median | Min | Max | Sharpe | Sortino | % Positive | Cat. Mean | Cat. Median |
|---|---|---|---|---|---|---|---|---|---|
| 1 Year | 13.2% | 10.6% | -15.2% | 59.5% | 0.49 | 1.48 | 84% | — | — |
| 3 Years | 13.3% | 12.5% | 6.8% | 22.4% | 2.11 | — | 100% | — | — |
| 5 Years | 13.3% | 13.4% | 8.4% | 19.7% | 2.81 | — | 100% | — | — |
-28.0%
Max Drawdown
1 mo
Drawdown Duration
8 mo
Recovery Time
-4.1%
Avg Drawdown
Calmar Ratio by Duration
0.47
1Y
0.48
3Y
0.48
5Y
0.44
7Y
89
Total Holdings
32.1%
Top 10 Weight
33
Sectors
| # | Stock | % of NAV |
|---|---|---|
| 1 | Reliance Industries Limited | 5.18% |
| 2 | ICICI Bank Limited | 4.81% |
| 3 | HDFC Bank Limited | 4.70% |
| 4 | Infosys Limited | 3.15% |
| 5 | Bharti Airtel Limited | 2.82% |
| 6 | State Bank of India | 2.81% |
| 7 | Larsen & Toubro Limited | 2.75% |
| 8 | Mahindra & Mahindra Limited | 2.12% |
| 9 | Kotak Mahindra Bank Limited | 1.95% |
| 10 | NTPC Limited | 1.86% |