Should I invest in Axis Aggressive Hybrid Fund - Monthly IDCW?

We don't give personal investment advice. Axis Aggressive Hybrid Fund - Direct Plan - Monthly IDCW is suitable for an investor whose:horizon is 3-5 years — too short for pure equity, too long for pure debtwants a single fund that automatically rebalances between equity and debtis comfortable trading some upside for lower volatility vs a pure equity fundCross-check the numbers above against alternatives before deciding. Worst 5-year drawdown: 19.8%. 5-year CAGR: 1.87%.

Axis

Axis Aggressive Hybrid Fund - Direct Plan - Monthly IDCW

Latest NAV

₹15.6000

As of

17 Jul 2026

1,955 NAV records on file

NAV history & peer comparison

All NAVs split-adjusted and normalised to 100 at the start of the selected period, so funds with very different absolute NAV scales can be compared on one axis.

Period

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Returns matrix

Fund return alongside the category average and peer rank for every standard window. Returns under one year are absolute; one year and longer are compound annualised (CAGR).

Window	Fund	Category avg	+/− vs avg	Rank	Quartile
1D	+0.45%	+0.20%	+0.25	5 / 55	Q1
1W	+0.19%	-0.16%	+0.35	13 / 55	Q1
2W	+0.58%	+0.10%	+0.49	12 / 55	Q1
1M	+1.17%	+0.84%	+0.33	29 / 55	Q3
3M	+0.52%	+1.61%	-1.09	40 / 55	Q3
6M	-3.05%	-0.75%	-2.29	36 / 55	Q3
YTD	-4.41%	-2.54%	-1.87	36 / 55	Q3
1Y	-6.92%	-0.18%	-6.74	50 / 55	Q4
2Y	-4.01%	+1.30%	-5.31	46 / 54	Q4
3Y	+1.82%	+9.24%	-7.42	49 / 55	Q4
4Y	+3.49%	+11.12%	-7.63	49 / 52	Q4
5Y	+1.87%	+9.61%	-7.74	46 / 49	Q4
7Y	+6.01%	+11.18%	-5.18	42 / 48	Q4
10Y	—	—	—	—	—
Inception	+5.76%	+8.35%	-2.59	39 / 55	Q3

Quartile legend: Q1 top 25% Q2 25-50% Q3 50-75% Q4 bottom 25%

Calendar-year returns

Full-year performance vs category average. Current year is partial (year-to-date).

Year	Fund	Category avg	+/− vs avg	Rank
2026 YTD	-4.41%	-2.48%	-1.93	34 / 50
2025	-2.05%	+1.24%	-3.28	43 / 53
2024	+7.68%	+15.74%	-8.06	47 / 53
2023	+8.94%	+19.87%	-10.94	49 / 53
2022	-8.52%	+2.08%	-10.60	46 / 50
2021	+16.62%	+22.26%	-5.64	41 / 51
2020	+14.65%	+14.45%	+0.20	18 / 49
2019	+15.51%	+3.69%	+11.82	3 / 47
2018	—	—	—	—

Rolling returns

Removes start-date bias by averaging CAGR over every overlapping N-year window in the fund's history. Higher average plus tight min/max plus high "% positive" = consistent.

1-Year rolling

+7.84%

85 windows

min -11.5% · max 37.8%

67% positive

3-Year rolling

+7.88%

61 windows

min 1.8% · max 18.5%

100% positive

5-Year rolling

+7.63%

36 windows

min 1.9% · max 12.5%

100% positive

Limited basis — fund is young, so this average may be skewed by which 5Y windows happen to be available.

7-Year rolling

+6.96%

12 windows

min 5.3% · max 8.7%

100% positive

Limited basis — fund is young, so this average may be skewed by which 7Y windows happen to be available.

SIP returns — historical "what if"

If you had invested every month in this fund over the chosen period, this is what your investment would be worth today.

Period

Total invested

₹ —

Today's value

₹ —

XIRR

Annualised

Wealth multiplier

Period	Total invested	Today's value	XIRR	Wealth multiplier

XIRR is the annualised internal rate of return on the SIP cash flow — invariant to the monthly amount. "Today's value" and "Total invested" scale linearly with the slider. Past performance does not guarantee future returns. Excludes exit load and taxes.

Risk profile

Risk-adjusted return and volatility, computed from monthly NAV returns over the trailing 3-year and 5-year windows.

Std deviation

9.53%

3-year · annualised

Sharpe ratio

-0.45

vs risk-free 6.5%

Sortino ratio

-0.64

Downside-only deviation

Max drawdown

-19.39%

Sep 2024 → Mar 2026

% positive months

52.8%

Share of monthly returns > 0 over the 3-year window

Sharpe / Sortino use a risk-free rate of 6.5% (1-year T-bill proxy). Higher Sharpe = more return per unit of total risk; higher Sortino = more return per unit of downside risk.

Peers in Aggressive Hybrid Fund

Scheme	Fund house	NAV	As of
HDFC Hybrid Equity Fund - IDCW Option - Direct Plan	HDFC	₹17.7700	17 Jul 2026
NIPPON INDIA AGGRESSIVE HYBRID FUND - SEGREGATED PORTFOLIO 2 - DIRECT Plan - IDCW Option	Nippon India	₹0.0000	17 Jul 2026
SBI Equity Hybrid Fund - Direct Plan - Income Distribution cum Capital Withdrawal Option (IDCW)	SBI	₹102.7411	17 Jul 2026
ICICI Prudential Equity & Debt Fund - Direct Plan - Annual IDCW	ICICI Prudential	₹29.1200	17 Jul 2026
Invesco India Aggressive Hybrid Fund - Direct Plan - IDCW (Payout / Reinvestment)	Invesco	₹24.2754	17 Jul 2026
Bandhan Aggressive Hybrid Fund-Direct Plan IDCW	Bandhan	₹21.9550	17 Jul 2026
quant Aggressive Hybrid Fund-IDCW Option-Direct Plan	Quant	₹72.3931	17 Jul 2026
Aditya Birla Sun Life Equity Hybrid'95 Fund -DIRECT - IDCW	Aditya Birla Sun Life	₹296.3500	17 Jul 2026
Franklin India Aggressive Hybrid Fund - Direct - IDCW	Franklin India	₹34.1499	17 Jul 2026
Mirae Asset Aggressive Hybrid Fund - Direct Plan - IDCW	Mirae Asset	₹21.2090	17 Jul 2026

Recent NAVs

Date	NAV
17 Jul 2026	₹15.6000
16 Jul 2026	₹15.5300
15 Jul 2026	₹15.5300
14 Jul 2026	₹15.4900
13 Jul 2026	₹15.5700
10 Jul 2026	₹15.5700
9 Jul 2026	₹15.4400
8 Jul 2026	₹15.3500
7 Jul 2026	₹15.5800
6 Jul 2026	₹15.5800

Frequently asked questions

These answers are generated from this fund's live metrics — NAV, returns, peer rank, drawdown, SIP backtest. Numbers refresh nightly after AMFI's NAV feed lands.

As of 17 Jul 2026, the NAV of Axis Aggressive Hybrid Fund - Direct Plan - Monthly IDCW is ₹15.6000. It's a Aggressive Hybrid Fund from Axis, run as a Direct plan IDCW (dividend) option. NAVs update once per business day from the AMFI feed.

Axis Aggressive Hybrid Fund - Direct Plan - Monthly IDCW has NAV history starting from 16 Aug 2018, a track record of about 7 years 11 months. That's enough history to evaluate the fund across one or two market cycles. Look at rolling returns rather than point-to-point to judge consistency.

Axis Aggressive Hybrid Fund - Direct Plan - Monthly IDCW is managed by Axis. It's classified by AMFI under the 'Aggressive Hybrid Fund' SEBI category, which determines its peer set and tax treatment.

Over the trailing 1-year window, Axis Aggressive Hybrid Fund - Direct Plan - Monthly IDCW has delivered a absolute return of -6.92% — -6.74 pp behind the Aggressive Hybrid Fund category average of -0.18%. The fund ranks #50 of 55 in its category — the bottom (Q4) quartile.

Over the trailing 3-year window, Axis Aggressive Hybrid Fund - Direct Plan - Monthly IDCW has delivered a CAGR of 1.82% — -7.42 pp behind the Aggressive Hybrid Fund category average of 9.24%. The fund ranks #49 of 55 in its category — the bottom (Q4) quartile.

Over the trailing 5-year window, Axis Aggressive Hybrid Fund - Direct Plan - Monthly IDCW has delivered a CAGR of 1.87% — -7.74 pp behind the Aggressive Hybrid Fund category average of 9.61%. The fund ranks #46 of 49 in its category — the bottom (Q4) quartile.

₹1 lakh invested in Axis Aggressive Hybrid Fund - Direct Plan - Monthly IDCW exactly 5 years ago would be worth approximately ₹109,705 today — a multiplier of 1.10×, based on the 5-year CAGR of 1.87%. The category average over the same window would have grown ₹1 lakh to ₹158,209.

A ₹10,000 monthly SIP in Axis Aggressive Hybrid Fund - Direct Plan - Monthly IDCW over the last 5 years — total invested ₹600,000 — would be worth ₹614,398 today. That's an XIRR (money-weighted annualised return) of 0.93%.

Axis Aggressive Hybrid Fund - Direct Plan - Monthly IDCW doesn't yet have 10 years of NAVs. Over the longest available window (7-year SIP), ₹10,000/month would have grown to ₹942,717 — XIRR 3.25%.

On a 5-year basis, Axis Aggressive Hybrid Fund - Direct Plan - Monthly IDCW ranks #46 out of 49 funds in the Aggressive Hybrid Fund category — that places it in the bottom quartile (Q4) — material underperformance. The category average return over the same window is 9.61%; this fund delivered 1.87%.

The worst peak-to-trough decline Axis Aggressive Hybrid Fund - Direct Plan - Monthly IDCW has experienced over the last 5-year window is 19.82% — its NAV fell from a high on 14 Oct 2021 to a low on 17 Jun 2022. Drawdown is a useful gauge of how much short-term pain you'd have endured to capture the long-term return.

Across all 5-year rolling windows, Axis Aggressive Hybrid Fund - Direct Plan - Monthly IDCW averaged 7.63% (best 12.49%, worst 1.87%). 100% of rolling windows ended positive. The 5-year Sharpe ratio is -0.34 — negative risk-adjusted performance.

In calendar year 2025, Axis Aggressive Hybrid Fund - Direct Plan - Monthly IDCW returned -2.05% — lagging the Aggressive Hybrid Fund category average of 1.24% by 3.28 pp. It ranked #43 of 53 in its category that year.

Axis Aggressive Hybrid Fund - Direct Plan - Monthly IDCW is a Hybrid scheme. Tax treatment follows its actual equity allocation as disclosed by the AMC: at least 65% equity behaves like an equity fund (12.5% LTCG over 12 months, 20% STCG); 35-65% equity often gets an equity-style treatment with a 24-month threshold; under 35% equity is taxed at slab rate like a debt fund. Check the AMC's latest factsheet for the current classification.

We don't give personal investment advice. Axis Aggressive Hybrid Fund - Direct Plan - Monthly IDCW is suitable for an investor whose:

horizon is 3-5 years — too short for pure equity, too long for pure debt
wants a single fund that automatically rebalances between equity and debt
is comfortable trading some upside for lower volatility vs a pure equity fund

Cross-check the numbers above against alternatives before deciding. Worst 5-year drawdown: 19.8%. 5-year CAGR: 1.87%.

Educational content only — not investment advice. Tax rules summarised above reflect Budget 2024; consult a qualified adviser before transacting.

Axis Aggressive Hybrid Fund - Direct Plan - Monthly IDCW

NAV history & peer comparison

Returns matrix

Calendar-year returns

Rolling returns

SIP returns — historical "what if"

Risk profile

Peers in Aggressive Hybrid Fund

Recent NAVs

Frequently asked questions

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