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

We don't give personal investment advice. Axis Aggressive Hybrid Fund - Direct Plan - Quarterly 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: 23.0%. 5-year CAGR: 0.38%.

Axis

Axis Aggressive Hybrid Fund - Direct Plan - Quarterly IDCW

Latest NAV

₹14.4000

As of

3 Jun 2026

1,924 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	+0.42%	+6.60%	-6.18	10 / 58	Q1
1W	-1.03%	+5.20%	-6.23	17 / 58	Q2
2W	+0.14%	+6.18%	-6.04	17 / 58	Q2
1M	-1.43%	+5.07%	-6.50	26 / 58	Q2
3M	-4.18%	+4.49%	-8.67	42 / 58	Q3
6M	-8.43%	+1.53%	-9.96	40 / 58	Q3
YTD	-6.90%	+1.04%	-7.94	36 / 58	Q3
1Y	-8.49%	+5.41%	-13.90	53 / 58	Q4
2Y	-2.79%	+4.56%	-7.35	45 / 57	Q4
3Y	+1.82%	+10.78%	-8.96	54 / 58	Q4
4Y	+1.03%	+10.80%	-9.77	54 / 55	Q4
5Y	+0.38%	+9.86%	-9.49	50 / 52	Q4
7Y	+4.50%	+10.11%	-5.61	44 / 48	Q4
10Y	—	—	—	—	—
Inception	+4.81%	+8.46%	-3.65	47 / 58	Q4

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	-6.90%	-6.04%	-0.86	31 / 50
2025	-1.21%	+7.92%	-9.14	38 / 56
2024	+7.37%	+14.90%	-7.53	50 / 56
2023	+5.68%	+18.81%	-13.13	51 / 56
2022	-11.90%	+1.96%	-13.86	53 / 53
2021	+15.87%	+21.02%	-5.15	45 / 54
2020	+16.64%	+13.62%	+3.02	13 / 52
2019	+15.73%	+3.69%	+12.03	1 / 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

+7.22%

83 windows

min -14.8% · max 48.2%

60% positive

3-Year rolling

+6.48%

59 windows

min -0.8% · max 20.2%

95% positive

Limited basis — fund is young, so this average may be skewed by which 3Y windows happen to be available.

5-Year rolling

+6.57%

35 windows

min 0.4% · max 9.9%

100% positive

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

7-Year rolling

+6.21%

10 windows

min 4.4% · max 7.5%

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

9.91%

3-year · annualised

Sharpe ratio

-0.42

vs risk-free 6.5%

Sortino ratio

-0.58

Downside-only deviation

Max drawdown

-19.95%

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	₹17.2110	3 Jun 2026
NIPPON INDIA AGGRESSIVE HYBRID FUND - SEGREGATED PORTFOLIO 2 - DIRECT Plan - IDCW Option	Nippon India	₹0.0000	3 Jun 2026
SBI Equity Hybrid Fund - Direct Plan - Income Distribution cum Capital Withdrawal Option (IDCW)	SBI	₹99.9127	3 Jun 2026
ICICI Prudential Equity & Debt Fund - Direct Plan - Annual IDCW	ICICI Prudential	₹27.9300	3 Jun 2026
Invesco India Aggressive Hybrid Fund - Direct Plan - IDCW (Payout / Reinvestment)	Invesco	₹23.1247	3 Jun 2026
Bandhan Aggressive Hybrid Fund-Direct Plan IDCW	Bandhan	₹21.1180	3 Jun 2026
quant Aggressive Hybrid Fund-IDCW Option-Direct Plan	Quant	₹69.7436	3 Jun 2026
Aditya Birla Sun Life Equity Hybrid'95 Fund -DIRECT - IDCW	Aditya Birla Sun Life	₹281.8300	3 Jun 2026
Franklin India Aggressive Hybrid Fund - Direct - IDCW	Franklin India	₹32.9866	3 Jun 2026
Mirae Asset Aggressive Hybrid Fund - Direct Plan - IDCW	Mirae Asset	₹20.5210	3 Jun 2026

Recent NAVs

Date	NAV
3 Jun 2026	₹14.4000
2 Jun 2026	₹14.4400
1 Jun 2026	₹14.3800
31 May 2026	₹14.4600
29 May 2026	₹14.4600
27 May 2026	₹14.6100
26 May 2026	₹14.5900
25 May 2026	₹14.6200
22 May 2026	₹14.5000
21 May 2026	₹14.4600

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 03 Jun 2026, the NAV of Axis Aggressive Hybrid Fund - Direct Plan - Quarterly IDCW is ₹14.4000. 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 - Quarterly IDCW has NAV history starting from 16 Aug 2018, a track record of about 7 years 9 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 - Quarterly 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 - Quarterly IDCW has delivered a absolute return of -8.49% — -13.9 pp behind the Aggressive Hybrid Fund category average of 5.41%. The fund ranks #53 of 58 in its category — the bottom (Q4) quartile.

Over the trailing 3-year window, Axis Aggressive Hybrid Fund - Direct Plan - Quarterly IDCW has delivered a CAGR of 1.82% — -8.96 pp behind the Aggressive Hybrid Fund category average of 10.78%. The fund ranks #54 of 58 in its category — the bottom (Q4) quartile.

Over the trailing 5-year window, Axis Aggressive Hybrid Fund - Direct Plan - Quarterly IDCW has delivered a CAGR of 0.38% — -9.49 pp behind the Aggressive Hybrid Fund category average of 9.86%. The fund ranks #50 of 52 in its category — the bottom (Q4) quartile.

₹1 lakh invested in Axis Aggressive Hybrid Fund - Direct Plan - Quarterly IDCW exactly 5 years ago would be worth approximately ₹101,905 today — a multiplier of 1.02×, based on the 5-year CAGR of 0.38%. The category average over the same window would have grown ₹1 lakh to ₹160,059.

A ₹10,000 monthly SIP in Axis Aggressive Hybrid Fund - Direct Plan - Quarterly IDCW over the last 5 years — total invested ₹600,000 — would be worth ₹587,976 today. That's an XIRR (money-weighted annualised return) of -0.80%.

Axis Aggressive Hybrid Fund - Direct Plan - Quarterly IDCW doesn't yet have 10 years of NAVs. Over the longest available window (7-year SIP), ₹10,000/month would have grown to ₹894,058 — XIRR 1.76%.

On a 5-year basis, Axis Aggressive Hybrid Fund - Direct Plan - Quarterly IDCW ranks #50 out of 52 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 9.86%; this fund delivered 0.38%.

The worst peak-to-trough decline Axis Aggressive Hybrid Fund - Direct Plan - Quarterly IDCW has experienced over the last 5-year window is 22.99% — its NAV fell from a high on 12 Nov 2021 to a low on 28 Mar 2023. 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 - Quarterly IDCW averaged 6.57% (best 9.93%, worst 0.38%). 100% of rolling windows ended positive. The 5-year Sharpe ratio is -0.47 — negative risk-adjusted performance.

In calendar year 2025, Axis Aggressive Hybrid Fund - Direct Plan - Quarterly IDCW returned -1.21% — lagging the Aggressive Hybrid Fund category average of 7.92% by 9.14 pp. It ranked #38 of 56 in its category that year.

Axis Aggressive Hybrid Fund - Direct Plan - Quarterly 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 - Quarterly 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: 23.0%. 5-year CAGR: 0.38%.

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