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

We don't give personal investment advice. Axis Aggressive Hybrid Fund - Regular 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: 25.0%. 5-year CAGR: -1.55%.

Axis

Axis Aggressive Hybrid Fund - Regular Plan - Quarterly IDCW

Latest NAV

₹12.5300

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	+0.40%	+0.09%	+0.31	4 / 33	Q1
1W	-1.02%	-1.58%	+0.55	8 / 33	Q1
2W	+0.08%	-0.53%	+0.61	9 / 33	Q2
1M	-1.49%	-2.04%	+0.55	13 / 33	Q2
3M	-4.78%	-2.12%	-2.66	27 / 33	Q4
6M	-9.44%	-5.78%	-3.66	25 / 33	Q4
YTD	-7.58%	-5.97%	-1.61	22 / 33	Q3
1Y	-10.48%	-1.00%	-9.48	33 / 33	Q4
2Y	-4.77%	+3.07%	-7.85	31 / 33	Q4
3Y	-0.21%	+9.48%	-9.69	32 / 32	Q4
4Y	-0.93%	+10.33%	-11.27	30 / 30	Q4
5Y	-1.55%	+9.61%	-11.16	29 / 29	Q4
7Y	+2.65%	+9.61%	-6.96	27 / 28	Q4
10Y	—	—	—	—	—
Inception	+2.95%	+7.75%	-4.80	28 / 33	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	-7.58%	-5.92%	-1.65	21 / 28
2025	-3.28%	-0.84%	-2.44	20 / 32
2024	+5.28%	+15.73%	-10.44	30 / 32
2023	+3.68%	+20.31%	-16.64	31 / 32
2022	-13.50%	+1.23%	-14.73	28 / 29
2021	+13.91%	+19.99%	-6.08	26 / 30
2020	+15.06%	+16.86%	-1.80	12 / 29
2019	+13.91%	+2.13%	+11.78	2 / 27
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

+5.36%

83 windows

min -16.4% · max 46.2%

59% positive

3-Year rolling

+4.63%

59 windows

min -2.6% · max 18.4%

83% positive

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

5-Year rolling

+4.70%

35 windows

min -1.5% · max 8.1%

86% positive

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

7-Year rolling

+4.35%

10 windows

min 2.6% · max 5.6%

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

9.98%

3-year · annualised

Sharpe ratio

-0.62

vs risk-free 6.5%

Sortino ratio

-0.82

Downside-only deviation

Max drawdown

-22.59%

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
Invesco India Aggressive Hybrid Fund - Regular Plan - IDCW (Payout / Reinvestment)	Invesco	₹20.5015	3 Jun 2026
Bandhan Aggressive Hybrid Fund-Regular Plan IDCW	Bandhan	₹18.4860	3 Jun 2026
Mirae Asset Aggressive Hybrid Fund - Regular Plan - IDCW	Mirae Asset	₹16.5000	3 Jun 2026
Edelweiss Aggressive Hybrid Fund - Regular Plan - IDCW Option	Edelweiss	₹25.3500	3 Jun 2026
HSBC Aggressive Hybrid Fund - Regular Annual IDCW	HSBC	₹16.4066	3 Jun 2026
Baroda BNP Paribas Aggressive Hybrid Fund- REGULAR PLAN- IDCW OPTION	Baroda BNP Paribas	₹15.2547	3 Jun 2026
Axis Aggressive Hybrid Fund - Regular Plan - Monthly IDCW	Axis	₹12.1500	3 Jun 2026
BANK OF INDIA MID & SMALL CAP EQUITY & DEBT FUND - REGULAR PLAN IDCW	Bank of India	₹33.0600	3 Jun 2026
Groww Aggressive Hybrid Fund (formerly known as Indiabulls Equity Hybrid Fund)- Regular Plan- - Income Distribution cum capital withdrawal Option (Payout & Reinvestment)	Groww	₹19.9339	3 Jun 2026
JM Aggressive Hybrid Fund (Regular) - Annual IDCW		₹31.2903	3 Jun 2026

Recent NAVs

Date	NAV
3 Jun 2026	₹12.5300
2 Jun 2026	₹12.5600
1 Jun 2026	₹12.5100
31 May 2026	₹12.5800
29 May 2026	₹12.5800
27 May 2026	₹12.7100
26 May 2026	₹12.6900
25 May 2026	₹12.7300
22 May 2026	₹12.6200
21 May 2026	₹12.5900

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 - Regular Plan - Quarterly IDCW is ₹12.5300. It's a Aggressive Hybrid Fund from Axis, run as a Regular plan IDCW (dividend) option. NAVs update once per business day from the AMFI feed.

Axis Aggressive Hybrid Fund - Regular 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 - Regular 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 - Regular Plan - Quarterly IDCW has delivered a absolute return of -10.48% — -9.48 pp behind the Aggressive Hybrid Fund category average of -1.00%. The fund ranks #33 of 33 in its category — the bottom (Q4) quartile.

Over the trailing 3-year window, Axis Aggressive Hybrid Fund - Regular Plan - Quarterly IDCW has delivered a CAGR of -0.21% — -9.69 pp behind the Aggressive Hybrid Fund category average of 9.48%. The fund ranks #32 of 32 in its category — the bottom (Q4) quartile.

Over the trailing 5-year window, Axis Aggressive Hybrid Fund - Regular Plan - Quarterly IDCW has delivered a CAGR of -1.55% — -11.16 pp behind the Aggressive Hybrid Fund category average of 9.61%. The fund ranks #29 of 29 in its category — the bottom (Q4) quartile.

₹1 lakh invested in Axis Aggressive Hybrid Fund - Regular Plan - Quarterly IDCW exactly 5 years ago would be worth approximately ₹92,489 today — a multiplier of 0.92×, based on the 5-year CAGR of -1.55%. The category average over the same window would have grown ₹1 lakh to ₹158,239.

A ₹10,000 monthly SIP in Axis Aggressive Hybrid Fund - Regular Plan - Quarterly IDCW over the last 5 years — total invested ₹600,000 — would be worth ₹558,950 today. That's an XIRR (money-weighted annualised return) of -2.78%.

Axis Aggressive Hybrid Fund - Regular 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 ₹832,545 — XIRR -0.25%.

On a 5-year basis, Axis Aggressive Hybrid Fund - Regular Plan - Quarterly IDCW ranks #29 out of 29 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 -1.55%.

The worst peak-to-trough decline Axis Aggressive Hybrid Fund - Regular Plan - Quarterly IDCW has experienced over the last 5-year window is 24.97% — 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 - Regular Plan - Quarterly IDCW averaged 4.70% (best 8.08%, worst -1.55%). 86% of rolling windows ended positive. The 5-year Sharpe ratio is -0.64 — negative risk-adjusted performance.

In calendar year 2025, Axis Aggressive Hybrid Fund - Regular Plan - Quarterly IDCW returned -3.28% — lagging the Aggressive Hybrid Fund category average of -0.84% by 2.44 pp. It ranked #20 of 32 in its category that year.

Axis Aggressive Hybrid Fund - Regular 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 - Regular 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: 25.0%. 5-year CAGR: -1.55%.

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