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

₹12.8100

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	+0.55%	+0.15%	+0.40	1 / 33	Q1
1W	+0.23%	-0.48%	+0.72	4 / 33	Q1
2W	+0.55%	-0.12%	+0.67	8 / 33	Q1
1M	-0.54%	-0.04%	-0.51	29 / 33	Q4
3M	-0.08%	+0.63%	-0.70	23 / 33	Q3
6M	-4.33%	-1.61%	-2.73	26 / 33	Q4
YTD	-5.74%	-3.10%	-2.64	26 / 33	Q4
1Y	-8.30%	-0.33%	-7.98	31 / 33	Q4
2Y	-5.81%	+2.36%	-8.17	31 / 33	Q4
3Y	-0.41%	+9.05%	-9.46	32 / 32	Q4
4Y	+0.20%	+11.21%	-11.01	30 / 30	Q4
5Y	-1.55%	+9.77%	-11.32	29 / 29	Q4
7Y	+3.31%	+10.60%	-7.29	27 / 28	Q4
10Y	—	—	—	—	—
Inception	+3.16%	+8.06%	-4.90	27 / 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	-5.74%	-2.55%	-3.19	25 / 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

+5.38%

85 windows

min -16.4% · max 39.0%

56% positive

3-Year rolling

+4.80%

61 windows

min -2.1% · max 17.5%

87% positive

5-Year rolling

+4.55%

36 windows

min -1.5% · max 9.4%

89% positive

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

7-Year rolling

+4.36%

12 windows

min 2.8% · max 5.9%

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

9.85%

3-year · annualised

Sharpe ratio

-0.66

vs risk-free 6.5%

Sortino ratio

-0.92

Downside-only deviation

Max drawdown

-22.59%

Sep 2024 → Mar 2026

% positive months

47.2%

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	₹21.4825	17 Jul 2026
Bandhan Aggressive Hybrid Fund-Regular Plan IDCW	Bandhan	₹19.1870	17 Jul 2026
Mirae Asset Aggressive Hybrid Fund - Regular Plan - IDCW	Mirae Asset	₹17.0060	17 Jul 2026
Edelweiss Aggressive Hybrid Fund - Regular Plan - IDCW Option	Edelweiss	₹25.8600	17 Jul 2026
HSBC Aggressive Hybrid Fund - Regular Annual IDCW	HSBC	₹17.0011	17 Jul 2026
Baroda BNP Paribas Aggressive Hybrid Fund- REGULAR PLAN- IDCW OPTION	Baroda BNP Paribas	₹15.5740	17 Jul 2026
Axis Aggressive Hybrid Fund - Regular Plan - Monthly IDCW	Axis	₹12.7100	17 Jul 2026
BANK OF INDIA MID & SMALL CAP EQUITY & DEBT FUND - REGULAR PLAN IDCW	Bank of India	₹33.8400	17 Jul 2026
Groww Aggressive Hybrid Fund (formerly known as Indiabulls Equity Hybrid Fund)- Regular Plan- - Income Distribution cum capital withdrawal Option (Payout & Reinvestment)	Groww	₹20.5837	17 Jul 2026
JM Aggressive Hybrid Fund (Regular) - Annual IDCW		₹32.7651	17 Jul 2026

Recent NAVs

Date	NAV
17 Jul 2026	₹12.8100
16 Jul 2026	₹12.7400
15 Jul 2026	₹12.7500
14 Jul 2026	₹12.7100
13 Jul 2026	₹12.7800
10 Jul 2026	₹12.7800
9 Jul 2026	₹12.6800
8 Jul 2026	₹12.6000
7 Jul 2026	₹12.7900
6 Jul 2026	₹12.7900

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 - Regular Plan - Quarterly IDCW is ₹12.8100. 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 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 - 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 -8.30% — -7.98 pp behind the Aggressive Hybrid Fund category average of -0.33%. The fund ranks #31 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 -0.41% — -9.46 pp behind the Aggressive Hybrid Fund category average of 9.05%. 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% — -11.32 pp behind the Aggressive Hybrid Fund category average of 9.77%. 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 ₹92,491 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 ₹159,387.

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 ₹568,602 today. That's an XIRR (money-weighted annualised return) of -2.11%.

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 ₹843,965 — XIRR 0.13%.

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 9.77%; 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 4.55% (best 9.39%, worst -1.55%). 89% of rolling windows ended positive. The 5-year Sharpe ratio is -0.65 — 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.