MF Gyan
hybridModerate risk8 years oldSteady vs its 3-year pace

Axis Aggressive Hybrid Fund - Direct Plan - Monthly IDCW

Combines equity and debt in one fund. Aims for a smoother ride than pure equity funds. From Axis Mutual Fund. It's been running since 16 Aug 2018.

Latest price per unit
₹15.49
▲ 0.00% today
As of 4 Sep 2026 · updated once each business day

What ₹1 lakh would have become

Based on past returns
Invested 1 year ago
₹95.1k
▼ ₹4.9k loss · -4.9% / year
Invested 3 years ago
₹1.05 L
▲ ₹5.4k gain · 1.8% / year
Invested 5 years ago
₹1.02 L
▲ ₹1.8k gain · 0.4% / year

These are calculations from the fund's past prices, not a prediction. Real future returns can and often do differ.

SIP simulator

Play with a monthly investment

Slide the amount and switch the duration. Left column uses real past prices. Right column projects forward using this fund's historical rate — a calculation, not a prediction.

₹5.0k
Looking back · real
You would have invested₹1.80 L
Value today₹1.75 L
Gain / loss-₹4.6k
XIRR (annualised)-1.76%
Looking forward · hypothetical
You would invest₹1.80 L
Would become*₹1.75 L
Projected gain*+-₹4.8k
*at this fund's historical rate of -1.76% per year. Actual future returns can be different — sometimes very different.
Value Cumulative invested
Reality check. The backward SIP is real math on real past NAVs. The forward projection assumes the fund keeps up its historical rate — which rarely happens exactly. Past performance is not a promise. MF Gyan does not recommend any specific investment.
How it compares to peers

Vs 45 other funds in Hybrid Schemes - Aggressive Hybrid Fund

Same plan
1-year return
-4.86%median 1.13% (-5.99%)
Rank #42 of 46Beats 7% of peers
3-year return
1.78%median 10.44% (-8.65%)
Rank #45 of 46Beats 0% of peers
5-year return
0.37%median 8.94% (-8.58%)
Rank #41 of 46Beats 2% of peers
Bumpiness (3Y)
10.44%median 11.06% (-0.62%)
Rank #10 of 46Less risky than 80% of peers
Worst-ever drop
-28.43%median -29.00% (+0.57%)
Rank #25 of 46Less risky than 47% of peers

Descriptive rankings within the same category and plan. Not a recommendation — one fund beating another historically does not mean it will continue to do so.

Year by year

Calendar-year returns. 4 of last 7 years were positive.

+15%
2020
+17%
2021
-9%
2022
+9%
2023
+8%
2024
-2%
2025
-5%
2026
Best year
2021 · 16.62%
Worst year
2022 · -9.47%

Price over time

How the per-unit price has moved. Tap a range to zoom in.

Bumpiness & worst drops

Day-to-day bumpiness
10.4%

The value swings roughly 10% up or down in a typical year. Finance-speak calls this volatility.

Worst drop ever
-28.43%

A lump sum invested at the previous peak would have temporarily lost about this much before recovering. Finance-speak calls this max drawdown.

Similar funds you might want to look at

Same category, same plan, sorted by 3-year return. Not recommendations — just neighbours.

Head-to-head comparisons

Side-by-side comparisons of Axis Aggressive Hybrid Fund - Direct Plan - Monthly IDCW against other hybrid funds.

Technical details (for the pros)
CAGR — 1 year-4.86%
CAGR — 3 years1.78%
CAGR — 5 years0.37%
CAGR — since launch5.57%
Volatility — 1 year (annualised)10.28%
Volatility — 3 years (annualised)10.44%
Max drawdown — 1 year-13.87%
Max drawdown — 3 years-19.39%
Sharpe ratio — 1 year (rf=6%)-1.07
Sharpe ratio — 3 years (rf=6%)-0.40

Fund info

Fund house
Axis Mutual Fund
Category
Hybrid Schemes - Aggressive Hybrid Fund
Plan
Direct
Option
IDCW
ISIN (Growth)
INF846K01E33
ISIN (Div re-invest)
INF846K01E41
Fund code
144397
First price on record
16 Aug 2018 · 1,990 daily prices

About Axis Aggressive Hybrid Fund - Direct Plan - Monthly IDCW

Axis Aggressive Hybrid Fund - Direct Plan - Monthly IDCW is a Hybrid Schemes - Aggressive Hybrid Fund offered by Axis Mutual Fund under the Direct plan with the IDCW option. It has approximately 8 years of NAV track record. The fund falls in the hybrid category — Combines equity and debt in one fund. Aims for a smoother ride than pure equity funds.

The current NAV of Axis Aggressive Hybrid Fund - Direct Plan - Monthly IDCW is ₹15.4900 (as of 4 Sep 2026). Historically, it has delivered -4.85% over the last year, 1.78% CAGR over 3 years, 0.37% CAGR over 5 years. Returns are historical and don't predict future performance.

Over the last three years, the fund's prices have moved with 10.4% annualised volatility — a "moderate" level of bumpiness; its deepest peak-to-trough fall on record was 28.4%. Being mentally prepared for drawdowns of this size is what separates long-term investors from reactive traders.

Frequently asked

What is the latest NAV of Axis Aggressive Hybrid Fund - Direct Plan - Monthly IDCW?+

The latest NAV of Axis Aggressive Hybrid Fund - Direct Plan - Monthly IDCW is ₹15.4900 as of 4 Sep 2026, up 0.00% from the previous day. NAV is updated once a business day after the market close.

What are the returns of Axis Aggressive Hybrid Fund - Direct Plan - Monthly IDCW?+

Axis Aggressive Hybrid Fund - Direct Plan - Monthly IDCW has delivered 1-year return -4.85%, 3-year CAGR 1.78%, 5-year CAGR 0.37%, since-inception CAGR 5.57%. Returns are historical and don't predict future performance — markets move in cycles.

What category does Axis Aggressive Hybrid Fund - Direct Plan - Monthly IDCW belong to?+

Axis Aggressive Hybrid Fund - Direct Plan - Monthly IDCW is categorised as Hybrid Schemes - Aggressive Hybrid Fund. Combines equity and debt in one fund. Aims for a smoother ride than pure equity funds.

How risky is Axis Aggressive Hybrid Fund - Direct Plan - Monthly IDCW?+

Based on its 3-year annualised volatility of 10.4%, Axis Aggressive Hybrid Fund - Direct Plan - Monthly IDCW sits in the "moderate" risk bucket. Volatility measures how much prices swing — higher means bigger ups and downs along the way.

Is Axis Aggressive Hybrid Fund - Direct Plan - Monthly IDCW a direct plan?+

Axis Aggressive Hybrid Fund - Direct Plan - Monthly IDCW is a Direct plan (no distributor commission — lower expense ratio) with the IDCW option (periodic distributions, taxable at your slab rate).

How old is Axis Aggressive Hybrid Fund - Direct Plan - Monthly IDCW?+

Axis Aggressive Hybrid Fund - Direct Plan - Monthly IDCW has NAV history available from 16 Aug 2018 — approximately 8 years of track record and 1,990 daily NAV observations.

Numbers are computed from stored daily prices from mfapi.in/AMFI. This is descriptive analytics, not investment advice. Past performance is not indicative of future returns.