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

Axis Aggressive Hybrid Fund - Direct Plan - Quarterly 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
₹14.87
▲ 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
₹95.9k
▼ ₹4.1k loss · -4.1% / year
Invested 3 years ago
₹1.06 L
▲ ₹5.5k gain · 1.8% / year
Invested 5 years ago
₹94.8k
▼ ₹5.2k loss · -1.1% / 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₹1.77 L
Gain / loss-₹2.9k
XIRR (annualised)-1.11%
Looking forward · hypothetical
You would invest₹1.80 L
Would become*₹1.77 L
Projected gain*+-₹3.0k
*at this fund's historical rate of -1.11% 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
-4.13%median 1.13% (-5.26%)
Rank #40 of 46Beats 11% of peers
3-year return
1.81%median 10.44% (-8.62%)
Rank #43 of 46Beats 5% of peers
5-year return
-1.07%median 8.94% (-10.01%)
Rank #42 of 46Beats 0% of peers
Bumpiness (3Y)
11.08%median 10.91% (+0.17%)
Rank #26 of 46Less risky than 44% of peers
Worst-ever drop
-28.01%median -29.00% (+0.99%)
Rank #32 of 46Less risky than 29% 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.

+17%
2020
+16%
2021
-13%
2022
+6%
2023
+7%
2024
-1%
2025
-4%
2026
Best year
2020 · 16.64%
Worst year
2022 · -12.79%

Price over time

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

Bumpiness & worst drops

Day-to-day bumpiness
11.1%

The value swings roughly 11% up or down in a typical year. Finance-speak calls this volatility.

Worst drop ever
-28.01%

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 - Quarterly IDCW against other hybrid funds.

Technical details (for the pros)
CAGR — 1 year-4.13%
CAGR — 3 years1.81%
CAGR — 5 years-1.07%
CAGR — since launch5.04%
Volatility — 1 year (annualised)11.35%
Volatility — 3 years (annualised)11.08%
Max drawdown — 1 year-13.71%
Max drawdown — 3 years-19.95%
Sharpe ratio — 1 year (rf=6%)-0.90
Sharpe ratio — 3 years (rf=6%)-0.38

Fund info

Fund house
Axis Mutual Fund
Category
Hybrid Schemes - Aggressive Hybrid Fund
Plan
Direct
Option
IDCW
ISIN (Growth)
INF846K01E58
ISIN (Div re-invest)
INF846K01E66
Fund code
144398
First price on record
16 Aug 2018 · 1,990 daily prices

About Axis Aggressive Hybrid Fund - Direct Plan - Quarterly IDCW

Axis Aggressive Hybrid Fund - Direct Plan - Quarterly 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 - Quarterly IDCW is ₹14.8700 (as of 4 Sep 2026). Historically, it has delivered -4.13% over the last year, 1.81% CAGR over 3 years, -1.07% 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 11.1% annualised volatility — a "moderate" level of bumpiness; its deepest peak-to-trough fall on record was 28.0%. 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 - Quarterly IDCW?+

The latest NAV of Axis Aggressive Hybrid Fund - Direct Plan - Quarterly IDCW is ₹14.8700 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 - Quarterly IDCW?+

Axis Aggressive Hybrid Fund - Direct Plan - Quarterly IDCW has delivered 1-year return -4.13%, 3-year CAGR 1.81%, 5-year CAGR -1.07%, since-inception CAGR 5.04%. Returns are historical and don't predict future performance — markets move in cycles.

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

Axis Aggressive Hybrid Fund - Direct Plan - Quarterly 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 - Quarterly IDCW?+

Based on its 3-year annualised volatility of 11.1%, Axis Aggressive Hybrid Fund - Direct Plan - Quarterly 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 - Quarterly IDCW a direct plan?+

Axis Aggressive Hybrid Fund - Direct Plan - Quarterly 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 - Quarterly IDCW?+

Axis Aggressive Hybrid Fund - Direct Plan - Quarterly 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.