Aeterna Wealth
Aggressive Hybrid · Direct plan · Growth

Axis Aggressive Hybrid Fund (Direct)

Axis Mutual Fund · benchmark: 65% Nifty 50 TRI + 35% bond funds · 8.2 years old · AMFI code 144394

Tax: Taxed as an equity fund: gains on units held over a year at 12.5% beyond ₹1.25 lakh a year; within a year, 20%.

C
Track-record rating: 22 of 28 in Aggressive Hybrid

C (bottom 30%), score 29.0 out of 100. Describes the past, not a forecast.

Returns against the index

PeriodFundIndex (TRI)DifferenceRank in category
6 months5.0%3.9%+1.1%4 / 28
1 year3.0%1.2%+1.8%14 / 28
3 years (a year)11.2%9.2%+2.0%17 / 28
5 years (a year)7.0%7.6%-0.6%25 / 25

Growth option, point to point to 6 Nov 2026; periods over a year are annualised (CAGR). Index returns use the total-return index, which includes dividends.

Risk

Volatility, 3Y10.7%
Max fall, 5Y-17.3%
Up capture, 3Y122
Down capture, 3Y121
Information ratio, 3Y0.55
Jensen's alpha, 3Y+1.8%
Beta, 3Y1.13
Sharpe, 3Y0.43

Portfolio

Holdings for this scheme are not available yet; its rating uses the track record only.

Common questions

What is the NAV of Axis Aggressive Hybrid Fund (Direct plan)?

₹23.64 on 6 Nov 2026 (Growth option).

What is the expense ratio of Axis Aggressive Hybrid Fund (Direct)?

1.16% a year; the Regular plan's is 2.20%.

What return has Axis Aggressive Hybrid Fund given over 3 years?

11.2% a year (Direct plan) over the 3 years to 6 Nov 2026, against 9.2% for its composite benchmark (65% Nifty 50 TRI + 35% bond funds).

How is Axis Aggressive Hybrid Fund taxed?

Taxed as an equity fund: gains on units held over a year at 12.5% beyond ₹1.25 lakh a year; within a year, 20%.

How is Axis Aggressive Hybrid Fund rated?

C: 22 of 28 Direct plans in Aggressive Hybrid, on its track record. This describes the past and is not a recommendation.

Data as of 8 Nov 2026: NAVs from AMFI, index data from NSE Indices, portfolios from Axis Mutual Fund's monthly disclosure. Updated every weekday. Read the scheme documents before investing.