MonitorDirect · GrowthWatch before adding
Axis Aggressive Hybrid Fund
Axis Mutual FundHybrid Schemes - Aggressive Hybrid Fund8.2 years
- NAV
- 22.08
- 26 Oct 2026
- 1Y
- -4.0%
- Trailing CAGR
- AUM
- ₹1,405.96 Cr
- 30 Sept 2026
- Volatility
- Medium
- 12.3% annualized
Buying brief
Should you add this fund?
Evidence on this desk, framed as a purchase checklist - not SEBI-registered advice.
As of 26 Oct 2026
Stance
Watch before adding
Recent evidence is mixed. Compare peers before increasing exposure.
In three lines
Prefer peers if · Prefer BARODA BNP PARIBAS AGGRESSIVE HYBRID FUND if you want a same-category peer with stronger evidence.
Buy checklist
History depth
Pass
8.2 years of path to read.
Engine status
Watch
Recent evidence is mixed. Compare peers before increasing exposure.
Expense ratio
Pass
1.18% TER (Direct). Lower cost compounds on long SIPs.
Drawdown vs peers
Pass
Peak-to-trough -28.0%. Ask whether you can hold through a similar fall.
Vs category
Fail
17% of rolling 3Y windows beat the category median, same plan and option.
Manager tenure
n/a
Manager not listed.
Exit load
n/a
No exit-load summary on file.
Tax / wrapper
Pass
Direct Growth, no ELSS lock flagged. Equity LTCG rules still apply after one year - not tax advice.
Portfolio concentration
Pass
Top 10 holdings ≈ 31.9% of the portfolio.
Browse category
Same-category peers are preloaded into compare when available.
Before you buy or SIP
Behaviour and wrappers - the usual India MF failure modes - not a buy instruction.
Drawdown rehearsal
This scheme’s worst fall on file is about 28%. Before you SIP, ask whether you would keep contributing through a similar drop - pausing on fear is the usual India MF failure mode.
SIP discipline
Monitor is recent mixed evidence - keep the SIP unless the buying brief says prefer peers, then swap with intent.
NAV
Path not in current snapshots
n/a
Returns
Trailing CAGR and simulated monthly SIP XIRR from daily NAV. Category comparison uses the median of comparable share classes in the peer set.
Trailing CAGR
Point-to-point, calendar-day annualized
- 1Y-4.0%
- 3Y+9.7%
- 5Y+5.5%
- 10Yn/a
- SI+10.1%
SIP XIRR
Equal monthly instalments to latest NAV
- 1Y-4.5%
- 3Y+2.8%
- 5Y+6.5%
- 10Yn/a
- Since inception
- +10.1%
- Calendar-day CAGR
- Excess 1Y
- +1.4%
- Category median, same plan and option
- 3Y win rate
- +17%
- Windows beating the median
- 3Y percentile
- 27
- Vs comparable share classes
- SIP 3Y XIRR
- +2.8%
- Simulated monthly SIP
- Worst rolling 3Y
- +6.8%
- 1288 daily-ending windows
- Median rolling 3Y
- +12.4%
- Calendar-day CAGR
- Positive rolling 5Y
- +100%
- 794 daily-ending windows
Drawdown
Peak to trough from a running NAV high, with the path and recovery episodes.
- Max drawdown
- -28.0%
- Worst peak-to-trough
- Current
- -5.9%
- Below last peak
- Current spell
- 77 days
- Days below latest peak
- Time below peak
- +87%
- NAV observations
Drawdown
Path not in current snapshots
n/a
- Average recovery
- 18 days
- 87 recovered episodes
- Longest recovery
- 395 days
- Trough to prior peak
12 Feb 2020 – 5 Nov 2020
Trough 23 Mar 2020 · recovered in 227 days
-28.0%
17 Jan 2022 – 17 Jul 2023
Trough 17 Jun 2022 · recovered in 395 days
-17.3%
26 Sept 2024 – 17 Oct 2025
Trough 28 Feb 2025 · recovered in 231 days
-13.0%
2 Jan 2026 – 3 Aug 2026
Trough 30 Mar 2026 · recovered in 126 days
-10.2%
Dimensions
0–100 reads of named metrics. The mean is unweighted and only uses dimensions with data.
Returns
27
Vs category
59
Consistency
26
Risk-adjusted
45
Drawdown
30
Mean
37
Decision
Quantitative engine reasons behind the buying stance. An explanation can only restate what is already here.
Monitor
Buying stance
Watch before adding
Recent evidence is mixed. Compare peers before increasing exposure.
Why this status
No status reasons yet. History is still thin.
Supporting reads
No supporting reads in the current evidence set.
Portfolio
30 Sept 2026 · 125 holdings · top 10 are 31.9%.
- Top 5
- 20.9%
- Top 10
- 31.9%
- Largest holding
- 4.8%
- Effective holdings
- 55.5
ICICI Bank Ltd
Financial
4.8%
Reliance Industries Ltd
Energy & Utilities
4.7%
HDFC Bank Ltd
Financial
4.5%
Others CBLO
Unspecified
3.9%
PIRAMAL FINANCE LIMITED 9.15 NCD 17JU27 FVRS1LAC
Financial
2.9%
Worth investigating
Same-category peers with enough history to inspect beside this fund - including tradeoffs.
BARODA BNP PARIBAS AGGRESSIVE HYBRID FUND
Baroda BNP Paribas Mutual Fund
- 1Y
- -3.7%
- 3Y
- +10.6%
- Vol
- 10.0%
- Max DD
- -12.9%
- Sharpe
- 0.53
- 3Y win
- +92%
- Lower volatility
- Shallower drawdown
- Higher win rate vs category
- Lower TER
- Higher trailing returns
Canara Robeco Aggressive Hybrid Fund
Canara Robeco Mutual Fund
- 1Y
- -3.7%
- 3Y
- +10.6%
- Vol
- 11.7%
- Max DD
- -25.7%
- Sharpe
- 0.67
- 3Y win
- +49%
- Lower volatility
- Shallower drawdown
- Higher win rate vs category
- Lower TER
- Higher trailing returns
Mahindra Manulife Aggressive Hybrid Fund
Mahindra Manulife Mutual Fund
- 1Y
- -8.8%
- 3Y
- +10.8%
- Vol
- 12.3%
- Max DD
- -25.4%
- Sharpe
- 0.77
- 3Y win
- +100%
- Lower volatility
- Shallower drawdown
- Higher win rate vs category
- Lower TER
- Higher trailing returns
SBI AGGRESSIVE HYBRID FUND
SBI Mutual Fund
- 1Y
- -2.9%
- 3Y
- +11.7%
- Vol
- 10.8%
- Max DD
- -27.5%
- Sharpe
- 0.74
- 3Y win
- +56%
- Lower volatility
- Shallower drawdown
- Higher win rate vs category
- Lower TER
- Higher trailing returns
HSBC Aggressive Hybrid Fund
HSBC Mutual Fund
- 1Y
- -1.8%
- 3Y
- +12.6%
- Vol
- 12.5%
- Max DD
- -19.6%
- Sharpe
- 0.53
- 3Y win
- +100%
- Shallower drawdown
- Higher win rate vs category
- Lower TER
- Higher trailing returns
Caveat: Higher volatility