Sharpe ratio
0.41Return earned for the risk taken.
Moderate
Moderate risk-adjusted returns. The reward for risk has been average.
+3.33%1Y Absolute Return
-0.29%1D
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Past performance is not an indicator of future returns.
Returns calculator comparison
Compare an illustrative investment outcome across return assumptions.
| Asset | Projected corpus | Total invested | Gain | Annual return |
|---|---|---|---|---|
| Axis Aggressive Hybrid Fund - Direct Plan - Growth OptionFund 5Y annualised return | ₹8,64,654 | ₹7,32,612 | ₹1,32,042 | +6.86% |
| EPFIllustrative annual assumption | ₹8,95,132 | ₹7,32,612 | ₹1,62,520 | +8.25% |
| Residential propertyIllustrative annual assumption | ₹8,67,662 | ₹7,32,612 | ₹1,35,050 | +7.00% |
| PPFIllustrative annual assumption | ₹8,69,819 | ₹7,32,612 | ₹1,37,207 | +7.10% |
| Bank fixed depositIllustrative annual assumption | ₹8,56,981 | ₹7,32,612 | ₹1,24,369 | +6.50% |
| GoldIllustrative annual assumption | ₹8,67,662 | ₹7,32,612 | ₹1,35,050 | +7.00% |
| Savings accountIllustrative annual assumption | ₹7,86,827 | ₹7,32,612 | ₹54,215 | +3.00% |
Illustration only. Fund results use the available NAV-derived annualised return and can be negative. Reference rows are assumptions, not current quoted rates or guaranteed returns; property excludes transaction costs, taxes, and liquidity constraints. Mutual fund investments are subject to market risk.
Wealth multiple
₹1 became₹1.11
₹1 Lakh since launch₹1.11 Lakh
Fund age8.2 yrs
Fund information
Scheme code144394
ISININF846K01E25
BenchmarkCRISIL Hybrid 35+65 Aggressive Index
CategoryHybrid Scheme - Aggressive Hybrid Fund
Expense ratio1.16%
Exit loadExit Load for units in excess of 10% of the investment,1% will be charged for redemption within 12 months.
Minimum SIP₹100 SIP
Return comparison
39th / 159 in category| Period | Fund | Benchmark | Category avg |
|---|---|---|---|
| 1M | +131.05% | — | — |
| 3M | +9.22% | — | — |
| 6M | +18.28% | — | — |
| 1Y | +3.33% | — | -0.13% |
| 3Y | +11.54% | — | +8.78% |
| 5Y | +6.86% | — | +7.29% |
| Since Launch | +11.15% | — | — |
Risk-adjusted performance
Every measure is expanded with a plain-language reading of the latest calculated value.
Sortino ratio
0.56Return earned while limiting downside risk.
Moderate
Moderate downside risk-adjusted performance.
Standard deviation
10.59%How much the fund’s returns fluctuate over time.
Moderate volatility
Returns can move up and down noticeably.
Beta
—How closely the fund moves with the market.
Unavailable
This measure needs sufficient fund and benchmark history to calculate.
Alpha
—Extra return generated above the benchmark.
Unavailable
This measure needs sufficient fund and benchmark history to calculate.
Treynor ratio
—Return earned for each unit of market risk taken.
Unavailable
This measure needs sufficient fund and benchmark history to calculate.
Calmar ratio
0.40How well the fund rewarded investors relative to its biggest decline.
Low
Returns have been modest compared to the drawdowns experienced.
Information ratio
—How consistently the fund outperformed its benchmark.
Unavailable
This measure needs sufficient fund and benchmark history to calculate.
Portfolio allocation
Latest disclosed portfolio mix
Asset allocation
Portfolio100%
Equity71.78%
Debt25.32%
Real Estate1.97%
Cash0.92%
Market cap allocation
Sector allocation
Equity exposure by sector
Top holdings
10 of 128 disclosed positions
| Holding | Sector | Instrument type | Weight |
|---|---|---|---|
| ICICI Bank Ltd | Financial | Equity | 5.1739% |
| Reliance Industries Ltd | Energy & Utilities | Equity | 4.9792% |
| HDFC Bank Ltd | Financial | Equity | 4.9449% |
| Bharti Airtel Ltd | Technology | Equity | 2.7989% |
| Larsen & Toubro Ltd | Industrials | Equity | 2.6995% |
| State Bank of India | Financial | Equity | 2.525% |
| Infosys Ltd | Technology | Equity | 2.4897% |
| Others CBLO | Unspecified | CBLO | 2.4481% |
| Mahindra & Mahindra Ltd | Consumer Discretionary | Equity | 2.0993% |
| Kotak Mahindra Bank Ltd | Financial | Equity | 2.003% |
Fund management
AD
Aditya Pagaria
Since 2023 · Prior to joining Axis AMC he was associated with ICICI Prudential AMC (Nov 2011-Jul 2016) as Fund Manager - Fixed Income Operations.
Mr. Pagaria is a Bachelor in Management Studies and holds a Post Graduate Diploma in Business Management from Institute Of Technology And Management, SK Somaiya College.
KR
Krishnaa Narayan
Since 2024 · Prior to joining Axis Mutual Fund, she has worked with Price Waterhouse Coopers
She is a Chartered Accountant
DE
Devang Shah
Since 2024 · Prior to joining Axis AMC he has worked with ICICI Prudential AMC, Deutsche Asset Management (India) Pvt. Ltd. and Pricewaterhouse Coopers.
Mr. Shah is B.Com and ACA.
JA
Jayesh Sundar
Since 2023 · Prior to joining Axis MF, he has worked with Aviva Life Insurance Company, Tata Securities Ltd., Collins Stewart India Pvt. Ltd., IL&FS Investsmart and CRISIL
Mr. Sundar is a Chartered Accountant
Compare similar funds
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Summary
A very high-risk hybrid scheme - aggressive hybrid fund. Ahead of its category average over 3Y by 2.8 points. Trailing its category average over 5Y by 0.4 points.
Strengths
- Ahead of its category average over 3Y by 2.8 points.
- Ranks 39 of 159 in its category over 1 year.
Weaknesses
- Trailing its category average over 5Y by 0.4 points.
- Has fallen sharply before — down -28.0% at its worst.
Ideal investor
- Needs a 4–5+ years horizon to ride out its very high risk level.
- Good fit for SIPs — spreading purchases smooths out 10.6% volatility.
Risk drivers
- None