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Axis Aggressive Hybrid Fund - Direct Plan - Quarterly IDCW

Axis · Aggressive Hybrid
High
₹14.88
Current NAV
25 Jun 2026
17.0%
1Y Return
12.5%
3Y CAGR
11.5%
5Y CAGR
Watchlist
Analysis & Suitability
Pros / Upsides
  • Highly cost-efficient with a low expense ratio of 0.1%.
  • Generates significant excess returns relative to benchmark index (Alpha: 5.10).
  • Well-diversified portfolio aligned with the Aggressive Hybrid mandate.
Cons / Risks
  • Subject to high equity market volatility and short-term capital fluctuations.
Suitable for
  • Long-term wealth creation (5+ years horizon) like retirement or child education.
  • Systematic investments (SIP) for long-term target goal-based planning.
Not suitable for
  • Short-term goals (under 3 years) where preserving the capital is the main priority.
  • Short-term trading or speculative investment horizons.
Risk Profile: High Risk
Low Moderate High Very High
Risk Metrics
1.10
Sharpe Ratio
1.30
Beta
5.10
Alpha
1.21
Sortino
Fund Details
Fund House Axis
Category Aggressive Hybrid
AUM ₹5150 Cr
Expense Ratio 0.10%
Min SIP ₹500
Min Lumpsum ₹1000
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