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MF_144394

Axis Aggressive Hybrid Fund - Direct Plan - Growth Option

Hybrid Schemes - Aggressive Hybrid Fund

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End Amount
₹22,387.61
Initial: ₹10000.0 (Lumpsum)
Annualized Return (CAGR)
10.31%
MF_144394 Return
Benchmark CAGR
10.25%
Nifty 50
Inflation Adj. CAGR
5.06%
Real Annualized Return
Alpha
0.01
Excess Return vs Benchmark
Beta
0.74
Volatility vs Benchmark
Sharpe Ratio
0.37
Risk-Adjusted Return
Sortino Ratio
0.52
Downside Risk-Adjusted
Parameters (amount, dates, benchmark) can be changed by clicking the Change Settings button or dropdown above. Click to expand
₹
Capital is parked in this source symbol and transferred monthly into the target.
Interval in months to rebalance portfolio constituents (for portfolio strategies).
Calculate and show 3Yr, 5Yr, 7Yr, and 10Yr rolling monthly return correlations across symbols (disabled by default for faster backtests).
Performance Chart
Win Ratios against Benchmark: Nifty 50
Period Win Ratio (%) Avg Win over Benchmark (%) Avg Loss over Benchmark (%)
30 days 49% 12% 26%
60 days 48% 10% 16%
90 days 46% 9% 13%
180 days 43% 8% 8%
1Yr 43% 5% 6%
3Yr 26% 1% 4%
5Yr 0% 0% 3%
7Yr 0% 0% 1%
Rolling Returns Annualized % Comparison Format: Current Value | 2.5th Pct | Median Value | 97.5th Pct
Period Axis Aggressive Hybrid Fund - Direct Plan - Growth Option Nifty 50
30 days 3.3% | -56.2% | 15.2% | 134.4% 26.6% | -65.2% | 13.1% | 198.6%
60 days -21.1% | -43.0% | 13.3% | 97.7% -23.0% | -52.2% | 14.9% | 134.4%
90 days -16.2% | -43.9% | 12.8% | 79.7% -25.0% | -59.9% | 14.9% | 118.1%
1 Year -3.2% | -6.8% | 9.9% | 45.1% -10.0% | -18.0% | 10.4% | 60.7%
3 Years 9.9% | 8.5% | 12.4% | 20.8% 7.7% | 7.3% | 15.4% | 26.6%
5 Years 6.0% | 6.1% | 13.3% | 18.0% 6.4% | 6.4% | 15.7% | 23.3%
7 Years 10.2% | 10.4% | 12.2% | 13.8% 11.2% | 11.2% | 13.0% | 15.4%
10 Years 0.0% | 0.0% | 0.0% | 0.0% 0.0% | 0.0% | 0.0% | 0.0%
Periods of Negative Return (Drawdowns) 10 Periods
Start Date End Date Duration Max Drop (%) Benchmark & Other Symbols Max Drop Start Value Min Value End Value
Aug. 28, 2018 March 13, 2019 197 days 8% Nifty 50: 14% 10040 9211 10040
June 3, 2019 Sept. 20, 2019 109 days 5% Nifty 50: 11% 10709 10160 10739
Feb. 12, 2020 Nov. 5, 2020 267 days 28% Nifty 50: 37% 11878 8551 11918
Jan. 11, 2021 Feb. 4, 2021 24 days 5% Nifty 50: 6% 13686 12987 13726
Feb. 15, 2021 May 26, 2021 100 days 6% Nifty 50: 6% 14076 13297 14146
Nov. 16, 2021 Jan. 14, 2022 59 days 6% Nifty 50: 8% 17153 16074 17183
Jan. 17, 2022 July 15, 2023 544 days 17% Nifty 50: 16% 17273 14286 17283
Sept. 26, 2024 Oct. 17, 2025 386 days 13% Nifty 50: 15% 22897 19910 22917
Jan. 2, 2026 Aug. 1, 2026 211 days 10% Nifty 50: 15% 23297 20909 23387
Aug. 10, 2026 Oct. 30, 2026 81 days 7% Nifty 50: 10% 23447 21918 22388