Axis Aggressive Hybrid Fund - Direct Plan - Growth Option
Axis Mutual Fund Hybrid Aggressive Hybrid Fund
Expense Ratio
1.08%
AUM
₹99.75 Cr
Plan Type
Direct
Market Cap
NA
Risk Level
High
Performance Analysis
NAV trends and returns overview
Returns Performance
Compound Annual Growth Rate (CAGR) across different periods
1 Month
-35.92%
Poor
6 Months
-0.72%
Poor
1 Year
+6.10%
Below Average
3 Years
+12.26%
Average
5 Years
+10.67%
Below Average
AUM Growth Analysis
Assets under management trends and growth patterns
Quarterly AUM Trend
Last 20 quarters
AUM Metrics
Key indicators
Current AUM
₹99.75 Cr
Recent Trend
Growing
Stability Score
3.4
Growth Assessment
Stable
Growth Performance
Historical returns
1Y
Annual Growth
+4.37%
3Y
3Y CAGR
-3.66%
5Y
5Y CAGR
+132.89%
Growth Assessment: Stable
• Steady growth in investor base
• Monitor flow patterns for liquidity risk
Risk Analysis
Volatility metrics and risk assessment indicators
Risk level: Moderate - Balanced risk with moderate price fluctuations
Volatility
10.70%
Annualized standard deviation
Sharpe Ratio
0.716
Fair - Risk-adjusted return
Max Drawdown
-17.30%
Moderate - Worst decline
Consistency
69.8%
Performance consistency
Volatility Breakdown
Daily Volatility
0.67%
Average daily price movement
Annualized Volatility
10.70%
Expected annual price range
Risk Assessment Guide
• Volatility: Higher volatility means greater price fluctuations and investment risk
• Sharpe Ratio: Higher values indicate better risk-adjusted returns (>1.0 is good)
• Max Drawdown: Shows the largest peak-to-trough decline in value
• Consistency: Higher percentages indicate more predictable performance