Axis Aggressive Hybrid Fund - Direct Plan - Monthly IDCW
Axis Mutual Fund Hybrid Aggressive Hybrid Fund
Expense Ratio
0.84%
AUM
₹2.54 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
-26.55%
Poor
6 Months
-1.88%
Poor
1 Year
-2.03%
Poor
3 Years
+5.48%
Poor
5 Years
+3.51%
Poor
AUM Growth Analysis
Assets under management trends and growth patterns
Quarterly AUM Trend
Last 20 quarters
AUM Metrics
Key indicators
Current AUM
₹2.54 Cr
Recent Trend
Growing
Stability Score
5.7
Growth Assessment
Good Growth
Growth Performance
Historical returns
1Y
Annual Growth
+12.83%
3Y
3Y CAGR
-2.48%
5Y
5Y CAGR
+227.38%
Growth Assessment: Good Growth
• Steady growth in investor base
• Moderate flow stability
Risk Analysis
Volatility metrics and risk assessment indicators
Risk level: Moderate - Balanced risk with moderate price fluctuations
Volatility
10.90%
Annualized standard deviation
Sharpe Ratio
0.056
Poor - Risk-adjusted return
Max Drawdown
-19.80%
Moderate - Worst decline
Consistency
58.1%
Performance consistency
Volatility Breakdown
Daily Volatility
0.69%
Average daily price movement
Annualized Volatility
10.90%
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