Axis Aggressive Hybrid Fund - Direct Plan - Regular IDCW
Axis Mutual Fund Hybrid Aggressive Hybrid Fund
Expense Ratio
1.08%
AUM
₹83.68 Lakh
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
-36.12%
Poor
6 Months
-0.88%
Poor
1 Year
+6.10%
Below Average
3 Years
+6.41%
Poor
5 Years
+3.54%
Poor
AUM Growth Analysis
Assets under management trends and growth patterns
Quarterly AUM Trend
Last 20 quarters
AUM Metrics
Key indicators
Current AUM
₹83.68 Lakh
Recent Trend
Growing
Stability Score
2.3
Growth Assessment
Stable
Growth Performance
Historical returns
1Y
Annual Growth
+1.52%
3Y
3Y CAGR
+1.01%
5Y
5Y CAGR
-36.56%
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
12.60%
Annualized standard deviation
Sharpe Ratio
0.044
Poor - Risk-adjusted return
Max Drawdown
-26.60%
High - Worst decline
Consistency
65.1%
Performance consistency
Volatility Breakdown
Daily Volatility
0.79%
Average daily price movement
Annualized Volatility
12.60%
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