Axis Equity Hybrid Fund Datagrid
Category Aggressive Hybrid Fund
BMSMONEY Rank 24
Rating
Growth Option 04-12-2025
NAV ₹20.94(R) -0.19% ₹23.05(D) -0.22%
Returns 1Y 3Y 5Y 7Y 10Y
Lumpsum Regular 3.05% 10.55% 11.05% 11.49% -%
Direct 4.16% 11.81% 12.4% 12.93% -%
Benchmark
SIP (XIRR) Regular 9.02% 11.21% 9.38% 11.06% -%
Direct 10.17% 12.46% 10.63% 12.43% -%
Ratio Sharpe Ratio Sortino Ratio Sterling Ratio Jensen's Alpha Treynor Ratio
0.5 0.24 0.48 -2.82% 0.04
Risk STD. Dev VaR 1Y95% Max DD Beta Semi Devi.
9.9% -12.35% -12.59% 1.16 7.14%
Fund AUM As on: 30/06/2025 1551 Cr
Top Aggressive Hybrid Fund
Fund Name Rank Rating
Icici Prudential Equity & Debt Fund 1
Sbi Equity Hybrid Fund 2
Bandhan Hybrid Equity Fund 3
Edelweiss Aggressive Hybrid Fund 4
Mahindra Manulife Aggressive Hybrid Fund 5
Kotak Equity Hybrid Fund 6

NAV Date: 04-12-2025

Scheme Name NAV Rupee Change Percent Change
Axis Equity Hybrid Fund - Regular Plan - Monthly IDCW 13.43
-0.0300
-0.2200%
Axis Equity Hybrid Fund - Regular Plan - Quarterly IDCW 13.84
-0.0300
-0.2200%
Axis Equity Hybrid Fund - Regular Plan - Regular IDCW 14.99
-0.0300
-0.2000%
Axis Equity Hybrid Fund - Direct Plan - Quarterly IDCW 15.74
-0.0300
-0.1900%
Axis Equity Hybrid Fund - Direct Plan - Monthly IDCW 16.35
-0.0300
-0.1800%
Axis Equity Hybrid Fund - Direct Plan - Regular IDCW 16.55
-0.0300
-0.1800%
Axis Equity Hybrid Fund - Regular Plan - Growth Option 20.94
-0.0400
-0.1900%
Axis Equity Hybrid Fund - Direct Plan - Growth Option 23.05
-0.0500
-0.2200%

Review Date: 04-12-2025

Beginning of Analysis

In the Aggressive Hybrid Fund category, Axis Equity Hybrid Fund is the 26th ranked fund. The category has total 28 funds. The Axis Equity Hybrid Fund has shown a very poor past performence in Aggressive Hybrid Fund. The fund has a Jensen Alpha of -2.82% which is lower than the category average of 1.16%, showing poor performance. The fund has a Sharpe Ratio of 0.5 which is lower than the category average of 0.82.
The past performance of the fund may or may not be sustained in the future. The review is not investment advice nor is it a recommendation to buy or sell funds. The ranking is based on proprietary methodology developed by bmsmoney. The methodology is based on the past performance of the funds and does not guarantee future performance.
Aggressive Hybrid Mutual Funds

Axis Equity Hybrid Fund Return Analysis

  • The fund has given a return of -0.22%, 3.46 and 3.88 in last one, three and six months respectively. In the same period the category average return was 0.22%, 3.21% and 4.21% respectively.
  • Axis Equity Hybrid Fund has given a return of 4.16% in last one year. In the same period the Aggressive Hybrid Fund category average return was 4.54%.
  • The fund has given a return of 11.81% in last three years and ranked 26.0th out of 27 funds in the category. In the same period the Aggressive Hybrid Fund category average return was 14.93%.
  • The fund has given a return of 12.4% in last five years and ranked 24th out of 24 funds in the category. In the same period the Aggressive Hybrid Fund category average return was 16.65%.
  • The fund has given a SIP return of 10.17% in last one year whereas category average SIP return is 10.96%. The fund one year return rank in the category is 18th in 27 funds
  • The fund has SIP return of 12.46% in last three years and ranks 22nd in 27 funds. Icici Prudential Equity & Debt Fund has given the highest SIP return (18.28%) in the category in last three years.
  • The fund has SIP return of 10.63% in last five years whereas category average SIP return is 13.81%.

Axis Equity Hybrid Fund Risk Analysis

  • The fund has a standard deviation of 9.9 and semi deviation of 7.14. The category average standard deviation is 9.89 and semi deviation is 7.28.
  • The fund has a Value at Risk (VaR) of -12.35 and a maximum drawdown of -12.59. The category average VaR is -11.99 and the maximum drawdown is -12.77. The fund has a beta of 1.11 which shows that fund is more volatile than the benchmark.

Standard deviation measures the fund's return volatility and Semi deviation focuses on downside volatility. Value at Risk (VaR) is a measure of the risk of investments. Maximum Drawdown is the maximum loss from a peak to a trough of a portfolio. Beta measures the volatility of the fund compared to the benchmark. A beta of 1 indicates that the fund will move in line with the benchmark. A beta of more than 1 indicates that the fund will be more volatile than the benchmark and vice versa.


  • Very Good Performance in Aggressive Hybrid Fund Category
  • Good Performance in Aggressive Hybrid Fund Category
  • Poor Performance in Aggressive Hybrid Fund Category
  • Very Poor Performance in Aggressive Hybrid Fund Category

    • Investors beware: Mutual Fund investments are subject to market risks. Please read the scheme related documents carefully.

    Data Source: www.amfiindia.com

    SEBI Categorization


    KPIs* Fund Benchmark Cat. Avg Min | Max Rank (In Cat.) Performance
    1M Return % -0.29
    0.12
    		-1.70 | 1.49 21 | 27 Average
    3M Return % 3.20
    2.91
    		0.27 | 4.67 11 | 27 Good
    6M Return % 3.36
    3.60
    		-1.82 | 6.94 17 | 27 Average
    1Y Return % 3.05
    3.31
    		-4.80 | 10.58 17 | 27 Average
    3Y Return % 10.55
    13.57
    		10.48 | 18.52 25 | 27 Poor
    5Y Return % 11.05
    15.29
    		11.05 | 22.75 24 | 24 Poor
    7Y Return % 11.49
    13.60
    		10.41 | 18.76 18 | 22 Average
    1Y SIP Return % 9.02
    9.66
    		3.57 | 15.85 17 | 27 Average
    3Y SIP Return % 11.21
    12.71
    		9.62 | 17.57 22 | 27 Poor
    5Y SIP Return % 9.38
    12.47
    		9.25 | 18.04 23 | 24 Poor
    7Y SIP Return % 11.06
    14.28
    		10.60 | 19.91 21 | 22 Poor
    Standard Deviation 9.90
    9.89
    		8.34 | 14.00 18 | 28 Average
    Semi Deviation 7.14
    7.28
    		5.96 | 10.39 16 | 28 Average
    Max Drawdown % -12.59
    -12.77
    		-18.90 | -8.07 12 | 28 Good
    VaR 1 Y % -12.35
    -11.99
    		-18.71 | -8.35 16 | 28 Average
    Average Drawdown % -4.87
    -5.13
    		-8.25 | -2.80 14 | 28 Good
    Sharpe Ratio 0.50
    0.82
    		0.46 | 1.39 26 | 28 Poor
    Sterling Ratio 0.48
    0.63
    		0.42 | 0.91 26 | 28 Poor
    Sortino Ratio 0.24
    0.40
    		0.22 | 0.76 26 | 28 Poor
    Jensen Alpha % -2.82
    1.16
    		-4.35 | 6.89 27 | 28 Poor
    Treynor Ratio 0.04
    0.07
    		0.04 | 0.12 27 | 28 Poor
    Modigliani Square Measure % 8.82
    11.56
    		7.58 | 16.68 26 | 28 Poor
    Alpha % -2.19
    2.01
    		-2.19 | 9.49 28 | 28 Poor
    Return data last Updated On : Dec. 4, 2025.
    Other parameters, fund ranking, non return related analysis are updated after every month end. Last Updated On : Oct. 31, 2025
    KPIs: Key Performance Indicators

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    KPIs* Fund Benchmark Cat. Avg Min | Max Rank (In Cat.) Performance
    1M Return % -0.22 0.22 -1.60 | 1.54 21 | 27 Average
    3M Return % 3.46 3.21 0.61 | 4.84 11 | 27 Good
    6M Return % 3.88 4.21 -1.15 | 7.32 19 | 27 Average
    1Y Return % 4.16 4.54 -3.53 | 11.24 17 | 27 Average
    3Y Return % 11.81 14.93 11.53 | 19.53 26 | 27 Poor
    5Y Return % 12.40 16.65 12.40 | 23.44 24 | 24 Poor
    7Y Return % 12.93 14.89 11.59 | 20.12 18 | 22 Average
    1Y SIP Return % 10.17 10.96 5.09 | 16.54 18 | 27 Average
    3Y SIP Return % 12.46 14.09 11.19 | 18.28 22 | 27 Poor
    5Y SIP Return % 10.63 13.81 10.63 | 18.74 24 | 24 Poor
    7Y SIP Return % 12.43 15.60 12.39 | 20.60 21 | 22 Poor
    Standard Deviation 9.90 9.89 8.34 | 14.00 18 | 28 Average
    Semi Deviation 7.14 7.28 5.96 | 10.39 16 | 28 Average
    Max Drawdown % -12.59 -12.77 -18.90 | -8.07 12 | 28 Good
    VaR 1 Y % -12.35 -11.99 -18.71 | -8.35 16 | 28 Average
    Average Drawdown % -4.87 -5.13 -8.25 | -2.80 14 | 28 Good
    Sharpe Ratio 0.50 0.82 0.46 | 1.39 26 | 28 Poor
    Sterling Ratio 0.48 0.63 0.42 | 0.91 26 | 28 Poor
    Sortino Ratio 0.24 0.40 0.22 | 0.76 26 | 28 Poor
    Jensen Alpha % -2.82 1.16 -4.35 | 6.89 27 | 28 Poor
    Treynor Ratio 0.04 0.07 0.04 | 0.12 27 | 28 Poor
    Modigliani Square Measure % 8.82 11.56 7.58 | 16.68 26 | 28 Poor
    Alpha % -2.19 2.01 -2.19 | 9.49 28 | 28 Poor
    Return data last Updated On : Dec. 4, 2025.
    Other parameters, fund ranking, non return related analysis are updated after every month end. Last Updated On : Oct. 31, 2025
    KPIs: Key Performance Indicators

    Disclaimer: Past performance may or may not be sustained in future and should not be used as a basis for comparison with other investments. Returns for periods above 1 year are annualised.


    Date Axis Equity Hybrid Fund NAV Regular Growth Axis Equity Hybrid Fund NAV Direct Growth
    04-12-2025 20.94 23.05
    03-12-2025 20.93 23.04
    02-12-2025 20.98 23.1
    01-12-2025 21.06 23.18
    28-11-2025 21.1 23.22
    27-11-2025 21.12 23.24
    26-11-2025 21.13 23.26
    25-11-2025 20.93 23.04
    24-11-2025 20.94 23.04
    21-11-2025 21.01 23.12
    20-11-2025 21.12 23.24
    19-11-2025 21.07 23.18
    18-11-2025 21.0 23.11
    17-11-2025 21.1 23.21
    14-11-2025 21.03 23.13
    13-11-2025 21.04 23.15
    12-11-2025 21.06 23.17
    11-11-2025 21.01 23.11
    10-11-2025 20.96 23.06
    07-11-2025 20.87 22.96
    06-11-2025 20.9 22.99
    04-11-2025 21.0 23.1

    Fund Launch Date: 20/Jul/2018
    Fund Category: Aggressive Hybrid Fund
    Investment Objective: To generate long term capital appreciation along with current income by investing in a mix of Equity and Equity related Instruments, debt Instruments and money market instruments. However, there is no assurance or guarantee that the investment objective of the Scheme will be achieved. The Scheme does not assure or guarantee any returns.
    Fund Description: An open-ended hybrid scheme investing predominantly in equity and equity related instruments
    Fund Benchmark: CRISIL Hybrid 35+65 - Aggressive Index
    Source: Fund FactSheet

    Disclaimer: NO INVESTMENT ADVICE. The Content is for informational purposes only.