Axis Aggressive Hybrid Fund vs Bandhan Aggressive Hybrid Fund
Direct Plan, Growth option · Data as on 30-10-2026
Axis Aggressive Hybrid Fund and Bandhan Aggressive Hybrid Fund are both Aggressive Hybrid funds. In the 3 years to 30-10-2026, Axis Aggressive Hybrid Fund (Direct) returned 9.8% a year and Bandhan Aggressive Hybrid Fund (Direct) returned 14.3% a year. Axis Aggressive Hybrid Fund charges 1.18% a year and Bandhan Aggressive Hybrid Fund 0.87% (Direct plans). Their portfolios overlap 36.6%: they hold 33 of the same securities.
Axis Aggressive Hybrid Fund
Aggressive Hybrid
- 3 year return
- 9.8%
- Expense ratio
- 1.18%
- NAV
- ₹22.41
Bandhan Aggressive Hybrid Fund
Aggressive Hybrid
- 3 year return
- 14.3%
- Expense ratio
- 0.87%
- NAV
- ₹31.10
Which is better, Axis Aggressive Hybrid or Bandhan Aggressive Hybrid? Key differences
It depends on what you want from the fund. These are the differences in numbers, from the data on this page.
- Bandhan Aggressive Hybrid returned more over 5 years: 10.9% a year against 6.2%.
- Bandhan Aggressive Hybrid returned more over 3 years: 14.3% a year against 9.8%.
- Bandhan Aggressive Hybrid costs less: 0.87% a year against 1.18% (Direct plans).
- Axis Aggressive Hybrid swung less over 3 years: a standard deviation of 10.3% a year against 11.9%.
- Axis Aggressive Hybrid fell less in its worst fall since 16-08-2018: −28.0% against −31.6%.
- Bandhan Aggressive Hybrid is the larger fund: ₹2,610 Cr against ₹1,406 Cr.
- Their portfolios overlap 36.6%: 33 of the same holdings.
Past returns do not promise future returns. This page is information, not investment advice.
Key facts
From each fund's scheme summary document and AMFI
| Fact | Axis Aggressive Hybrid Fund | Bandhan Aggressive Hybrid Fund |
|---|---|---|
| Fund house | Axis Mutual Fund | Bandhan Mutual Fund |
| Category | Aggressive Hybrid | Aggressive Hybrid |
| AUM | ₹1,406 Cr (30-09-2026) | ₹2,610 Cr (31-08-2026) |
| NAV | ₹22.41 (Direct) | ₹31.10 (Direct) |
| Expense ratio (Direct) | 1.18% | 0.87% |
| Expense ratio (Regular) | 2.23% | 2.24% |
| Riskometer | Very High | Very High |
| Benchmark | CRISIL Hybrid 35+65 - Aggressive Index | CRISIL Hybrid 35+65 - Aggressive Index |
| Launch date | 09-08-2018 | 30-12-2016 |
| Minimum investment | ₹500 | ₹1,000 |
| Lock in | None | None |
| Fund managers | Jayesh Sundar, Devang Shah, Aditya Pagaria, Krishnaa N | Harshal Joshi, Prateek Poddar |
| Exit load | Exit Load for units in excess of 10% of the investment,1% will be charged for redemption within 12 months. | Exit load of 1% if units in excess of 10% are redeemed or switched-out within 12 months. |
Axis Aggressive Hybrid vs Bandhan Aggressive Hybrid: Returns Comparison
Returns as on 30-10-2026. Up to one year they are absolute returns. Longer periods are a rate per year.
| Fund | 1M | 3M | 6M | 1Y | 3Y | 5Y | 10Y |
|---|---|---|---|---|---|---|---|
| Axis Aggressive Hybrid Fund (Direct) | +0.27% | −2.69% | +0.63% | −3.15% | +9.82% | +6.15% | -- |
| Bandhan Aggressive Hybrid Fund (Direct) | −0.21% | −2.41% | +2.77% | +1.12% | +14.34% | +10.86% | -- |
| Aggressive Hybrid average | −0.88% | −3.67% | −0.27% | −3.33% | +10.77% | +9.35% | -- |
Category average: the average of the 29 Aggressive Hybrid funds, same plan type.
Axis Aggressive Hybrid vs Bandhan Aggressive Hybrid: Year-wise Returns
| Year | AxisAxis Aggressive Hybrid | BandhanBandhan Aggressive Hybrid |
|---|---|---|
| 2026to date | −2.90% | +1.29% |
| 2025 | +7.15% | +9.12% |
| 2024 | +15.99% | +22.57% |
| 2023 | +15.56% | +21.95% |
| 2022 | −3.95% | +0.22% |
| 2021 | +25.04% | +32.44% |
Axis Aggressive Hybrid vs Bandhan Aggressive Hybrid: Rolling Returns
Every holding period of both funds
Rolling returns
Every 3-year holding period, 1,290 of them, one for each trading day from 16-08-2021 to 30-10-2026: the yearly return (CAGR) of each, plotted on the day it ended. One lucky or unlucky start day cannot flatter or hide a fund.
Axis Aggressive Hybrid Fund (Direct)
Bandhan Aggressive Hybrid Fund (Direct)
to
Jan 2022Dec 2019
to
Dec 2022Oct 2020
to
Oct 2023Sept 2021
to
Sept 2024Jul 2022
to
Jul 2025May 2023
to
May 2026
How the periods spread
| Fund | Below 0% | 0-5% | 5-10% | 10-15% | 15-20% | 20-25% | Above 25% | Mean | Median | Lowest | Highest |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Axis Aggressive Hybrid | 0.0 | 0.0 | 14.1 | 58.8 | 22.7 | 4.4 | 0.0 | 13.2% | 12.4% | 6.8% | 22.4% |
| Bandhan Aggressive Hybrid | 0.0 | 0.0 | 0.0 | 25.3 | 64.3 | 9.8 | 0.6 | 16.6% | 16.3% | 10.8% | 28.0% |
The table shows the % of periods in each return band; a darker cell holds more of them. Lumpsum: the yearly rate (CAGR) from a period's first NAV to its last. SIP: the XIRR of the monthly instalments. Every fund is measured over the days all of them have, from 16-08-2018. Past returns do not promise future returns.
Axis Aggressive Hybrid vs Bandhan Aggressive Hybrid: SIP and Lumpsum Returns
What the same monthly or one-time investment would be worth in each fund today, from their own NAV history
Growth of an investment
₹10,000 on the first trading day of every month, from 16-08-2018 to 30-10-2026: 99 instalments, ₹9,90,000 in all.
| Investment | Invested | Value now | Gain | Return a year |
|---|---|---|---|---|
| Axis Aggressive HybridAxis Aggressive Hybrid Fund (Direct) | ₹9,90,000 | ₹14,89,660 | ₹4,99,660 | 9.7% |
| Bandhan Aggressive HybridBandhan Aggressive Hybrid Fund (Direct) | ₹9,90,000 | ₹17,72,807 | ₹7,82,807 | 13.7% |
Axis Aggressive HybridAxis Aggressive Hybrid Fund (Direct)
Bandhan Aggressive HybridBandhan Aggressive Hybrid Fund (Direct)
Amount invested
From each plan's published NAV (Growth option), over the same days. Return a year: XIRR for a SIP, CAGR for a lumpsum, shown for a year or more. It does not include exit load, stamp duty or tax. Past returns do not promise future returns.
Axis Aggressive Hybrid vs Bandhan Aggressive Hybrid: Risk and Drawdowns
How much each fund swings, and the worst fall over the same days
Risk and return
| Measure | Axis Aggressive Hybrid Fund (Direct) | Bandhan Aggressive Hybrid Fund (Direct) |
|---|---|---|
| Return (CAGR) | −3.15% | +1.12% |
| Standard deviation | 10.33% | 11.61% |
| Sharpe ratio | -0.81 | -0.36 |
| Sortino ratio | -1.09 | -0.48 |
| Maximum drawdown | −10.3% (30-03-2026) | −10.3% (30-03-2026) |
| Beta | -- | -- |
| Alpha | -- | -- |
From daily NAVs, 30-10-2025 to 30-10-2026. Standard deviation: how much the daily value swings, scaled to a year. Sharpe: return above the risk-free rate (NSE's overnight rate index) per unit of swing. Sortino: the same, counting only the falls. Beta and alpha compare each fund with its own benchmark's TRI.
| Measure | Axis Aggressive Hybrid Fund (Direct) | Bandhan Aggressive Hybrid Fund (Direct) |
|---|---|---|
| Return (CAGR) | +9.82% | +14.34% |
| Standard deviation | 10.27% | 11.86% |
| Sharpe ratio | 0.37 | 0.70 |
| Sortino ratio | 0.51 | 0.95 |
| Maximum drawdown | −13.1% (28-02-2025) | −13.4% (28-02-2025) |
| Beta | -- | -- |
| Alpha | -- | -- |
From daily NAVs, 30-10-2023 to 30-10-2026. Standard deviation: how much the daily value swings, scaled to a year. Sharpe: return above the risk-free rate (NSE's overnight rate index) per unit of swing. Sortino: the same, counting only the falls. Beta and alpha compare each fund with its own benchmark's TRI.
| Measure | Axis Aggressive Hybrid Fund (Direct) | Bandhan Aggressive Hybrid Fund (Direct) |
|---|---|---|
| Return (CAGR) | +6.15% | +10.86% |
| Standard deviation | 10.56% | 11.50% |
| Sharpe ratio | 0.03 | 0.44 |
| Sortino ratio | 0.04 | 0.59 |
| Maximum drawdown | −17.3% (17-06-2022) | −15.5% (20-06-2022) |
| Beta | -- | -- |
| Alpha | -- | -- |
From daily NAVs, 29-10-2021 to 30-10-2026. Standard deviation: how much the daily value swings, scaled to a year. Sharpe: return above the risk-free rate (NSE's overnight rate index) per unit of swing. Sortino: the same, counting only the falls. Beta and alpha compare each fund with its own benchmark's TRI.
| Measure | Axis Aggressive Hybrid Fund (Direct) | Bandhan Aggressive Hybrid Fund (Direct) |
|---|---|---|
| Return (CAGR) | +10.32% | +12.22% |
| Standard deviation | 12.16% | 12.27% |
| Sharpe ratio | 0.42 | 0.56 |
| Sortino ratio | 0.56 | 0.75 |
| Maximum drawdown | −28.0% (23-03-2020) | −31.6% (23-03-2020) |
| Beta | -- | -- |
| Alpha | -- | -- |
From daily NAVs, 16-08-2018 to 30-10-2026. Standard deviation: how much the daily value swings, scaled to a year. Sharpe: return above the risk-free rate (NSE's overnight rate index) per unit of swing. Sortino: the same, counting only the falls. Beta and alpha compare each fund with its own benchmark's TRI.
Drawdowns
How far below its previous high each one was on every day: the falls an investor had to sit through. 0% means it was at a new high.
Axis Aggressive Hybrid Fund (Direct)
Bandhan Aggressive Hybrid Fund (Direct)
| Fund | Worst fall | High before it | Bottom | Back at the high | Time to climb back | Below its high today |
|---|---|---|---|---|---|---|
| Axis Aggressive Hybrid Fund (Direct) | −28.0% | 12-02-2020 | 23-03-2020 | 05-11-2020 | 7 months | −4.5% |
| Bandhan Aggressive Hybrid Fund (Direct) | −31.6% | 13-02-2020 | 23-03-2020 | 05-11-2020 | 7 months | −4.7% |
From daily values since 16-08-2018, the first day every fund has.
Rolling standard deviation
Whether the swings have grown or calmed over time: the standard deviation of daily changes over every 1-year window, scaled to a year, plotted on the window's last day. Higher means a bumpier ride.
Axis Aggressive Hybrid Fund (Direct)
Bandhan Aggressive Hybrid Fund (Direct)
Whether the swings have grown or calmed over time: the standard deviation of daily changes over every 3-year window, scaled to a year, plotted on the window's last day. Higher means a bumpier ride.
Axis Aggressive Hybrid Fund (Direct)
Bandhan Aggressive Hybrid Fund (Direct)
Whether the swings have grown or calmed over time: the standard deviation of daily changes over every 5-year window, scaled to a year, plotted on the window's last day. Higher means a bumpier ride.
Axis Aggressive Hybrid Fund (Direct)
Bandhan Aggressive Hybrid Fund (Direct)
Axis Aggressive Hybrid vs Bandhan Aggressive Hybrid: Portfolio Overlap
From each fund's latest monthly portfolio: Axis Aggressive Hybrid Fund, September 2026; Bandhan Aggressive Hybrid Fund, August 2026
Holdings in common
- Overlap
- 36.6%
- Held by both
- 33
- Only in Axis Aggressive Hybrid
- 90
- Only in Bandhan Aggressive Hybrid
- 75
| Security | % of Axis Aggressive Hybrid | % of Bandhan Aggressive Hybrid |
|---|---|---|
| ICICI Bank Limited | 4.82% | 5.77% |
| HDFC Bank Limited | 4.55% | 4.44% |
| Reliance Industries Limited | 4.73% | 3.80% |
| Mahindra & Mahindra Limited | 2.09% | 2.15% |
| State Bank of India | 2.05% | 3.14% |
| Larsen & Toubro Limited | 1.98% | 2.06% |
| Infosys Limited | 1.77% | 2.03% |
| Eternal Limited | 1.41% | 2.14% |
| NTPC Limited | 1.37% | 2.77% |
| Bharti Airtel Limited | 2.75% | 1.34% |
| Axis Bank Limited | 1.28% | 1.84% |
| Sun Pharmaceutical Industries Limited | 0.80% | 1.93% |
| Divi's Laboratories Limited | 1.32% | 0.76% |
| Shriram Finance Limited | 0.76% | 0.91% |
| The Indian Hotels Company Limited | 0.74% | 0.76% |
| Kotak Mahindra Bank Limited | 2.20% | 0.67% |
| Varun Beverages Limited | 0.66% | 0.64% |
| Cholamandalam Investment and Finance Company Ltd | 1.90% | 0.58% |
| Titan Company Limited | 0.56% | 0.81% |
| Pidilite Industries Limited | 0.56% | 0.72% |
| RBL Bank Limited | 0.48% | 0.70% |
| Tech Mahindra Limited | 0.46% | 1.09% |
| SBI Life Insurance Company Limited | 0.45% | 1.09% |
| Sona BLW Precision Forgings Limited | 0.87% | 0.41% |
| Amber Enterprises India Limited | 0.34% | 0.45% |
| Coforge Limited | 0.33% | 1.06% |
| Torrent Pharmaceuticals Limited | 0.33% | 0.50% |
| ITC Limited | 0.31% | 0.67% |
| Bharat Electronics Limited | 0.31% | 1.10% |
| Hindustan Unilever Limited | 0.27% | 0.81% |
| GE Vernova T&D India Limited | 0.24% | 0.74% |
| PG Electroplast Limited | 0.37% | 0.23% |
| Bajaj Finserv Limited | 0.06% | 1.98% |
Overlap: for each holding both funds own, the smaller of its two weights, added up. 36.6% means 36.6% of each fund's money sits in positions the other also holds. Matched by ISIN. Cash and hedged positions are left out.
Largest holdings only in Axis Aggressive Hybrid Fund
| Security | % of fund |
|---|---|
| 9.15% Piramal Finance Limited (17/06/2027) | 2.85% |
| Indus Infra Trust | 1.80% |
| 8.75% Bharti Telecom Limited (05/11/2029) | 1.79% |
| 7.55% Poonawalla Fincorp Limited (25/03/2027) | 1.77% |
| 9.5% Kogta Financial (India) Limited (30/10/2027) | 1.76% |
Largest holdings only in Bandhan Aggressive Hybrid Fund
| Security | % of fund |
|---|---|
| 7.07% Bajaj Finance Limited | 2.82% |
| 7.3% GOI (MD 19/06/2053) | 2.04% |
| JSW Steel Limited | 1.96% |
| 7.83% Bajaj Housing Finance Limited | 1.91% |
| One 97 Communications Limited | 1.73% |
Asset and sector split
Share of each fund, from its latest monthly portfolio
Asset allocation
| Asset | Axis Aggressive Hybrid | Bandhan Aggressive Hybrid |
|---|---|---|
| Equity | 71.4% | 79.6% |
| Debt | 21.3% | 18.6% |
| Cash and others | 7.2% | 1.8% |
Market cap of stocks
| Market cap | Axis Aggressive Hybrid | Bandhan Aggressive Hybrid |
|---|---|---|
| Large Cap | 50.8% | 55.0% |
| Mid Cap | 9.6% | 10.8% |
| Small Cap | 11.1% | 13.5% |
| Not on AMFI's list | 0.0% | 0.4% |
Share of the whole fund. Groups follow AMFI's latest list: Large Cap is the 100 largest companies, Mid Cap the next 150, Small Cap the rest.
Largest sectors
| Sector | Axis Aggressive Hybrid | Bandhan Aggressive Hybrid |
|---|---|---|
| Banks | 15.4% | 16.6% |
| Finance | 6.1% | 4.4% |
| Pharmaceuticals & Biotechnology | 4.2% | 5.0% |
| Petroleum Products | 4.7% | 3.8% |
| Automobiles | 3.0% | 4.2% |
| IT - Software | 3.6% | 4.2% |
| Retailing | 2.8% | 3.8% |
| Auto Components | 3.4% | 2.2% |
The six largest sectors of each fund's stocks, % of the fund.
Axis Aggressive Hybrid vs Bandhan Aggressive Hybrid: Expense Ratio
What each plan charges a year, from AMFI's expense ratio file
| Charge | Axis Aggressive Hybrid Fund | Bandhan Aggressive Hybrid Fund |
|---|---|---|
| Total expense ratio (Direct) | 1.18% | 0.87% |
| Base expense ratio (Direct) | 0.94% | 0.51% |
| Total expense ratio (Regular) | 2.23% | 2.24% |
| Base expense ratio (Regular) | 1.83% | 1.69% |
The expense ratio comes out of the fund's assets every day, so every return on this page is already after it. Base expense ratio: the fund house's own fee. The total adds brokerage, transaction costs, and levies with GST.
More comparisons
Each fund against the others of its category
Compare Axis Aggressive Hybrid with
Axis Aggressive Hybrid Fund vs Bandhan Aggressive Hybrid Fund: Frequently Asked Questions
What is the difference between Axis Aggressive Hybrid Fund and Bandhan Aggressive Hybrid Fund?
Both are Aggressive Hybrid funds, run by Axis Mutual Fund and Bandhan Mutual Fund. Their portfolios overlap 36.6%. Axis Aggressive Hybrid Fund charges 1.18% a year and Bandhan Aggressive Hybrid Fund 0.87%.
Which has given higher returns, Axis Aggressive Hybrid Fund or Bandhan Aggressive Hybrid Fund?
Over 1 year: Axis Aggressive Hybrid Fund −3.15%, Bandhan Aggressive Hybrid Fund +1.12%. Over 3 years: Axis Aggressive Hybrid Fund +9.82% a year, Bandhan Aggressive Hybrid Fund +14.34% a year. Over 5 years: Axis Aggressive Hybrid Fund +6.15% a year, Bandhan Aggressive Hybrid Fund +10.86% a year. As on 30-10-2026. Past returns do not promise future returns.
Which has the lower expense ratio, Axis Aggressive Hybrid Fund or Bandhan Aggressive Hybrid Fund?
Bandhan Aggressive Hybrid Fund charges less: 0.87% a year against 1.18%. These are the Direct plans' total expense ratios reported to AMFI.
How much do Axis Aggressive Hybrid Fund and Bandhan Aggressive Hybrid Fund overlap?
36.6%. They hold 33 of the same securities, the largest shared ones being ICICIBANK, HDFCBANK, RELIANCE. From each fund's latest monthly portfolio.
Which is riskier, Axis Aggressive Hybrid Fund or Bandhan Aggressive Hybrid Fund?
On SEBI's riskometer, Axis Aggressive Hybrid Fund is rated Very High and Bandhan Aggressive Hybrid Fund Very High. Over 3 years, the standard deviation of daily returns was 10.27% and 11.86% a year.
Which is better for SIP, Axis Aggressive Hybrid Fund or Bandhan Aggressive Hybrid Fund?
Over the last 5 years, a monthly SIP of ₹10,000 from 01-10-2021 to 30-10-2026 grew to ₹7,26,484 in Axis Aggressive Hybrid Fund (XIRR 6.8% a year) and ₹8,22,179 in Bandhan Aggressive Hybrid Fund (XIRR 11.7% a year). Both received 61 instalments. Past returns do not promise future returns.
Can I invest in both Axis Aggressive Hybrid Fund and Bandhan Aggressive Hybrid Fund?
Yes. 36.6% of each fund's money sits in the same holdings, so some of the two investments would move together.
Who manages Axis Aggressive Hybrid Fund and Bandhan Aggressive Hybrid Fund?
Axis Aggressive Hybrid Fund: Jayesh Sundar, Devang Shah, Aditya Pagaria, Krishnaa N. Bandhan Aggressive Hybrid Fund: Harshal Joshi, Prateek Poddar.
Sources: NAV and expense ratio from AMFI. Holdings from each fund house's monthly portfolio statement. Fund facts from each scheme summary document.
This page is information, not investment advice. Mutual fund investments are subject to market risks; read all scheme related documents carefully. Past returns do not promise future returns. Figures come from AMFI, NSE, BSE and each fund house's own documents.