Aggressive Hybrid Fund · head to head · AMFI NAVs

Aditya Birla Sun Life Aggressive Hybrid Fund vs Axis Aggressive Hybrid Fund: SIP returns compared

Same ₹10,000 monthly SIP, same dates, Direct plans: over the last 5 years Aditya Birla Sun Life Aggressive Hybrid Fund is worth ₹7.16 L (XIRR 7.2%) and Axis Aggressive Hybrid Fund ₹7.06 L (XIRR 6.7%) — Aditya Birla Sun Life Aggressive Hybrid Fund ahead by ₹9,843. Across every 5-year SIP since Sep 2018, Aditya Birla Sun Life Aggressive Hybrid Fund finished ahead in 38 of 38 and Axis Aggressive Hybrid Fund in 0.

Same SIP in both funds · real NAVsLive

Historical simulation on actual NAVs — not a forecast and not investment advice. Disclaimer

₹10,000
6%

Aditya Birla Sun Life Aggressive Hybrid Fund: invested — over — instalments; valued at NAV of —:

Value today
—
XIRR —
Post-tax
—
If fully redeemed today
Real XIRR
—
After assumed inflation

YearInvestedAditya Birla Sun Life Aggressive Hybrid Fund valueXIRR to date

₹10,000 a month in each: what it became

Each row is a monthly SIP ending today (1 Oct 2026), Direct plans. Post-tax assumes everything is redeemed today with no other capital gains this year.

SIP periodInvestedAditya Birla Sun Life Aggressive Hybrid FundXIRRAxis Aggressive Hybrid FundXIRRPost-tax (both)
1 year₹1,20,000₹1.17 L-5.2%₹1.18 L-3.8%₹1.17 L / ₹1.18 L
3 years₹3,60,000₹3.73 L2.5%₹3.77 L3.2%₹3.73 L / ₹3.77 L
5 years₹6,00,000₹7.16 L7.2%₹7.06 L6.7%₹7.16 L / ₹7.06 L

Every 5-year SIP, head to head

We started the same SIP in both funds in every month both have NAVs for — 38 SIPs, the first starting Sep 2018. Aditya Birla Sun Life Aggressive Hybrid Fund finished ahead in 100% of them; the median gap was 1.6 percentage points a year in Aditya Birla Sun Life Aggressive Hybrid Fund's favour.

Downside on the same dates: Aditya Birla Sun Life Aggressive Hybrid Fund's worst 5-year SIP returned 7.2% a year (started Oct 2021) and 0 of 38 lost money; Axis Aggressive Hybrid Fund's worst returned 6.6% (started Apr 2021) and 0 lost money.

0%5%10%15%20%Sep 2018Oct 2021
Aditya Birla Sun Life Aggressive Hybrid FundAxis Aggressive Hybrid Fund

XIRR of every 5-year monthly SIP by the month it started. Gap = Aditya Birla Sun Life Aggressive Hybrid Fund minus Axis Aggressive Hybrid Fund, percentage points a year.

WindowSIPs comparedAhead (Aditya / Axis)Median gapWorst gapBest gap
3-year SIPs6281% / 19%+1.4 pp-3.3 ppstarted Dec 2018+4.5 ppstarted Jun 2021
5-year SIPs38100% / 0%+1.6 pp+0.6 ppstarted Oct 2021+3.2 ppstarted Jun 2019

Against an index fund, and the cost of the Regular plan

  • Aditya Birla Sun Life Aggressive Hybrid Fund: the Regular plan of the same 10-year SIP ended ₹88,802 below Direct.
  • Axis Aggressive Hybrid Fund: the Regular plan of the same 5-year SIP ended ₹20,406 below Direct.

Questions

Which has given better SIP returns, Aditya Birla Sun Life Aggressive Hybrid Fund or Axis Aggressive Hybrid Fund?

Over the last 5 years a ₹10,000 monthly SIP (Direct plans) is worth ₹7.16 L in Aditya Birla Sun Life Aggressive Hybrid Fund (XIRR 7.2%) and ₹7.06 L in Axis Aggressive Hybrid Fund (XIRR 6.7%). Past returns don't tell you which will do better next.

Has Aditya Birla Sun Life Aggressive Hybrid Fund beaten Axis Aggressive Hybrid Fund consistently?

In 100% of 38 rolling 5-year SIPs started on the same dates (from Sep 2018), Aditya Birla Sun Life Aggressive Hybrid Fund ended ahead of Axis Aggressive Hybrid Fund (Direct plans). The median difference was +1.6 percentage points a year.

Where does this data come from?

Official daily NAVs published by AMFI. SIP instalments fall on the first business day of each month; both funds are compared on identical dates. Updated monthly.

Comparison on official AMFI NAVs, SIP on the first business day of each month, identical dates for both funds. It shows what happened, not which fund to buy — past performance does not indicate future returns. sipcalculatorhub.com is not a SEBI-registered investment adviser. Methodology.

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