Axis Aggressive Hybrid Fund Direct Growth

Axis Aggressive Hybrid Fund Direct Growth

+10.04%
3Y annualised
+0.59% 1D
1M
6M
1Y
3Y
5Y
All
NAV: 09 Jun '26
₹21.98
Min. for SIP
₹100
Fund size (AUM)
₹1,451.45 Cr
Expense ratio
1.17%
Rating
1

Return calculator

Monthly investment
₹5,000
Over the pastTotal investmentWould've becomeHistoric returnsReturns
6 months₹30,000₹29,686
-1.05%
1 year₹60,000₹58,839
-1.93%
3 years₹1,80,000₹1,92,726
+7.07%
5 years₹3,00,000₹3,58,082
+19.36%

Holdings (120)

NameSectorInstrumentsAssets
Reliance Industries LtdEnergy & UtilitiesEquity5.52%
HDFC Bank LtdFinancialEquity4.89%
ICICI Bank LtdFinancialEquity4.77%
NATIONAL BANK FOR AGRICULTURE AND RURAL DEVELOPMENT SR 26F 7.44 BD 17JL29 FVRS1LACFinancialBonds3.42%
State Bank of IndiaFinancialEquity3.17%
Infosys LtdTechnologyEquity3.16%
Larsen & Toubro LtdIndustrialsEquity2.98%
Bharti Airtel LtdTechnologyEquity2.86%
Mahindra & Mahindra LtdConsumer DiscretionaryEquity2.13%
NTPC LtdEnergy & UtilitiesEquity1.89%
Kotak Mahindra Bank LtdFinancialEquity1.86%
Bajaj Finance LtdFinancialEquity1.79%
Bharat Highways InvITIndustrialsInfrastructure Investment Trust1.77%
BHARTI TELECOM LIMITED SR XXI 8.75 NCD 05NV29 FVRS1LACTechnologyNon Convertible Debenture1.76%
POONAWALLA FINCORP LIMITED SR B2 7.60 NCD 28MY27 FVRS1LACFinancialDebenture1.72%
BAJAJ FINANCE LIMITED 7.87 NCD 08FB34 FVRS1LACFinancialDebenture1.72%
NATIONAL BANK FOR AGRICULTURE AND RURAL DEVELOPMENT SR 25G 7.48 BD 15SP28 FVRS1LACFinancialBonds1.71%
KOGTA FINANCIAL (INDIA) LIMITED 9.5 NCD 30OT27 FVRS1LACFinancialDebenture1.70%
Others CBLOUnspecifiedCBLO1.66%
CHOLAMANDALAM INVESTMENT AND FIN. CO. LTD 7.5 CCD 30SP26 FVRS1LACFinancialDebenture1.45%
Divi's Laboratories LtdHealthcareEquity1.37%
VEDANTA LIMITED SR 1 9.40 NCD 20FB27 FVRS1LACMaterialsDebenture1.24%
PNB Housing Finance LtdFinancialEquity1.20%
Apollo Hospitals Enterprise LtdHealthcareEquity1.13%
DOMS Industries Ltd.IndustrialsEquity1.07%
BAMBOO HOTEL AND GLOBAL CENTRE (DELHI) PRIVATE LIMITED SR I 10.81 NCD 31JN28 FVRS1LACConsumer DiscretionaryDebenture1.04%
ADANI POWER LIMITED SR II 8.20 NCD 25JN29 FVRS1LACEnergy & UtilitiesDebenture1.02%
Premier Energies Ltd.Energy & UtilitiesEquity0.98%
Krishna Institute Of Medical Sciences LtdHealthcareEquity0.96%
Varun Beverages LtdConsumer StaplesEquity0.94%
Sansera Engineering LtdConsumer DiscretionaryEquity0.91%
Phoenix Mills LtdReal EstateEquity0.84%
Mankind Pharma Ltd.HealthcareEquity0.82%
Samvardhana Motherson International LtdConsumer DiscretionaryEquity0.82%
Sun Pharmaceutical Industries LtdHealthcareEquity0.81%
HDFC Life Insurance Co LtdFinancialEquity0.80%
Tata Power Company LtdEnergy & UtilitiesEquity0.80%
Britannia Industries LtdConsumer StaplesEquity0.79%
Tata Consultancy Services LtdTechnologyEquity0.79%
Titan Company LtdConsumer DiscretionaryEquity0.79%
CG Power & Industrial Solutions LtdIndustrialsEquity0.78%
Zomato LtdTechnologyEquity0.78%
JB Chemicals & Pharmaceuticals LtdHealthcareEquity0.75%
Interglobe Aviation LtdIndustrialsEquity0.74%
GMR AIRPORTS LIMITED 5 BD 13FB27 FVRS1LACIndustrialsBonds0.72%
Shriram Transport Finance Company LtdFinancialEquity0.70%
Tech Mahindra LtdTechnologyEquity0.70%
TVS HOLDINGS LIMITED 8.65 NCD 07JU29 FVRS1LACConsumer DiscretionaryDebenture0.69%
GODREJ INDUSTRIES LIMITED SR 1 8.10 NCD 22MY28 FVRS1LACDiversifiedNon Convertible Debenture0.69%
Net ReceivablesUnspecifiedNet Receivables0.69%
TORRENT PHARMACEUTICALS LTD SR 1 7.45 NCD 19JN28 FVRS1LACHealthcareDebenture0.68%
Sona BLW Precision Forgings LtdConsumer DiscretionaryEquity0.67%
STATE DEVELOPMENT LOAN 36531 MH 24SP36 7.27 FV RS 100UnspecifiedState Development Loan0.67%
MAHANAGAR TELEPHONE NIGAM LIMITED. SR VIII-A 7.59 LOA 20JL33 FVRS1LACTechnologyDebenture0.66%
Axis Bank LtdFinancialEquity0.64%
SBI Life Insurance Company LtdFinancialEquity0.62%
Hindustan Aeronautics LtdIndustrialsEquity0.61%
PI Industries LtdMaterialsEquity0.58%
FSN E-Commerce Ventures LtdConsumer DiscretionaryEquity0.54%
Dixon Technologies (India) LtdConsumer DiscretionaryEquity0.52%
APTUS FINANCE INDIA PRIVATE LIMITED APTUS FINANCE RR NCD 06MR29 FVRS1LACFinancialDebenture0.52%
PG Electroplast LtdIndustrialsEquity0.51%
Tata Steel LtdMaterialsEquity0.50%
Arvind Fashions LtdConsumer DiscretionaryEquity0.50%
Pidilite Industries LtdMaterialsEquity0.48%
Jyoti CNC Automation Ltd.IndustrialsEquity0.48%
Kaynes Technology India LtdIndustrialsEquity0.47%
Awfis Space Solutions Ltd.IndustrialsEquity0.47%
Coforge LtdTechnologyEquity0.46%
Cholamandalam Investment & Finance Company LtdFinancialEquity0.44%
Tata Motors LtdIndustrialsEquity0.44%
Brigade Enterprises LtdReal EstateEquity0.44%
REC LtdFinancialEquity0.43%
Cipla LtdHealthcareEquity0.42%
Hindustan Unilever LtdConsumer StaplesEquity0.39%
Avenue Supermarts LtdConsumer StaplesEquity0.38%
JUBILANT BEVCO LIMITED NCD 31MY28 FVRS1LACConsumer StaplesDebenture0.38%
ITC LtdConsumer StaplesEquity0.36%
Voltamp Transformers LtdIndustrialsEquity0.35%
AADHAR HOUSING FINANCE LIMITED 8.50 NCD 26MY26 FVRS1LACFinancialDebenture0.34%
IKF FINANCE LIMITED 9.4 NCD 12SP27 FVRS1LACFinancialDebenture0.34%
ADITYA BIRLA DIGITAL FASHION VENTURES LIMITED 8.80 NCD 26AG27 FVRS1LACConsumer DiscretionaryDebenture0.34%
HDFC BANK LIMITED SR Y005 6.83 NCD 08JN31 FVRS10LACFinancialNon Convertible Debenture0.33%
Indian Oil Corporation LtdEnergy & UtilitiesEquity0.33%
GOVERNMENT OF INDIA 33002 GOI 12JU63 7.25 FV RS 100EntitiesGOI Securities0.32%
The Indian Hotels Company LtdConsumer DiscretionaryEquity0.32%
Jubilant FoodWorks LtdConsumer DiscretionaryEquity0.30%
Mphasis LtdTechnologyEquity0.29%
APTUS VALUE HOUSING FINANCE INDIA LIMITED RR NCD 11MR30 FVRS1LACFinancialDebenture0.28%
Embassy Office Parks REITReal EstateReal Estate Investment Trusts0.27%
DHFL VYSYA HOUSING FINANCE LIMITED EQFinancialEquity0.26%
Hindalco Industries LtdMaterialsEquity0.24%
Vijaya Diagnostic Centre LtdHealthcareEquity0.23%
Bharat Electronics LtdIndustrialsEquity0.23%
POWER FINANCE CORPORATION LTD. SR 200 7.40 BD 08MY30 FVRS10LACFinancialNon Convertible Debenture0.20%
GE T&D India LtdIndustrialsEquity0.20%
Hyundai Motor India Ltd.Consumer DiscretionaryEquity0.19%
Schaeffler India LtdIndustrialsEquity0.16%
Zydus Lifesciences LtdHealthcareEquity0.15%
ITC Hotels LtdConsumer DiscretionaryEquity0.14%
GMR AIRPORTS LIMITED 5 BD 13AG28 FVRS1LACIndustrialsBonds0.14%
West Bengal State SDL 7.92 15/03/2027UnspecifiedState Development Loan0.14%
Bank Of BarodaFinancialEquity0.14%
STATE DEVELOPMENT LOAN 22495 TN 27NV29 7.17 FV RS 100UnspecifiedState Development Loan0.14%
Clean Science And Technology LtdMaterialsEquity0.10%
Indusind Bank LtdFinancialEquity0.10%
HCL Technologies LtdTechnologyEquity0.09%
Nestle India LtdConsumer StaplesEquity0.09%
Titagarh Wagons LtdIndustrialsEquity0.09%
Oil & Natural Gas Corporation LtdEnergy & UtilitiesEquity0.08%
DLF LtdReal EstateEquity0.08%
STATE DEVELOPMENT LOAN 22490 KAR 27NV29 7.17 FV RS 100UnspecifiedState Development Loan0.07%
Coal India LtdMaterialsEquity0.06%
Bajaj Finserv LtdFinancialEquity0.06%
Computer Age Management Services LtdFinancialEquity0.06%
Exide Industries LtdConsumer DiscretionaryEquity0.05%
Suryoday Small Finance Bank LtdFinancialEquity0.05%
STATE DEVELOPMENT LOAN 21843 KAR 17JL29 6.9 FV RS 100UnspecifiedState Development Loan0.04%
CENTRAL GOVERNMENT LOAN 30814 GOI FRB 04OT28 FV RS 100EntitiesGOI Securities0.00%
Supreme Industries LtdMaterialsEquity0.00%
See All

Minimum investments

Min. for 1st investment
₹500
Min. for 2nd investment
₹100
Min. for SIP
₹100

Returns and rankings

Annualised returns
Absolute returns
Name1Y3Y5YAll
Fund returns-2.1%+10.0%+8.8%+10.6%
Category average (Hybrid Aggressive Hybrid)+4.7%+14.3%+13.9%--
Rank (Hybrid Aggressive Hybrid)253237--

Exit load, stamp duty and tax

Exit load

Exit Load for units in excess of 10% of the investment,1% will be charged for redemption within 12 months.

Stamp duty on investment: 0.005% (from July 1st, 2020)

from July 1st 2020

Tax implication

If you redeem within one year, returns are taxed at 20%. If you redeem after one year, returns exceeding Rs 1.25 lakh in a financial year are taxed at 12.5%.
Check past data

Fund management

JS
Jayesh Sundar
Sep 2023 - Present
View details

About Axis Aggressive Hybrid Fund Direct Growth

Axis Aggressive Hybrid Fund Direct Growth is a Hybrid Mutual Fund Scheme launched by Axis Mutual Fund. This scheme was made available to investors on 04 Sep 2009. Aditya Pagaria is the Current Fund Manager of Axis Aggressive Hybrid Fund Direct Growth fund. The fund currently has an Asset Under Management(AUM) of ₹3,66,023 Cr and the Latest NAV as of 09 Jun 2026 is ₹21.98. The Axis Aggressive Hybrid Fund Direct Growth is rated Very High risk. Minimum SIP Investment is set to ₹100. Minimum Lumpsum Investment is ₹500. Exit Load for units in excess of 10% of the investment,1% will be charged for redemption within 12 months. ;

Investment Objective

The scheme seeks 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.
Fund benchmarkCRISIL Hybrid 35+65 Aggressive Index

Fund house

Rank (total assets)#7 in India
Total AUM₹3,66,022.79 Cr
Date of Incorporation04 Sep 2009
Phone022-24255161
E-mail--
Launch Date04 Sep 2009
Address23rd Floor, One Lodha Place,S. B. Road, Lower Parel. Mumbai 400013
CustodianDeutsche Bank
Registrar & Transfer AgentKFin Tech
AddressKarvy House, No. 46, 8-2-609/K, Avenue 4, Street No.1 Banjara Hills,