Axis Aggressive Hybrid Fund Direct Growth

Hybrid
Aggressive Hybrid
Very High Risk
9.37%
3Y annualised
+0.60% 1D
1M
6M
1Y
3Y
5Y
All
NAV: 05 Nov 2024₹21.85
Min. SIP amount₹100
Rating1
Fund size₹1,701.53Cr

Return calculator

Monthly SIP
One-Time
₹5,000 per month
Over the past
Total investment of 0
Would have become (%)

Returns and rankings

Category: Hybrid Aggressive Hybrid
Annualised returns
Absolute returns
1Y3Y5YAll
Fund returns28.5%9.4%13.9%13.3%
Category average28.1%12.9%16.1%NA
Rank with in category284033NA
Understand terms

Peer Comparison

Holdings (99)

NameSectorInstrumentAssets
FinancialEquity5.19%
FinancialEquity4.74%
TechnologyEquity3.91%
SovereignGOI Sec3.64%
SovereignGOI Sec3.37%
AutomobileEquity3.14%
CommunicationEquity3.07%
EnergyEquity2.88%
GOI
SovereignGOI Sec2.42%
EnergyEquity2.23%
ChemicalsEquity2.18%
TechnologyEquity2.07%
FinancialEquity1.97%
HealthcareEquity1.94%
FinancialEquity1.90%
HealthcareEquity1.64%
ConstructionEquity1.62%
ConstructionInvITs1.57%
GOI
SovereignGOI Sec1.55%
Bajaj Finance Ltd.
FinancialDebenture1.48%
FinancialEquity1.37%
ChemicalsEquity1.28%
AutomobileEquity1.25%
ServicesEquity1.25%
Cholamandalam Investment and Finance Company Ltd.
FinancialDebenture1.19%
HealthcareEquity1.15%
ServicesEquity1.13%
EnergyEquity1.08%
Consumer StaplesEquity1.07%
ServicesEquity1.07%
TechnologyEquity1.04%
FinancialEquity1.01%
FinancialEquity0.98%
FinancialEquity0.96%
InsuranceEquity0.94%
HealthcareEquity0.93%
EnergyEquity0.90%
360 ONE Wealth Ltd.
FinancialDebenture0.88%
HealthcareEquity0.88%
ConstructionEquity0.87%
HDFC Bank Ltd.
FinancialNCD0.85%
InsuranceEquity0.82%
AutomobileEquity0.82%
Capital GoodsEquity0.76%
ServicesEquity0.76%
FinancialEquity0.75%
Consumer StaplesEquity0.73%
AutomobileEquity0.70%
EnergyEquity0.70%
NA
NAEquity0.67%
Capital GoodsEquity0.63%
ConstructionEquity0.63%
ConstructionEquity0.62%
TVS Holdings Ltd.
AutomobileDebenture0.59%
DLF Home Developers Ltd
ServicesDebenture0.59%
FinancialDebenture0.59%
FinancialT-Bills0.59%
CommunicationDebenture0.56%
ConstructionEquity0.53%
ChemicalsEquity0.53%
AutomobileEquity0.49%
TextilesEquity0.49%
Capital GoodsEquity0.47%
FinancialEquity0.43%
HealthcareEquity0.43%
Consumer StaplesEquity0.43%
TechnologyEquity0.42%
Metals & MiningEquity0.41%
ServicesEquity0.41%
FinancialDebenture0.41%
ChemicalsEquity0.40%
Consumer StaplesEquity0.38%
AutomobileEquity0.36%
Capital GoodsEquity0.34%
ConstructionREITs0.33%
SovereignGOI Sec0.31%
Muthoot Finance Ltd.
FinancialDebenture0.29%
Reserve Bank of India
FinancialT-Bills0.29%
FinancialAdditional Tier 2 Bo0.29%
FinancialEquity0.28%
AutomobileEquity0.27%
Capital GoodsEquity0.22%
FinancialEquity0.21%
FinancialNCD0.18%
ChemicalsEquity0.18%
AutomobileEquity0.15%
FinancialDebenture0.15%
West Bengal State
OthersSDL0.12%
Capital GoodsEquity0.12%
ServicesEquity0.10%
FinancialBonds/NCD0.06%
ServicesEquity0.06%
Consumer DiscretionaryEquity0.05%
FinancialEquity0.05%
ChemicalsEquity0.04%
Karnataka State
OthersSDL0.03%
Capital GoodsEquity0.02%
ConstructionPPE0.02%
GOI
SovereignGOI Sec0.00%
See All

Pros and cons

Category: Hybrid Aggressive Hybrid

Pros

Lower expense ratio: 1.05%
Average credit rating of the fund's holdings: AAA This fund has holdings of the highest quality

Cons

Consistently lower annualised returns than category average for the past 1Y, 3Y and 5Y
Low rating: 1

Expense ratio, exit load and tax

Expense ratio: 1.05%

Inclusive of GST

Exit load

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

Stamp duty

0.005% (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%.

Understand terms
Check past data

Minimum investment amounts

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

Fund management

Devang Shah
Apr 2024 - Present
View details

Education
Mr. Shah is B.Com and ACA.
Experience
Prior to joining Axis AMC he has worked with ICICI Prudential AMC, Deutsche Asset Management (India) Pvt. Ltd. and Pricewaterhouse Coopers.
Also manages these schemes

Fund house & investment objective

Fund house contact details

Address
23rd Floor, One Lodha Place,S. B. Road, Lower Parel. Mumbai 400013
Phone
022-24255161
Launch Date
04 Sep 2009
E-mail
NA
Axis Mutual Fund
Asset Management Company
Custodian
Deutsche Bank
Registrar & Transfer Agent
KFin Tech
Address
Karvy House, No. 46, 8-2-609/K, Avenue 4, Street No.1 Banjara Hills,

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