Axis Aggressive Hybrid Fund Direct Growth

Hybrid
Aggressive Hybrid
Very High Risk
14.58%
3Y annualised
+0.58% 1D
1M
6M
1Y
3Y
5Y
All
NAV: 15 Jul 2025₹22.62
Min. SIP amount₹100
Rating1
Fund size₹1,594.48Cr

Return calculator

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

Holdings (114)

NameSectorInstrumentAssets
FinancialEquity5.90%
FinancialEquity5.20%
EnergyEquity4.29%
TechnologyEquity3.74%
CommunicationEquity3.73%
SovereignGOI Sec3.51%
AutomobileEquity2.57%
FinancialEquity2.30%
ConstructionEquity2.10%
FinancialEquity1.77%
ChemicalsEquity1.69%
Bharti Telecom Ltd.
CommunicationNCD1.63%
Bajaj Finance Ltd.
FinancialDebenture1.60%
ConstructionInvITs1.59%
Poonawalla Fincorp Ltd.
FinancialDebenture1.57%
HealthcareEquity1.43%
ServicesEquity1.42%
TechnologyEquity1.39%
EnergyEquity1.34%
FinancialEquity1.33%
ChemicalsEquity1.30%
Cholamandalam Investment and Finance Company Ltd.
FinancialDebenture1.30%
HealthcareEquity1.17%
FinancialEquity1.16%
Vedanta Ltd.
Metals & MiningDebenture1.13%
InsuranceEquity1.11%
Consumer StaplesEquity1.07%
FinancialEquity0.98%
HealthcareEquity0.95%
Bamboo Hotel And Global Centre (Delhi) Pvt Ltd. Class A
ServicesDebenture0.95%
360 ONE Wealth Ltd.
FinancialDebenture0.94%
FinancialEquity0.94%
NA
NAEquity0.93%
HDFC Bank Ltd.
FinancialNCD0.93%
HealthcareEquity0.92%
HealthcareEquity0.87%
FinancialEquity0.83%
EnergyEquity0.78%
HealthcareEquity0.77%
InsuranceEquity0.76%
Capital GoodsEquity0.70%
Capital GoodsEquity0.69%
ConstructionEquity0.68%
ServicesEquity0.66%
ServicesEquity0.65%
Godrej Industries Ltd.
Consumer StaplesNCD0.64%
TVS Holdings Ltd.
AutomobileDebenture0.64%
Tata Capital Housing Finance Ltd.
FinancialBonds/NCD0.63%
ConstructionEquity0.63%
DLF Home Developers Ltd
ServicesDebenture0.63%
CommunicationDebenture0.62%
Capital GoodsEquity0.62%
Capital GoodsEquity0.61%
Capital GoodsEquity0.61%
Consumer StaplesEquity0.61%
ChemicalsEquity0.60%
ServicesEquity0.60%
Aptus Finance India Pvt. Ltd.
FinancialDebenture0.59%
AutomobileEquity0.58%
Capital GoodsEquity0.58%
Capital GoodsEquity0.56%
HealthcareEquity0.56%
ServicesEquity0.56%
AutomobileEquity0.54%
ServicesEquity0.51%
TextilesEquity0.50%
Consumer DiscretionaryEquity0.49%
ConstructionEquity0.45%
AutomobileEquity0.45%
FinancialEquity0.45%
Metals & MiningEquity0.45%
ConstructionInvITs0.44%
TechnologyEquity0.43%
HealthcareEquity0.43%
ChemicalsEquity0.43%
ChemicalsEquity0.41%
Consumer StaplesEquity0.39%
ConstructionREITs0.35%
AutomobileEquity0.35%
FinancialEquity0.35%
EnergyEquity0.33%
GOI
SovereignGOI Sec0.32%
AutomobileEquity0.32%
FinancialDebenture0.32%
FinancialAd.Tier 2 Bnd0.32%
Aditya Birla Digital Fashion Ventures Ltd.
ServicesDebenture0.31%
FinancialDebenture0.31%
Tata Projects Ltd.
ConstructionNCD0.31%
Capital GoodsEquity0.31%
Aptus Value Housing Finance India Ltd.
FinancialDebenture0.31%
TechnologyEquity0.27%
AutomobileEquity0.27%
Capital GoodsEquity0.26%
Capital GoodsEquity0.24%
FinancialEquity0.22%
FinancialNCD0.19%
ChemicalsEquity0.17%
FinancialEquity0.16%
EnergyEquity0.14%
Tamilnadu State
OthersSDL0.13%
West Bengal State
OthersSDL0.13%
Consumer StaplesEquity0.11%
Capital GoodsEquity0.10%
AutomobileEquity0.10%
ServicesEquity0.09%
Capital GoodsEquity0.07%
Consumer StaplesEquity0.07%
Karnataka State
OthersSDL0.06%
EnergyEquity0.06%
FinancialEquity0.04%
Karnataka State
OthersSDL0.04%
Karnataka State
OthersSDL0.03%
Consumer StaplesEquity0.02%
GOI
SovereignGOI Sec0.00%
See All

Minimum investment amounts

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

Returns and rankings

Category: Hybrid Aggressive Hybrid
Annualised returns
Absolute returns
1Y3Y5YAll
Fund returns6.5%14.6%16.2%12.5%
Category average3.9%17.4%18.7%NA
Rank with in category143833NA
Understand terms

Peer Comparison

Expense ratio, exit load and tax

Expense ratio: 1.07%

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

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

Jayesh Sundar
Sep 2023 - Present
View details

Education
Mr. Sundar is a Chartered Accountant
Experience
Prior to joining Axis MF, he has worked with Aviva Life Insurance Company, Tata Securities Ltd., Collins Stewart India Pvt. Ltd., IL&FS Investsmart and CRISIL
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,

Pros and cons

Category: Hybrid Aggressive Hybrid

Pros

Lower expense ratio: 1.07%
Average credit rating of the fund's holdings: AAA This fund has holdings of the highest quality
1Y annualised returns higher than category average by 2.63%

Cons

3Y and 5Y annualised returns lower than category average
Low rating: 1

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