Axis Aggressive Hybrid Fund Direct Growth

Axis Aggressive Hybrid Fund Direct Growth

+12.02%
3Y annualised
-0.64% 1D
1M
6M
1Y
3Y
5Y
All
NAV: 09 Apr '26
₹21.90
Min. for SIP
₹100
Fund size (AUM)
₹1,376.69 Cr
Expense ratio
1.10%
Rating
1

Return calculator

Monthly investment
₹5,000
Over the pastTotal investmentWould've becomeHistoric returnsReturns
6 months₹30,000₹29,182
-2.73%
1 year₹60,000₹58,707
-2.15%
3 years₹1,80,000₹1,95,635
+8.69%
5 years₹3,00,000₹3,62,548
+20.85%

Holdings (115)

NameSectorInstrumentsAssets
GOISovereignGOI Sec5.61%
Reliance Industries Ltd.EnergyEquity5.47%
HDFC Bank Ltd.FinancialEquity4.89%
ICICI Bank Ltd.FinancialEquity4.69%
Infosys Ltd.TechnologyEquity3.52%
State Bank of IndiaFinancialEquity3.21%
Bharti Airtel Ltd.CommunicationEquity2.85%
Larsen & Toubro Ltd.ConstructionEquity2.74%
Mahindra & Mahindra Ltd.AutomobileEquity2.14%
Bharti Telecom Ltd.CommunicationNCD1.85%
NTPC Ltd.EnergyEquity1.82%
Bajaj Finance Ltd.FinancialDebenture1.82%
Poonawalla Fincorp Ltd.FinancialDebenture1.81%
Kogta Financial India Ltd.FinancialDebenture1.79%
Indus Infra TrustConstructionInvITs1.78%
Bajaj Finance Ltd.FinancialEquity1.62%
Kotak Mahindra Bank Ltd.FinancialEquity1.53%
Cholamandalam Investment and Finance Company Ltd.FinancialDebenture1.49%
Divi's Laboratories Ltd.HealthcareEquity1.32%
Vedanta Ltd.Metals & MiningDebenture1.31%
Apollo Hospitals Enterprise Ltd.HealthcareEquity1.16%
DOMS Industries Ltd.Consumer StaplesEquity1.13%
Bamboo Hotel And Global Centre (Delhi) Pvt Ltd. Class AServicesDebenture1.09%
Adani Power Ltd.EnergyDebenture1.08%
Krishna Institute of Medical Sciences LtdHealthcareEquity0.95%
PNB Housing Finance Ltd.FinancialEquity0.92%
Premier Energies Ltd.EnergyEquity0.91%
Titan Company Ltd.Consumer DiscretionaryEquity0.88%
HDFC Life Insurance Co Ltd.InsuranceEquity0.85%
Sun Pharmaceutical Industries Ltd.HealthcareEquity0.83%
JB Chemicals & Pharmaceuticals Ltd.HealthcareEquity0.80%
Tata Consultancy Services Ltd.TechnologyEquity0.80%
Sansera Engineering Ltd.AutomobileEquity0.79%
Britannia Industries Ltd.Consumer StaplesEquity0.79%
Tata Power Company Ltd.EnergyEquity0.78%
Mankind Pharma Ltd.HealthcareEquity0.77%
GMR Airports Ltd.ConstructionBonds0.75%
Samvardhana Motherson International Ltd.AutomobileEquity0.75%
TVS Holdings Ltd.AutomobileDebenture0.73%
Godrej Industries Ltd.Consumer StaplesNCD0.73%
Torrent Pharmaceuticals Ltd.HealthcareDebenture0.72%
Interglobe Aviation Ltd.ServicesEquity0.71%
Mahanagar Telephone Nigam Ltd.CommunicationDebenture0.71%
Maharashtra StateOthersSDL0.71%
Tech Mahindra Ltd.TechnologyEquity0.69%
Shriram Finance LtdFinancialEquity0.69%
The Phoenix Mills Ltd.ConstructionEquity0.68%
Eternal Ltd.ServicesEquity0.66%
CG Power and Industrial Solutions Ltd.Capital GoodsEquity0.65%
SBI Life Insurance Company Ltd.InsuranceEquity0.64%
Varun Beverages Ltd.Consumer StaplesEquity0.64%
Axis Bank Ltd.FinancialEquity0.62%
PI Industries Ltd.ChemicalsEquity0.55%
Aptus Finance India Pvt. Ltd.FinancialDebenture0.54%
Hindustan Aeronautics Ltd.Capital GoodsEquity0.51%
Sona BLW Precision Forgings Ltd.AutomobileEquity0.51%
FSN E-Commerce Ventures Ltd.ServicesEquity0.50%
Jyoti CNC Automation Ltd.Capital GoodsEquity0.49%
Arvind Fashions Ltd.TextilesEquity0.48%
Tata Steel Ltd.Metals & MiningEquity0.48%
Dixon Technologies (India) Ltd.Capital GoodsEquity0.48%
Pidilite Industries Ltd.ChemicalsEquity0.48%
PG Electroplast Ltd.Capital GoodsEquity0.47%
Tata Motors Ltd.AutomobileEquity0.44%
Bharat Electronics Ltd.Capital GoodsEquity0.42%
Cipla Ltd.HealthcareEquity0.42%
Cholamandalam Investment and Finance Company Ltd.FinancialEquity0.40%
Jubilant Bevco Ltd.Consumer StaplesDebenture0.39%
REC Ltd.FinancialEquity0.39%
HCL Technologies Ltd.TechnologyEquity0.39%
Brigade Enterprises Ltd.ConstructionEquity0.38%
Hindustan Unilever Ltd.Consumer StaplesEquity0.37%
Aadhar Housing Finance LtdFinancialDebenture0.36%
IKF Finance Ltd.FinancialDebenture0.36%
Aditya Birla Digital Fashion Ventures Ltd.ServicesDebenture0.36%
HDFC Bank Ltd.FinancialNCD0.35%
Avenue Supermarts Ltd.ServicesEquity0.35%
ITC Ltd.Consumer StaplesEquity0.35%
GOISovereignGOI Sec0.34%
Indian Oil Corporation Ltd.EnergyEquity0.33%
Awfis Space Solutions Ltd.ServicesEquity0.32%
Aptus Value Housing Finance India Ltd.FinancialDebenture0.29%
Embassy Office Parks REITConstructionREITs0.29%
Mphasis Ltd.TechnologyEquity0.28%
Kaynes Technology India Ltd.Capital GoodsEquity0.28%
Voltamp Transformers Ltd.Capital GoodsEquity0.28%
GE Vernova T&D India LtdCapital GoodsEquity0.27%
Jubilant FoodWorks Ltd.ServicesEquity0.27%
Aadhar Housing Finance LtdFinancialEquity0.25%
Hindalco Industries Ltd.Metals & MiningEquity0.22%
Power Finance Corporation Ltd.FinancialNCD0.22%
Coforge Ltd.TechnologyEquity0.20%
Hyundai Motor India Ltd.AutomobileEquity0.19%
Vijaya Diagnostic Centre Ltd.HealthcareEquity0.19%
Schaeffler India Ltd.Capital GoodsEquity0.16%
Zydus Lifesciences Ltd.HealthcareEquity0.15%
West Bengal StateOthersSDL0.15%
Tamilnadu StateOthersSDL0.15%
Bank Of BarodaFinancialEquity0.14%
ITC Hotels Ltd.ServicesEquity0.13%
The Indian Hotels Company Ltd.ServicesEquity0.09%
Clean Science And Technology Ltd.ChemicalsEquity0.09%
Indusind Bank Ltd.FinancialEquity0.09%
Oil And Natural Gas Corporation Ltd.EnergyEquity0.08%
Nestle India Ltd.Consumer StaplesEquity0.07%
Karnataka StateOthersSDL0.07%
DLF Ltd.ConstructionEquity0.07%
Titagarh Rail Systems Ltd.AutomobileEquity0.07%
Coal India Ltd.EnergyEquity0.06%
Bajaj Finserv Ltd.FinancialEquity0.06%
Anant Raj Ltd.ConstructionEquity0.05%
Karnataka StateOthersSDL0.04%
Suryoday Small Finance Bank Ltd.FinancialEquity0.04%
GOISovereignGOI Sec0.00%
Supreme Industries Ltd.ChemicalsEquity0.00%
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+7.3%+12.0%+9.8%+10.8%
Category average (Hybrid Aggressive Hybrid)+4.7%+14.3%+13.9%--
Rank (Hybrid Aggressive Hybrid)273336--

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

Returns are taxed at 20%, if you redeem before one year. After 1 year, you are required to pay LTCG tax of 12.5% on returns of Rs 1.25 lakh+ in a financial year.
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. Devang Shah is the Current Fund Manager of Axis Aggressive Hybrid Fund Direct Growth fund. The fund currently has an Asset Under Management(AUM) of ₹3,66,904 Cr and the Latest NAV as of 09 Apr 2026 is ₹21.90. 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₹3,66,904.00 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,