Axis Aggressive Hybrid Fund Direct Growth

Axis Aggressive Hybrid Fund Direct Growth

+12.47%
3Y annualised
+0.33% 1D
1M
6M
1Y
3Y
5Y
All
NAV: 20 Mar '26
₹21.49
Min. for SIP
₹100
Fund size
₹1,505.41 Cr
Expense ratio
1.09%

Return calculator

Monthly investment
₹5,000
Over the pastTotal investmentWould've becomeHistoric returnsReturns
6 months₹30,000₹29,659
-1.14%
1 year₹60,000₹60,424
+0.71%
3 years₹1,80,000₹2,12,546
+18.08%
5 years₹3,00,000₹4,05,483
+35.16%

Holdings (116)

NameSectorInstrumentsAssets
HDFC Bank Ltd.FinancialEquity5.43%
Reliance Industries Ltd.EnergyEquity5.19%
ICICI Bank Ltd.FinancialEquity4.85%
State Bank of IndiaFinancialEquity3.67%
GOISovereignGOI Sec3.57%
Infosys Ltd.TechnologyEquity3.31%
Larsen & Toubro Ltd.ConstructionEquity3.18%
Bharti Airtel Ltd.CommunicationEquity2.75%
Mahindra & Mahindra Ltd.AutomobileEquity2.25%
Bajaj Finance Ltd.FinancialEquity2.00%
Bharti Telecom Ltd.CommunicationNCD1.72%
NTPC Ltd.EnergyEquity1.71%
Bajaj Finance Ltd.FinancialDebenture1.69%
Poonawalla Fincorp Ltd.FinancialDebenture1.66%
Kogta Financial India Ltd.FinancialDebenture1.65%
Indus Infra TrustConstructionInvITs1.65%
Cholamandalam Investment and Finance Company Ltd.FinancialDebenture1.42%
Kotak Mahindra Bank Ltd.FinancialEquity1.40%
Divi's Laboratories Ltd.HealthcareEquity1.30%
Vedanta Ltd.Metals & MiningDebenture1.20%
Apollo Hospitals Enterprise Ltd.HealthcareEquity1.12%
DOMS Industries Ltd.Consumer StaplesEquity1.05%
Krishna Institute of Medical Sciences LtdHealthcareEquity1.04%
GOISovereignGOI Sec1.03%
Bamboo Hotel And Global Centre (Delhi) Pvt Ltd. Class AServicesDebenture1.00%
Adani Power Ltd.EnergyDebenture0.99%
HDFC Bank Ltd.FinancialNCD0.97%
HDFC Life Insurance Co Ltd.InsuranceEquity0.94%
PNB Housing Finance Ltd.FinancialEquity0.92%
Titan Company Ltd.Consumer DiscretionaryEquity0.88%
Samvardhana Motherson International Ltd.AutomobileEquity0.87%
Sansera Engineering Ltd.AutomobileEquity0.82%
Tata Consultancy Services Ltd.TechnologyEquity0.82%
Britannia Industries Ltd.Consumer StaplesEquity0.80%
Mankind Pharma Ltd.HealthcareEquity0.79%
Shriram Finance LtdFinancialEquity0.78%
Tata Motors Ltd.AutomobileEquity0.76%
Sun Pharmaceutical Industries Ltd.HealthcareEquity0.75%
JB Chemicals & Pharmaceuticals Ltd.HealthcareEquity0.73%
GE Vernova T&D India LtdCapital GoodsEquity0.72%
GMR Airports Ltd.ConstructionBonds0.69%
Varun Beverages Ltd.Consumer StaplesEquity0.68%
The Phoenix Mills Ltd.ConstructionEquity0.68%
Premier Energies Ltd.EnergyEquity0.68%
Godrej Industries Ltd.Consumer StaplesNCD0.67%
SBI Life Insurance Company Ltd.InsuranceEquity0.67%
TVS Holdings Ltd.AutomobileDebenture0.67%
Tata Capital Housing Finance Ltd.FinancialBonds/NCD0.67%
Torrent Pharmaceuticals Ltd.HealthcareDebenture0.66%
Tata Power Company Ltd.EnergyEquity0.66%
GOISovereignGOI Sec0.66%
Maharashtra StateOthersSDL0.66%
Mahanagar Telephone Nigam Ltd.CommunicationDebenture0.66%
GOISovereignGOI Sec0.66%
CG Power and Industrial Solutions Ltd.Capital GoodsEquity0.65%
Eternal Ltd.ServicesEquity0.65%
Interglobe Aviation Ltd.ServicesEquity0.64%
Bharat Electronics Ltd.Capital GoodsEquity0.61%
PG Electroplast Ltd.Capital GoodsEquity0.58%
PI Industries Ltd.ChemicalsEquity0.57%
Tech Mahindra Ltd.TechnologyEquity0.57%
Aptus Finance India Pvt. Ltd.FinancialDebenture0.54%
Hindustan Aeronautics Ltd.Capital GoodsEquity0.53%
Indian Oil Corporation Ltd.EnergyEquity0.52%
FSN E-Commerce Ventures Ltd.ServicesEquity0.52%
Jyoti CNC Automation Ltd.Capital GoodsEquity0.51%
Pidilite Industries Ltd.ChemicalsEquity0.51%
Sona BLW Precision Forgings Ltd.AutomobileEquity0.50%
Tata Steel Ltd.Metals & MiningEquity0.49%
Arvind Fashions Ltd.TextilesEquity0.48%
Dixon Technologies (India) Ltd.Capital GoodsEquity0.48%
Cholamandalam Investment and Finance Company Ltd.FinancialEquity0.47%
Cipla Ltd.HealthcareEquity0.42%
REC Ltd.FinancialEquity0.41%
Hindustan Unilever Ltd.Consumer StaplesEquity0.39%
Awfis Space Solutions Ltd.ServicesEquity0.38%
Brigade Enterprises Ltd.ConstructionEquity0.37%
HCL Technologies Ltd.TechnologyEquity0.37%
ITC Ltd.Consumer StaplesEquity0.34%
GOISovereignGOI Sec0.34%
Aptus Value Housing Finance India Ltd.FinancialDebenture0.33%
Aadhar Housing Finance LtdFinancialDebenture0.33%
Aditya Birla Digital Fashion Ventures Ltd.ServicesDebenture0.33%
IKF Finance Ltd.FinancialDebenture0.33%
Avenue Supermarts Ltd.ServicesEquity0.31%
Kaynes Technology India Ltd.Capital GoodsEquity0.28%
Embassy Office Parks REITConstructionREITs0.27%
Voltamp Transformers Ltd.Capital GoodsEquity0.26%
Jubilant FoodWorks Ltd.ServicesEquity0.25%
Aadhar Housing Finance LtdFinancialEquity0.23%
Mphasis Ltd.TechnologyEquity0.23%
Hyundai Motor India Ltd.AutomobileEquity0.21%
Hindalco Industries Ltd.Metals & MiningEquity0.21%
Power Finance Corporation Ltd.FinancialNCD0.20%
Vijaya Diagnostic Centre Ltd.HealthcareEquity0.20%
Axis Bank Ltd.FinancialEquity0.18%
Anant Raj Ltd.ConstructionEquity0.17%
Schaeffler India Ltd.Capital GoodsEquity0.17%
Bank Of BarodaFinancialEquity0.16%
Zydus Lifesciences Ltd.HealthcareEquity0.15%
West Bengal StateOthersSDL0.14%
Tamilnadu StateOthersSDL0.14%
Indusind Bank Ltd.FinancialEquity0.10%
Coforge Ltd.TechnologyEquity0.09%
Clean Science And Technology Ltd.ChemicalsEquity0.09%
Titagarh Rail Systems Ltd.AutomobileEquity0.08%
DLF Ltd.ConstructionEquity0.08%
Nestle India Ltd.Consumer StaplesEquity0.07%
Oil And Natural Gas Corporation Ltd.EnergyEquity0.07%
Bajaj Finserv Ltd.FinancialEquity0.07%
Karnataka StateOthersSDL0.07%
Coal India Ltd.EnergyEquity0.05%
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+2.7%+12.5%+9.6%+10.6%
Category average (Hybrid Aggressive Hybrid)+4.7%+14.3%+13.9%--
Rank (Hybrid Aggressive Hybrid)263137--

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. 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 20 Mar 2026 is ₹21.49. 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,