Axis Aggressive Hybrid Fund Direct IDCW Quarterly

Hybrid
Aggressive Hybrid
Very High Risk
Payout
6.94%
3Y annualised
+0.96% 1D
1M
6M
1Y
3Y
5Y
All
NAV: 14 Jan 2025₹15.23
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 returns12.6%6.9%12.5%12.2%
Category average11.5%10.8%14.7%NA
Rank with in category203834NA
Understand terms

Peer Comparison

Holdings (103)

NameSectorInstrumentAssets
FinancialEquity5.37%
FinancialEquity5.29%
TechnologyEquity4.23%
SovereignGOI Sec3.90%
SovereignGOI Sec3.59%
AutomobileEquity3.29%
CommunicationEquity3.11%
GOI
SovereignGOI Sec2.64%
EnergyEquity2.56%
FinancialEquity2.26%
HealthcareEquity2.05%
ConstructionEquity1.87%
TechnologyEquity1.84%
ChemicalsEquity1.82%
HealthcareEquity1.72%
FinancialEquity1.69%
Bharti Telecom Ltd.
CommunicationNCD1.61%
ConstructionInvITs1.61%
Bajaj Finance Ltd.
FinancialDebenture1.60%
EnergyEquity1.52%
ChemicalsEquity1.33%
FinancialEquity1.31%
ServicesEquity1.17%
Cholamandalam Investment and Finance Company Ltd.
FinancialDebenture1.14%
ServicesEquity1.13%
Consumer StaplesEquity1.13%
HealthcareEquity1.02%
GOI
SovereignGOI Sec0.98%
HealthcareEquity0.97%
360 ONE Wealth Ltd.
FinancialDebenture0.95%
NA
NAEquity0.94%
HealthcareEquity0.94%
FinancialEquity0.93%
HDFC Bank Ltd.
FinancialNCD0.92%
AutomobileEquity0.91%
ServicesEquity0.87%
HealthcareEquity0.86%
InsuranceEquity0.85%
ConstructionEquity0.83%
FinancialEquity0.81%
Capital GoodsEquity0.79%
HealthcareEquity0.75%
FinancialEquity0.74%
EnergyEquity0.73%
ConstructionEquity0.69%
EnergyEquity0.69%
InsuranceEquity0.64%
Capital GoodsEquity0.64%
DLF Home Developers Ltd
ServicesDebenture0.64%
TVS Holdings Ltd.
AutomobileDebenture0.64%
FinancialDebenture0.64%
Reserve Bank of India
FinancialT-Bills0.63%
ConstructionEquity0.63%
CommunicationDebenture0.62%
FinancialEquity0.62%
EnergyEquity0.61%
ServicesEquity0.58%
AutomobileEquity0.58%
TechnologyEquity0.57%
FinancialEquity0.56%
TextilesEquity0.54%
Consumer StaplesEquity0.53%
FinancialEquity0.51%
ChemicalsEquity0.49%
TechnologyEquity0.49%
Capital GoodsEquity0.48%
FinancialDebenture0.44%
HealthcareEquity0.42%
ServicesEquity0.42%
ChemicalsEquity0.41%
Consumer StaplesEquity0.36%
FinancialEquity0.36%
AutomobileEquity0.35%
ConstructionREITs0.34%
AutomobileEquity0.34%
Consumer StaplesEquity0.32%
ServicesEquity0.32%
Muthoot Finance Ltd.
FinancialDebenture0.32%
FinancialAdditional Tier 2 Bo0.32%
Metals & MiningEquity0.31%
AutomobileEquity0.30%
Capital GoodsEquity0.29%
Capital GoodsEquity0.28%
AutomobileEquity0.27%
Capital GoodsEquity0.24%
AutomobileEquity0.21%
FinancialEquity0.20%
FinancialNCD0.19%
ChemicalsEquity0.17%
Capital GoodsEquity0.15%
AutomobileEquity0.13%
West Bengal State
OthersSDL0.13%
ConstructionEquity0.11%
Capital GoodsEquity0.10%
Consumer StaplesEquity0.06%
Capital GoodsEquity0.06%
FinancialEquity0.04%
ChemicalsEquity0.03%
Karnataka State
OthersSDL0.03%
ServicesEquity0.02%
ConstructionPPE0.02%
Capital GoodsEquity0.02%
GOI
SovereignGOI Sec0.00%
See All

Expense ratio, exit load and tax

Expense ratio: 1.09%

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

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.

Understand terms
Check past data

Minimum investment amounts

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

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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