1M
6M
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3Y
5Y
All
| NAV: 13 Dec 2024 | ₹29.93 |
| Min. SIP amount | Not Supported |
| Rating | 1 |
| Fund size | ₹934.89Cr |
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
| 1Y | 3Y | 5Y | All | |
|---|---|---|---|---|
| Fund returns | 22.7% | 8.7% | 14.1% | 12.7% |
| Category average | 23.8% | 14.5% | 16.7% | NA |
| Rank with in category | 25 | 39 | 33 | NA |
Understand terms
Peer Comparison
| Hybrid, Aggressive Hybrid funds | Rating | 1Y | 3Y | Fund Size(Cr) |
|---|---|---|---|---|
JM Aggressive Hybrid Fund Direct Growth | 5 | 36.0% | 24.9% | 642.94 |
ICICI Prudential Equity & Debt Fund Direct Growth | 5 | 24.5% | 20.5% | 41,395.98 |
Bank of India Mid & Small Cap Equity & Debt Fund Direct Growth | 5 | 32.2% | 20.2% | 1,000.31 |
Edelweiss Aggressive Hybrid Fund Direct Growth | 5 | 26.8% | 19.4% | 2,197.84 |
UTI Aggressive Hybrid Fund Direct Fund Growth | 4 | 27.5% | 18.1% | 6,330.44 |
Holdings (89)
| Name | Sector | Instrument | Assets |
|---|---|---|---|
ICICI Bank Ltd. | Financial | Equity | 5.25% |
HDFC Bank Ltd. | Financial | Equity | 5.08% |
GOI | Sovereign | GOI Sec | 4.60% |
Infosys Ltd. | Technology | Equity | 4.12% |
GOI | Sovereign | GOI Sec | 3.98% |
GOI | Sovereign | GOI Sec | 3.46% |
Reliance Industries Ltd. | Energy | Equity | 3.39% |
GOI | Sovereign | GOI Sec | 2.85% |
Mahindra & Mahindra Ltd. | Automobile | Equity | 2.77% |
Fortis Healthcare Ltd. | Healthcare | Equity | 2.12% |
Bajaj Finance Ltd. | Financial | Equity | 1.96% |
State Bank of India | Financial | Equity | 1.87% |
PI Industries Ltd. | Chemicals | Equity | 1.84% |
Divi's Laboratories Ltd. | Healthcare | Equity | 1.79% |
Zomato Ltd. | Services | Equity | 1.77% |
Neogen Chemicals Ltd. | Chemicals | Equity | 1.72% |
Tata Consultancy Services Ltd. | Technology | Equity | 1.70% |
Bharti Airtel Ltd. | Communication | Equity | 1.66% |
Larsen & Toubro Ltd. | Construction | Equity | 1.62% |
Apollo Hospitals Enterprise Ltd. | Healthcare | Equity | 1.37% |
Bajaj Finserv Ltd. | Financial | Equity | 1.32% |
Sun Pharmaceutical Industries Ltd. | Healthcare | Equity | 1.19% |
DOMS Industries Ltd. | Consumer Staples | Equity | 1.14% |
HDFC Bank Ltd. | Financial | Debenture | 1.13% |
GOI | Sovereign | GOI Sec | 1.13% |
Bharti Telecom Ltd. | Communication | Debenture | 1.13% |
Power Finance Corporation Ltd. | Financial | Debenture | 1.13% |
Reserve Bank of India | Financial | T-Bills | 1.10% |
State Bank of India | Financial | Additional Tier 2 Bo | 1.08% |
Brigade Enterprises Ltd. | Construction | Equity | 1.00% |
Bank of India | Financial | Equity | 1.00% |
PNB Housing Finance Ltd. | Financial | Equity | 0.93% |
Sumitomo Chemical India Ltd. | Chemicals | Equity | 0.90% |
Sansera Engineering Ltd. | Automobile | Equity | 0.88% |
MTAR Technologies Ltd. | Capital Goods | Equity | 0.88% |
Cholamandalam Investment and Finance Company Ltd. | Financial | Debenture | 0.85% |
HDFC Life Insurance Co Ltd. | Insurance | Equity | 0.82% |
Hindustan Aeronautics Ltd. | Capital Goods | Equity | 0.78% |
JB Chemicals & Pharmaceuticals Ltd. | Healthcare | Equity | 0.78% |
Coal India Ltd. | Energy | Equity | 0.78% |
Anant Raj Ltd. | Construction | Equity | 0.72% |
FSN E-Commerce Ventures Ltd. | Services | Equity | 0.72% |
Power Grid Corporation Of India Ltd. | Energy | Equity | 0.70% |
Jyoti CNC Automation Ltd. | Capital Goods | Equity | 0.69% |
Mphasis Ltd. | Technology | Equity | 0.69% |
Cholamandalam Investment and Finance Company Ltd. | Financial | Equity | 0.69% |
Motherson Sumi Wiring India Ltd. | Automobile | Equity | 0.69% |
LTIMindtree Ltd. | Technology | Equity | 0.69% |
Kotak Mahindra Bank Ltd. | Financial | Equity | 0.68% |
DLF Ltd. | Construction | Equity | 0.66% |
Vijaya Diagnostic Centre Ltd. | Healthcare | Equity | 0.61% |
Vedant Fashions Ltd. | Services | Equity | 0.60% |
Suzlon Energy Ltd. | Capital Goods | Equity | 0.58% |
GOI | Sovereign | GOI Sec | 0.57% |
SBI Life Insurance Company Ltd. | Insurance | Equity | 0.57% |
TVS Holdings Ltd. | Automobile | Debenture | 0.56% |
Arvind Fashions Ltd. | Textiles | Equity | 0.55% |
Tata Motors Ltd. | Automobile | Equity | 0.55% |
Renserv Global Pvt Ltd. | Others | Debenture | 0.55% |
Bharat Highways InvIT | Construction | InvITs | 0.55% |
Bharat Petroleum Corporation Ltd. | Energy | Equity | 0.54% |
REC Ltd. | Financial | Equity | 0.53% |
GE Vernova T&D India Ltd. | Capital Goods | Equity | 0.53% |
GOI | Sovereign | GOI Sec | 0.53% |
Varun Beverages Ltd. | Consumer Staples | Equity | 0.52% |
Oil And Natural Gas Corporation Ltd. | Energy | Equity | 0.51% |
Union Bank of India | Financial | Equity | 0.47% |
Cipla Ltd. | Healthcare | Equity | 0.45% |
Avenue Supermarts Ltd. | Services | Equity | 0.41% |
Clean Science And Technology Ltd. | Chemicals | Equity | 0.41% |
Bharat Electronics Ltd. | Capital Goods | Equity | 0.41% |
Zydus Lifesciences Ltd. | Healthcare | Equity | 0.40% |
ICICI Prudential Life Insurance Company Ltd. | Insurance | Equity | 0.39% |
Aadhar Housing Finance Ltd | Financial | Equity | 0.37% |
UNO Minda Ltd. | Automobile | Equity | 0.36% |
GOI | Sovereign | GOI Sec | 0.35% |
Titagarh Wagons Ltd. | Automobile | Equity | 0.33% |
Central Depository Services (India) Ltd. | Financial | Equity | 0.32% |
Bank Of Baroda | Financial | Equity | 0.32% |
Hindalco Industries Ltd. | Metals & Mining | Equity | 0.30% |
Voltamp Transformers Ltd. | Capital Goods | Equity | 0.29% |
Nestle India Ltd. | Consumer Staples | Equity | 0.24% |
Hyundai Motor India Ltd. | Automobile | Equity | 0.24% |
Samvardhana Motherson International Ltd. | Automobile | Equity | 0.23% |
Techno Electric & Engineering Company Ltd. | Capital Goods | Equity | 0.21% |
Grasim Industries Ltd. | Construction | Equity | 0.11% |
Ultratech Cement Ltd. | Construction | Equity | 0.09% |
GOI | Sovereign | GOI Sec | 0.06% |
Sudarshan Chemical Industries Ltd. | Chemicals | Equity | 0.02% |
See All
Expense ratio, exit load and tax
Expense ratio: 1.26%
Inclusive of GST
Exit load
Exit load of 3% if units are redeemed within 1 year, 2% if redeemed after 1 year but within 2 years and 1% if redeemed after 2 years but within 3 years.
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 | Not Supported |
| Min. for 2nd investment onwards | Not Supported |
| Min. for SIP | Not Supported |
Fund management
Devang ShahApr 2024 - PresentView details
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
Ashish NaikJul 2016 - PresentView details
Ashish Naik
Jul 2016 - Present
View details
Education
Mr. Naik is a B.E from Mumbai University and MBA from XLRI, Jamshedpur.
Experience
Prior to joining Axis Mutual Fund he was associated with organizations such as Goldman Sachs and has over 7 years of experience as an Equity Analyst.
Also manages these schemes
Hardik ShahFeb 2023 - PresentView details
Hardik Shah
Feb 2023 - Present
View details
Education
Mr. Shah has done B.E. Information Technology and MBA Finance.
Experience
Prior to joining Axis Mutual Fund, he has worked with Nippon India Mutual Fund, Quantum Asset Management Company and ICAP India (P) Ltd.
Also manages these schemes
Jayesh SundarSep 2023 - PresentView details
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
NAWebsite
www.axismf.com
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,
Email
[email protected]Website
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