Axis Aggressive Hybrid Fund Direct Growth

Hybrid
Aggressive Hybrid
Very High Risk
10.24%
3Y annualised
-1.24% 1D
1M
6M
1Y
3Y
5Y
All
NAV: 20 Dec 2024₹21.56
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 returns18.6%10.2%13.3%12.8%
Category average19.8%14.6%15.8%NA
Rank with in category253833NA
Understand terms

Peer Comparison

Holdings (103)

NameSectorInstrumentAssets
FinancialEquity5.58%
FinancialEquity5.23%
TechnologyEquity4.07%
SovereignGOI Sec3.81%
SovereignGOI Sec3.49%
AutomobileEquity3.17%
CommunicationEquity3.08%
EnergyEquity2.66%
GOI
SovereignGOI Sec2.58%
FinancialEquity2.32%
TechnologyEquity2.18%
ChemicalsEquity1.95%
EnergyEquity1.93%
HealthcareEquity1.88%
ConstructionEquity1.84%
HealthcareEquity1.70%
FinancialEquity1.66%
ConstructionInvITs1.66%
Bajaj Finance Ltd.
FinancialDebenture1.56%
Bharti Telecom Ltd.
CommunicationNCD1.56%
ChemicalsEquity1.34%
Consumer StaplesEquity1.26%
FinancialEquity1.23%
ServicesEquity1.16%
ServicesEquity1.15%
Cholamandalam Investment and Finance Company Ltd.
FinancialDebenture1.14%
AutomobileEquity0.99%
GOI
SovereignGOI Sec0.95%
360 ONE Wealth Ltd.
FinancialDebenture0.93%
HealthcareEquity0.93%
EnergyEquity0.93%
FinancialEquity0.92%
HDFC Bank Ltd.
FinancialNCD0.90%
InsuranceEquity0.89%
HealthcareEquity0.89%
HealthcareEquity0.86%
FinancialEquity0.86%
NA
NAEquity0.82%
ServicesEquity0.81%
ConstructionEquity0.80%
EnergyEquity0.73%
Capital GoodsEquity0.72%
FinancialEquity0.71%
FinancialEquity0.68%
TechnologyEquity0.68%
AutomobileEquity0.67%
InsuranceEquity0.65%
EnergyEquity0.64%
Capital GoodsEquity0.63%
HealthcareEquity0.63%
TVS Holdings Ltd.
AutomobileDebenture0.62%
FinancialDebenture0.62%
DLF Home Developers Ltd
ServicesDebenture0.62%
Reserve Bank of India
FinancialT-Bills0.62%
ConstructionEquity0.61%
AutomobileEquity0.60%
CommunicationDebenture0.59%
FinancialEquity0.58%
ChemicalsEquity0.56%
HealthcareEquity0.55%
ConstructionEquity0.53%
TextilesEquity0.52%
FinancialEquity0.51%
Capital GoodsEquity0.50%
ServicesEquity0.50%
Consumer StaplesEquity0.50%
TechnologyEquity0.46%
ServicesEquity0.46%
FinancialDebenture0.43%
ChemicalsEquity0.43%
FinancialEquity0.42%
HealthcareEquity0.41%
Consumer StaplesEquity0.41%
AutomobileEquity0.37%
Consumer StaplesEquity0.34%
AutomobileEquity0.33%
ConstructionREITs0.33%
Metals & MiningEquity0.32%
FinancialAdditional Tier 2 Bo0.31%
Muthoot Finance Ltd.
FinancialDebenture0.31%
Capital GoodsEquity0.28%
AutomobileEquity0.28%
AutomobileEquity0.22%
Capital GoodsEquity0.22%
FinancialEquity0.20%
FinancialNCD0.19%
Consumer StaplesEquity0.16%
FinancialDebenture0.15%
ChemicalsEquity0.15%
AutomobileEquity0.14%
Capital GoodsEquity0.13%
West Bengal State
OthersSDL0.13%
ConstructionEquity0.11%
Capital GoodsEquity0.10%
ServicesEquity0.10%
FinancialBonds/NCD0.07%
ChemicalsEquity0.04%
FinancialEquity0.04%
Karnataka State
OthersSDL0.03%
Consumer DiscretionaryEquity0.03%
Capital GoodsEquity0.02%
ConstructionPPE0.02%
GOI
SovereignGOI Sec0.00%
See All

Pros and cons

Category: Hybrid Aggressive Hybrid

Pros

Lower expense ratio: 1.06%
Average credit rating of the fund's holdings: AAA This fund has holdings of the highest quality

Cons

Consistently lower annualised returns than category average for the past 1Y, 3Y and 5Y
Low rating: 1

Expense ratio, exit load and tax

Expense ratio: 1.06%

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

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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