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| NAV: 17 Apr 2025 | ₹19.28 |
| Min. SIP amount | ₹1,000 |
| Rating | 2 |
| Fund size | ₹799.56Cr |
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 | 11.3% | 12.6% | 16.8% | 13.1% |
| Category average | 9.0% | 12.6% | 19.3% | NA |
| Rank with in category | 13 | 27 | 34 | NA |
Understand terms
Peer Comparison
| Hybrid, Aggressive Hybrid funds | Rating | 1Y | 3Y | Fund Size(Cr) |
|---|---|---|---|---|
JM Aggressive Hybrid Fund Direct Growth | 5 | 9.0% | 21.2% | 767.72 |
ICICI Prudential Equity & Debt Fund Direct Growth | 5 | 12.1% | 18.3% | 40,961.70 |
Edelweiss Aggressive Hybrid Fund Direct Growth | 5 | 12.9% | 17.6% | 2,487.15 |
UTI Aggressive Hybrid Fund Direct Fund Growth | 4 | 12.6% | 16.3% | 5,910.13 |
Franklin India Equity Hybrid Fund Direct Growth | 4 | 10.6% | 15.1% | 2,054.78 |
Holdings (84)
| Name | Sector | Instrument | Assets |
|---|---|---|---|
HDFC Bank Ltd. | Financial | Equity | 5.50% |
GOI | Sovereign | GOI Sec | 5.27% |
GOI | Sovereign | GOI Sec | 4.87% |
ICICI Bank Ltd. | Financial | Equity | 4.80% |
Reliance Industries Ltd. | Energy | Equity | 4.59% |
Infosys Ltd. | Technology | Equity | 3.32% |
Bajaj Finance Ltd. | Financial | Equity | 3.24% |
GOI | Sovereign | GOI Sec | 3.19% |
GOI | Sovereign | GOI Sec | 2.62% |
GOI | Sovereign | GOI Sec | 2.60% |
Bharti Airtel Ltd. | Communication | Equity | 2.28% |
Mahindra & Mahindra Ltd. | Automobile | Equity | 2.12% |
Pidilite Industries Ltd. | Chemicals | Equity | 1.93% |
State Bank of India | Financial | Equity | 1.91% |
Larsen & Toubro Ltd. | Construction | Equity | 1.90% |
Torrent Power Ltd. | Energy | Equity | 1.74% |
Tata Consultancy Services Ltd. | Technology | Equity | 1.72% |
Solar Industries India Ltd. | Chemicals | Equity | 1.67% |
Sun Pharmaceutical Industries Ltd. | Healthcare | Equity | 1.52% |
PI Industries Ltd. | Chemicals | Equity | 1.31% |
Fortis Healthcare Ltd. | Healthcare | Equity | 1.31% |
GOI | Sovereign | GOI Sec | 1.29% |
GOI | Sovereign | GOI Sec | 1.19% |
Info Edge (India) Ltd. | Services | Equity | 1.14% |
HDFC Life Insurance Co Ltd. | Insurance | Equity | 1.10% |
NTPC Ltd. | Energy | Equity | 1.05% |
PNB Housing Finance Ltd. | Financial | Equity | 1.01% |
Cholamandalam Investment and Finance Company Ltd. | Financial | Equity | 0.96% |
Sundaram Finance Ltd. | Financial | Equity | 0.94% |
Cipla Ltd. | Healthcare | Equity | 0.94% |
Minda Corporation Ltd. | Automobile | Equity | 0.90% |
Indian Bank | Financial | Equity | 0.83% |
PG Electroplast Ltd. | Capital Goods | Equity | 0.82% |
Mankind Pharma Ltd. | Healthcare | Equity | 0.81% |
Varun Beverages Ltd. | Consumer Staples | Equity | 0.75% |
The Phoenix Mills Ltd. | Construction | Equity | 0.74% |
Jyoti CNC Automation Ltd. | Capital Goods | Equity | 0.73% |
Apollo Hospitals Enterprise Ltd. | Healthcare | Equity | 0.72% |
Inox India Ltd. | Metals & Mining | Equity | 0.71% |
DLF Ltd. | Construction | Equity | 0.68% |
Brigade Enterprises Ltd. | Construction | Equity | 0.66% |
Ajanta Pharma Ltd. | Healthcare | Equity | 0.65% |
Linde India Ltd. | Chemicals | Equity | 0.65% |
United Spirits Ltd. | Consumer Staples | Equity | 0.64% |
Muthoot Finance Ltd. | Financial | Debenture | 0.63% |
Suzlon Energy Ltd. | Capital Goods | Equity | 0.61% |
V-Guard Industries Ltd. | Consumer Discretionary | Equity | 0.60% |
Bharat Petroleum Corporation Ltd. | Energy | Equity | 0.60% |
Bharat Electronics Ltd. | Capital Goods | Equity | 0.60% |
Eternal Ltd. | Services | Equity | 0.58% |
Awfis Space Solutions Ltd. | Services | Equity | 0.58% |
ICICI Prudential Life Insurance Company Ltd. | Insurance | Equity | 0.57% |
GE Vernova T&D India Ltd. | Capital Goods | Equity | 0.56% |
Oil And Natural Gas Corporation Ltd. | Energy | Equity | 0.56% |
Tata Motors Ltd. | Automobile | Equity | 0.54% |
eClerx Services Ltd. | Services | Equity | 0.51% |
DOMS Industries Ltd. | Consumer Staples | Equity | 0.50% |
Coforge Ltd. | Technology | Equity | 0.50% |
REC Ltd. | Financial | Equity | 0.49% |
Avenue Supermarts Ltd. | Services | Equity | 0.48% |
Hindustan Unilever Ltd. | Consumer Staples | Equity | 0.47% |
NA | NA | Equity | 0.47% |
Kotak Mahindra Bank Ltd. | Financial | Equity | 0.46% |
Hindalco Industries Ltd. | Metals & Mining | Equity | 0.46% |
Power Grid Corporation Of India Ltd. | Energy | Equity | 0.45% |
Jupiter Life Line Hospitals Ltd. | Healthcare | Equity | 0.45% |
Indus Infra Trust | Construction | InvITs | 0.44% |
Zydus Lifesciences Ltd. | Healthcare | Equity | 0.44% |
Arvind Fashions Ltd. | Textiles | Equity | 0.44% |
Tech Mahindra Ltd. | Technology | Equity | 0.41% |
Coal India Ltd. | Energy | Equity | 0.41% |
The Federal Bank Ltd. | Financial | Equity | 0.38% |
Bank Of Baroda | Financial | Equity | 0.35% |
UNO Minda Ltd. | Automobile | Equity | 0.32% |
Dixon Technologies (India) Ltd. | Capital Goods | Equity | 0.31% |
Mphasis Ltd. | Technology | Equity | 0.27% |
Britannia Industries Ltd. | Consumer Staples | Equity | 0.23% |
TVS Motor Company Ltd. | Automobile | Equity | 0.23% |
Hyundai Motor India Ltd. | Automobile | Equity | 0.22% |
Samvardhana Motherson International Ltd. | Automobile | Equity | 0.15% |
RHI Magnesita India Ltd. | Construction | Equity | 0.11% |
Titagarh Wagons Ltd. | Automobile | Equity | 0.10% |
Nestle India Ltd. | Consumer Staples | Equity | 0.04% |
Union Bank of India | Financial | Equity | 0.04% |
See All
Pros and cons
Category: Hybrid Aggressive Hybrid
Pros
Exit load is zero
Lower expense ratio: 1.09%
Average credit rating of the fund's holdings: AAA
This fund has holdings of the highest quality
Consistently higher annualised returns than category average for the past 1Y and 3Y
Cons
5Y annualised returns lower than category average by 2.53%
Lock-in period: 5Y
Low rating: 2
Expense ratio, exit load and tax
Expense ratio: 1.09%
Inclusive of GST
Exit load
Nil
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 | ₹5,000 |
| Min. for 2nd investment onwards | ₹1,000 |
| Min. for SIP | ₹1,000 |
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
Hardik ShahApr 2024 - PresentView details
Hardik Shah
Apr 2024 - 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 SundarJan 2024 - PresentView details
Jayesh Sundar
Jan 2024 - 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
Krishnaa NarayanMar 2024 - PresentView details
Krishnaa Narayan
Mar 2024 - Present
View details
Education
She is a Chartered Accountant
Experience
Prior to joining Axis Mutual Fund, she has worked with Price Waterhouse Coopers
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
www.karvymfs.comCompare funds
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