Axis Aggressive Hybrid Fund Direct-IDCW Monthly Reinvestment
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Hybrid, Aggressive Hybrid, Principal at very high risk
1 Year Return 5.45% at 22 Dec 2025 06:34 PM
Fund Details
NAV 16.33
Sub-Type Aggressive Hybrid
Rating 1
Min. SIP Amount ₹100.0
Fund Age(Year) 7.37
Fund Size(in Crores) 1574.65
Fund Performance
1 Month -0.69%
3 Month 0.78%
6 Month 4.25%
1 Year 5.45%
3 Year 12.27%
5 Year 11.73%
Know This Fund
As on 22 Dec 2025
Investment strategy that balances risk & reward by dividing the investment portfolio among different types of asset classes.
Equity (97.55%) Market Cap Mid Cap 23.23 Small Cap 25.28 Large Cap 49.04 Top Sectors Financial 19.99 Energy 12.69 Automobile 11.52 Materials 10.68 Technology 10.17 Healthcare 8.95 Capital Goods 8.08 Metals & Mining 4.68 Consumer Staples 3.52 Communication 2.61 Consumer Discretionary 1.91 Textiles 1.5 Services 1.25 Top Holding Glenmark Pharmaceuticals 1.56 CESC 1.37 Petronet LNG 0.87 Crompton Greaves Con. Electricals 0.88 Oil India 1.39 Axis Bank 1.02 Hero Motocorp 1.19 APL Apollo Tubes 0.83 Indus Towers 2.61 Hindustan Unilever 1.38 Union Bank of India 1.35 Karur Vysya Bank 1.42 GAIL (India) 1.41 The Federal Bank 1.9 State Bank of India 2.82 Kirloskar Brothers 1.05 Thermax 0.55 Aditya Birla Fashion and Retail 1.25 Biocon 0.96 NHPC 0.98 Asahi India Glass 1.05 Reliance Industries 4.52 Aurobindo Pharma 1.38 Alkem Laboratories 1.38 Tata Motors 1.69 Ceat 1.22 The Jammu & Kashmir Bank 1.2 Shriram Finance 1.84 Indusind Bank 2.48 Voltamp Transformers 0.85 Tata Consultancy 3.5 LMW 1.11 Canara Bank 1.46 Wipro 1.36 Bharat Petroleum Corporation 1.37 Coal India 1.2 Tata Steel 1.47 Whirlpool Of India 1.03 Gujarat Industries Power Company 0.78 Bharat Heavy Electricals 2.56 National Aluminium Company 0.83 Sun Pharmaceutical Industries 2.02 Bajaj Auto 2.91 Tube Investments Of India 1.78 Belrise Industries 1.42 AGI Greenpac 0.91 Punjab National Bank 1.49 PNB Housing Finance 1.39 REC 1.62 Shriram Pistons & Rings 1.31 EID Parry 1.39 JSW Energy 1.96 Cipla 1.65 Tech Mahindra 2.31 Infosys 3 Gokaldas Exports 1.5 The Ramco Cements 2.23 Ambuja Cements 1.54 Kajaria Ceramics 1.37 Dabur India 0.75 Hindalco Industries 1.55 Grasim Industries 2.38
Debt & Others (2.45%) Sector Allocation Repo 1.98 Net Receivables 0.47 Debt Credit Ratings Debt Category Others 2.45
Comparison with same funds
Equity, Flexi Cap funds Aditya Birla Sun Life Aggressive Hybrid Omni FoF Regular-Growth Ret 1M -0.51% Ret 1Y 7.9% Ret 3Y 14.05% Ret 5Y 12.54%
Equity, Flexi Cap funds Aditya Birla Sun Life Aggressive Hybrid Omni FoF Regular-IDCW Quarterly Ret 1M -0.51% Ret 1Y 7.9% Ret 3Y 14.05% Ret 5Y 12.54%
Equity, Flexi Cap funds Aditya Birla Sun Life Aggressive Hybrid Omni FoF Regular-IDCW Quarterly Payout Ret 1M -0.51% Ret 1Y 7.9% Ret 3Y 14.05% Ret 5Y 12.54%
Equity, Flexi Cap funds Aditya Birla Sun Life Equity Hybrid '95 Fund Regular-Growth Ret 1M -0.11% Ret 1Y 5.66% Ret 3Y 13.9% Ret 5Y 13.16%
Equity, Flexi Cap funds Aditya Birla Sun Life Equity Hybrid '95 Fund Regular-IDCW Ret 1M -0.11% Ret 1Y 5.66% Ret 3Y 13.9% Ret 5Y 13.16%
Equity, Flexi Cap funds Aditya Birla Sun Life Equity Hybrid '95 Fund Regular-IDCW Reinvestment Ret 1M -0.11% Ret 1Y 5.66% Ret 3Y 13.9% Ret 5Y 13.16%
Equity, Flexi Cap funds Aditya Birla Sun Life Retirement Fund - The 40s Plan Regular-Growth Ret 1M -0.79% Ret 1Y 3.32% Ret 3Y 13.13% Ret 5Y 10.59%
Equity, Flexi Cap funds Aditya Birla Sun Life Retirement Fund - The 40s Plan Regular-IDCW Ret 1M -0.79% Ret 1Y 3.32% Ret 3Y 13.13% Ret 5Y 10.59%
Equity, Flexi Cap funds Aditya Birla Sun Life Retirement Fund - The 40s Plan Regular-IDCW Reinvestment Ret 1M -0.79% Ret 1Y 3.32% Ret 3Y 13.13% Ret 5Y 10.59%
Equity, Flexi Cap funds Axis Aggressive Hybrid Fund Regular-Growth Ret 1M -0.8% Ret 1Y 4.34% Ret 3Y 11.01% Ret 5Y 10.37%
Equity, Flexi Cap funds Axis Aggressive Hybrid Fund Regular-IDCW Monthly Payout Ret 1M -0.8% Ret 1Y 4.34% Ret 3Y 11.01% Ret 5Y 10.37%
Charges & Taxes Expense Ratio
Returns are taxed as per your Income Tax Slab.
Expense Ratio (Inclusive of GST): 1.08%
Exit Load 0%
Stamp Duty 0.005%
Fund Management
The various expenses, charges and taxes associated with your Mutual Fund
Devang Shah
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.
Jayesh Sundar
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
Ashish Naik
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.
Krishnaa Narayan
Education She is a Chartered Accountant
Experience Prior to joining Axis Mutual Fund, she has worked with Price Waterhouse Coopers
Aditya Pagaria
Education Mr. Pagaria is a Bachelor in Management Studies and holds a Post Graduate Diploma in Business Management from Institute Of Technology And Management, SK Somaiya College.
Experience Prior to joining Axis AMC he was associated with ICICI Prudential AMC (Nov 2011-Jul 2016) as Fund Manager - Fixed Income Operations.
Riskometer
Mutual Fund Investments are subject to market risk. Read all scheme related documents carefully.
Principal at very high risk
AMC and Fund details
Rank (total sets) 18
Date of Incorporation 2018-08-09
Total AUM 2025-11-30
The Scheme Seeks to generate returns from a portfolio of pure debt oriented funds accessed through the diverse investment styles of underlying schemes selected in accordance with the BSLAMC process.
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