Axis Aggressive Hybrid Fund Direct-IDCW Reinvestment

Fund Details

NAV 16.6

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 0.0%

3 Month 1.8%

6 Month 3.72%

1 Year 7.19%

3 Year 12.87%

5 Year 12.17%

Know This Fund

As on 23 Dec 2025

Investment strategy that balances risk & reward by dividing the investment portfolio among different types of asset classes.

Equity (63.22%) Market Cap Mid Cap 10.37 Small Cap 3.65 Large Cap 49.2 Top Sectors Financial 20.99 Automobile 5.86 Capital Goods 5.26 Energy 5.25 Technology 4.75 Consumer Staples 4.17 Chemicals 3.33 Communication 3.17 Services 3.14 Construction 2.15 Healthcare 1.74 Materials 1.32 Metals & Mining 0.76 Consumer Discretionary 0.74 Textiles 0.59 Top Holding NTPC 0.63 ITC 1.75 Tata Consumer Products 0.56 The Federal Bank 0.64 Gokaldas Exports 0.59 Axis Bank 1.78 Digitide Solutions 0.1 Jubilant FoodWorks 0.79 Sun Pharmaceutical Industries 0.81 Max Healthcare Institute 0.32 LTIMindtree 0.6 JSW Energy 0.47 Voltamp Transformers 0.3 Maruti Suzuki India 1.88 Persistent Systems 0.34 FSN E-Commerce Ventures 0.4 Hero Motocorp 0.54 Solar Industries India 0.71 JK Lakshmi Cement 0.47 Pidilite Industries 0.47 DOMS Industries 0.59 Greenply Industries 0.36 Infosys 2.31 Fortis Healthcare 0.61 HCL Technologies 0.45 TVS Motor Company - Pref. Shares 0.02 Sumitomo Chemical India 0.52 Jindal Steel 0.76 Gabriel India 0.96 The Phoenix Mills 0.54 Kaynes Technology India 0.32 Bajaj Finance 1.42 Kirloskar Oil Engines 0.64 Hindustan Unilever 0.71 HDFC Bank 5.17 Reliance Industries 3.66 State Bank of India 1.78 JIO Financial 0.76 Shriram Finance 0.95 Karur Vysya Bank 0.96 Bharti Airtel 3.17 Ultratech Cement 0.49 Crompton Greaves Con. Electricals 0 Inventurus Knowledge Solutions 0.51 Kotak Mahindra Bank 1.61 Tata Consultancy 1.05 ICICI Bank 3.9 United Spirits 0.56 Dixon Technologies (India) 0.63 Trent 0.53 TVS Motor Company 1.73 Bharat Electronics 0.98 Coromandel International 1.2 Hindustan Petroleum Corporation 0.66 Kirloskar Pneumatic 0.41 Hindustan Aero 0.37 Eternal 0.81 Home First Finance Company India 0.48 SRF 0.43 Cholamandalam Investment and Finance Company 0.66 Blue Star 0.74 Mahindra & Mahindra 0.73 CG Power 0.37 ONGC 0.3 GE Vernova T&D 0.77 Max Financial Services 0.88 Larsen & Toubro 1.61

Debt & Others (36.78%) Sector Allocation Treasury Bills 0.88 Net Receivables 0.51 Mutual Fund 19.13 Debt Credit Ratings AAA 7.52 Cash 4.74 Cash & Call Money 4.51 SOV 0.88 Debt Category ICICI Pru Gold ETF 2.9 Others 9.25 Power Fin. Corp. 4.38 ICICI Pru Silver ETF-G 6.27

Comparison with same funds

Equity, Flexi Cap funds Aditya Birla Sun Life CRISIL-IBX Financial Services 3 to 6 Months Debt Index Fund Regular-Growth Ret 1M 0.44% Ret 1Y 7.11% Ret 3Y 0% Ret 5Y 0%

Equity, Flexi Cap funds Aditya Birla Sun Life CRISIL-IBX Financial Services 3 to 6 Months Debt Index Fund Regular-IDCW Ret 1M 0.44% Ret 1Y 7.11% Ret 3Y 0% Ret 5Y 0%

Equity, Flexi Cap funds Aditya Birla Sun Life Savings Regular-Growth Ret 1M 0.39% Ret 1Y 7.37% Ret 3Y 7.45% Ret 5Y 6.18%

Equity, Flexi Cap funds Aditya Birla Sun Life Savings Regular-IDCW Daily Reinvestment Ret 1M 0.39% Ret 1Y 7.37% Ret 3Y 7.45% Ret 5Y 6.18%

Equity, Flexi Cap funds Aditya Birla Sun Life Savings Regular-IDCW Weekly Ret 1M 0.39% Ret 1Y 7.37% Ret 3Y 7.45% Ret 5Y 6.18%

Equity, Flexi Cap funds Aditya Birla Sun Life Savings Retail-Growth Ret 1M 0.39% Ret 1Y 7.37% Ret 3Y 7.45% Ret 5Y 6.18%

Equity, Flexi Cap funds Aditya Birla Sun Life Savings Retail-IDCW Daily Reinvestment Ret 1M 0.39% Ret 1Y 7.37% Ret 3Y 7.45% Ret 5Y 6.18%

Equity, Flexi Cap funds Aditya Birla Sun Life Savings Retail-IDCW Weekly Ret 1M 0.39% Ret 1Y 7.37% Ret 3Y 7.45% Ret 5Y 6.18%

Equity, Flexi Cap funds Axis CRISIL-IBX Financial Services 3-6 Months Debt Index Fund Regular-Growth Ret 1M 0.47% Ret 1Y 0% Ret 3Y 0% Ret 5Y 0%

Equity, Flexi Cap funds Axis CRISIL-IBX Financial Services 3-6 Months Debt Index Fund Regular-IDCW Payout Ret 1M 0.47% Ret 1Y 0% Ret 3Y 0% Ret 5Y 0%

Equity, Flexi Cap funds Axis CRISIL-IBX Financial Services 3-6 Months Debt Index Fund Regular-IDCW Reinvestment Ret 1M 0.47% Ret 1Y 0% Ret 3Y 0% Ret 5Y 0%

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.

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.

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

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.

Krishnaa Narayan

Education She is a Chartered Accountant

Experience Prior to joining Axis Mutual Fund, she has worked with Price Waterhouse Coopers

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.