Axis Aggressive Hybrid Fund Regular-IDCW Reinvestment

Fund Details

NAV 13.37

Sub-Type Aggressive Hybrid

Rating 1

Min. SIP Amount ₹100.0

Fund Age(Year) 7.83

Fund Size(in Crores) 1451.44

Fund Performance

1 Month -1.53%

3 Month -2.06%

6 Month -5.19%

1 Year -2.21%

3 Year 8.91%

5 Year 7.52%

Know This Fund

As on 08 Jun 2026

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

Equity (71.11%) Market Cap Large Cap 54.83 Mid Cap 7.63 Small Cap 8.65 Top Sectors Financial 20.51 Energy 9.6 Healthcare 6.65 Technology 5.5 Automobile 5.24 Capital Goods 4.38 Construction 4.33 Services 3.72 Consumer Staples 3.64 Communication 2.86 Insurance 1.42 Chemicals 1.17 Consumer Discretionary 0.79 Metals & Mining 0.75 Textiles 0.5 Materials 0.06 Top Holding Aadhar Housing Fin 0.26 Apollo Hospitals Enterprise 1.13 Arvind Fashions 0.5 Avenue Supermarts 0.38 Awfis Space Solutions 0.47 Axis Bank 0.64 Bajaj Finance 1.79 Bajaj Finserv 0.06 Bank of Baroda 0.14 Bharat Electronics 0.23 Bharti Airtel 2.86 Brigade Enterprises 0.44 Britannia Industries 0.79 CAMS 0.06 CG Power 0.78 Cholamandalam Investment and Finance Company 0.44 Cipla 0.42 Clean Science And Technology 0.1 Coal India 0.06 Coforge 0.46 Divi's Laboratories 1.37 Dixon Technologies (India) 0.52 DLF 0.08 DOMS Industries 1.07 Eternal 0.78 Exide Industries 0.05 FSN E-Commerce Ventures 0.54 GE Vernova T&D 0.2 HCL Technologies 0.09 HDFC Bank 4.89 HDFC Life Insurance 0.8 Hindalco Industries 0.24 Hindustan Aero 0.61 Hindustan Unilever 0.39 Hyundai Motor 0.19 ICICI Bank 4.77 Indian Oil Corporation 0.33 Indusind Bank 0.1 Infosys 3.16 Interglobe Aviation 0.74 ITC 0.36 ITC Hotels 0.14 JB Chemicals 0.75 Jubilant FoodWorks 0.3 Jyoti CNC Automation 0.48 Kaynes Technology India 0.47 Kotak Mahindra Bank 1.86 Krishna Institute 0.96 Larsen & Toubro 2.98 Mahindra & Mahindra 2.13 Mankind Pharma 0.82 Mphasis 0.29 Nestle India 0.09 NTPC 1.89 ONGC 0.08 PG Electroplast 0.51 Pidilite Industries 0.48 PI Industries 0.58 PNB Housing Finance 1.2 Premier Energies 0.98 REC 0.43 Reliance Industries 5.52 Samvardhana Motherson 0.82 Sansera Engineering 0.91 SBI Life Insurance Company 0.62 Schaeffler India 0.16 Shriram Finance 0.7 Sona BLW Precision Forgings 0.67 State Bank of India 3.17 Sun Pharmaceutical Industries 0.81 Supreme Industries 0 Suryoday Small Finance Bank 0.05 Tata Consultancy 0.79 Tata Motors 0.44 Tata Power Company 0.8 Tata Steel 0.5 Tech Mahindra 0.7 The Indian Hotels Company 0.32 The Phoenix Mills 0.84 Titagarh Rail Systems 0.09 Titan Company 0.79 Varun Beverages 0.94 Vijaya Diagnostic Centre 0.23 Voltamp Transformers 0.35 Zydus Lifesciences 0.15

Debt & Others (28.89%) Sector Allocation Non Convertible Debenture 2.98 Net Receivables 0.69 Bonds 6 Debt Credit Ratings AAA 11.53 A+ 3.94 AA 3.78 Cash & Call Money 2.35 AA+ 2.07 Debt Category GOI 0.33 GMR Airports 0.86 Karnataka State 0.11 TVS Holdings 0.69

Comparison with same funds

Equity, Flexi Cap funds Aditya Birla Sun Life Aggressive Hybrid Omni FoF Regular-Growth Ret 1M -0.52% Ret 1Y -0.05% Ret 3Y 11.29% Ret 5Y 9.85%

Equity, Flexi Cap funds Aditya Birla Sun Life Aggressive Hybrid Omni FoF Regular-IDCW Quarterly Ret 1M -0.52% Ret 1Y -0.05% Ret 3Y 11.29% Ret 5Y 9.85%

Equity, Flexi Cap funds Aditya Birla Sun Life Aggressive Hybrid Omni FoF Regular-IDCW Quarterly Payout Ret 1M -0.52% Ret 1Y -0.05% Ret 3Y 11.29% Ret 5Y 9.85%

Equity, Flexi Cap funds Aditya Birla Sun Life Equity Hybrid '95 Fund Regular-Growth Ret 1M -1.4% Ret 1Y -2.52% Ret 3Y 10.2% Ret 5Y 8.74%

Equity, Flexi Cap funds Aditya Birla Sun Life Equity Hybrid '95 Fund Regular-IDCW Ret 1M -1.4% Ret 1Y -2.52% Ret 3Y 10.2% Ret 5Y 8.74%

Equity, Flexi Cap funds Aditya Birla Sun Life Equity Hybrid '95 Fund Regular-IDCW Reinvestment Ret 1M -1.4% Ret 1Y -2.52% Ret 3Y 10.2% Ret 5Y 8.74%

Equity, Flexi Cap funds Aditya Birla Sun Life Retirement Fund - The 40s Plan Regular-Growth Ret 1M -0.83% Ret 1Y -0.31% Ret 3Y 11.99% Ret 5Y 8.18%

Equity, Flexi Cap funds Aditya Birla Sun Life Retirement Fund - The 40s Plan Regular-IDCW Ret 1M -0.83% Ret 1Y -0.31% Ret 3Y 11.99% Ret 5Y 8.18%

Equity, Flexi Cap funds Aditya Birla Sun Life Retirement Fund - The 40s Plan Regular-IDCW Reinvestment Ret 1M -0.83% Ret 1Y -0.31% Ret 3Y 11.99% Ret 5Y 8.18%

Equity, Flexi Cap funds Axis Aggressive Hybrid Fund Regular-Growth Ret 1M -1.53% Ret 1Y -2.21% Ret 3Y 8.91% Ret 5Y 7.52%

Equity, Flexi Cap funds Axis Aggressive Hybrid Fund Regular-IDCW Monthly Payout Ret 1M -1.53% Ret 1Y -2.21% Ret 3Y 8.91% Ret 5Y 7.52%

Charges & Taxes Expense Ratio

Returns are taxed as per your Income Tax Slab.

Expense Ratio (Inclusive of GST): 2.43%

Exit Load 1.0%

Stamp Duty 0.005%

Fund Management

The various expenses, charges and taxes associated with your Mutual Fund

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.

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.

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.

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) 31

Date of Incorporation 2018-08-09

Total AUM 366022.79

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.