Axis Aggressive Hybrid Fund Regular-IDCW Monthly Payout

Fund Details

NAV 12.9

Sub-Type Aggressive Hybrid

Rating 1

Min. SIP Amount ₹100.0

Fund Age(Year) 7.48

Fund Size(in Crores) 1549.57

Fund Performance

1 Month -2.39%

3 Month -2.9%

6 Month 0.09%

1 Year 8.39%

3 Year 11.99%

5 Year 10.01%

Know This Fund

As on 30 Jan 2026

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

Equity (72.94%) Market Cap Mid Cap 6.49 Large Cap 55.03 Small Cap 11.42 Top Sectors Financial 20.86 Energy 9.3 Healthcare 6.66 Technology 6.43 Automobile 5.26 Capital Goods 4.95 Construction 4.48 Consumer Staples 3.3 Communication 2.99 Services 2.84 Insurance 1.83 Chemicals 1.58 Metals & Mining 1.03 Consumer Discretionary 0.86 Textiles 0.53 Materials 0.05 Top Holding Bharti Airtel 2.99 Tech Mahindra 0.65 PG Electroplast 0.48 Sun Pharmaceutical Industries 0.93 Tata Motors 0.61 State Bank of India 3.35 Vijaya Diagnostic Centre 0.2 Tata Power Company 0.64 Schaeffler India 0.14 Eternal 0.71 Anant Raj 0.25 Vedant Fashions 0.07 HDFC Life Insurance 0.96 Samvardhana Motherson 0.76 Dixon Technologies (India) 0.53 Bank of Baroda 0.35 Navin Fluorine International 0.33 Infosys 4 Kaynes Technology India 0.4 Cholamandalam Investment and Finance Company 0.45 Reliance Industries 5.68 Hindalco Industries 0.48 Cipla 0.89 Clean Science And Technology 0.1 Brigade Enterprises 0.46 CG Power 0.57 Tata Steel 0.55 Mahindra & Mahindra 2.5 Interglobe Aviation 0.44 Tata Consultancy 1.09 Titan Company 0.86 SBI Life Insurance Company 0.87 DOMS Industries 1.14 Varun Beverages 0.72 Premier Energies 0.76 GE Vernova T&D 0.73 ITC 0.31 Jyoti CNC Automation 0.6 Hindustan Aero 0.57 NTPC 1.39 REC 0.41 Hyundai Motor 0.31 Bajaj Finserv 0.17 Sansera Engineering 0.68 Aadhar Housing Fin 0.24 Mankind Pharma 0.75 HDFC Bank 6.02 Pidilite Industries 0.43 Kwality Walls India 0.01 PNB Housing Finance 1.03 Mphasis 0.27 Avenue Supermarts 0.5 Suryoday Small Finance Bank 0.04 Awfis Space Solutions 0.61 Nestle India 0.07 Bajaj Finance 1.92 Shriram Finance 0.89 Divi's Laboratories 1.31 Zydus Lifesciences 0.14 Arvind Fashions 0.53 Titagarh Rail Systems 0.09 Hindustan Unilever 0.37 Indian Oil Corporation 0.77 The Phoenix Mills 0.74 Coal India 0.05 ICICI Bank 4.59 Sona BLW Precision Forgings 0.31 HCL Technologies 0.42 JB Chemicals 0.62 Apollo Hospitals Enterprise 0.98 ONGC 0.06 Krishna Institute 0.82 Voltamp Transformers 0.22 PI Industries 0.72 Larsen & Toubro 2.95 DLF 0.08 FSN E-Commerce Ventures 0.5 Bharat Electronics 0.7 Kotak Mahindra Bank 1.41 Britannia Industries 0.67

Debt & Others (27.060000000000002%) Sector Allocation Real Estate Investment Trusts 0.26 Treasury Bills 0.64 Net Receivables 0.63 Debt Credit Ratings AAA 7.36 SOV 7.13 A+ 3.55 AA 2.34 Cash & Call Money 1.91 Debt Category West Bengal State 0.13 Tata Capital Housing Finance 0.65 Power Fin. Corp. 0.2 Mahanagar Telephone Nigam 0.64

Comparison with same funds

Equity, Flexi Cap funds Aditya Birla Sun Life Aggressive Hybrid Omni FoF Regular-Growth Ret 1M -2.14% Ret 1Y 9.95% Ret 3Y 13.94% Ret 5Y 12.08%

Equity, Flexi Cap funds Aditya Birla Sun Life Aggressive Hybrid Omni FoF Regular-IDCW Quarterly Ret 1M -2.14% Ret 1Y 9.95% Ret 3Y 13.94% Ret 5Y 12.08%

Equity, Flexi Cap funds Aditya Birla Sun Life Aggressive Hybrid Omni FoF Regular-IDCW Quarterly Payout Ret 1M -2.14% Ret 1Y 9.95% Ret 3Y 13.94% Ret 5Y 12.08%

Equity, Flexi Cap funds Aditya Birla Sun Life Equity Hybrid '95 Fund Regular-Growth Ret 1M -2.09% Ret 1Y 9.51% Ret 3Y 14.71% Ret 5Y 12.36%

Equity, Flexi Cap funds Aditya Birla Sun Life Equity Hybrid '95 Fund Regular-IDCW Ret 1M -2.09% Ret 1Y 9.51% Ret 3Y 14.71% Ret 5Y 12.36%

Equity, Flexi Cap funds Aditya Birla Sun Life Equity Hybrid '95 Fund Regular-IDCW Reinvestment Ret 1M -2.09% Ret 1Y 9.51% Ret 3Y 14.71% Ret 5Y 12.36%

Equity, Flexi Cap funds Aditya Birla Sun Life Retirement Fund - The 40s Plan Regular-Growth Ret 1M -1.68% Ret 1Y 9.36% Ret 3Y 13.91% Ret 5Y 10.13%

Equity, Flexi Cap funds Aditya Birla Sun Life Retirement Fund - The 40s Plan Regular-IDCW Ret 1M -1.68% Ret 1Y 9.36% Ret 3Y 13.91% Ret 5Y 10.13%

Equity, Flexi Cap funds Aditya Birla Sun Life Retirement Fund - The 40s Plan Regular-IDCW Reinvestment Ret 1M -1.68% Ret 1Y 9.36% Ret 3Y 13.91% Ret 5Y 10.13%

Equity, Flexi Cap funds Axis Aggressive Hybrid Fund Regular-Growth Ret 1M -2.39% Ret 1Y 8.39% Ret 3Y 11.99% Ret 5Y 10.01%

Equity, Flexi Cap funds Axis Aggressive Hybrid Fund Regular-IDCW Monthly Payout Ret 1M -2.39% Ret 1Y 8.39% Ret 3Y 11.99% Ret 5Y 10.01%

Charges & Taxes Expense Ratio

Returns are taxed as per your Income Tax Slab.

Expense Ratio (Inclusive of GST): 2.16%

Exit Load 0%

Stamp Duty 0.005%

Fund Management

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

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

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.

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.

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) 27

Date of Incorporation 2018-08-09

Total AUM 2025-12-31

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.