Axis Aggressive Hybrid Fund Regular-IDCW Monthly Payout

Mutual Fund Details – Invest Smart, Grow Wealth

Discover a variety of mutual funds tailored to your goals, from equity and debt to hybrid options. Track performance, compare funds, and get expert insights to make informed investment decisions. Grow your wealth with Motilal Oswal’s trusted mutual fund solutions.

Hybrid, Aggressive Hybrid, Principal at very high risk

1 Year Return 6.02% at 23 Dec 2025 09:47 AM

mf-nav

Fund Details

NAV 13.46

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 -0.09%

3 Month 1.49%

6 Month 3.19%

1 Year 6.02%

3 Year 11.61%

5 Year 10.82%

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 (40.16%) Market Cap Large Cap 49.75 Small Cap -20.65 Mid Cap 11.06 Top Sectors Financial 12.05 Services 6.03 Technology 4.12 Capital Goods 2.87 Healthcare 2.27 Automobile 2.15 Energy 1.97 Consumer Staples 1.84 Chemicals 1.7 Construction 1.15 Consumer Discretionary 1.11 Materials 1.1 Communication 1 Metals & Mining 0.8 Top Holding Navin Fluorine International 0.87 Hindalco Industries 0.81 SRF 0 Linde India 0.83 Sagility 0.83 HDFC Bank 3.17 Punjab National Bank 0.89 Tata Power Company -0.02 Bharti Airtel 1 DLF -0.01 Tata Steel -0.01 Axis Bank 0.68 Divi's Laboratories 0.58 Larsen & Toubro 1.16 Ultratech Cement 1.11 Persistent Systems 1.13 LTIMindtree 0.78 ICICI Bank 1.83 Eternal 1.01 Ajanta Pharma 0.57 NTPC -0.01 Kotak Mahindra Bank -0.01 Britannia Industries 0.68 Reliance Industries 2 Travel Food Services 1.16 PB Fintech 0.69 Bharat Heavy Electricals 1.33 Infosys 1.13 Sun Pharmaceutical Industries 0.46 Ambuja Cements -0.01 TVS Motor Company - Pref. Shares 0.01 PNB Housing Finance -0.01 Max Financial Services 0.59 Indusind Bank -0.01 Muthoot Finance -0.01 Cholamandalam Investment and Finance Company 0.61 Bharat Electronics 0.73 State Bank of India 0.98 One97 Communications 0.9 TVS Motor Company 1.24 Hitachi Energy India 0.81 Max Healthcare Institute 0.66 Adani Ports and Special Economic Zone -0.01 Tech Mahindra 1.08 Indiqube Spaces 0.61 Mahindra & Mahindra 0.86 Nippon Life India Asset Management 0.83 Bajaj Finance 0.94 Titan Company 1.11 AU Small Finance Bank 0.88 Interglobe Aviation 0.84 Tenneco Clean Air India 0.04 Radico Khaitan 1.16 Ujjivan Small Finance Bank 0.69

Debt & Others (59.839999999999996%) Sector Allocation Net Receivables 26.58 CBLO 1.81 Non Convertible Debenture 0.73 Debt Credit Ratings Cash & Call Money 28.39 SOV 14.27 AAA 12.27 AA+ 0.73 AA 0.45 Debt Category Shriram Finance 0.73 IndiGrid Infrastructure Trust 1.13 GOI 14.27 Jamnagar Utilities and Power 1.82

Comparison with same funds

Charges & Taxes Expense Ratio

Returns are taxed as per your Income Tax Slab.

Expense Ratio (Inclusive of GST): 2.15%

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.

Krishnaa Narayan

Education She is a Chartered Accountant

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

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) 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.

Latest News

news-by-category

VIEW MORE NEWS

Take Your Next Step

Talk to our investment advisor for stock recommendations
Left
Get expert assistance for portfolio management
Right