July 30, 2026
mayank
Axis Aggressive Hybrid Fund
| Fund at a Glance | |
| NAV Growth (Rs.) | 23.01 |
| NAV Bonus (Rs.) | — |
| NAV IDCW (Rs.) | 15.51 |
| Min. Investment (Rs.) | 500 |
| Min. SIP Investment (Rs.) | 100 |
| Min. No of Cheques | 6 |
| Benchmark | CRISIL Hybrid 35+65 Aggressive Index |
| AUM Rs. | 1,456 Cr |
| (As on 30-Jun-2026) | |
| Expense | 0.93% |
| 1 Year Return (%) | 2.22 |
| 3 Year Return (%) | 10.17 |
| 5 Year Return (%) | 8.71 |
| 10 Year Return (%) | — |
| Return Since Launch | 11.01% |
Suitable For Which Investors?
Aggressive Hybrid funds are suitable for investors:
1. Looking to invest mostly in equity (~75%) with a small debt allocation (~25%) for moderately high returns
2. Aiming for long-term wealth creation
3. With a 5-8 year investment horizon
4. Who are new/unfamiliar with market’s ups and downs
Note:
• Invest only through SIP
Investment Strategy:
The scheme seeks to generate long term capital appreciation along with current income by investing in a mix of Equity and Equity related Instruments, debt Instruments and money market instruments.
Fund Manager:
1) 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.
2) 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.
3) 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
Investment Details
| Min. Investment (Rs) | 500 |
| Min. Addl Investment (Rs) | 500 |
| Min. SIP Investment (Rs) | 100 |
| Min. Withdrawal (Rs) | 1,000 |
| Min. No of Cheques | 6 |
| Min. Balance (Rs) | 1 |
| Lock-in Period | NA |
| Exit Load | For units in excess of 10% of the investment, 1% will be charged for redemption within 365 days |
Basic Details of Axis Aggressive Hybrid Fund
| Fund House | Axis Mutual Fund |
| Launch Date | 09-Aug-18 |
| Return Since Launch | 11.01% |
| Benchmark | CRISIL Hybrid 35+65 Aggressive Index |
| Riskometer | Very High |
| Type | Open-ended |
| Assets | 1,456 Cr |
| (As on 30-Jun-2026) | |
| Expense | 0.93% |
| (As on 30-Jun-2026) | |
| Risk Grade | Above Average |
| Return Grade | Below Average |
| Turnover | — |
Axis Aggressive Hybrid Fund Trailing Returns (%)
| Fund name | YTD | 1D | 1M | 3M | 6M | 1Y | 3Y | 5Y | 7Y | 10Y |
| Axis Aggressive Hybrid Dir | -0.30 | 0.70 | 1.77 | 2.77 | 2.18 | 2.22 | 10.17 | 8.71 | 12.20 | — |
| Hybrid: Aggressive Hybrid | 0.52 | 0.71 | 1.40 | 3.03 | 2.94 | 3.58 | 12.22 | 11.64 | 14.32 | — |
| Rank within category | 23 | 25 | 10 | 25 | 22 | 25 | 33 | 39 | 29 | — |
| Number of funds in category | 44 | 48 | 47 | 47 | 44 | 43 | 41 | 41 | 38 | 27 |
Peer Comparison of Axis Aggressive Hybrid Fund
| Rating | 1 Year Returns | 3 Year Returns | 5 Year Returns | Expense Ratio (%) | Net Assets (Rs Cr) | Return Since Launch (%) | Exit Load (Days) | Fund Age | Turnover (%) | |
| Axis Aggressive Hybrid Dir | 1 out of 5 stars | 2.22 | 10.17 | 8.71 | 0.93 | 1,456 | 11.01 | 1.00 (365) | 7Y 11M | 43.00 |
| SBI Equity Hybrid Dir | 4 out of 5 stars | 6.17 | 13.25 | 11.64 | 0.60 | 85,633 | 14.36 | 1.00 (365) | 13Y 6M | 20.00 |
| ICICI Pru Equity & Debt Dir | 5 out of 5 stars | 4.88 | 15.06 | 16.70 | 0.77 | 51,481 | 16.57 | 1.00 (365) | 13Y 6M | 103.00 |
| Kotak Aggressive Hybrid Dir | 4 out of 5 stars | 5.78 | 14.05 | 13.64 | 0.44 | 8,962 | 13.84 | 1.00 (365) | 13Y 6M | 20.18 |
| UTI Aggressive Hybrid Dir | 4 out of 5 stars | 1.84 | 12.20 | 12.51 | 0.97 | 6,648 | 12.59 | 1.00 (365) | 13Y 6M | 30.00 |
Axis Aggressive Hybrid Fund Portfolio Analysis
| No. of Stocks | 92 |
| Top 10 Holdings | 31.63% |
| Top 5 Stocks | 20.60% |
| Top 3 Sectors | 41.36% |
| Portfolio P/B Ratio | 3.53 |
| Portfolio P/E Ratio | 25.08 |
Portfolio Breakup
| Fund | Category | |
| Average Mkt Cap (Rs Cr) | 2,47,722 | 1,89,005 |
| Large (%) | 74.26 | 63.09 |
| Mid (%) | 12.18 | 20.17 |
| Small (%) | 13.56 | 17.11 |
| Fund | Category | |
| Number of Securities | 126 | 98 |
| Macaulay Duration (yrs) | 2.11 | 3.59 |
| Average Maturity (yrs) | 2.80 | 6.28 |
| Yield to Maturity (%) | 7.78 | 6.96 |
| Avg Credit Rating | AA | — |
Note: Mutual fund investments are subject to market risks, read all scheme-related documents carefully.
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