Axis Aggresive Hybrid Fund Direct Growth
Get the latest NAV of Axis Aggresive Hybrid Fund Direct Growth. View historical returns compared to its benchmark and category average. Know which stocks and sectors the fund is investing in. Get an estimate of returns from the SIP and lump sum returns calculator. View detailed holding analysis and peer comparison. Get INDmoney ranking of the fund.
₹21.98
▲2.6%1D
NAV as on 12 May 2025
12.36%/per year
Since Inception
▲▼
277 people have invested ₹ 9.8L in Axis Aggresive Hybrid Fund Direct Growth in the last three months
Fund Performance
as on (12-May-25)
Axis Aggresive Hybrid Fund Ranking and Peer Comparison
Ranked based on performance, risk management and cost efficiency
Ranked 18 out of 19 mutual funds in the aggressive allocation category as per INDmoney.
Axis Aggresive Hybrid Fund Returns Calculator
Calculate SIP and lumpsum returns based on historical performance
Total Investment
0
Profit
Total Corpus
0
Axis Aggresive Hybrid Fund Asset Allocation
as on (31-Mar-25)
Fund Distribution
as on (31-Mar-25)
Equity 75.4%
Debt & Cash 24.6%
Axis Aggresive Hybrid Fund Sector Allocation
as on (31-Mar-25)
Sector Allocation
Equity 75.4%
Debt & Cash 24.6%
Top 3 Sectors in March were Government, Corporate & Financial Services
Corporate
49%
Government
38%
Financial Services
35%
Government
43%
Corporate
40%
Financial Services
35%
Axis Aggresive Hybrid Fund Holdings Details
as on (30-Apr-25)
Equity
Debt & Cash
Axis Aggresive Hybrid Fund Direct Growth Overview
Get key fund statistics, minimum investment details, AUM, expense ratio, exit load, and tax treatment.
| Expense ratio | 1.08% |
Benchmark | CRISIL Hybrid 35+65 - Agg TR INR |
| AUM | ₹1549 Cr |
| Inception Date | 9 August, 2018 |
| Min Lumpsum/SIP | ₹500/₹100 |
Exit Load | 1.0% |
| Lock In | No Lock-in |
TurnOver | 112.33% |
| STCG | Selling mutual fund before 1 year, returns taxed at 20%. |
| LTCG | After 1 year, 12.5% tax on returns over ₹1.25 lakh/year. |
| Risk |   Very High Risk |
About Axis Aggresive Hybrid Fund
Axis Aggresive Hybrid Fund Direct Growth is a hybrid fund. This fund was started on 9 August, 2018. The fund is managed by Devang Shah, Aditya Pagaria. This fund gives you the benefit of diversification.
Key Parameters
- Axis Aggresive Hybrid Fund Direct Growth has ₹1549 Cr worth of assets under management (AUM) as on Mar 2025 and is less than category average.
- The fund has an expense ratio 1.1.
Returns
Axis Aggresive Hybrid Fund Direct Growth has given a CAGR return of 12.36% since inception. Over the last 1, 3 and 5 years the fund has given a CAGR return of 14.66%, 14.56% and 18.07% respectively.
Holdings
Axis Aggresive Hybrid Fund Direct Growth has allocated its funds majorly in Corporate, Government, Financial Services, Health, Tech, Cash Equivalent, Consumer Cyclical, Industrial, Energy, Basic Materials, Communication, Consumer Defensive, Real Estate, Utilities.
Taxation
As it is a aggressive allocation mutual fund the taxation is as follows:If the fund is equity oriented i.e. asset allocation of more than 65% in equity instruments:For short term (less than a year) capital gains will be taxed at 20%For long term (more than 1 year) capital gains will be taxed at 12.5% without indexation benefitLong term gains up to Rs 1 lakh are exempt from taxation (more than 12 months).
Investment objective of Axis Aggresive Hybrid Fund Direct Growth
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. However, there is no assurance or guarantee that the investment objective of the Scheme will be achieved. The Scheme does not assure or guarantee any returns.
Minimum Investment and lockin period
Minimum investment for lump sum payment is INR 500.00 and for SIP is INR 100.00. Axis Aggresive Hybrid Fund Direct Growth has no lock in period.
Fund Manager
Devang Shah
Fund Manager of Axis Aggresive Hybrid Fund Direct Growth, since 5 April 2024
Aditya Pagaria
Fund Manager of Axis Aggresive Hybrid Fund Direct Growth, since 1 February 2023
- AUM of the fund stands at 1.5K Cr as of Mar'25
- AUM increased by 80.3 Cr between Mar'25 and Feb'25
More funds from Axis
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▲ 17.68
5Y CAGR
▲ 16.33
5Y CAGR
▲ 17.71
Frequently Asked Questions for Axis Aggresive Hybrid Fund Direct Growth
What is the current NAV of Axis Aggresive Hybrid Fund Direct Growth?
What are the average returns of Axis Aggresive Hybrid Fund Direct Growth?
Axis Aggresive Hybrid Fund Direct Growth | Absolute Returns | CAGR Returns |
1 Month Returns | 5.93% | 5.93% |
6 Month Returns | 1.76% | 1.76% |
1 Year Returns | 14.66% | 14.66% |
3 Years Returns | 50.34% | 14.56% |
How do I invest in Axis Aggresive Hybrid Fund Direct Growth?
- Click Buy on the fund name.
- Input the amount you are looking to invest.
- Select Lump Sum or SIP (Weekly, Monthly or Quarterly).
- Select your bank account and proceed with Payment.
What is the expense ratio of Axis Aggresive Hybrid Fund Direct Growth?
What is net assets under management (AUM) of Axis Aggresive Hybrid Fund Direct Growth?
What are the top 5 holdings of Axis Aggresive Hybrid Fund Direct Growth?
What are the top 3 sectors that this Axis Aggresive Hybrid Fund Direct Growth has invested in?
What is the credit rating breakup of Axis Aggresive Hybrid Fund Direct Growth?
AAA | 60.7 |
AA | 34.89 |
A | 4.41 |