Axis Aggresive Hybrid Fund Direct Quarterly Pyt of Inc Dis cum Cap Wdrl

Axis Aggresive Hybrid Fund Direct Quarterly Pyt of Inc Dis cum Cap Wdrl 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.

1. Axis Aggresive Hybrid Fund Direct Quarterly Pyt of Inc Dis cum Cap Wdrl has ₹1576 Cr worth of assets under management (AUM) as on Jun 2025 and is more than category average.
2. The fund has an expense ratio 1.1.
   

Axis Aggresive Hybrid Fund Direct Quarterly Pyt of Inc Dis cum Cap Wdrl has given a CAGR return of 11.58% since inception. Over the last 1, 3 and 5 years the fund has given a CAGR return of 2.73%, 13.53% and 15.39% respectively.

Axis Aggresive Hybrid Fund Direct Quarterly Pyt of Inc Dis cum Cap Wdrl has allocated its funds majorly in Corporate, Financial Services, Cash Equivalent, Government, Tech, Consumer Cyclical, Health, Industrial, Energy, Basic Materials, Communication, Real Estate, Consumer Defensive, Utilities.

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 benefit
Long term gains up to Rs 1 lakh are exempt from taxation (more than 12 months).

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 for lump sum payment is INR 500.00 and for SIP is INR 100.00. Axis Aggresive Hybrid Fund Direct Quarterly Pyt of Inc Dis cum Cap Wdrl has no lock in period.