Axis Aggresive Hybrid Fund Direct Growth

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.

₹22.29

1%1D

NAV as on 20 Jun 2025

12.39%/per year

Since Inception

Absolute Gain%

307 people have invested ₹ 78L in Axis Aggresive Hybrid Fund Direct Growth in the last three months

Fund Performance

as on (20-Jun-25)

Period
This Fund
Aggressive Allocation Index
1 Month
1.23%
1.78%
3 Months
6.5%
7.52%
6 Months
3.39%
2.44%
1 Year
8.57%
5.86%
3 Years
15.81%
19.4%
5 Years
16.56%
20.35%

Axis Aggresive Hybrid Fund Ranking and Peer Comparison

Ranked based on performance, risk management and cost efficiency

17
/19
33% Performance
27% Risk Management
33% Cost

Ranked 17 out of 19 mutual funds in the aggressive allocation category as per INDmoney.

Fund Name
INDmoney Rank
AUM (in Crs.)
Expense Ratio
1Y Returns
3Y Returns
Inception Returns
Axis Aggresive Hybrid Fund
17/19
1,576Cr
1.07%
8.57%
15.81%
12.39%
Edelweiss Aggressive Hybrid Fund Direct Growth
1/19
2,749Cr
0.39%
10.47%
23.94%
14.96%
ICICI Prudential Equity & Debt Fund Direct Growth
2/19
43,159Cr
0.97%
10.75%
24.2%
17.79%
DSP Aggressive Hybrid Fund Direct Growth
3/19
11,104Cr
0.67%
11.86%
22.1%
14.67%

Axis Aggresive Hybrid Fund Returns Calculator

Calculate SIP and lumpsum returns based on historical performance

  • 1-time

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Total Investment

0

Profit


Total Corpus

0

Absolute Return

Axis Aggresive Hybrid Fund Asset Allocation

See fund asset allocation details as on (14-Jun-25)

Fund Distribution

as on (14-Jun-25)

Equity 75.9%

Debt & Cash 24.1%

Large cap
52.6%

Small cap
11.3%

Mid cap
9.5%

Axis Aggresive Hybrid Fund Sector Allocation

See fund sector allocation details as on (14-Jun-25)

Sector Allocation

Equity 75.9%

Debt & Cash 24.1%

Financial Services
31.9%
Consumer Cyclical
12.8%
Tech
10.9%
Health
10.4%
Industrial
8.2%
Energy
6.5%
Basic Materials
6.5%
Communication
5.1%
Real Estate
2.6%
Utilities
2.5%
Consumer Defensive
2.5%

Top 3 Sectors in May were Corporate, Government & Financial Services

May'25

Corporate

55%

Financial Services

34%

Government

21%

Apr'25

Corporate

51%

Government

40%

Financial Services

35%

Axis Aggresive Hybrid Fund Holdings Details

as on (31-May-25)

Equity

Debt & Cash

Holdings
Weight%
1M Change
HDFC Bank Ltd
5.8%
0%
ICICI Bank Ltd
5.72%
-2%
Reliance Industries Ltd
3.82%
2.7%
Infosys Ltd
3.64%
3.7%
Bharti Airtel Ltd
3.64%
0%

Axis Aggresive Hybrid Fund Direct Growth Overview

Get key fund statistics, minimum investment details, AUM, expense ratio, exit load, and tax treatment.

Expense ratio1.07%
Benchmark
CRISIL Hybrid 35+65 - Agg TR INR
AUM₹1576 Cr
Inception Date9 August, 2018
Min Lumpsum/SIP₹500/₹100
Exit Load
1.0%
Lock InNo Lock-in
TurnOver
112.33%
STCGSelling mutual fund before 1 year, returns taxed at 20%.
LTCGAfter 1 year, 12.5% tax on returns over ₹1.25 lakh/year.
Risk
Risk meter
pointer
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

  1. Axis Aggresive Hybrid Fund Direct Growth has ₹1576 Cr worth of assets under management (AUM) as on May 2025 and is more than category average.
  2. The fund has an expense ratio 1.1.

Returns

Axis Aggresive Hybrid Fund Direct Growth has given a CAGR return of 12.39% since inception. Over the last 1, 3 and 5 years the fund has given a CAGR return of 8.57%, 15.81% and 16.56% respectively.

Holdings

Axis Aggresive Hybrid Fund Direct Growth 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.

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 benefit
Long 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

Learn more about Axis Mutual Fund
Parameters
May'25
Apr'25
Mar'25
AUM
₹ 1.6K Cr
₹ 1.5K Cr
₹ 1.5K Cr
  • AUM of the fund stands at 1.6K Cr as of May'25
  • AUM increased by 26.8 Cr between May'25 and Apr'25

Frequently Asked Questions for Axis Aggresive Hybrid Fund Direct Growth

How do I invest in Axis Aggresive Hybrid Fund?

INDmoney makes it simple to invest in the Axis Aggresive Hybrid Fund. To do so, follow the steps below:
  • Download the INDmoney app.
  • Search for ‘Axis Aggresive Hybrid Fund’.
  • Select whether you want to invest in SIP or lump sum.
  • Enter the amount you wish to invest.
  • Set up payments via bank mandate or UPI.

What is the current NAV of Axis Aggresive Hybrid Fund?

The NAV of the fund today is ₹22.29. NAV or Net Asset Value is the per unit price of a mutual fund. For example, if the NAV of a fund is ₹10, it means you can get 1000 units of that mutual fund at ₹10,000.

What is the return on the fund?

Axis Aggresive Hybrid Fund fund has generated a return of 8.57% in 1 year, 15.81% in 3 years, 16.56% in 5 years.

Who is the fund manager of Axis Aggresive Hybrid Fund?

The fund managers are Devang Shah, Aditya Pagaria.

What is the exit load of the fund?

The exit load is 1% if redeemed in 0-12 Months. Exit load is a fee levied for ‘exiting’ the fund earlier than a stipulated period, usually 1 year.

What is the expense ratio of the fund?

The expense ratio is 1.07%. The Expense Ratio is a fee charged for managing the fund. This includes commissions, administrative costs etc.

What is the AUM of the fund?

The AUM of the fund is ₹1576 Cr. AUM stands for Assets Under Management. It refers to the total assets managed by the fund.

What are the top holdings of Axis Aggresive Hybrid Fund?

The top 3 holdings of the fund are HDFC Bank Ltd(5.8%), ICICI Bank Ltd(5.72%), Reliance Industries Ltd(3.82%)