Axis Aggresive Hybrid Fund Direct Growth
NAV as on 28-03-2025
₹ 21.14
1D
Inception Returns
11.9%
/yr
Historical NAV & Returns
About Axis Aggresive Hybrid Fund Direct Growth
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 ₹1441 Cr worth of assets under management (AUM) as on Feb 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 11.95% since inception. Over the last 1, 3 and 5 years the fund has given a CAGR return of 11.50%, 9.89% and 17.80% respectively.
Holdings
Axis Aggresive Hybrid Fund Direct Growth has allocated its funds majorly in Government, Corporate, Financial Services, Cash Equivalent, Tech, Health, Consumer Cyclical, Industrial, Energy, Communication, Basic Materials, Consumer Defensive, Real Estate, Utilities, Securitize.
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.
Axis Aggresive Hybrid Fund Direct Growth Overview
| Expense ratio | 1.1% |
Benchmark | CRISIL Hybrid 35+65 - Agg TR INR |
| AUM | ₹1441 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 |
INDmoney Rank for Axis Aggresive Hybrid Fund Direct Growth
Trailing Returns
as on (28-Mar-25)
Fund Distribution
as on (28-Feb-25)
- AUM of the fund stands at 1.4K Cr as of Feb'25
- AUM decreased by 89.1 Cr between Feb'25 and Jan'25
Top 3 Sectors in February were Government, Corporate & Financial Services
Holdings | Weight% | 1M Change | |
|---|---|---|---|
 HDFC Bank Ltd | 5.65% | 0% | |
 ICICI Bank Ltd | 5.41% | 0% | |
 Infosys Ltd | 4.15% | 0% | |
 Bharti Airtel Ltd | 3.37% | 0% | |
 Mahindra & Mahindra Ltd | 2.87% | -7.2% |
Mutual Fund Insights
Axis Aggresive Hybrid Fund Direct Growth Highlights
Very High Risk
About the fund
Fund Allocations
AUM size ₹1441 Cr
Expense Ratio 1.1%
More funds from Axis
Axis Retirement Fund - Dynamic Plan Direct Growth
5Y CAGR
▲ 17.23
Axis Balanced Advantage Fund Direct Growth
5Y CAGR
▲ 15.81
Axis Retirement Fund - Aggressive Plan Direct Growth
5Y CAGR
▲ 17.27
Axis Equity Savings Fund Direct Plan Growth
5Y CAGR
▲ 13.59
Axis Multi Asset Allocation Fund Direct Plan Growth Option
5Y CAGR
▲ 17.91
Frequently Asked Questions for Axis Aggresive Hybrid Fund Direct Growth
Axis Aggresive Hybrid Fund Direct Growth | Absolute Returns | CAGR Returns |
1 Month Returns | 6.07% | 6.07% |
6 Month Returns | -7.65% | -7.65% |
1 Year Returns | 11.5% | 11.5% |
3 Years Returns | 32.71% | 9.89% |
5 Years Returns | 126.82% | 17.8% |
- 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.
AAA | 66.28 |
AA | 29.07 |
A | 4.65 |