Axis Aggresive Hybrid Fund Direct Growth

Axis Aggresive Hybrid Fund Direct Growth

NAV as on 22-04-2025

₹ 21.71

1.1%

1D

Inception Returns

12.2%

/yr

Historical NAV & Returns

Absolute

zero opening, trading, fund transfer fee
245 people have invested ₹ 11L in Axis Aggresive Hybrid Fund Direct Growth in the last three months

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

  1. Axis Aggresive Hybrid Fund Direct Growth has ₹1521 Cr worth of assets under management (AUM) as on Mar 2025 and is less 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 12.23% since inception. Over the last 1, 3 and 5 years the fund has given a CAGR return of 13.64%, 10.55% and 18.09% respectively.

Holdings

Axis Aggresive Hybrid Fund Direct Growth has allocated its funds majorly in Corporate, Government, Financial Services, Cash Equivalent, Tech, Health, Industrial, Consumer Cyclical, Energy, Basic Materials, Communication, 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 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.

Axis Aggresive Hybrid Fund Direct Growth Overview

Expense ratio1.08%
Benchmark
CRISIL Hybrid 35+65 - Agg TR INR
AUM₹1521 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
Very High Risk

INDmoney Rank for Axis Aggresive Hybrid Fund Direct Growth

Powered by IND quant engine
18
/18
30% Performance
28% Risk Management
15% Cost
18 out of 18 among aggressive allocation

Trailing Returns

as on (22-Apr-25)

Period
Axis Aggresive Hybrid Fund Direct Growth
Aggressive Allocation Index
1M
2.7%
2.7%
3M
3.2%
2%
6M
-1.9%
-3.5%
1Y
13.6%
10%
3Y
10.6%
13.7%
5Y
18.1%
21.1%

Fund Distribution

as on (31-Mar-25)

  • Equity 74.2%

  • Debt & Cash 25.8%

Large cap
52.5%

Small cap
11.2%

Mid cap
8.4%

Sector Allocation

Mar'25

Feb'25

Jan'25

Dec'24

Nov'24

Oct'24

Financial Services
34.8%
Tech
10.8%
Health
10.6%
Industrial
8.9%
Consumer Cyclical
8.9%
Energy
7%
Basic Materials
6.5%
Communication
5.7%
Consumer Defensive
2.7%
Real Estate
2.2%
Utilities
1.9%
All changes are between Oct'69 and Dec'69
Parameters
Mar'25
Feb'25
Jan'25
AUM
₹ 1.5K Cr
₹ 1.4K Cr
₹ 1.5K Cr
  • 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
Top Stocks sold last month
Bajaj Finserv Ltd's allocation decreased from 5.26 % to 1.69 %
Bajaj Finserv Ltd's allocation decreased from 5.26 % to 1.69 %
Bajaj Finance Limited's allocation decreased from 5.26 % to 1.6 %
Bajaj Finance Limited's allocation decreased from 5.26 % to 1.6 %
Power Finance Corporation Limited's allocation decreased from 5.26 % to 0.19 %
Power Finance Corporation Limited's allocation decreased from 5.26 % to 0.19 %

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

Mar'25
Corporate
49%
Government
38%
Financial Services
35%
Feb'25
Government
43%
Corporate
40%
Financial Services
35%
  • Equity

  • Debt & Cash

Holdings
Weight%
1M Change
HDFC Bank Ltd
HDFC Bank Ltd
5.65%
0%
ICICI Bank Ltd
ICICI Bank Ltd
5.64%
-1.8%
Infosys Ltd
Infosys Ltd
3.66%
0%
Bharti Airtel Ltd
Bharti Airtel Ltd
3.52%
0%
Reliance Industries Ltd
Reliance Industries Ltd
3.32%
19.3%
  • Returns %

  • Fund Ratios

  • Overview

Funds
1Y Returns
3Y Returns
5Y Returns
Since Inception
Axis Aggresive Hybrid Fund Direct Growth
Axis Aggresive Hybrid Fund Direct Growth
13.64%
10.55%
18.09%
12.23%
DSP Aggressive Hybrid Fund Direct Plan Growth
DSP Aggressive Hybrid Fund Direct Plan Growth
20.12%
16.72%
21.64%
14.69%
SBI Equity Hybrid Fund Direct Growth
SBI Equity Hybrid Fund Direct Growth
15.11%
12.77%
19.31%
15.03%
ICICI Prudential Equity & Debt Fund Direct Plan Growth
ICICI Prudential Equity & Debt Fund Direct Plan Growth
12.9%
18.73%
28%
17.77%
Fund
Mar'25
Feb'25
Jan'25
No of Holdings
106
101
104
Top 5 Company Concentration
21.8%
21.5%
21.5%
Company having highest exposure
HDFC Bank Ltd (5.7%)
HDFC Bank Ltd (5.7%)
ICICI Bank Ltd (5.3%)
No of Sectors
14
14
14
Top 5 Sectors Concentration
142.9%
140.4%
140%
Sector having highest exposure
Corporate (48.9%)
Government (42.6%)
Government (44.7%)
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Devang Shah
Devang Shah
Fund Manager of Axis Aggresive Hybrid Fund Direct Growth, since 5 April 2024
Top funds managed
Aditya Pagaria
Aditya Pagaria
Fund Manager of Axis Aggresive Hybrid Fund Direct Growth, since 1 February 2023
Top funds managed
Fund House
Axis Asset Management Company Limited
Total Schemes
Total AUM
₹3.08L Cr
as on 31-Mar-2025
Address
Axis Asset Management Company Ltd.,Axis House, 1st Floor, C-2, Wadia International Centre,,Pandurang Budhkar Marg, Worli,
Phone
+912243255161
Website
customerservice@axismf.com

Mutual Fund Insights

Insights icon
In the last 1 year, DSP Aggressive Hybrid Fund Direct Plan Growth has given 20.12% return, outperforming this fund by 6.47%.
Insights icon
In the last 5 years, JM Aggressive Hybrid Fund (Direct) - Growth Option has given 29.82% return, outperforming this fund by 11.73% per annum.
Insights icon
Over the last 15 months, this fund has increased expense ratio by 12.5% moving from 0.96 to 1.08.
Insights icon
This fund expense ratio is slightly on the lower side within the category (aggressive allocation). Its expense ratio is 1.08% which is lower than the category average expense ratio of 1.25%.
Insights icon
In the last 3 years, JM Aggressive Hybrid Fund (Direct) - Growth Option has given 22.07% return, outperforming this fund by 11.51% per annum.
Insights icon
Over the last 6 months, this fund has experienced a 10.6% drop in AUM moving from 1.70K Cr to 1.52K Cr.

Axis Aggresive Hybrid Fund Direct Growth Highlights

Risk meter
pointer

Very High Risk

Investors understand that their principal will be at Very High Risk
About the fund

About the fund

This fund has delivered an average annual returns of 12.23% since inception which is less than its category average return of 12.81%
Fund Allocations

Fund Allocations

This fund has an allocation of 74.21% in Equity, 24.07% in Debt and 1.72% in Cash related instruments
AUM size ₹1521 Cr

AUM size ₹1521 Cr

This fund has AUM of ₹1521 Cr which is less than its category average of ₹ 6337 Cr
Expense Ratio 1.08%

Expense Ratio 1.08%

This fund has an expense ratio of 1.08% which is less than its category average expense ratio of 1.46%

Frequently Asked Questions for Axis Aggresive Hybrid Fund Direct Growth

The current NAV of Axis Aggresive Hybrid Fund Direct Growth is ₹21.71 as on 22-Apr-2025.
Existing (Absolute + CAGR) as on 22-Apr-2025.
Axis Aggresive Hybrid Fund Direct Growth
Absolute Returns
CAGR Returns
1 Month Returns
2.65%
2.65%
6 Month Returns
-1.95%
-1.95%
1 Year Returns
13.64%
13.64%
3 Years Returns
35.12%
10.55%
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  • 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.
1.08% as on March 2025
₹1521 Cr as on March 2025
HDFC Bank Ltd(5.65%), ICICI Bank Ltd(5.64%), 7.25% Govt Stock 2063(3.76%), Infosys Ltd(3.66%), Bharti Airtel Ltd(3.52%) as on March 2025
Financial Services(25.84%), Corporate(12.61%), Government(9.77%) as on March 2025
AAA
60.7
AA
34.89
A
4.41
Devang Shah, Aditya Pagaria are the fund managers of Axis Aggresive Hybrid Fund Direct Growth
The Exit load of Axis Aggresive Hybrid Fund Direct Growth is 1%