NAV as on 22-04-2025
₹ 21.71
▲1.1%
1D
Inception Returns
12.2%
/yr
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.
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.
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.
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).
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 Growth has no lock in period.
Expense ratio | 1.08% |
Benchmark | CRISIL Hybrid 35+65 - Agg TR INR |
AUM | ₹1521 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 |
as on (22-Apr-25)
as on (31-Mar-25)
Top 3 Sectors in March were Government, Corporate & Financial Services
More funds from Axis
5Y CAGR
▲ 16.01
5Y CAGR
▲ 17.53
5Y CAGR
▲ 17.52
5Y CAGR
▲ 13.73
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% |
AAA | 60.7 |
AA | 34.89 |
A | 4.41 |