Axis Aggressive Hybrid Fund - Growth - Direct Plan

Other Plans and Options
  • 0.34 %Nav, as on 30-01-2025

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  • Net Change on 30-01-2025

  • PersonalFN Rating

  • Assets (Cr.)

  • Expense Ratio

Fund Overview Growth | Direct Plan

  • Fund House

  • Launch Date

  • Benchmark

  • Minimum Investment (₹)

  • Minimum Addl Investment (₹)

  • Exit Load (%)

  • Minimum SIP Investment (₹)

  • Minimum STP Investment (₹)

  • Minimum SWP Investment (₹)

  • 52 Week Low Nav (₹)

  • 52 Week Low Nav Date

  • 52 Week High Nav (₹)

  • 52 Week High Nav Date

Fund Objective

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.

Fund Performance

Scheme Name 1-Month Return (%) 3-Month Return (%) 1-Year Return (%) 3-Year Return (%) 5-Year Return (%) Since Inception
Axis Aggressive Hybrid Fund - Direct Plan - Growth Option -3.47 -4.45 12.89 8.96 12.35 12.01
CRISIL Hybrid 35+65 - Aggressive Index N/A N/A N/A N/A N/A N/A
NIFTY 50 - TRI N/A N/A N/A N/A N/A N/A

Returns upto 1 year is Absolute, and above 1 year are Compounded Annualised

Peer Fund Comparison

Scheme Name Launch Date Ratings 1-Year Return (%) 3-Year Return (%) 5-Year Return (%) Expense Ratio (%) Assets (Cr.)
Axis Aggressive Hybrid Fund - Direct Plan - Growth Option Aug 09, 2018 Unrated 12.89 8.96 12.35 1.08 1,576.01
SBI EQUITY HYBRID FUND - DIRECT PLAN - Growth Jan 01, 2013 Unrated 12.48 11.67 13.66 0.73 71,635.79
ICICI Prudential Equity & Debt Fund - Direct Plan - Growth Jan 01, 2013 12.49 17.73 21.23 1.01 39,769.96
HDFC Hybrid Equity -Direct Plan - Growth Option Dec 31, 2012 8.87 12.33 15.37 1.05 23,911.59
Canara Robeco Equity Hybrid Fund - Direct Plan - Growth Jan 01, 2013 11.29 12.31 15.45 0.61 10,747.36
DSP Aggressive Hybrid Fund - Direct Plan - Growth Dec 31, 2012 15.54 13.95 15.64 0.71 10,306.16

Fund Holdings as on 31-December-2024

  • ICICI Bank Limited

  • HDFC Bank Limited

  • Infosys Limited

  • 7.18% Government of India (24/07/2037)

  • 7.25% Government of India (12/06/2063)

  • Mahindra & Mahindra Limited

  • Bharti Airtel Limited

  • 7.34% Government of India (22/04/2064)

  • Reliance Industries Limited

  • State Bank of India

  • Sun Pharmaceutical Industries Limited

  • Larsen & Toubro Limited

  • Tata Consultancy Services Limited

  • PI Industries Limited

  • Divi's Laboratories Limited

  • Bajaj Finserv Limited

  • 8.75% Bharti Telecom Limited (05/11/2029)

  • Bharat Highways Invit

  • 7.87% Bajaj Finance Limited (08/02/2034) **

  • NTPC Limited

  • Clearing Corporation of India Ltd

  • Sumitomo Chemical India Limited

  • Bajaj Finance Limited

  • Zomato Limited

  • Cholamandalam Investment and Finance Company Ltd (CCD)

  • FSN E-Commerce Ventures Limited

  • Doms Industries Limited

  • Apollo Hospitals Enterprise Limited

  • Net Receivables / (Payables)

  • 7.32% Government of India (13/11/2030)

  • Mankind Pharma Limited

  • 9.2% 360 One Prime Limited (05/09/2025) **

  • Premier Energies Limited-Locked IN

  • JB Chemicals & Pharmaceuticals Limited

  • PNB Housing Finance Limited

  • 6.83% HDFC Bank Limited (08/01/2031) **

  • Sansera Engineering Limited

  • Info Edge (India) Limited

  • Cipla Limited

  • HDFC Life Insurance Company Limited

  • Brigade Enterprises Limited

  • Indian Bank

  • Jyoti CNC Automation Ltd

  • Krishna Institute Of Medical Sciences Limited

  • Kotak Mahindra Bank Limited

  • Indian Oil Corporation Limited

  • Anant Raj Limited

  • Coal India Limited

  • SBI Life Insurance Company Limited

  • Suzlon Energy Limited

  • 8.5% DLF Home Developers Limited (30/04/2027) **

  • 8.65% TVS Holdings Limited (07/06/2029) **

  • 9.95% IndoStar Capital Finance Limited (07/08/2025)

  • 91 Days Tbill (MD 03/01/2025)

  • DLF Limited

  • 7.59% Mahanagar Telephone Nigam Limited (20/07/2033) **

  • Cholamandalam Investment and Finance Company Ltd

  • Oil & Natural Gas Corporation Limited

  • Awfis Space Solutions Limited

  • Tata Motors Limited

  • Mphasis Limited

  • REC Limited

  • Arvind Fashions Limited

  • Varun Beverages Limited

  • Bank of Baroda

  • Fine Organic Industries Limited

  • HCL Technologies Limited

  • Hindustan Aeronautics Limited

  • 8.50% Aadhar Housing Finance Limited (26/05/2026) **

  • Zydus Lifesciences Limited

  • Avenue Supermarts Limited

  • Navin Fluorine International Limited

  • Godrej Consumer Products Limited

  • Can Fin Homes Limited

  • Titagarh Rail Systems Limited

  • Embassy Office Parks REIT

  • UNO Minda Limited

  • Hindustan Unilever Limited

  • Vedant Fashions Limited

  • 8.60% Muthoot Finance Limited (25/08/2025) **

  • 7.25% Punjab National Bank (29/07/2030) **

  • Hindalco Industries Limited

  • Motherson Sumi Wiring India Limited

  • PG Electroplast Limited

  • Voltamp Transformers Limited

  • Hyundai Motor India Ltd

  • Techno Electric & Engineering Company Limited

  • Samvardhana Motherson International Limited

  • Aadhar Housing Finance Limited

  • 7.4% Power Finance Corporation Limited (08/05/2030)

  • Clean Science and Technology Limited

  • GE Vernova T&D India Limited

  • Sona BLW Precision Forgings Limited

  • 7.92% West Bangal State Development Loans (15/03/2027)

  • Grasim Industries Limited

  • Bharat Electronics Limited

  • Nestle India Limited

  • Dixon Technologies (India) Limited

  • Suryoday Small Finance Bank Limited

  • Aether Industries Limited

  • 8.16% Karnataka State Development Loans (26/11/2025)

  • TeamLease Services Limited

  • Grasim Industries Limited **

  • Schaeffler India Limited

  • 4.04% Government of India (04/10/2028)

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  • Bank - Private

  • Miscellaneous

  • IT - Software

  • Pharmaceuticals & Drugs

  • Bank - Public

  • Automobiles - Passenger Cars

  • Refineries

  • Pesticides & Agrochemicals

  • Telecommunication - Service Provider

  • e-Commerce

  • Construction - Real Estate

  • Engineering - Construction

  • Finance - NBFC

  • Hospital & Healthcare Services

  • Finance - Investment

  • Auto Ancillary

  • Power Generation/Distribution

  • Insurance

  • Finance - Housing

  • Printing & Stationery

  • Chemicals

  • Electric Equipment

  • Retailing

  • Electronics - Components

  • BPO/ITeS

  • Engineering - Industrial Equipments

  • Mining & Minerals

  • Household & Personal Products

  • Oil Exploration

  • Consumer Food

  • Defence

  • Business Support

  • Automobiles-Trucks/Lcv

  • Finance Term Lending

  • Railways Wagons

  • Textile

  • Metal - Non Ferrous

  • Steel & Iron Products

  • Consumer Durables - Domestic Appliances

  • Diversified

  • Consumer Durables - Electronics

  • Bearings

  • Professional Services

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Fund Manager

  • Cash

  • CRISIL AA

  • CRISIL AA+

  • CRISIL AA-

  • CRISIL AAA

  • Equity

  • ICRA AA

  • IND AA

  • IND AAA(CE)

  • REITs & InvITs

  • Rights

  • Sovereign

  • Unrated

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About Axis Aggressive Hybrid Fund

Scheme Analysis

Axis Aggressive Hybrid Fund is a Hybrid - Aggressive Hybrid Fund fund and belongs to Axis Mutual Fund. It was launched on 09-Aug-2018 and currently has an AUM of ₹1,576.01 crore. Axis Aggressive Hybrid Fund is benchmarked against CRISIL Hybrid 35+65 - Aggressive Index as primary index and NIFTY 50 - TRI as secondary index.

The NAV of Axis Aggressive Hybrid Fund ended up ₹0.07(0.34%)yesterday to ₹20.92.

Among its top 3 holdings the fund has exposure to ICICI Bank Limited, and

The Axis Aggressive Hybrid Fund is managed by Devang Shah and Aditya Pagaria.

Fund House Contact

One Lodha Place, 22 & 23 Floor, Senapati Bapat Marg, Lower Parel Mumbai - 400 013

022-43255161
022-43255199
www.axismf.com