Axis Aggressive Hybrid Fund - Direct Plan - IDCW

Hybrid

Aggressive

Very High Risk

Rs 16.60

NAV as on Dec 23, 2025

Benchmark

CRISIL Hybrid 35+65 - Aggressive Index

Expense Ratio

1.08%

Fund Category

Hybrid - Aggressive

Fund Size

Rs 1,575 Crores

Exit Load

1.00%

Min. Investment

Rs 5,000

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Asset Allocation

Sector Allocation

Axis Aggressive Hybrid Fund - Direct Plan - IDCW Fund Details

Investment 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.

Fund House

Axis Mutual Fund

Return Since Launch

7.13%

Launch Date

Jul 20, 2018

Type

Open Ended

Riskometer

Very High

Ratio Analysis

Standard Deviation

9.91 vs 9.30

Fund Vs Category Avg

Beta

1.11 vs 1.05

Fund Vs Category Avg

Sharpe Ratio

0.81

Category Avg

Portfolio Turnover Ratio

62.32

Category Avg

Top Holdings

Name	Assets (%)	Sector	Instrument
HDFC Bank Ltd.	6.02	Banks	Equity
Reliance Industries Ltd.	5.53	Petroleum	Equity
ICICI Bank Ltd.	4.67	Banks	Equity
Infosys Ltd.	3.89	Information Technology	Equity
Bharti Airtel Ltd.	3.30	Telecommunications	Equity
State Bank of India	3.29	Banks	Equity
Larsen & Toubro Ltd.	2.89	Construction	Equity
Mahindra & Mahindra Ltd.	2.49	Automobiles	Equity
Bajaj Finance Ltd.	1.99	Finance	Equity
Indus Infra Trust	1.49	Finance	Equity

View All

Dec 23, 2025

Performance Analysis

	1W	1M	3M	6M	1Y	3Y	5Y	10Y	SI
Fund Returns (%)	0.97	NA	2.03	3.88	8.31	7.45	4.79	NA	7.13
Category Average (%)	1.14	0.29	1.27	2.84	5.59	15.25	14.42	NA	12.52
Rank within Category	158	NA	62	90	64	207	223	NA	211

* Returns over 1 year are CAGR

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Peer Comparision

Scheme Name(IDCW Direct)	NAV (Rs)	AUM (Rs Cr)	1W(%)	1M(%)	3M(%)	6M(%)	1Y(%)	3Y(%)	5Y(%)	10Y(%)	SI(%)	ER(%)
SBI Equity Hybrid Fund	100.89	82,958	1.02	0.38	2.01	4.17	13.15	15.79	14.82	10.28	19.49	0.71
ICICI Prudential Equity & Debt Fund	72.67	49,223	0.86	0.07	1.49	4.73	10.86	17.10	18.51	11.17	16.53	0.93
HDFC Hybrid Equity Fund	19.47	24,704	0.81	0.04	0.62	0.29	1.12	7.43	8.52	2.60	5.26	1.01
DSP Aggressive Hybrid Fund	74.72	12,105	0.76	0.37	0.64	0.96	4.62	13.90	10.85	8.96	16.76	0.65
Canara Robeco Equity Hybrid Fund	135.37	11,451	1.32	-0.15	0.40	0.95	2.13	9.14	7.64	5.47	22.23	0.58
Mirae Asset Aggressive Hybrid Fund	21.81	9,494	1.24	0.72	1.77	3.97	0.20	6.36	5.91	8.14	7.78	0.38
Kotak Aggressive Hybrid Fund	46.16	8,462	1.79	0.79	0.42	4.47	5.80	17.37	17.54	11.81	12.51	0.47
Aditya Birla Sun Life Equity Hybrid 95 Fund	306.51	7,614	-1.04	-1.24	0.69	0.73	0.89	7.70	7.39	5.81	30.17	1.09
UTI Aggressive Hybrid Fund	48.44	6,718	1.32	1.31	2.31	1.01	-0.54	11.36	11.06	5.63	12.92	1.22
HSBC Aggressive Hybrid Fund	33.81	5,650	1.39	-1.11	-2.41	0.08	-5.17	9.00	6.42	6.14	9.84	0.83

View All

Dec 23, 2025

Return Calculator

₹ One-Time

Over the past

Invested

₹5000

Invested Amount
Estimated Return

Total investment of ₹5000

Would have become ₹5,359 (+7.17%)

Fund Manager

Jayesh Sundar

Devang Shah

Aditya Pagaria

Mr. Jayesh Sundar is a Chartered Accountant. Prior to joining Axis MF, he has worked with Aviva Life Insurance Company, Tata Securities Ltd., Collins Stewart India Pvt. Ltd., IL&FS Investsmart and CRISIL.

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Here is the list of funds managed by Jayesh Sundar

Scheme Name(IDCW Direct)	Category	NAV(Rs)	AUM(Rs Cr)	1Y(%)	5Y(%)
Axis Large Cap Fund	Equity - Large Cap	28.09	34,072	2.07	6.90
Axis Balanced Advantage Fund	Hybrid - Dynamic Asset Allocation/Balanced Advantage	15.22	3,810	0.20	4.10
Axis Aggressive Hybrid Fund	Hybrid - Aggressive	16.60	1,575	7.17	4.79
Axis Children's Fund No Lock-in	Solution Oriented - Children	30.33	931	6.37	11.61
Axis Children's Fund Compulsory Lock-in	Solution Oriented - Children	30.27	931	6.36	11.56
Axis Retirement Fund - Aggressive Plan	Solution Oriented - Retirement	20.51	770	5.34	12.17
Axis Retirement Fund - Dynamic Plan	Solution Oriented - Retirement	21.71	312	2.79	13.26
Axis Retirement Fund - Conservative Plan	Solution Oriented - Retirement	17.62	54	5.75	9.07

View All

Dec 23, 2025

Top Performing Related Funds

Scheme Name(IDCW Direct)	NAV (Rs)	AUM (Rs Cr)	1W(%)	1M(%)	3M(%)	6M(%)	1Y(%)	3Y(%)	5Y(%)	10Y(%)	SI(%)	ER(%)
Axis ELSS Tax Saver Fund	55.99	35,084	1.41	-0.31	0.46	2.68	-2.99	7.99	4.32	7.70	14.19	0.81
Axis Large Cap Fund	28.09	34,072	1.41	0.11	1.66	4.08	2.07	9.41	6.90	6.38	8.28	0.70
Axis Midcap Fund	56.29	32,202	1.85	-0.11	-0.62	1.99	-5.33	11.32	9.36	8.93	14.24	0.55
Axis Small Cap Fund	54.01	26,769	2.14	-0.61	-1.69	0.75	-8.02	10.65	13.52	11.26	15.01	0.56
Axis Large & Mid Cap Fund	26.84	15,605	1.47	0.68	1.05	4.88	-1.43	13.66	12.55	NA	14.78	0.60
Axis Flexi Cap Fund	19.38	13,276	1.68	-0.87	-1.37	1.73	-2.71	10.79	6.70	NA	8.53	0.71