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NAV as on Dec 24, 2025
Benchmark
CRISIL Hybrid 35+65 - Aggressive Index
Expense Ratio
2.15%
Fund Category
Fund Size
Rs 1,575 Crores
Exit Load
1.00%
Min. Investment
Rs 5,000
Nav Chart
Asset Allocation
Sector Allocation
Axis Aggressive Hybrid Fund - Regular Plan 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
Return Since Launch
5.68%
Launch Date
Jul 20, 2018
Type
Open Ended
Riskometer
Very High
Ratio Analysis
Standard Deviation
9.30
Category Avg
Beta
1.05
Category Avg
Sharpe Ratio
0.81
Category Avg
Portfolio Turnover Ratio
62.32
Category Avg
Top Holdings
Name | Assets (%) | Sector | Instrument |
|---|---|---|---|
| 6.02 | Equity | ||
| 5.53 | Equity | ||
| 4.67 | Equity | ||
| 3.89 | Equity | ||
| 3.30 | Equity | ||
| 3.29 | Equity | ||
| 2.89 | Equity | ||
| 2.49 | Equity | ||
| 1.99 | Equity | ||
| 1.49 | Equity |
Dec 24, 2025
Performance Analysis
1W | 1M | 3M | 6M | 1Y | 3Y | 5Y | 10Y | SI | |
|---|---|---|---|---|---|---|---|---|---|
| Fund Returns (%) | 0.94 | 0.20 | 1.97 | 2.95 | 7.08 | 6.31 | 3.30 | NA | 5.68 |
| Category Average (%) | 1.07 | 0.51 | 1.53 | 2.34 | 5.47 | 15.16 | 14.17 | NA | 12.49 |
| Rank within Category | 140 | 139 | 92 | 117 | 84 | 220 | 232 | NA | 225 |
* Returns over 1 year are CAGR
Peer Comparision
Scheme Name(IDCW Regular) | NAV (Rs) | AUM (Rs Cr) | 1W(%) | 1M(%) | 3M(%) | 6M(%) | 1Y(%) | 3Y(%) | 5Y(%) | 10Y(%) | SI(%) | ER(%) |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 65.90 | 82,958 | 0.81 | 0.52 | 2.46 | 3.40 | 12.23 | 14.98 | 13.85 | 9.34 | 6.49 | 1.38 | |
| 44.94 | 49,223 | 0.81 | 0.02 | 0.99 | 3.17 | 8.08 | 14.24 | 15.24 | 7.38 | 5.91 | 1.53 | |
| 16.88 | 24,704 | 0.87 | 0.14 | 0.55 | -0.92 | -0.37 | 5.96 | 6.91 | 1.27 | 2.56 | 1.68 | |
| 29.54 | 12,105 | 0.74 | 0.08 | -0.33 | -2.43 | -1.49 | 7.29 | 4.60 | 2.03 | 4.16 | 1.71 | |
| 97.77 | 11,451 | 1.28 | -0.26 | -0.36 | -1.85 | -2.43 | 4.85 | 3.25 | 2.18 | 7.21 | 1.72 | |
| 17.76 | 9,494 | 1.14 | 0.75 | 1.52 | 2.34 | -1.48 | 4.91 | 4.27 | 6.01 | 5.67 | 1.72 | |
| 37.47 | 8,462 | 2.00 | 1.02 | 0.59 | 3.26 | 4.32 | 15.81 | 15.91 | 9.86 | 5.19 | 1.73 | |
| 178.58 | 7,614 | -1.18 | -1.23 | 0.87 | -0.14 | 0.03 | 6.83 | 5.81 | 2.85 | 9.78 | 1.85 | |
| 43.01 | 6,718 | 1.17 | 1.45 | 2.20 | -0.17 | -2.16 | 9.93 | 9.55 | 4.47 | 4.86 | 1.86 | |
| 28.30 | 5,650 | 1.37 | -0.84 | -2.43 | -1.04 | -6.33 | 7.64 | 5.18 | 4.87 | 7.24 | 1.86 |
Dec 24, 2025
Return Calculator
Over the past
Invested
₹5000
- Invested Amount
- Estimated Return
Total investment of ₹5000
Would have become ₹5,300 (+6.00%)
Fund Manager
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.
View MoreHere is the list of funds managed by Jayesh Sundar
Scheme Name(IDCW Regular) | Category | NAV(Rs) | AUM(Rs Cr) | 1Y(%) | 5Y(%) |
|---|---|---|---|---|---|
| Equity - Large Cap | 19.64 | 34,072 | 0.98 | 1.65 | |
| Hybrid - Dynamic Asset Allocation/Balanced Advantage | 14.02 | 3,810 | -0.99 | 3.21 | |
| Hybrid - Aggressive | 15.02 | 1,575 | 6.00 | 3.30 | |
| Solution Oriented - Children | 26.58 | 931 | 5.47 | 10.13 | |
| Solution Oriented - Children | 26.56 | 931 | 5.47 | 10.13 | |
| Solution Oriented - Retirement | 18.76 | 770 | 3.99 | 10.38 | |
| Solution Oriented - Retirement | 19.93 | 312 | 1.63 | 11.41 | |
| Solution Oriented - Retirement | 16.28 | 54 | 5.06 | 7.55 |
Dec 24, 2025
Top Performing Related Funds
Scheme Name(IDCW Regular) | NAV (Rs) | AUM (Rs Cr) | 1W(%) | 1M(%) | 3M(%) | 6M(%) | 1Y(%) | 3Y(%) | 5Y(%) | 10Y(%) | SI(%) | ER(%) |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 26.10 | 35,084 | 1.26 | -0.07 | 0.63 | 1.58 | -3.72 | 4.98 | 1.14 | 1.68 | 6.19 | 1.53 | |
| 19.64 | 34,072 | 1.29 | 0.46 | 1.76 | 3.15 | 0.98 | 4.28 | 1.65 | 2.97 | 4.32 | 1.57 | |
| 42.28 | 32,202 | 1.59 | -0.17 | -0.40 | 0.36 | -6.65 | 10.02 | 8.01 | 7.14 | 10.20 | 1.56 | |
| 45.86 | 26,769 | 1.93 | -0.28 | -1.78 | -0.63 | -9.30 | 9.37 | 11.86 | 9.67 | 13.46 | 1.59 | |
| 21.03 | 15,605 | 1.50 | 0.48 | 1.25 | 3.29 | -3.22 | 10.16 | 7.65 | NA | 10.93 | 1.68 | |
| 17.61 | 13,276 | 1.44 | -0.45 | -1.18 | 0.63 | -3.82 | 10.06 | 5.46 | NA | 7.25 | 1.72 |
Dec 24, 2025
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