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

5.52%

Launch Date

Jul 20, 2018

Type

Open Ended

Riskometer

Very High

Top Holdings

Name	Assets (%)	Sector	Instrument
HDFC Bank Ltd.	5.86	Banks	Equity
ICICI Bank Ltd.	4.85	Banks	Equity
Reliance Industries Ltd.	4.83	Petroleum	Equity
Infosys Ltd.	3.68	Information Technology	Equity
Bharti Airtel Ltd.	3.46	Telecommunications	Equity
State Bank of India	2.78	Banks	Equity
Mahindra & Mahindra Ltd.	2.39	Automobiles	Equity
Larsen & Toubro Ltd.	2.37	Construction	Equity
Bajaj Finance Ltd.	1.74	Finance	Equity
FSN E-Commerce Ventures Ltd.	1.64	Service	Equity

View All

Sep 25, 2025

Performance Analysis

	1W	1M	3M	6M	1Y	3Y	5Y	10Y	SI
Fund Returns (%)	-1.48	0.07	-0.07	5.54	8.73	5.07	6.54	NA	5.52
Category Average (%)	-1.43	-0.00	-0.27	7.00	-1.41	14.56	17.56	NA	12.59
Rank within Category	68	71	118	138	120	228	230	NA	226

* 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(%)
SBI Equity Hybrid Fund	64.06	77,256	-0.90	0.34	-0.09	7.73	4.19	13.86	17.16	9.02	6.44	1.39
ICICI Prudential Equity & Debt Fund	44.30	45,168	-0.98	0.32	1.07	5.75	-1.99	14.09	19.07	7.21	5.91	1.56
HDFC Hybrid Equity Fund	16.73	23,996	-1.29	-0.04	-2.43	2.29	-6.20	5.96	10.14	1.52	2.55	1.68
DSP Aggressive Hybrid Fund	29.48	11,333	-1.47	-0.80	-2.99	0.24	-7.81	5.96	7.89	1.93	4.19	1.72
Canara Robeco Equity Hybrid Fund	97.69	10,946	-1.38	-0.68	-2.50	2.76	-9.49	4.21	5.85	2.30	7.26	1.72
Mirae Asset Aggressive Hybrid Fund	17.42	9,012	-1.31	-0.35	-0.27	-1.83	-8.96	4.50	7.19	6.08	5.61	1.72
Kotak Aggressive Hybrid Fund	37.01	7,853	-1.59	0.64	1.36	9.81	-0.11	15.55	19.50	9.39	5.19	1.75
Aditya Birla Sun Life Equity Hybrid 95 Fund	176.16	7,372	-3.26	-2.05	-2.14	3.53	-8.50	5.23	9.07	2.63	9.81	1.85
UTI Aggressive Hybrid Fund	41.93	6,302	-1.25	-0.34	-3.27	0.83	-10.62	8.83	12.34	4.06	4.81	1.87
HSBC Aggressive Hybrid Fund	28.86	5,475	-1.75	0.18	0.66	9.97	-7.85	7.06	8.62	5.04	7.51	1.87

View All

Sep 25, 2025

Return Calculator

₹ One-Time

Over the past

Invested

₹5000

Invested Amount
Estimated Return

Total investment of ₹5000

Would have become ₹4,877 (-2.46%)

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 Regular)	Category	NAV(Rs)	AUM(Rs Cr)	1Y(%)	5Y(%)
Axis Large Cap Fund	Equity - Large Cap	19.16	32,954	-9.49	5.76
Axis Balanced Advantage Fund	Hybrid - Dynamic Asset Allocation/Balanced Advantage	13.54	3,489	-7.13	4.74
Axis Aggressive Hybrid Fund	Hybrid - Aggressive	14.66	1,527	-2.46	6.54
Axis Children's Fund No Lock-in	Solution Oriented - Children	26.00	890	-2.03	13.57
Axis Children's Fund Compulsory Lock-in	Solution Oriented - Children	26.02	890	-2.03	13.57
Axis Retirement Fund - Aggressive Plan	Solution Oriented - Retirement	18.40	757	-3.87	13.99
Axis Retirement Fund - Dynamic Plan	Solution Oriented - Retirement	19.62	309	-4.76	15.20
Axis Retirement Fund - Conservative Plan	Solution Oriented - Retirement	15.87	55	-0.74	9.09

View All

Sep 25, 2025

Top Performing Related Funds

Scheme Name(IDCW Regular)	NAV (Rs)	AUM (Rs Cr)	1W(%)	1M(%)	3M(%)	6M(%)	1Y(%)	3Y(%)	5Y(%)	10Y(%)	SI(%)	ER(%)
Axis ELSS Tax Saver Fund	25.74	34,528	-2.09	-0.98	-0.59	6.28	-12.24	2.92	6.09	1.41	6.19	1.54
Axis Large Cap Fund	19.16	32,954	-1.79	-0.67	-0.26	5.45	-9.49	2.87	5.76	2.80	4.22	1.58
Axis Midcap Fund	42.18	31,056	-2.36	-0.96	-0.57	11.47	-11.37	7.95	11.88	6.75	10.37	1.57
Axis Small Cap Fund	46.35	25,569	-2.07	NA	-0.73	10.33	-11.41	8.64	16.11	9.11	13.86	1.60
Axis Large & Mid Cap Fund	20.64	14,711	-1.99	-0.10	0.78	9.55	-9.75	7.34	11.48	NA	11.04	1.69
Axis Flexi Cap Fund	17.72	12,796	-1.94	NA	0.34	9.79	-8.42	8.96	10.43	NA	7.57	1.73