Fund Overview Growth | Regular 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 - Regular Plan - Growth Option 1.12 0.19 0.73 11.21 13.00 10.66
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 - Regular Plan - Growth Option Aug 09, 2018 Unrated 0.73 11.21 13.00 2.15 1,538.02
SBI EQUITY HYBRID FUND - REGULAR PLAN -Growth Jan 06, 1996 Unrated 8.32 14.33 16.51 1.39 79,008.05
ICICI Prudential Equity & Debt Fund - Growth Nov 03, 1999 5.77 20.16 25.99 1.56 46,392.05
HDFC Hybrid Equity Fund-Growth Apr 06, 2005 3.38 13.43 17.04 1.68 24,080.88
DSP Aggressive Hybrid Fund- Regular Plan - Growth May 27, 1999 2.14 16.25 16.86 1.72 11,564.68
Canara Robeco Equity Hybrid Fund - Regular Plan - Growth Feb 01, 1993 2.30 14.24 15.25 1.72 11,073.34

Fund Holdings as on 30-September-2025

  • HDFC Bank Limited

  • Reliance Industries Limited

  • ICICI Bank Limited

  • Infosys Limited

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

  • Bharti Airtel Limited

  • State Bank of India

  • Clearing Corporation of India Ltd

  • Larsen & Toubro Limited

  • Mahindra & Mahindra Limited

  • Bajaj Finance Limited

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

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

  • 7.60% Poonawalla Fincorp Limited (28/05/2027) **

  • Indus Infra Trust

  • NTPC Limited

  • FSN E-Commerce Ventures Limited

  • Cholamandalam Investment and Finance Company Ltd (CCD)

  • Kotak Mahindra Bank Limited

  • 9.40% Vedanta Limited (20/02/2027) **

  • Divi's Laboratories Limited

  • Doms Industries Limited

  • PI Industries Limited

  • Apollo Hospitals Enterprise Limited

  • Indian Bank

  • Bamboo Hotel And Global Centre (Delhi) Private limited (31/01/2028) **

  • Tata Consultancy Services Limited

  • HDFC Life Insurance Company Limited

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

  • Kaynes Technology India Limited

  • Krishna Institute Of Medical Sciences Limited

  • PNB Housing Finance Limited

  • Premier Energies Limited

  • Cipla Limited

  • Sun Pharmaceutical Industries Limited

  • Cholamandalam Investment and Finance Company Ltd

  • Mankind Pharma Limited

  • Eternal Limited

  • 7.8445% Tata Capital Housing Finance Limited (18/09/2026) **

  • SBI Life Insurance Company Limited

  • GE Vernova T&D India Limited

  • Awfis Space Solutions Limited

  • Indian Oil Corporation Limited

  • Dixon Technologies (India) Limited

  • Titan Company Limited

  • 8.10% Godrej Industries Limited (22/05/2028) **

  • Varun Beverages Limited

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

  • 5% GMR Airports Limited (13/02/2027) **

  • CG Power and Industrial Solutions Limited

  • Bharat Electronics Limited

  • 7.99% Tata Projects Limited (06/10/2025) **

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

  • 182 Days Tbill (MD 05/03/2026)

  • The Phoenix Mills Limited

  • Hindustan Aeronautics Limited

  • Tata Power Company Limited

  • Avenue Supermarts Limited

  • JB Chemicals & Pharmaceuticals Limited

  • Suzlon Energy Limited

  • 8.95% Aptus Finance India Private Limited (06/03/2029) **

  • Arvind Fashions Limited

  • Sansera Engineering Limited

  • Anant Raj Limited

  • Tata Steel Limited

  • Jyoti CNC Automation Ltd

  • Hindalco Industries Limited

  • Britannia Industries Limited

  • Tech Mahindra Limited

  • InterGlobe Aviation Limited

  • Net Receivables / (Payables)

  • Bajaj Finserv Limited

  • Brigade Enterprises Limited

  • Navin Fluorine International Limited

  • REC Limited

  • PG Electroplast Limited

  • Pidilite Industries Limited

  • Hindustan Unilever Limited

  • Bank of Baroda

  • HCL Technologies Limited

  • Samvardhana Motherson International Limited

  • 7.04% Government of India (03/06/2029)

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

  • 8.8% Aditya Birla Digital Fashion Ventures Limited (26/08/2027) **

  • 8.75% Aptus Value Housing Finance India Limited (11/03/2030) **

  • 91 Days Tbill (MD 30/10/2025)

  • 9.4% IKF Finance Limited (12/08/2027) **

  • Hyundai Motor India Ltd

  • Zydus Lifesciences Limited

  • UNO Minda Limited

  • Mphasis Limited

  • Embassy Office Parks REIT

  • Aadhar Housing Finance Limited

  • Shriram Finance Limited

  • Sona BLW Precision Forgings Limited

  • Voltamp Transformers Limited

  • Sumitomo Chemical India Limited

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

  • Vijaya Diagnostic Centre Limited

  • Schaeffler India Limited

  • Tata Motors Limited

  • Can Fin Homes Limited

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

  • 7.17% Tamilnadu State Development Loans (27/11/2029)

  • Clean Science and Technology Limited

  • ITC Limited

  • Titagarh Rail Systems Limited

  • DLF Limited

  • Vedant Fashions Limited

  • 7.17% Karnataka State Development Loans (27/11/2029)

  • Nestle India Limited

  • Oil & Natural Gas Corporation Limited

  • Coal India Limited

  • Suryoday Small Finance Bank Limited

  • 6.9% Karnataka State Development Loans (17/07/2029)

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

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  • Miscellaneous

  • Bank - Private

  • IT - Software

  • Refineries

  • Pharmaceuticals & Drugs

  • Bank - Public

  • Telecommunication - Service Provider

  • Finance - NBFC

  • Automobiles - Passenger Cars

  • Engineering - Construction

  • e-Commerce

  • Electric Equipment

  • Hospital & Healthcare Services

  • Power Generation/Distribution

  • Electronics - Components

  • Insurance

  • Construction - Real Estate

  • Auto Ancillary

  • Finance - Housing

  • Defence

  • Pesticides & Agrochemicals

  • Consumer Food

  • Retailing

  • Printing & Stationery

  • Chemicals

  • Business Support

  • Consumer Durables - Electronics

  • Diamond & Jewellery

  • Engineering - Industrial Equipments

  • Steel & Iron Products

  • Metal - Non Ferrous

  • Airlines

  • Finance - Investment

  • Finance Term Lending

  • Consumer Durables - Domestic Appliances

  • Household & Personal Products

  • Bearings

  • Automobiles-Trucks/Lcv

  • Cigarettes/Tobacco

  • Railways Wagons

  • Textile

  • Oil Exploration

  • Mining & Minerals

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Fund Manager

  • CARE A+

  • CARE AA

  • CARE AAA(CE)

  • Cash

  • CRISIL A+

  • CRISIL AA+

  • CRISIL AA-

  • CRISIL AAA

  • Equity

  • ICRA A+(CE)

  • ICRA AA

  • IND AA

  • REITs & InvITs

  • 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 ₹1,538.02 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 ₹0.08(0.39%)yesterday to ₹20.69.

Among its top 3 holdings the fund has exposure to HDFC 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