AX
Axis Aggressive Hybrid Fund Direct Growth
Latest NAV
-0.76% 1Y
Sign In to Add to Portfolio
Benchmark: CRISIL Hybrid 35+65 - Aggressive index
Expense ratio
1.17%
AUM
₹1,471 Cr
Min SIP
₹100
Min lump sum
₹500
1Y
-0.76%
3Y (ann.)
+8.58%
5Y (ann.)
+6.28%
Launched
Aug 2018
Where the NAV sits & how risky it is
₹22.20
52-week range
at 50%
₹22.20
Low 22 Jan 2025₹20.93
High 10 Aug 2026₹23.47
Risk level
Very High
Low
Very high
NAV history
16 Aug 2018
Since inception
01 Oct 2026
Returns by period
1W
-2.12%
1M
-4.43%
3M
-2.20%
6M
+4.77%
1Y
-0.76%
3Y
+8.58%
5Y
+6.28%
3Y and 5Y returns are annualised.
Return calculator
You invest
—
Est. gain
—
Est. value
—
Invested Gain
Invested
Projected value
min SIP ₹100
Estimate only. It assumes the selected past return repeats every year; 3Y and 5Y figures are taken as annualised. Actual returns vary and are not guaranteed.
Where your money goes
AS OF 31 MAY 2026
Equity 73.45%
Cash & other 26.55%
Sector split
Country split
Top 5 hold 20.7%
Top 10 hold 32.1%
93 equity holdings
Equity holdings
(top 30)
| # | Holding | Sector | Country | Weight | YTD |
|---|---|---|---|---|---|
| 1 | Reliance Industries
INE002A01018 |
Energy Oil & Gas Refining & Marketing |
India |
5.18%
|
-15.68% |
| 2 | ICICI Bank
INE090A01021 |
Financial Services Banks - Regional |
India |
4.81%
|
+3.32% |
| 3 | HDFC Bank
INE040A01034 |
Financial Services Banks - Regional |
India |
4.70%
|
-18.35% |
| 4 | Infosys
INE009A01021 |
Technology Information Technology Services |
India |
3.15%
|
-34.00% |
| 5 | Bharti Airtel
INE397D01024 |
Communication Services Telecom Services |
India |
2.82%
|
-12.11% |
| 6 | State Bank of India
INE062A01020 |
Financial Services Banks - Regional |
India |
2.81%
|
+8.20% |
| 7 | Larsen & Toubro
INE018A01030 |
Industrials Engineering & Construction |
India |
2.75%
|
+4.19% |
| 8 | Mahindra & Mahindra
INE101A01026 |
Consumer Cyclical Auto Manufacturers |
India |
2.12%
|
-14.21% |
| 9 | Kotak Bank
INE237A01036 |
Financial Services Banks - Regional |
India |
1.95%
|
-7.09% |
| 10 | NTPC
INE733E01010 |
Utilities Utilities - Regulated Electric |
India |
1.86%
|
+7.66% |
About this scheme
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 manager(s): Devang Shah, Aditya Pagaria, Jayesh Sundar, Krishnaa N
Exit load: Exit Load for units in excess of 10% of the investment,1% will be charged for redemption within 12 months.
Scheme snapshot
VR Rating
MS Rating
Plan
Growth
Type
DIRECT
Inception
09 Aug 2018
Lump-sum min
₹500
SIP
Purchase
Switch
STP
SWP
Similar schemes
RANKED BY 1Y RETURN
Bank of India Aggressive Hybrid Fund Direct Growth
1▲ 14.3 pts ahead of this fund
360 ONE Multi Asset Allocation Fund Direct Growth
2▲ 14.0 pts ahead of this fund
Jm Aggressive Hybrid Fund (direct) Half Yearly Bonus Option Principal Units
3▲ 13.7 pts ahead of this fund
Jm Aggressive Hybrid Fund (direct) Quarterly Bonus Option Principal Units
4▲ 13.7 pts ahead of this fund
Quant Multi Asset Allocation Fund Direct Growth
5▲ 13.7 pts ahead of this fund
Navi Conservative Hybrid Fund Direct Growth
6▲ 12.0 pts ahead of this fund