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Axis Aggressive Hybrid Fund

Aggressive HybridVery HighOPEN-ENDED
Invest Now
NAV as on 25 Sep 2026
₹20.46+0.15%1 day
Return since launch
9.2%
52-week range
₹18.95 — ₹21.17
AUM
₹1,471 Cr

Axis Aggressive Hybrid Fund is a Aggressive Hybrid hybrid fund from Axis Mutual Fund with ₹1,471 Cr under management, launched in 2018. Over three years it has returned 4.0% a year, against 10.1% for its category. The expense ratio is 2.22% and the SEBI riskometer reading is Very High.

Performance

Returns

How the fund has done against its category and its benchmark.

Trailing returns
PeriodFundvs categoryCategoryBenchmark
1Y-0.1%−1.9 pts1.9%0.1%
2Y1.4%−1.1 pts2.5%1.7%
3Y4.0%−6.1 pts10.1%4.1%
5Y6.6%−2.3 pts8.8%8.0%
7Y8.4%−3.2 pts11.6%10.1%

Fund against category

1Y
Fund-0.1%
Category1.9%
3Y
Fund4.0%
Category10.1%
5Y
Fund6.6%
Category8.8%

Since launch (20 Jul 2018): 9.2%

Calendar-year returns

Category average
Show as a table
Calendar-year returns
PeriodFundvs categoryCategory
20256.0%−0.8 pts6.8%
202414.6%−3.9 pts18.4%
202314.2%−8.8 pts23.0%
2022-5.2%−8.8 pts3.7%
202123.2%−4.6 pts27.9%
202015.1%−0.8 pts15.9%

Returns over one year are annualised. Shorter periods are absolute.

Costs & terms

Costs and terms

What the fund charges each year, and the rules around putting money in and taking it out.

Costs

2.23%

Expense ratio as on 24 Sep 2026

Charged yearly and already deducted from the NAV.

Base expense
1.82%
Brokerage
0.03%
Transaction charges
0.00%
Statutory levies
0.38%
Exit load
Exit Load for units in excess of 10% of the investment,1% will be charged for redemption within 12 months.
Lock-in
None

Terms

Min SIP
₹3,000
Min lumpsum
₹5,000
Plan
GROWTH
Fund type
OPEN-ENDED
Benchmark
CRISIL Hybrid 35+65 Aggressive Index
Short-term capital gains
Returns taxed at 20% if you redeem before 1 year
Long-term capital gains
After 1 year, returns above ₹1.25 lakh in a financial year are taxed at 12.5%

Risk

Risk

What the riskometer means for this fund, and how its ratios sit against the category.

Very High

Your principal is treated as being at very high risk — typically small cap, sectoral and thematic equity schemes.

Risk ratios
RatioFundCategory avgRead as
Alpha——Return earned above what the benchmark alone would have given. Higher is better.
Beta-1.081.11How hard the fund moves when the market moves. Under 1 is steadier than the market.
Sharpe0.370.68Return earned for each unit of total risk taken. Higher is better.
Sortino0.500.90Return earned for each unit of downside risk. Higher is better.
Std. deviation11.0712.92How widely monthly returns have varied around their own average. Lower is steadier.
Average of 5 category peers

Portfolio

Axis Aggressive Hybrid Fund portfolio

Portfolio as of 31 Aug 2026

Asset allocation

  • Equity71.6%
  • Debt25.6%
  • Other2.8%

Market cap split

  • Large71.6%
  • Mid13.0%
  • Small15.4%
P/E
25.59
P/B
3.52

Top holdings

HoldingSectorWeightValue3M chg6M chg1Y chg
ICICI Bank Ltd.Financial5.07%₹74.61 Cr+4.81%+4.85%+4.85%
Reliance Industries Ltd.Energy4.86%₹71.54 Cr+5.18%+5.19%+4.83%
HDFC Bank Ltd.Financial4.67%₹68.78 Cr+9.40%+10.86%+11.72%
OthersOthers4.03%₹59.27 Cr+2.57%+3.76%+2.04%
Bajaj Finance Ltd.Financial3.52%₹51.85 Cr+3.53%+4.00%+3.47%
Bharti Airtel Ltd.Communication2.71%₹39.86 Cr+2.82%+2.75%+3.46%
State Bank of IndiaFinancial2.53%₹37.22 Cr+2.81%+3.67%+2.78%
Infosys Ltd.Technology2.30%₹33.84 Cr+3.15%+3.31%+3.68%
Mahindra & Mahindra Ltd.Automobile2.22%₹32.68 Cr+2.12%+2.25%+2.39%
Kotak Mahindra Bank Ltd.Financial2.12%₹31.18 Cr+1.95%+1.40%+0.89%

Sectors

  • Financial33.7%
  • Energy8.9%
  • Automobile7.3%
  • Services7.2%
  • Healthcare6.7%
  • Construction6.5%
  • Communication5.5%
  • Capital Goods5.2%

Instruments

  • Debenture12.9%
  • Bonds4.8%
  • CBLO3.3%
  • Non Convertible Debenture2.3%
  • Infrastructure Investment Trust1.8%
  • Certificate of Deposit1.0%
  • Net Receivables0.7%
  • Bonds/NCDs0.7%

Recent changes

HoldingFromToWeight
Others2.80%3.29%+0.48%
company:176030.00%0.32%+0.32%
Bajaj Finance Ltd.2.15%1.85%-0.30%
Kirloskar Oil Engines Ltd.0.05%0.34%+0.29%
NTPC Ltd.1.61%1.33%-0.28%
company:182630.00%0.26%+0.26%
Krishna Institute of Medical Sciences Ltd1.05%0.80%-0.24%
Bharti Airtel Ltd.2.94%2.71%-0.23%
HDFC Bank Ltd.4.57%4.35%-0.23%
Torrent Pharmaceuticals Ltd.0.53%0.33%-0.20%
Avenue Supermarts Ltd.0.32%0.12%-0.20%
Divi's Laboratories Ltd.1.09%1.29%+0.20%
PI Industries Ltd.0.19%0.00%-0.19%
Infosys Ltd.2.48%2.30%-0.18%
Indian Oil Corporation Ltd.0.17%0.00%-0.17%
Axis Bank Ltd.0.98%1.14%+0.16%
Varun Beverages Ltd.0.75%0.59%-0.16%
Samvardhana Motherson International Ltd.0.97%0.81%-0.16%
Ather Energy Ltd.0.42%0.58%+0.15%
Kotak Mahindra Bank Ltd.1.97%2.12%+0.15%
company:178100.00%0.14%+0.14%
Indus Towers Ltd.0.26%0.40%+0.14%
Computer Age Management Services Ltd.0.27%0.40%+0.13%
Titagarh Rail Systems Ltd.0.11%0.24%+0.13%
company:13330.00%0.12%+0.12%
Bharat Electronics Ltd.0.20%0.31%+0.11%
Indusind Bank Ltd.0.11%0.00%-0.11%
GE Vernova T&D India Ltd0.09%0.19%+0.10%
Reliance Industries Ltd.4.96%4.86%-0.10%
RBL Bank Ltd.0.20%0.30%+0.10%
Sona BLW Precision Forgings Ltd.0.91%0.82%-0.09%
SBI Life Insurance Company Ltd.0.63%0.54%-0.09%
Amber Enterprises India Ltd.0.28%0.37%+0.09%
State Bank of India2.44%2.53%+0.09%
DLF Ltd.0.08%0.00%-0.08%
Dixon Technologies (India) Ltd.0.72%0.80%+0.08%
ICICI Bank Ltd.4.99%5.07%+0.08%
Mahindra & Mahindra Ltd.2.29%2.22%-0.07%
Coforge Ltd.0.47%0.41%-0.06%
The Indian Hotels Company Ltd.0.63%0.69%+0.06%
Larsen & Toubro Ltd.2.02%2.08%+0.06%
REC Ltd.0.45%0.39%-0.06%
Tata Power Company Ltd.0.67%0.62%-0.06%
IKF Finance Ltd.0.28%0.23%-0.06%
Minda Corporation Ltd.0.14%0.19%+0.05%
Jubilant FoodWorks Ltd.0.38%0.43%+0.05%
Shriram Finance Ltd0.77%0.82%+0.05%
Sun Pharmaceutical Industries Ltd.0.88%0.83%-0.04%
ITC Hotels Ltd.0.35%0.39%+0.04%
PNB Housing Finance Ltd.1.22%1.18%-0.04%
Tata Consultancy Services Ltd.0.64%0.60%-0.04%
Titan Company Ltd.0.83%0.80%-0.04%
Piramal Pharma Ltd.0.37%0.41%+0.04%
Vijaya Diagnostic Centre Ltd.0.27%0.31%+0.04%
Hindustan Aeronautics Ltd.0.92%0.96%+0.03%
FSN E-Commerce Ventures Ltd.0.57%0.60%+0.03%
ITC Ltd.0.32%0.29%-0.03%
Indus Infra Trust1.74%1.77%+0.03%
Pidilite Industries Ltd.0.64%0.62%-0.03%
Voltamp Transformers Ltd.0.25%0.27%+0.03%
Info Edge (India) Ltd.0.34%0.37%+0.03%
Gujarat Fluorochemicals Ltd.0.31%0.33%+0.02%
Awfis Space Solutions Ltd.0.36%0.34%-0.02%
Eternal Ltd.1.36%1.38%+0.02%
Tata Motors Ltd.0.28%0.31%+0.02%
PG Electroplast Ltd.0.44%0.42%-0.02%
Britannia Industries Ltd.0.74%0.72%-0.02%
Jyoti CNC Automation Ltd.0.34%0.36%+0.02%
Cipla Ltd.0.47%0.45%-0.02%
Hindustan Unilever Ltd.0.29%0.27%-0.02%
Premier Energies Ltd.0.97%0.99%+0.02%
Mphasis Ltd.0.39%0.41%+0.02%
Sansera Engineering Ltd.1.03%1.01%-0.02%
Voltas Ltd.0.15%0.14%-0.02%
Berger Paints India Ltd.0.35%0.34%-0.01%
Aadhar Housing Finance Ltd0.26%0.24%-0.01%
Interglobe Aviation Ltd.0.82%0.83%+0.01%
Clean Science And Technology Ltd.0.09%0.10%+0.01%
Mankind Pharma Ltd.0.65%0.64%-0.01%
Hindalco Industries Ltd.0.23%0.24%+0.01%
Bank Of Baroda0.98%0.99%+0.01%
DOMS Industries Ltd.1.04%1.03%-0.01%
Maruti Suzuki India Ltd.0.20%0.19%-0.01%
Small Industries Devp. Bank of India Ltd.0.68%0.67%-0.01%
The Phoenix Mills Ltd.0.92%0.93%+0.01%
Tata Steel Ltd.0.25%0.24%-0.01%
Zydus Lifesciences Ltd.0.18%0.19%+0.01%
Kaynes Technology India Ltd.0.21%0.20%-0.01%
United Spirits Ltd.0.42%0.41%-0.01%
CG Power and Industrial Solutions Ltd.0.71%0.70%-0.01%
Tech Mahindra Ltd.0.47%0.47%-0.01%
Poonawalla Fincorp Ltd.1.69%1.70%0.00%
Exide Industries Ltd.0.27%0.26%0.00%
HDFC Life Insurance Co Ltd.0.74%0.73%0.00%
Arvind Fashions Ltd.0.50%0.50%0.00%
Apollo Hospitals Enterprise Ltd.1.31%1.30%0.00%
Cholamandalam Investment and Finance Company Ltd.0.46%0.46%0.00%
Vedanta Ltd.1.22%1.23%0.00%
HCL Technologies Ltd.0.15%0.14%0.00%
Hyundai Motor India Ltd.0.22%0.22%0.00%
Jubilant Bevco Ltd.0.38%0.38%0.00%
Kogta Financial India Ltd.1.68%1.69%0.00%
Bamboo Hotel And Global Centre (Delhi) Pvt Ltd. Class A1.02%1.02%0.00%
Oil And Natural Gas Corporation Ltd.0.06%0.06%0.00%
Suryoday Small Finance Bank Ltd.0.05%0.05%0.00%
Schaeffler India Ltd.0.16%0.16%0.00%
GOI0.33%0.32%0.00%
Power Finance Corporation Ltd.0.20%0.20%0.00%
Bharti Telecom Ltd.1.72%1.72%0.00%
Aptus Finance India Pvt. Ltd.0.47%0.47%0.00%
TVS Holdings Ltd.0.68%0.68%0.00%
Embassy Office Parks REIT0.28%0.28%0.00%
GMR Airports Ltd.0.14%0.14%0.00%
Adani Power Ltd.1.01%1.01%0.00%
Aptus Value Housing Finance India Ltd.0.27%0.27%0.00%
Mahanagar Telephone Nigam Ltd.0.66%0.66%0.00%
Aditya Birla Digital Fashion Ventures Ltd.0.34%0.34%0.00%
National Bank For Agriculture & Rural Development1.69%1.69%0.00%
Tamilnadu State0.14%0.14%0.00%
Kotak Mahindra Prime Ltd.0.07%0.07%0.00%
West Bengal State0.14%0.14%0.00%
Karnataka State0.07%0.07%0.00%
Bajaj Finserv Ltd.0.07%0.07%0.00%
Supreme Industries Ltd.0.00%0.00%0.00%

Compare

Similar funds

The rest of the category, so this fund’s numbers have something to sit against.

FundAUMExpense1Y3Y5Y
Category average₹14,483 Cr1.91%5.9%8.1%12.2%
ICICI Prudential Aggressive Hybrid Fund₹52,454 Cr1.60%-1.8%5.8%11.7%
ICICI Prudential Aggressive Hybrid Active FoF₹9,431 Cr1.50%-1.3%5.5%11.1%
HSBC Aggressive Hybrid Fund₹5,870 Cr1.96%8.9%8.5%11.3%
Bandhan Aggressive Hybrid Fund₹2,610 Cr2.25%5.5%9.0%11.4%
Bank of India Aggressive Hybrid Fund₹2,051 Cr2.25%18.3%11.6%15.4%

About

About this fund

The scheme’s own words, its benchmark and the people running it.

Investment objective

The scheme seeks 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 managers

  • Aditya PagariaMr. Pagaria is a Bachelor in Management Studies and holds a Post Graduate Diploma in Business Management from Institute Of Technology And Management, SK Somaiya College. Prior to joining Axis AMC he was associated with ICICI Prudential AMC (Nov 2011-Jul 2016) as Fund Manager - Fixed Income Operations.
  • Devang ShahMr. Shah is B.Com and ACA.Prior to joining Axis AMC he has worked with ICICI Prudential AMC, Deutsche Asset Management (India) Pvt. Ltd. and Pricewaterhouse Coopers.
  • Jayesh SundarMr. Sundar is a Chartered AccountantPrior 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
Scheme information document

Tools

Return calculator

What ₹10,000 a month in this fund would have grown to over each period, based on its past returns.

₹
Over the pastTotal investmentWould’ve becomeGrowthReturns
6 months6.29% absolute₹60,000₹63,7746.29%
1 year1.04% annualised₹1,20,000₹1,20,6780.57%
3 years8.27% annualised₹3,60,000₹4,09,81513.84%
5 years5.15% annualised₹6,00,000₹6,85,60014.27%

Returns for 1 year and longer are annualised (CAGR); 6-month figures are absolute. Past returns are not a forecast.

How this is calculated

Each monthly instalment grows at the fund’s annualised return ÷ 12 per month until the end of the period, the same formula as our SIP calculator.

The amount compounds once a year at the fund’s CAGR for that period, the same formula as our lumpsum calculator.

Questions

Frequently asked questions

The things people ask about this scheme.

What is the NAV of Axis Aggressive Hybrid Fund?
The NAV of Axis Aggressive Hybrid Fund is ₹20.46 as on 25 Sep 2026.
What is the expense ratio of Axis Aggressive Hybrid Fund?
The expense ratio of Axis Aggressive Hybrid Fund is 2.22% per year.
What is the minimum SIP amount for Axis Aggressive Hybrid Fund?
You can start a SIP in Axis Aggressive Hybrid Fund with ₹3,000 a month.
What returns has Axis Aggressive Hybrid Fund given?
Axis Aggressive Hybrid Fund has returned -0.1% over 1 year, 4.0% over 3 years and 6.6% over 5 years (annualised).
Is there a lock-in or exit load on Axis Aggressive Hybrid Fund?
Lock-in: None. Exit load: Exit Load for units in excess of 10% of the investment,1% will be charged for redemption within 12 months..
How risky is Axis Aggressive Hybrid Fund?
Axis Aggressive Hybrid Fund is rated Very High on the SEBI riskometer and belongs to the Aggressive Hybrid category.
Which fund house manages Axis Aggressive Hybrid Fund?
Axis Aggressive Hybrid Fund is managed by Axis Mutual Fund, which runs 74 schemes with ₹3,77,445 Cr under management.