Axis Aggressive Hybrid Fund is an Aggressive Hybrid fund run by Axis Mutual Fund. On 30-09-2026, it managed ₹1,406 Cr of investors' money. In the 3 years to 30-10-2026, its Direct plan returned 9.8% a year and its Regular plan returned 8.7% a year.
NAV (Direct plan)
₹22.41
▲ 0.04% · 30-10-2026
NAV (Regular plan)
₹20.16
▲ 0.05% · 30-10-2026
Expense ratio
1.18%Direct2.23%Regular
1.18%
A year
Riskometer
Very High
Set by the fund house
3 year return
9.8%Direct8.7%Regular
9.8%
A year
Axis Aggressive Hybrid Fund NAV Today
NAV on 30-10-2026: Direct Plan Growth ₹22.41 (up 0.04% that day); Regular Plan Growth ₹20.16 (up 0.05% that day).
This fund (Direct plan)
₹22.41
Axis Aggressive Hybrid Fund Returns vs Aggressive Hybrid Funds
Returns as on 30-10-2026. Up to one year they are absolute returns. Longer periods are a rate per year.
Trailing returns
Period
1M
3M
6M
1Y
3Y
5Y
10Y
This fund (Direct)
+0.27%
−2.69%
+0.63%
−3.15%
+9.82%
+6.15%
--
This fund (Regular)
+0.20%
−2.98%
+0.10%
−4.23%
+8.65%
+4.93%
--
Aggressive Hybrid average
−0.88%
−3.67%
−0.27%
−3.33%
+10.77%
+9.35%
--
Best in Aggressive Hybrid
+0.69%
−1.49%
+4.96%
+6.64%
+15.44%
+13.65%
--
Worst in Aggressive Hybrid
−4.69%
−6.30%
−4.03%
−8.91%
+6.27%
+6.15%
--
Rank in Aggressive Hybrid
3/29
8/29
9/28
13/28
20/28
25/25
--
Category rows compare the Direct plans of 29 Aggressive Hybrid funds. Rank 1 is the highest return. This fund's benchmark is CRISIL Hybrid 35+65 - Aggressive Index. Returns of that index are not available to us, so the category average is the comparison.
Axis Aggressive Hybrid Fund Year-wise Returns
Return of each calendar year
Year
Direct
Regular
2026to date
−2.90%
−3.77%
2025
+7.15%
+6.02%
2024
+15.99%
+14.68%
2023
+15.56%
+14.18%
2022
−3.95%
−5.15%
2021
+25.04%
+23.24%
Axis Aggressive Hybrid Fund Rolling Returns
The return of every holding period in the fund's history, not only the one that ends today
Rolling returns
Each point is the yearly return of one 3-year holding period, plotted on the day it ended. There are 1,290 periods, one for each trading day from 16-08-2021 to 30-10-2026.
0%5%10%15%20%25%
Axis Aggressive Hybrid Fund (Direct)
Category average, 29 Aggressive Hybrid funds
Jan 2019 to Jan 2022Dec 2019 to Dec 2022Oct 2020 to Oct 2023Sept 2021 to Sept 2024Jul 2022 to Jul 2025May 2023 to May 2026
Axis Aggressive Hybrid Fund (Direct)Category average, 29 Aggressive Hybrid funds
0%
0%
Below 0%
0%
0%
0-5%
14%
0%
5-10%
59%
28%
10-15%
23%
61%
15-20%
4%
11%
20-25%
0%
0%
Above 25%
Every holding period at a glance
Period
Periods
Median
Lowest
Highest
With a loss
Category median
Beat category
1 year
1,783
9.8%
−15.2%
59.5%
16%
10.5%
25%
2 years
1,538
14.6%
−1.2%
36.7%
1%
16.9%
19%
3 years
1,290
12.4%
6.8%
22.4%
0%
16.4%
13%
5 years
796
13.3%
5.4%
19.7%
0%
16.6%
0%
7 years
300
12.2%
10.1%
14.0%
0%
14.5%
0%
Every SIP holding period at a glance
Period
Periods
Median
Lowest
Highest
With a loss
Category median
Beat category
1 year
87
10.7%
−29.8%
46.8%
20%
11.4%
28%
2 years
75
11.7%
−2.0%
34.4%
3%
14.5%
16%
3 years
63
12.1%
3.5%
26.6%
0%
16.4%
3%
5 years
39
12.2%
6.6%
17.9%
0%
16.2%
0%
Lumpsum: the yearly rate (CAGR) from the NAV on a period's first day to the NAV on its last. SIP: the XIRR of the monthly instalments and their value on the last day. "With a loss" counts the periods that ended below the money put in. "Beat category" counts the periods in which the fund did better than the average of the 29 Aggressive Hybrid funds (Direct plans, each weighted the same) over the same days. Past returns do not promise future returns.
Axis Aggressive Hybrid Fund Risk
How much it swings, and the falls an investor had to sit through
Risk and return
Measure
Axis Aggressive Hybrid Fund (Direct)This fund
Category average
Return (CAGR)
−3.15%
−3.25%
Standard deviation
10.33%
10.76%
Sharpe ratio
-0.81
-0.79
Sortino ratio
-1.09
-1.06
Maximum drawdown
−10.3%
(30-03-2026)
−10.8%
(30-03-2026)
From daily NAVs, 30-10-2025 to 30-10-2026. Standard deviation: how much the daily value swings, scaled to a year. Sharpe: return above the risk-free rate (NSE's overnight rate index) per unit of swing. Sortino: the same, counting only the falls.
Measure
Axis Aggressive Hybrid Fund (Direct)This fund
Category average
Return (CAGR)
+9.82%
+10.85%
Standard deviation
10.27%
10.48%
Sharpe ratio
0.37
0.46
Sortino ratio
0.51
0.62
Maximum drawdown
−13.1%
(28-02-2025)
−13.1%
(28-02-2025)
From daily NAVs, 30-10-2023 to 30-10-2026. Standard deviation: how much the daily value swings, scaled to a year. Sharpe: return above the risk-free rate (NSE's overnight rate index) per unit of swing. Sortino: the same, counting only the falls.
Measure
Axis Aggressive Hybrid Fund (Direct)This fund
Category average
Return (CAGR)
+6.15%
+9.40%
Standard deviation
10.56%
10.44%
Sharpe ratio
0.03
0.35
Sortino ratio
0.04
0.46
Maximum drawdown
−17.3%
(17-06-2022)
−13.6%
(20-06-2022)
From daily NAVs, 29-10-2021 to 30-10-2026. Standard deviation: how much the daily value swings, scaled to a year. Sharpe: return above the risk-free rate (NSE's overnight rate index) per unit of swing. Sortino: the same, counting only the falls.
Measure
Axis Aggressive Hybrid Fund (Direct)This fund
Category average
Return (CAGR)
+10.32%
+11.77%
Standard deviation
12.16%
12.16%
Sharpe ratio
0.42
0.54
Sortino ratio
0.56
0.71
Maximum drawdown
−28.0%
(23-03-2020)
−28.6%
(23-03-2020)
From daily NAVs, 16-08-2018 to 30-10-2026. Standard deviation: how much the daily value swings, scaled to a year. Sharpe: return above the risk-free rate (NSE's overnight rate index) per unit of swing. Sortino: the same, counting only the falls.
Drawdowns
How far below its previous high each one was on every day: the falls an investor had to sit through. 0% means it was at a new high.
−30%−25%−20%−15%−10%−5%0%
Axis Aggressive Hybrid Fund (Direct)
Category average, 29 Aggressive Hybrid funds
20192020202120222023202420252026
Axis Aggressive Hybrid Fund (Direct)Category average, 29 Aggressive Hybrid funds
Worst fall
High before it
Bottom
Back at the high
Time to climb back
Below its high today
Axis Aggressive Hybrid Fund (Direct)
−28.0%
12-02-2020
23-03-2020
05-11-2020
7 months
−4.5%
Category average
−28.6%
12-02-2020
23-03-2020
04-11-2020
7 months
−5.2%
From the Direct plan's daily NAV since 16-08-2018, adjusted for unit splits, and the average of the 29 Aggressive Hybrid funds (Direct plans, each weighted the same) over the same days. "Time to climb back" runs from the bottom to the first day back at the old high.
Axis Aggressive Hybrid Fund vs Other Aggressive Hybrid Funds
The five Aggressive Hybrid funds with the best three year return, and this fund. Direct plans.
AUM is each fund's size at the end of its last reported month, from its own portfolio file. We calculate the risk ratios from daily NAVs over the last three years. The risk-free return is what NSE's overnight rate index earned over the same years. Alpha and beta compare each fund with its own benchmark's TRI. "--" means we have no figure: for alpha and beta, no daily series for that benchmark.
Axis Aggressive Hybrid Fund Expense Ratio and Costs
What each plan charges a year, in force from 01-10-2026
Plan
Base expense ratio
Brokerage
Transaction costs
Levies and GST
Total expense ratio
Aggressive Hybrid median
Cost rank (1 = cheapest)
Direct
0.94%
0.03%
0.00%
0.21%
1.18%
1.08%
23/30
Regular
1.83%
0.03%
0.00%
0.37%
2.23%
2.20%
16/30
The expense ratio comes out of the fund's assets every day, so every return on this page is already after it. Base expense ratio: the fund house's own fee. The total adds brokerage, the cost of executing trades, and statutory levies with GST. From AMFI's expense ratio file. Cost rank: where this plan comes when the Aggressive Hybrid funds' plans of the same type are sorted from the lowest total expense ratio to the highest.
Direct vs Regular: what the gap cost
Both plans own the same portfolio, so the difference in what they earned is the Regular plan's extra cost, taken out of its NAV.
Over the last
Regular
Direct
Direct earned more by
₹1 lakh became (Regular)
₹1 lakh became (Direct)
1 year
−4.23%
−3.15%
1.08%
₹95,770
₹96,850
3 years
8.65%
9.82%
1.17% a year
₹1,28,259
₹1,32,448
5 years
4.93%
6.15%
1.22% a year
₹1,27,203
₹1,34,772
Returns over more than 1 year are a rate a year (CAGR). ₹1 lakh invested once at the start of each period, valued on the last NAV.
Axis Aggressive Hybrid Fund SIP Calculator
What a one-time or monthly investment in this fund would be worth today, from its own NAV history
Growth of an investment
Step up each year
PeriodFor
₹10,000 on the first trading day of every month, from 16-08-2018 to 30-10-2026: 99 instalments, ₹9,90,000 in all.
Direct planAxis Aggressive Hybrid Fund (Direct)Regular planAxis Aggressive Hybrid Fund (Regular)Category averageCategory average, 29 Aggressive Hybrid fundsAmount invested
From each plan's published NAV (Growth option) and the category average, over the same days. Return a year: XIRR for a SIP, CAGR for a lumpsum, shown for a year or more. It does not include exit load, stamp duty or tax. Past returns do not promise future returns.
Axis Aggressive Hybrid Fund Asset Allocation
Asset allocation as on 30-09-2026
What the fund holds
71.4%Equity
Asset
Fund
Category
Equity
71.4%
73.0%
Debt
21.3%
20.2%
Cash and others
7.2%
6.9%
Market cap of stocks
Market cap
Fund
Category
Large Cap
50.8%
44.4%
Mid Cap
9.6%
15.1%
Small Cap
11.1%
12.1%
Share of the whole fund. Category: the average of the Aggressive Hybrid funds that hold stocks. Groups follow AMFI's latest list, as SEBI defines them: Large Cap is the 100 largest companies, Mid Cap the next 150, Small Cap the rest.
Credit rating
Bonds and money market papers by credit rating, % of the fund. Category: the average of 29 Aggressive Hybrid funds.
Rating
Fund
Category
Sovereign
0.7%
5.4%
AAA and A1+
8.7%
11.3%
AA
10.9%
3.0%
A and below
1.1%
0.1%
Axis Aggressive Hybrid Fund Sector Allocation
Sector allocation of the fund's stocks as on 30-09-2026
Largest sectors
Banks15.4%
Finance6.1%
Petroleum Products4.7%
Pharmaceuticals & Biotechnology4.2%
IT - Software3.6%
Auto Components3.4%
Telecom - Services3.2%
Automobiles3.0%
Retailing2.8%
Consumer Durables2.5%
The ten largest of 32 sectors. The other 22 add up to 22.5%.
Sector changes
Sector
July 2026
August 2026
September 2026
Change
Banks
15.3%
15.6%
15.4%
+0.1%
Finance
5.4%
5.0%
6.1%
+0.7%
Petroleum Products
5.1%
4.9%
4.7%
−0.4%
Pharmaceuticals & Biotechnology
4.2%
4.1%
4.2%
0.0%
IT - Software
4.6%
4.3%
3.6%
−1.0%
Each sector's share of the fund at the end of each month. The five largest sectors of September 2026. Change: from July 2026 to September 2026, in % of the fund.
Axis Aggressive Hybrid Fund Portfolio Holdings
As on 30-09-2026 · 125 holdings · from the fund house's monthly portfolio
Holdings
Sector / Rating
Weight%
Holdings trend
1M change
ICICI Bank Limited
Banks
4.82%
0.0%
Reliance Industries Limited
Petroleum Products
4.73%
0.0%
HDFC Bank Limited
Banks
4.55%
0.0%
9.15% Piramal Finance Limited (17/06/2027) · Bond
CARE AA+
2.85%
Bharti Airtel Limited
Telecom - Services
2.75%
0.0%
Kotak Mahindra Bank Limited
Banks
2.20%
0.0%
Mahindra & Mahindra Limited
Automobiles
2.09%
0.0%
State Bank of India
Banks
2.05%
−14.3%
Larsen & Toubro Limited
Construction
1.98%
−2.5%
Cholamandalam Investment and Finance Company Ltd
Finance
1.90%
+349.0%
Indus Infra Trust
Transport Infrastructure
1.80%
8.75% Bharti Telecom Limited (05/11/2029) · Bond
CRISIL AAA
1.79%
Infosys Limited
IT - Software
1.77%
−16.0%
7.55% Poonawalla Fincorp Limited (25/03/2027) · Bond
CRISIL AAA
1.77%
9.5% Kogta Financial (India) Limited (30/10/2027) · Bond
CARE AA-
1.76%
7.87% Bajaj Finance Limited (08/02/2034) · Bond
CRISIL AAA
1.73%
Bajaj Finance Limited
Finance
1.66%
−5.3%
Eternal Limited
Retailing
1.41%
0.0%
NTPC Limited
Power
1.37%
0.0%
Divi's Laboratories Limited
Pharmaceuticals & Biotechnology
1.32%
0.0%
5% GMR Airports Limited (13/02/2027) · Bond
CRISIL AA-
1.32%
9.40% Vedanta Aluminium Metal Limited (20/02/2027) · Bond
ICRA AA+
1.28%
Axis Bank Limited
Banks
1.28%
+13.5%
Apollo Hospitals Enterprise Limited
Healthcare Services
1.25%
0.0%
PNB Housing Finance Limited
Finance
1.20%
0.0%
Sansera Engineering Limited
Auto Components
1.15%
−4.1%
Bamboo Hotel And Global Centre (Delhi) Private limited (31/01/2028) · Bond
ICRA A+(CE)
1.07%
8.20% Adani Power Limited (25/01/2029) · Bond
CRISIL AA
1.06%
Bank of Baroda (25/01/2027) · Certificate of deposit
CARE A1+
1.04%
Doms Industries Limited
Household Products
1.01%
0.0%
The Phoenix Mills Limited
Realty
0.99%
0.0%
Hindustan Aeronautics Limited
Aerospace & Defense
0.97%
0.0%
Sona BLW Precision Forgings Limited
Auto Components
0.87%
0.0%
Premier Energies Limited
Electrical Equipment
0.87%
0.0%
InterGlobe Aviation Limited
Transport Services
0.83%
0.0%
Sun Pharmaceutical Industries Limited
Pharmaceuticals & Biotechnology
0.80%
0.0%
Shriram Finance Limited
Finance
0.76%
0.0%
Samvardhana Motherson International Limited
Auto Components
0.76%
−6.3%
The Indian Hotels Company Limited
Leisure Services
0.74%
+4.3%
Dixon Technologies (India) Limited
Consumer Durables
0.74%
0.0%
HDFC Life Insurance Company Limited
Insurance
0.73%
0.0%
United Spirits Limited
Beverages
0.73%
+84.8%
8.65% TVS Holdings Limited (07/06/2029) · Bond
CRISIL AA+
0.71%
7.4% Small Industries Dev Bank of India (18/06/2031) · Bond
CRISIL AAA
0.70%
CG Power and Industrial Solutions Limited
Electrical Equipment
0.69%
0.0%
7.59% Mahanagar Telephone Nigam Limited (20/07/2033) · Bond
CARE AAA(CE)
0.69%
Britannia Industries Limited
Food Products
0.69%
0.0%
Mankind Pharma Limited
Pharmaceuticals & Biotechnology
0.69%
0.0%
Tata Power Company Limited
Power
0.67%
0.0%
Varun Beverages Limited
Beverages
0.66%
0.0%
FSN E-Commerce Ventures Limited
Retailing
0.57%
0.0%
Titan Company Limited
Consumer Durables
0.56%
−24.9%
Pidilite Industries Limited
Chemicals & Petrochemicals
0.56%
0.0%
Ather Energy Limited
Automobiles
0.50%
0.0%
Tata Consultancy Services Limited
IT - Software
0.48%
−9.5%
Krishna Institute Of Medical Sciences Limited
Healthcare Services
0.48%
−42.4%
RBL Bank Limited
Banks
0.48%
+45.3%
Mphasis Limited
IT - Software
0.46%
+20.4%
Tech Mahindra Limited
IT - Software
0.46%
0.0%
8.95% Aptus Finance India Private Limited (06/03/2029) · Bond
CARE AA
0.45%
Cipla Limited
Pharmaceuticals & Biotechnology
0.45%
0.0%
SBI Life Insurance Company Limited
Insurance
0.45%
−18.3%
Arvind Fashions Limited
Retailing
0.45%
0.0%
Indus Towers Limited
Telecom - Services
0.43%
+7.9%
8.23% Kotak Mahindra Prime Limited (21/12/2026)
CRISIL AAA
0.43%
ITC Hotels Limited
Leisure Services
0.42%
0.0%
Piramal Pharma Limited
Pharmaceuticals & Biotechnology
0.41%
0.0%
Kirloskar Oil Engines Limited
Industrial Products
0.41%
+5.3%
Jubilant Foodworks Limited
Leisure Services
0.41%
0.0%
Jubilant Bevco Limited (31/05/2028) (ZCB) · Bond
CRISIL AA
0.40%
Jyoti CNC Automation Ltd
Industrial Manufacturing
0.40%
0.0%
PG Electroplast Limited
Consumer Durables
0.37%
0.0%
Computer Age Management Services Limited
Capital Markets
0.36%
0.0%
Info Edge (India) Limited
Retailing
0.36%
0.0%
8.8% Aditya Birla Digital Fashion Ventures Limited (26/08/2027) · Bond
CRISIL AA-
0.35%
6.83% HDFC Bank Limited (08/01/2031) · Bond
CRISIL AAA
0.34%
Awfis Space Solutions Limited
Commercial Services & Supplies
0.34%
0.0%
Delhivery Limited
Transport Services
0.34%
+12.3%
Amber Enterprises India Limited
Consumer Durables
0.34%
0.0%
7.25% Government of India (12/06/2063) · Government security
Sovereign
0.33%
Gujarat Fluorochemicals Limited
Chemicals & Petrochemicals
0.33%
0.0%
Coforge Limited
IT - Software
0.33%
−12.9%
Torrent Pharmaceuticals Limited
Pharmaceuticals & Biotechnology
0.33%
0.0%
Berger Paints (I) Limited
Consumer Durables
0.32%
0.0%
ITC Limited
Diversified FMCG
0.31%
0.0%
Bharat Electronics Limited
Aerospace & Defense
0.31%
0.0%
Vijaya Diagnostic Centre Limited
Healthcare Services
0.30%
0.0%
Embassy Office Parks REIT
Realty
0.29%
Cyient Dlm Ltd
Aerospace & Defense
0.29%
0.0%
Tata Motors Ltd
Agricultural, Commercial & Construction Vehicles
0.29%
0.0%
8.75% Aptus Value Housing Finance India Limited (11/03/2030) · Bond
CARE AA
0.29%
REC Limited
Finance
0.28%
−26.8%
Hindustan Unilever Limited
Diversified FMCG
0.27%
0.0%
Voltamp Transformers Limited
Electrical Equipment
0.27%
0.0%
Exide Industries Limited
Auto Components
0.26%
0.0%
Titagarh Rail Systems Limited
Industrial Manufacturing
0.26%
+7.6%
Tata Steel Limited
Ferrous Metals
0.25%
0.0%
GE Vernova T&D India Limited
Electrical Equipment
0.24%
+26.4%
9.4% IKF Finance Limited (12/08/2027) · Bond
CARE AA-
0.24%
Aadhar Housing Finance Limited
Finance
0.24%
0.0%
Hindalco Industries Limited
Non - Ferrous Metals
0.23%
0.0%
Hyundai Motor India Ltd
Automobiles
0.22%
0.0%
Global Health Limited
Healthcare Services
0.22%
+62.0%
7.4% Power Finance Corporation Limited (08/05/2030) · Bond
CRISIL AAA
0.21%
Zydus Lifesciences Limited
Pharmaceuticals & Biotechnology
0.20%
0.0%
Minda Corporation Limited
Auto Components
0.20%
0.0%
Kaynes Technology India Limited
Industrial Manufacturing
0.20%
0.0%
Maruti Suzuki India Limited
Automobiles
0.18%
0.0%
Schaeffler India Limited
Auto Components
0.16%
0.0%
5% GMR Airports Limited (13/08/2028) · Bond
CRISIL AA-
0.15%
7.17% Tamilnadu State Development Loans (27/11/2029) · State government security
Sovereign
0.14%
7.92% West Bangal State Development Loans (15/03/2027) · State government security
Sovereign
0.14%
HCL Technologies Limited
IT - Software
0.14%
0.0%
Voltas Limited
Consumer Durables
0.13%
0.0%
Apar Industries Limited
Electrical Equipment
0.13%
0.0%
Clean Science and Technology Limited
Chemicals & Petrochemicals
0.10%
0.0%
Azad Engineering Ltd
Electrical Equipment
0.08%
New
7.17% Karnataka State Development Loans (27/11/2029) · State government security
Sovereign
0.07%
Oil & Natural Gas Corporation Limited
Oil
0.06%
0.0%
Bajaj Finserv Limited
Finance
0.06%
0.0%
Suryoday Small Finance Bank Limited
Banks
0.05%
0.0%
6.9% Karnataka State Development Loans (17/07/2029) · State government security
Sovereign
0.04%
Avenue Supermarts Limited
Retailing
0.03%
−73.3%
4.04% Government of India (04/10/2028) · Government security
Sovereign
0.00%
Supreme Industries Limited
Industrial Products
0.00%
0.0%
Axis Aggressive Hybrid Fund Stocks Bought and Sold
All changes are between August 2026 and September 2026
More
Stocks bought and sold in September 2026
State Bank of India
↓Reduced
−14.3%
2.05%
Infosys Limited
↓Reduced
−16.0%
1.77%
Larsen & Toubro Limited
↓Reduced
−2.5%
1.98%
Cholamandalam Investment and Finance Company Ltd
↑Added
+349.0%
1.90%
Bajaj Finance Limited
↓Reduced
−5.3%
1.66%
Axis Bank Limited
↑Added
+13.5%
1.28%
Sansera Engineering Limited
↓Reduced
−4.1%
1.15%
Samvardhana Motherson International Limited
↓Reduced
−6.3%
0.76%
Titan Company Limited
↓Reduced
−24.9%
0.56%
Krishna Institute Of Medical Sciences Limited
↓Reduced
−42.4%
0.48%
The Indian Hotels Company Limited
↑Added
+4.3%
0.74%
United Spirits Limited
↑Added
+84.8%
0.73%
Tata Consultancy Services Limited
↓Reduced
−9.5%
0.48%
SBI Life Insurance Company Limited
↓Reduced
−18.3%
0.45%
RBL Bank Limited
↑Added
+45.3%
0.48%
Mphasis Limited
↑Added
+20.4%
0.46%
Indus Towers Limited
↑Added
+7.9%
0.43%
Kirloskar Oil Engines Limited
↑Added
+5.3%
0.41%
Coforge Limited
↓Reduced
−12.9%
0.33%
REC Limited
↓Reduced
−26.8%
0.28%
Delhivery Limited
↑Added
+12.3%
0.34%
Titagarh Rail Systems Limited
↑Added
+7.6%
0.26%
GE Vernova T&D India Limited
↑Added
+26.4%
0.24%
Global Health Limited
↑Added
+62.0%
0.22%
Avenue Supermarts Limited
↓Reduced
−73.3%
0.03%
Azad Engineering Ltd
↑New
New
0.08%
No stocks in this group for September 2026.
A change is counted by the number of shares the fund holds, not by price. A stock can become a smaller part of the fund in a month when the fund bought more of it, if its price fell. Debt papers are left out.
Overlap: for each holding both funds own, the smaller of its two weights, added up. 40% means 40% of each fund's money sits in positions the other also holds. From each fund's latest monthly portfolio, matched by ISIN. Cash and hedged positions are left out. Funds that overlap under 10% are not listed. A high overlap does not make two funds the same: their costs, lock-in and category can differ.
Axis Aggressive Hybrid Fund Overview
Fund facts from the scheme summary document, as on 16-10-2026
Expense ratio (Direct)
1.18%
Expense ratio (Regular)
2.23%
Category
Aggressive Hybrid
Risk
Very High
Benchmark
CRISIL Hybrid 35+65 - Aggressive Index
Launch date
09-08-2018
Minimum investment
₹500
Minimum additional investment
₹500
AUM
₹1,405.96 Cr (30-09-2026)
Lock in
None
Scheme code (Direct)
144394
ISIN (Direct)
INF846K01E25
Scheme code (Regular)
144393
ISIN (Regular)
INF846K01E90
NAV history
From 16-08-2018, 8.2 years
Exit load
Exit Load for units in excess of 10% of the investment,1% will be charged for redemption within 12 months.
Tax on Axis Aggressive Hybrid Fund returns
Axis Aggressive Hybrid Fund is taxed as an equity fund: 65% or more of it is in Indian stocks.
Units sold within 1 year: the gain is taxed at 20%.
Units held longer: gains above ₹1.25 lakh in a financial year, across all your equity funds and shares, are taxed at 12.5%.
IDCW (dividend) payouts are added to your income and taxed at your slab rate.
A stamp duty of 0.005% is deducted when you invest.
Rules in force from 23-07-2024 (Finance Act 2024). Tax depends on your own income; this is general information, not tax advice.
All plans and options
Plan
Option
NAV
As on
direct
Growth
₹22.41
30-10-2026
direct
Monthly IDCW
₹14.79
30-10-2026
direct
Quarterly IDCW
₹14.09
30-10-2026
direct
IDCW
₹15.10
30-10-2026
regular
Growth
₹20.16
30-10-2026
regular
Monthly IDCW
₹11.94
30-10-2026
regular
Quarterly IDCW
₹12.13
30-10-2026
regular
IDCW
₹13.55
30-10-2026
About Axis Aggressive Hybrid Fund
Axis Aggressive Hybrid Fund is a mutual fund from Axis Mutual Fund. Its category is Aggressive Hybrid. It was launched on 09-08-2018. Its benchmark is CRISIL Hybrid 35+65 - Aggressive Index. At the end of September 2026 it held 125 securities.
Fund Manager
Jayesh Sundar
Fund manager of Axis Aggressive Hybrid Fund, since 28-09-2023
Devang Shah
Fund manager of Axis Aggressive Hybrid Fund, since 05-04-2024
Aditya Pagaria
Fund manager of Axis Aggressive Hybrid Fund, since 01-02-2023
Krishnaa N
Fund manager of Axis Aggressive Hybrid Fund, since 16-12-2024
Frequently Asked Questions for Axis Aggressive Hybrid Fund
What is the current NAV of Axis Aggressive Hybrid Fund?
The Direct plan NAV is ₹22.41. The Regular plan NAV is ₹20.16, as on 30-10-2026.
What are the returns of Axis Aggressive Hybrid Fund?
The Direct plan returned −3.15% in 1 year, +9.82% a year over 3 years, +6.15% a year over 5 years. The Regular plan returned −4.23% in 1 year, +8.65% a year over 3 years, +4.93% a year over 5 years. These figures are as on 30-10-2026.
What is the expense ratio of Axis Aggressive Hybrid Fund?
The Direct plan charges 1.18% a year. The Regular plan charges 2.23% a year. This is the figure the fund house reported to AMFI, in force from 01-10-2026.
What is the AUM of Axis Aggressive Hybrid Fund?
Axis Aggressive Hybrid Fund managed ₹1,405.96 Cr on 30-09-2026, as its fund house reported in its monthly portfolio.
What are the top holdings of Axis Aggressive Hybrid Fund?
At the end of September 2026 the largest holdings were ICICIBANK (4.82%), RELIANCE (4.73%), HDFCBANK (4.55%), 9.15% Piramal Finance Limited (17/06/2027) (2.85%), BHARTIARTL (2.75%). The fund held 125 securities in all.
What did Axis Aggressive Hybrid Fund buy and sell in September 2026?
It bought 1 new stock: Azad Engineering Ltd. It added shares in 12. It reduced 13.
How do I invest in Axis Aggressive Hybrid Fund?
Through Axis Mutual Fund's website or app, a mutual fund distributor, or an investment platform. Choose the Direct plan to pay no distributor commission, or the Regular plan to invest through a distributor. The first investment is at least ₹500. You can invest once or through a monthly SIP.
Who is the fund manager of Axis Aggressive Hybrid Fund?
Jayesh Sundar (since 28-09-2023), Devang Shah (since 05-04-2024), Aditya Pagaria (since 01-02-2023), Krishnaa N (since 16-12-2024).
Sources: NAV and expense ratio from AMFI. Holdings from the fund house's monthly portfolio statement. Fund facts from its scheme summary document, as on 16-10-2026.
This page is information, not investment advice. Mutual fund investments are subject to market risks; read all scheme related documents carefully. Past returns do not promise future returns. Figures come from AMFI, NSE, BSE and each fund house's own documents.
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