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Dec 12, 2025


Category

Hybrid

AUM (Cr.)

1,574.65

Exit Load (%)

0.00

Min Inv Lumpsum

500

Expense Ratio

2.15

Sharpe Ratio

4.53

Beta Ratio

0.00

Fund Manager

Jayesh Sundar

Inception Date

Aug 09, 2018

Risk Level

Very High

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. 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.

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Return Calculator

Investment Type

SIP Lumpsum

Company

  • periodic returns
  • Peer Comparison
Returns Type 1 Month (%) 6 Months (%) 1 Year (%) 3 Years (%) 5 Years (%) Since Inception (%)
Scheme - AXIS Aggressive Hybrid Fund - Regular (IDCW-Q) -0.65 2.94 2.76 10.93 10.74 10.56
Benchmark - Crisil Balanced Fund - Aggressive Index 0 0 0 0 0 0
Category Average - BEST HYBRID PERFORMERS -0.33 2.7 2.35 13.62 14.65 12.98
Category Rank 6/2 4/2 6/2 2/2 2/2 2/2
Fund Name Nav () Chg (%) 1Y Return(%) 3Y Return(%) 5Y Return(%) AUM ( in Crs) Exp. Ratio (%) Min.Invst() Action
JM Aggressive Hybrid Fund - (IDCW) 33.4861 0.89 -5.70 17.45 17.55 811.30 2.25 1,000.00 invest
JM Aggressive Hybrid Fund - (IDCW-Annual) 33.2483 0.89 -5.70 17.45 17.55 811.30 2.25 1,000.00 invest
JM Aggressive Hybrid Fund - (IDCW-H) 87.3855 0.89 -5.70 17.45 17.56 811.30 2.25 1,000.00 invest
JM Aggressive Hybrid Fund - (G) 119.7254 0.89 -5.70 17.45 17.56 811.30 2.25 1,000.00 invest
DSP Aggressive Hybrid Fund - Regular (G) 364.6910 0.31 4.46 15.71 14.37 12,105.36 1.70 100.00 invest

Asset Allocation

Val (Cr.) Allocation (%)

Top sectors

AUM in Cr.

top holdings

Company Name As on Date Invested Amt (Cr) % Portfolio Weight Change (%)
(Invested Amt.)
4 Months Trends
Equity-HDFC Bank Nov 30, 2025 94.75 6.02 2.06
Equity-Reliance Industr Nov 30, 2025 87.01 5.53 5.46
Equity-ICICI Bank Nov 30, 2025 73.52 4.67 3.23
Equity-Infosys Nov 30, 2025 61.26 3.89 5.25
Govt. Securities-GSEC2063 Nov 30, 2025 54.02 3.43 -0.83
Equity-Bharti Airtel Nov 30, 2025 51.98 3.30 -4.95
Equity-SBI Nov 30, 2025 51.76 3.29 4.48
Equity-Larsen & Toubro Nov 30, 2025 45.51 2.89 1.70
Equity-M & M Nov 30, 2025 39.23 2.49 7.75
Equity-Bajaj Finance Nov 30, 2025 31.35 1.99 -0.51

latest news

Axis Mutual Fund announces change in fund manager under its schemes

Axis Mutual Fund has announced change in fund manager under the following s...

Dec 06, 2025 10:36

Axis Mutual Fund announces change in Exit Load Structure

Axis Mutual Fund has announced change in exit load structure under followin...

Nov 28, 2025 11:03

Axis Mutual Fund announces change in Exit Load Structure

Axis Mutual Fund has announced change in exit load structure under followin...

Nov 15, 2025 10:46

Axis Mutual Fund announces change in Exit Load Structure

Axis Mutual Fund has announced change in exit load structure under followin...

Nov 12, 2025 12:04

Axis Mutual Fund Change in Minimum Application Amount

Axis Mutual Fund announces that the Minimum Application Amount for Axis Ult...

Nov 12, 2025 10:28

Axis Mutual Fund announces Income Distribution cum capital withdrawal (IDCW)

Axis Mutual Fund has announced 28 October 2025 as the record date for decla...

Oct 24, 2025 10:49

SCHEME DETAILS

AMC Name : Axis Mutual Fund
Fund Name : AXIS Aggressive Hybrid Fund - Regular (IDCW-Q)
Contact Persone : Jayesh Sundar
Registered Address : One Lodha Place. 22nd & 23rd Floor,Senapati Bapat Marg, Lower Parel, Maharashtra, Mumbai - 400013.
Telephone No : 022-43255161
Fax No. : 022-43255199
Email : customerserivce:axismf.com
Website : www.axismf.com