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Jun 25, 2026


Category Hybrid
AUM (Cr.) 1,429.23
Exit Load (%) 0.00
Min Inv Lumpsum 500
Expense Ratio 2.13
Sharpe Ratio -0.84
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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Crisil Balanced Fund - Aggressive Index Activating the following links will update the content below.

Return Calculator

Minimum: 1 Maximum: 5
Minimum: 0 Maximum: 10000000
Returns Type 1 Month (%) 6 Months (%) 1 Year (%) 3 Years (%) 5 Years (%) Since Inception (%)
Scheme - AXIS Aggressive Hybrid Fund - Regular (IDCW-Q) 1.65 -2.27 0.04 9.64 7.85 9.54
Benchmark - Crisil Balanced Fund - Aggressive Index 0 0 0 0 0 0
Category Average - BEST HYBRID PERFORMERS 1.55 -1.31 0.86 12.21 10.6 12.43
Category Rank 1/1 6/1 6/1 2/1 2/1 1/1
Fund Name Nav () Chg (%) 1Y Return(%) 3Y Return(%) 5Y Return(%) AUM ( in Crs) Exp. Ratio (%) Min.Invst() Action
Quant Aggressive Hybrid Fund (G) 470.2749 0.32 11.23 15.28 13.62 2,127.82 2.06 5,000.00 invest
Quant Aggressive Hybrid Fund (IDCW) 64.8638 0.32 11.23 15.28 13.63 2,127.82 2.06 5,000.00 invest
HDFC Hybrid Equity Fund (IDCW) 15.3990 0.23 -4.45 7.87 9.19 21,910.19 1.64 100.00 invest
HDFC Hybrid Equity Fund (G) 113.7750 0.23 -4.48 7.86 9.18 21,910.19 1.64 100.00 invest
Kotak Aggressive Hybrid Fund (IDCW) 37.8750 -0.21 3.72 13.79 11.98 8,670.03 1.79 100.00 invest

Asset Allocation

Asset Legend Asset 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
Corporate Debts-N A B A R D May 31, 2026 74.28 5.20 0.00
Equity-Reliance Industr May 31, 2026 74.01 5.18 -1.69
Equity-ICICI Bank May 31, 2026 68.81 4.81 6.61
Equity-HDFC Bank May 31, 2026 67.17 4.70 -0.26
Equity-Infosys May 31, 2026 45.02 3.15 -7.17
Equity-Bharti Airtel May 31, 2026 40.24 2.82 2.61
Equity-SBI May 31, 2026 40.13 2.81 -9.22
Equity-Larsen & Toubro May 31, 2026 39.36 2.75 4.32
Equity-M & M May 31, 2026 30.33 2.12 3.08
Equity-Kotak Mah. Bank May 31, 2026 27.86 1.95 32.10

latest news

SCHEME DETAILS

AMC Name
Axis Mutual Fund
Fund Name
AXIS Aggressive Hybrid Fund - Regular (IDCW-Q)
Contact Person
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