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Axis Aggressive Hybrid Fund - Regular Plan - Monthly IDCW

Hybrid: Aggressive Open Ended Scheme
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NAV
₹ 12.53 ₹ 0.04 (0.32 %)
as on 22-06-2026
Asset Size (AUM)
1,444.3 Cr
Launch Date
Aug 03, 2018
Invest in this scheme
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
Minimum Investment 500.0
Minimum Top-up 100.0
Investment Returns Since Launch in Aug 03, 2018
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9.48

%
3 M
6 M
1 Y
3 Y
10 Y
Inception
Sharp Ratio
0.42 %
Expense Ratio
2.13%
Volatility
10.51 %
Fund House
Axis Mutual Fund
Fund Manager
Mr. Jayesh Sundar, Mr. Devang Shah, Mr. Aditya Pagaria, Ms. Krishnaa N
Key Features
Scheme description
This fund has moderate ups and downs compared to equity funds and can give good returns as it invests both in debt and equity. Investment in this fund can be made for a horizon of at least 5 years or more
Minimum Purchase Application Amount
Rs. 500.0 (plus in multiples of Rs. 100.0)
Entry Load
Not applicable
Exit Load
If redeemed/switched out on or before 12 months from the date of allotment: For 10% of investment: Nil on FIFO basis.For remaining investment: 1% w.e.f., 09/08/2018
Indicative Investment Horizon
5 Years and above
Asset Allocation
Fund's historical return comparison with other asset classes
Fund Performance
Fund's historical return comparison with other asset classes
Other Schemes of the Same Category
Axis Aggressive Hybrid Fund - Regular Plan - Monthly IDCW
Performance

Scheme Performance (%)

Data as on - 22-06-2026

Yearly Performance (%)

NAV Movement

Investment Returns Calculator
Rolling returns are the annualized returns of the scheme taken for a specified period (rolling returns period) on every day/week/month and taken till the last day of the duration. In this chart we are showing the annualized returns over the rolling returns period on every day from the start date and comparing it with the benchmark. Rolling returns is the best measure of a fund's performance. Trailing returns have a recency bias and point to point returns are specific to the period in consideration. Rolling returns, on the other hand, measures the fund's absolute and relative performance across all timescales, without bias.
Peer Comparison
Scheme Name Inception Date 1 Year Return % 2 Year Return % 3 Year Return % 5 Year Return % 10 Year Return %
Axis Aggressive Hybrid Fund - Regular Plan - Monthly IDCW 03-08-2018 0.57 3.93 9.28 7.87 0.0
Portfolio Analysis
Portfolio as on
Sector Allocation
Sector Allocation (%)
Portfolio Holdings
Company Allocation (%)
Sector Allocation
Portfolio Holdings