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Home Mf Research Axis Aggressive Hybrid Fund Regular Plan Growth
AXIS MUTUAL FUND

Mutual Fund Research

Axis Aggressive Hybrid Fund - Regular Plan - Growth

AXIS MUTUAL FUND Hybrid Hybrid Aggressive Hybrid

Fund Performance

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-
Historical NAV
  • 1W
  • 2W
  • 1M
  • 3M
  • 6M
  • 1Y
  • 3Y
  • 5Y
  • SI

SIP Returns

Historical performance of a ₹1,000 monthly SIP

Historical data
Investment Period SIP Start Date Amount Invested Current Value Absolute Return
One Week 2026-10-27 ₹1,000.00 ₹1,031.55 +3.15%
Two Week 2026-10-19 ₹1,000.00 ₹1,024.37 +2.44%
One Month 2026-10-05 ₹1,000.00 ₹1,025.90 +2.59%
Three Months 2026-08-05 ₹3,000.00 ₹2,989.27 -0.36%
Six Months 2026-05-07 ₹6,000.00 ₹6,034.43 +0.57%
One Year 2025-11-03 ₹12,000.00 ₹12,101.95 +0.85%
Three Year 2023-11-06 ₹36,000.00 ₹38,144.40 +5.96%
Five Year 2021-11-08 ₹60,000.00 ₹70,715.76 +17.86%
Since Inception 2018-08-09 ₹101,000.00 ₹146,267.88 +44.82%

Past returns are historical, not guaranteed. SIP values depend on the dates and NAVs used.

Return Calculator

Explore SIP and one-time investment scenarios

₹1,000₹50,000
Investment Duration

Projection uses the selected fund return as an annualized assumption. It does not predict future performance.

Estimated Investment Summary

Investment
₹0
Maturity Value
₹0
Abs. Returns
₹0
Assumed Annual Return
0%

Illustrative values only. Market returns are not fixed or guaranteed.

Portfolio Allocation

Explore asset allocation, sector exposure and company holdings.

Equity
N/A
Debt
N/A
Others
N/A

Sector Allocation

Distribution across different sectors

Banks 15.43%
CRISIL AAA 6.97%
Finance 6.10%
Other 5.08%
Petroleum Products 4.73%
Pharmaceuticals & Biotechnology 4.20%
IT - Software 3.64%
Auto Components 3.40%
Telecom - Services 3.18%
Automobiles 2.99%
CARE AA+ 2.85%
Retailing 2.82%
Consumer Durables 2.46%
Electrical Equipment 2.28%
Healthcare Services 2.25%
Power 2.04%
CARE AA- 2.00%
Construction 1.98%
CRISIL AA- 1.82%
Transport Infrastructure 1.80%
Aerospace & Defense 1.57%
Leisure Services 1.57%
CRISIL AA 1.46%
Beverages 1.39%
Realty 1.28%
ICRA AA+ 1.28%
Insurance 1.18%
Transport Services 1.17%
ICRA A+(CE) 1.07%
CARE A1+ 1.04%
Household Products 1.01%
Chemicals & Petrochemicals 0.99%
Industrial Manufacturing 0.86%
CARE AA 0.74%
Sovereign 0.72%
CRISIL AA+ 0.71%
Food Products 0.69%
CARE AAA(CE) 0.69%
Diversified FMCG 0.58%
Industrial Products 0.41%
Capital Markets 0.36%
Commercial Services & Supplies 0.34%
Agricultural, Commercial & Construction Vehicles 0.29%
Ferrous Metals 0.25%
Non - Ferrous Metals 0.23%
Oil 0.06%

Top Holdings

Company-wise portfolio exposure

ICICI Bank Limited 4.82%
Reliance Industries Limited 4.73%
HDFC Bank Limited 4.55%
Bharti Airtel Limited 2.75%
Kotak Mahindra Bank Limited 2.20%
Mahindra & Mahindra Limited 2.09%
State Bank of India 2.05%
Larsen & Toubro Limited 1.98%
Cholamandalam Investment and Finance Company Ltd 1.90%
Indus Infra Trust 1.80%
Infosys Limited 1.77%
Bajaj Finance Limited 1.66%
Eternal Limited 1.41%
NTPC Limited 1.37%
Divi's Laboratories Limited 1.32%
Axis Bank Limited 1.28%
Apollo Hospitals Enterprise Limited 1.25%
PNB Housing Finance Limited 1.20%
Sansera Engineering Limited 1.15%
Doms Industries Limited 1.01%
The Phoenix Mills Limited 0.99%
Hindustan Aeronautics Limited 0.97%
Sona BLW Precision Forgings Limited 0.87%
Premier Energies Limited 0.87%
InterGlobe Aviation Limited 0.83%
Sun Pharmaceutical Industries Limited 0.80%
Samvardhana Motherson International Limited 0.76%
Shriram Finance Limited 0.76%
The Indian Hotels Company Limited 0.74%
Dixon Technologies (India) Limited 0.74%
HDFC Life Insurance Company Limited 0.73%
United Spirits Limited 0.73%
Britannia Industries Limited 0.69%
Mankind Pharma Limited 0.69%
CG Power and Industrial Solutions Limited 0.69%
Tata Power Company Limited 0.67%
Varun Beverages Limited 0.66%
FSN E-Commerce Ventures Limited 0.57%
Titan Company Limited 0.56%
Pidilite Industries Limited 0.56%
Ather Energy Limited 0.50%
Tata Consultancy Services Limited 0.48%
Krishna Institute Of Medical Sciences Limited 0.48%
RBL Bank Limited 0.48%
Mphasis Limited 0.46%
Tech Mahindra Limited 0.46%
Arvind Fashions Limited 0.45%
Cipla Limited 0.45%
SBI Life Insurance Company Limited 0.45%
Indus Towers Limited 0.43%
ITC Hotels Limited 0.42%
Piramal Pharma Limited 0.41%
Jubilant Foodworks Limited 0.41%
Kirloskar Oil Engines Limited 0.41%
Jyoti CNC Automation Ltd 0.40%
PG Electroplast Limited 0.37%
Computer Age Management Services Limited 0.36%
Info Edge (India) Limited 0.36%
Delhivery Limited 0.34%
Amber Enterprises India Limited 0.34%
Awfis Space Solutions Limited 0.34%
Coforge Limited 0.33%
Gujarat Fluorochemicals Limited 0.33%
Torrent Pharmaceuticals Limited 0.33%
Berger Paints (I) Limited 0.32%
ITC Limited 0.31%
Bharat Electronics Limited 0.31%
Vijaya Diagnostic Centre Limited 0.30%
Cyient Dlm Ltd 0.29%
Embassy Office Parks REIT 0.29%
Tata Motors Ltd 0.29%
REC Limited 0.28%
Voltamp Transformers Limited 0.27%
Hindustan Unilever Limited 0.27%
Titagarh Rail Systems Limited 0.26%
Exide Industries Limited 0.26%
Tata Steel Limited 0.25%
GE Vernova T&D India Limited 0.24%
Aadhar Housing Finance Limited 0.24%
Hindalco Industries Limited 0.23%
Global Health Limited 0.22%
Hyundai Motor India Ltd 0.22%
Kaynes Technology India Limited 0.20%
Zydus Lifesciences Limited 0.20%
Minda Corporation Limited 0.20%
Maruti Suzuki India Limited 0.18%
Schaeffler India Limited 0.16%
HCL Technologies Limited 0.14%
Voltas Limited 0.13%
Apar Industries Limited 0.13%
Clean Science and Technology Limited 0.10%
Azad Engineering Ltd 0.08%
Bajaj Finserv Limited 0.06%
Oil & Natural Gas Corporation Limited 0.06%
Suryoday Small Finance Bank Limited 0.05%
Avenue Supermarts Limited 0.03%
Supreme Industries Limited 0.00%
9.15% Piramal Finance Limited (17/06/2027) ** 2.85%
8.75% Bharti Telecom Limited (05/11/2029) 1.79%
7.55% Poonawalla Fincorp Limited (25/03/2027) ** 1.77%
9.5% Kogta Financial (India) Limited (30/10/2027) ** 1.76%
7.87% Bajaj Finance Limited (08/02/2034) ** 1.73%
5% GMR Airports Limited (13/02/2027) ** 1.32%
9.40% Vedanta Aluminium Metal Limited (20/02/2027) 1.28%
Bamboo Hotel And Global Centre (Delhi) Private limited (31/01/2028) ** 1.07%
8.20% Adani Power Limited (25/01/2029) ** 1.06%
8.65% TVS Holdings Limited (07/06/2029) ** 0.71%
7.4% Small Industries Dev Bank of India (18/06/2031) ** 0.70%
7.59% Mahanagar Telephone Nigam Limited (20/07/2033) ** 0.69%
8.95% Aptus Finance India Private Limited (06/03/2029) ** 0.45%
8.23% Kotak Mahindra Prime Limited (21/12/2026) ** 0.43%
Jubilant Bevco Limited (31/05/2028) (ZCB) 0.40%
8.8% Aditya Birla Digital Fashion Ventures Limited (26/08/2027) ** 0.35%
6.83% HDFC Bank Limited (08/01/2031) ** 0.34%
7.25% Government of India (12/06/2063) 0.33%
8.75% Aptus Value Housing Finance India Limited (11/03/2030) ** 0.29%
9.4% IKF Finance Limited (12/08/2027) ** 0.24%
7.4% Power Finance Corporation Limited (08/05/2030) ** 0.21%
5% GMR Airports Limited (13/08/2028) ** 0.15%
7.92% West Bangal State Development Loans (15/03/2027) 0.14%
7.17% Tamilnadu State Development Loans (27/11/2029) 0.14%
7.17% Karnataka State Development Loans (27/11/2029) 0.07%
6.9% Karnataka State Development Loans (17/07/2029) 0.04%
4.04% Government of India (04/10/2028) 0.00%
Bank of Baroda (25/01/2027) 1.04%
Clearing Corporation of India Ltd 3.91%
Net Receivables / (Payables) 1.17%

Risk Ratios & Analysis

Understand the fund’s volatility, benchmark exposure and redemption characteristics.

σ
Standard Deviation
11.44%
Return volatility
β
Beta
1.07
Benchmark sensitivity
S
Sharpe Ratio
-0.22
Risk-adjusted return
↗
Lock-in Period
N/A
Redemption restriction
◷
Residual Maturity
1.99 years
Time to maturity

Scheme Riskometer

Published risk classification for this scheme

Principal risk level

Investors understand that their principal will be at

Very High Risk

Low
Low to Moderate
Moderate
Moderately High
High
Very High

Riskometer is a scheme risk classification, not a prediction of future performance.

Peer Comparison

Compare similar mutual funds by performance, fundamentals and risk.

Fund Name 1Y Return 3Y Return Since Inception
Qsif Hybrid Long-Short Fund - Regular Plan - Growth 25.59% 0.00% 25.35%
Altiva Hybrid Long-Short Fund - Regular Plan - Growth 8.93% 0.00% 8.89%
Bank Of India Aggressive Hybrid Fund - Regular Plan - Growth 6.36% 13.79% 14.72%
Quant Aggressive Hybrid Fund - Regular Plan - Growth 4.11% 12.35% 13.96%
NAVI Aggressive Hybrid Fund - Regular Plan - Growth 3.93% 10.50% 9.64%
Magnum Hybrid Long Short Fund - Regular Plan - Growth 3.36% 0.00% 3.21%
Bandhan Aggressive Hybrid Fund - Regular Plan - Growth 2.19% 13.40% 10.86%
HSBC Aggressive Hybrid Fund - Regular Plan - Growth 0.42% 11.89% 11.79%
Arudha Hybrid Long - Short Fund - Regular Plan - Growth 0.00% 0.00% 5.54%
Isif Hybrid Long-Short Fund - Regular Plan - Growth 0.00% 0.00% 4.90%

Returns are historical and do not guarantee future performance.

View All Hybrid Aggressive Hybrid Funds

Fund Family

Compare schemes from AXIS MUTUAL FUND by performance, fundamentals and risk.

Fund Name 1Y Return 3Y Return Since Inception
Axis Silver ETF - Regular Plan - Growth 17.79% 33.69% 30.79%
Axis Nasdaq 100 US Specific Equity Passive FOF - Regular Plan - Growth 17.19% 28.14% 29.62%
Axis Silver Fund Of Fund - Regular Plan - Growth 16.60% 32.78% 29.92%
Axis Gold ETF - Regular Plan - Growth 13.03% 29.57% -16.57%
Axis Global Equity Alpha Fund Of Fund - Regular Plan - Growth 12.87% 21.89% 15.73%
Axis Gold Fund - Regular Plan - Growth 12.55% 29.01% 9.53%
Axis Nifty Healthcare ETF - Regular Plan - Growth 11.89% 20.82% 13.66%
Axis Global Innovation Fund Of Fund - Regular Plan - Growth 10.78% 22.54% 11.52%
Axis India Manufacturing Fund - Regular Plan - Growth 9.19% 0.00% 16.96%
Axis Innovation Fund - Regular Plan - Growth 8.17% 16.33% 13.29%

Returns are historical and do not guarantee future performance.

View All AXIS MUTUAL FUND Funds

Scheme Objective

The investment mandate and purpose of this scheme

To generate long term capital appreciation by investing predominantly in Equity and Equity related Instruments along with current income through limited investments in debt Instruments and money market instruments. There is no assurance that the investment objective of the Scheme will be achieved.

Scheme Details

Investment requirements and key fund information

Fund Information

Min. SIP Amount
N/A
Min. Lumpsum Amount
N/A
AUM (in Cr.)
N/A
Expense Ratio (Regular)
2.24%
Expense Ratio (Direct)
1.19%
Lock-in Period
N/A
Fund Age
N/A
Benchmark
CRISIL Hybrid 35+65 - Aggressive Index

Exit Load

Charges that may apply when you redeem units

If redeemed/switched out on or before 12 months from the date of allotment:For 10% of investment: Nil.For remaining investment: 1%.If redeemed/switched out after 12 months from the date of allotment: Nil.
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