Fund Overview

Axis Aggressive Hybrid Fund

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Scheme Type: Hybrid

Fund Manager:
Mr. Jayesh Sundar + 3
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NAV as on Oct 24, 2025
₹ 23.01
CAGR
14.75 %
AUM as on 30 Sep 2025(in Cr.)
₹ 1,538.02
Updated as on: September 30, 2025
Risk
Risk
Very High
An open ended hybrid scheme investing predominantly in equity and equity related instruments

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.

Benefits of

Hybrid fund investing 65-80% in equity and rest in debt

 The fund will follow the Axis philosophy of bottom up investing in high quality stocks.

Potential capital appreciation of equity and stability of debt all while being tax efficient

Tax efficient withdrawal facility for regular income

Fund Manager

Fund Manager
Mr. Jayesh Sundar
Managing this fund since 28th Sep 2023
22
Years
Work Experience
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Fund Manager
Mr. Devang Shah
Managing this fund since 05th Apr 2024
21
Years
Work Experience
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Fund Manager
Mr. Aditya Pagaria
Managing this fund since 01th Feb 2023
18
Years
Work Experience
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Fund Manager
Ms. Krishnaa N
Managing this fund since 16th Dec 2024
6
Years
Work Experience
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Entry Load

NA

Exit Load

If redeemed/switch out within 12 months from the date of allotment - For 10% of investment : Nil - For remaining investment : 1% If redeemed/switch out after 12 months from the date of allotment: Nil
Statistical Measures (3 Years)
Standard Deviation
9.81%
Beta
1.09
Sharpe Ratio**
0.49
Average Maturity@*
8.08 years
Modified Duration@*
3.62 years
Mac D
3.80 years
Portfolio Yield (Yield to Maturity&) - Monthly
7.40%
Disclaimer: **Risk-free rate assumed to be 5.74% (MIBOR as on 30-09-2025) - Source: www.fimmda.org. Computed for the 3-yr period ended September 30, 2025. Based on month-end NAV.
Updated as on:
This product is suitable for investors who are seeking*
  • Capital appreciation along with generation of income over medium to long term.
  • Investment in equity and equity related instruments as well as debt and money market instruments
*Investors should consult their financial advisers if in doubt about whether the product is suitable for them
Riskometer
Axis Aggressive Hybrid Fund
The risk of the scheme is Very High
Riskometer
CRISIL Hybrid 35+65 - Aggressive Index
The risk of the benchmark is High
Minimum Investment Amount
  • Lumpsum Investment :
     ₹ 500
  • Additional Investment :
     ₹ 500
  • Systematic Investment :
     ₹ 100

Goal Planning

Big or small, everyone has goals that they want to accomplish. There are some goals you’re able to fulfil and others that you’re not. With proper planning a lot of this can be managed. Savings, on their own are not enough. And most people who invest, do so in an ad-hoc manner. When the markets look promising, they follow the trend and invest like others do. When the volatility sets in, they worry over their investments and take uninformed decisions.
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Asset Cap Mix

Equity (75.36%)
InvIT (1.47%)
REIT (0.26%)
Debt/Cash (22.91%)

Market Cap Mix

Large Cap (75.54%)
Mid Cap (12.09%)
Small Cap (12.37%)

Issuers

Top 10 Issuers
% Of Net Assets
HDFC Bank Limited
6.77
Reliance Industries Limited
4.92
ICICI Bank Limited
4.64
Infosys Limited
3.68
Bajaj Finance Limited
3.62
7.25% GOI (MD 12/06/2063)
3.56
Bharti Airtel Limited
3.25
State Bank of India
3.00
Larsen & Toubro Limited
2.45
Mahindra & Mahindra Limited
2.33

IDCW

IDCW (₹ Per Unit)
NAV Per Unit
Record DateOptionIndividuals/HUFOthersCum IDCWEx IDCW
Sep 25, 2025Monthly Dividend0.1000.10016.26016.160
Aug 25, 2025Monthly Dividend0.1000.10016.33016.230
Jul 25, 2025Monthly Dividend0.1000.10016.54016.440
Sep 25, 2025Quarterly Dividend0.3000.30015.49015.190
Jun 25, 2025Quarterly Dividend0.3000.30016.04015.740
Mar 25, 2025Quarterly Dividend0.3000.30015.24014.940
Mar 20, 2024Dividend1.0001.00014.38013.380
Feb 27, 2023Dividend1.1001.10013.06011.960
Mar 25, 2022Dividend1.1501.15014.58013.430
Disclaimer: Pursuant to payment of Distribution (of Income & Capital), the NAV of the above stated IDCW options of the scheme/plan would fall to the extent of payout and statutory levy, if any. Past performance may or may not be sustained in future. Face value of units is Rs. 10. IDCW means Income Distribution cum Capital Withdrawal.
IDCW History
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Select Timeframe
25-07-2025
from date
25-10-2025
to date
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FAQs on Axis Aggressive Hybrid Fund

An Aggressive Hybrid is a type of mutual fund that invests in both stocks and fixed-income securities, typically maintaining a higher allocation to equities (usually 65%-80%). This blend aims to provide the potential for capital appreciation from stocks while offering some stability from the debt component.

Axis Aggressive Hybrid Fund is an open-ended hybrid scheme investing predominantly in equity and equity-related instruments. It invests 65-80% of the funds in equity and the remaining in debt. The scheme seeks to generate long-term capital appreciation by investing in a mix of equity and equity instruments, debt instruments and money market instruments.

Investors who can stay with the fund for at least 5 years or more should invest. They are a suitable option for conservative equity investors or first-time equity investors, due to their less volatile nature.

The minimum SIP investment amount for Axis Aggressive Hybrid Fund is ₹100 and in multiple of Re. 1/-; lumpsum investment is ₹500 in multiples of Re. 1/- thereafter.

The Aggressive Hybrid Fund invests 65-80% of its assets into equity stocks and the remaining 20-35% in debt & money market instruments. It offers a balanced approach to investing, combining equity for growth potential with debt for stability.

You can visit Axis Fund’s house official website or Axis Mutual Fund app to invest in the Axis Aggressive Hybrid Fund. These investments can be done in two ways either through lump sums or SIPs.

Axis Aggressive Hybrid Fund

 This document represents the views of Axis Asset Management Co. Ltd. and must not be taken as the basis for an investment decision. Neither Axis Mutual Fund, Axis Mutual Fund Trustee Limited nor Axis Asset Management Company Limited, its Directors or associates shall be liable for any damages including lost revenue or lost profits that may arise from the use of the information contained herein. No representation or warranty is made as to the accuracy, completeness or fairness of the information and opinions contained herein. The AMC reserves the right to make modifications and alterations to this statement as may be required from time to time. 

Mutual Fund Investments are subject to market risks, read all scheme related documents carefully. 

Axis Bank Ltd. is not liable or responsible for any loss or shortfall resulting from the operation of the scheme.

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Axis Bank Ltd. is not liable or responsible for any loss or shortfall resulting from the operation of the scheme.
Past performance may or may not be sustained in future. Please consult your financial advisor before investing.

Mutual fund investments are subject to market risks, read all scheme related documents carefully.

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