Axis Aggressive Hybrid Fund - Regular Plan -Monthly IDCW Payout
Axis Mutual Fund
₹11.98 (+0.84%)
NAV as of 9 Oct 2026
Minimum Investment: ₹500
Return
-3.54% Returns for 1Y
Expense ratio & Others
- Net expense ratio
- 2.15%
- Exit load
- 0%
- Lock-in
- No
- Minimum investment
- ₹500
- Category
- Aggressive Allocation
Expense ratio is inclusive of GST. Returns may be taxed based on the fund type and your holding period — please read the scheme-related documents and consult a tax advisor. Figures are historical and do not guarantee future results.
Fund Returns Estimator
One-time investment
₹1,000
6 months
₹1,004
Invested ₹1,000
▲+0.36%1 year
₹965
Invested ₹1,000
▼-3.54%3 years
₹1,072
Invested ₹1,000
▲+7.25%5 years
₹1,045
Invested ₹1,000
▲+4.53%
Based on the fund’s historic trailing returns — a planning illustration, not a guarantee of future results.
Invest One-TimePlan it your way
The figures above are fixed to this fund’s past returns over set periods. Use a calculator to set your own amount, tenure and expected rate of return.
Risk level
Riskometer scale
- Low
- Low to Moderate
- Moderate
- Moderate to High
- HighThis fund
- Very High
Riskometer level assigned by the fund house as per SEBI norms. It can change as the scheme’s portfolio changes.
Fund benchmark
| Primary Index Name | CRISIL Hybrid 35+65 - Agg TR INR |
|---|---|
| Secondary Index Name | CRISIL Hybrid 35+65 - Agg TR INR |
| Index Name | CRISIL Hybrid 35+65 - Agg TR INR |
| Weighting | 100% |
Returns
| 1Y | 3Y | 5Y | 10Y | |
|---|---|---|---|---|
| Fund returns (%) | -3.54% | +7.25% | +4.53% | — |
| Cumulative returns (%) | -3.54% | +23.35% | +24.78% | — |
Fund Manager
| Manager | Krishnaa N |
|---|---|
| Role | Manager |
| Manager Tenure | 1.79 yrs |
About Fund
| Date of Incorporation | 9 Aug 2018 |
|---|---|
| Fund House | Axis Mutual Fund |
| Custodian | Deutsche Bank AG |
| Registrar / Transfer Agent | Axis Asset Management Company Limited |
| Address | 1 Great Winchester Street |
Top Holdings
| Company | Weightage (%) |
|---|---|
| 7.61% Gs 2030 | 5.61% |
| ICICI Bank Ltd | 5.07% |
| Reliance Industries Ltd | 4.86% |
| HDFC Bank Ltd | 4.35% |
| 7.25% Gs 2063 | 3.57% |
| National Bank For Agriculture And Rural Development | 3.46% |
| Bharti Airtel Ltd | 2.71% |
| State Bank of India | 2.53% |
| Infosys Ltd | 2.30% |
| Mahindra & Mahindra Ltd | 2.22% |
| Kotak Mahindra Bank Ltd | 2.12% |
| Larsen & Toubro Ltd | 2.08% |
| NTPC Ltd | 1.89% |
| Bharti Telecom Limited | 1.85% |
| Bajaj Finance Ltd | 1.85% |
| PI Industries Ltd | 1.78% |
Investment Strategy
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.
Capital appreciation along with generation of income over medium to long term
Mutual fund investments are subject to market risks. Read all scheme-related documents carefully. The data shown is for information only and does not constitute investment advice.