Item: Axis Aggresive Hybrid Fund Direct Reinvst of Inc Dis cum Cap Wdrl
Rating: 1
Author: Morningstar

Home › Mutual Funds › Axis Mutual Fund › Axis Aggresive Hybrid Fund Direct Reinvst of Inc Dis cum Cap Wdrl

16.560 (0.485%)

NAV on November 10, 2025

Category Allocation:
Aggressive Allocation

Investment StyleBox

Large Growth

Interest rate sensitivity
Credit quality

Moderate Sensitivity
High Quality

Total Assets 1,538 cr

Turnover Ratio 50.30%

Expense Ratio 1.09%

Exit Load 1.00%if redeemed within
12 Months0.00%if redeemed after 12 Months

Returns

1M: 1.47%
1Y: 5.68%
3M: 5.28%
3Y: 12.15%
6M: 7.67%
5Y: 13.08%

Min Investment 500

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ADDITIONAL INFO

Fund Manager Devang Shah (Since over 1 year) Aditya Pagaria (Since almost 3 years) Jayesh Sundar (Since about 2 years) Krishnaa N (Since 11 months)

ISIN INF846K01E17

Fund Family Axis

P/E Ratio 24.15

P/B Ratio 3.61

Launch Date August 09, 2018

Benchmark CRISIL Hybrid 35+65 - Agg TR INR

Avg. Maturity 8.08 years

Yield To Maturity (%) 7.40%

SECTOR WEIGHTINGS (%)

Financial 32.59%

Industrial 11.66%

Technology 11.61%

Basic Materials 4.38%

Consumer Cyclical 10.5%

Utilities Services 2.7%

Healthcare Services 9.03%

Energy Services 7.56%

Communication Services 4.29%

Consumer Defensive 3.09%

Real Estate 2.60%

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.

Dividends that would otherwise be paid out to investors are instead used to purchase more units in the fund. Not as tax efficient as Growth.

View Factsheet

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Top Aggressive Allocation Funds

NAME	LATEST NAV	RETURNS 1y	FUND ASSETS	EXPENSE RATIO	RISK
ICICI Prudential Equity & Debt Fund Direct Plan Growth	450.600	10.20%	46,392 cr	0.95%	Below Average
Quant Aggressive Hybrid Fund Growth Option Direct Plan	474.507	5.58%	2,129 cr	0.75%	High
Bank of India Mid & Small Cap Equity & Debt Fund Direct Growth	41.760	1.56%	1,280 cr	0.66%	High

Best Aggressive Allocation Funds

NAME	LATEST NAV	RETURNS 1y	FUND ASSETS	Expense RATIO	RISK
Baroda Hybrid Equity Fund Plan B (Direct) Growth Option	89.283	16.15%	374 cr	1.78%	Average
PGIM India Aggresive Hybrid Equity Fund Direct Plan Growth	157.550	7.59%	216 cr	0.76%	Low