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Axis Aggressive Hybrid Fund(G)-Direct Plan

Axis Aggressive Hybrid Fund(G)-Direct Plan

HybridDirect GrowthHigh Risk

+8.68%

5Y annualised

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NAV : 27 Jul 2026

₹22.87

Min. SIP amount

₹100

Fund size (AUM)

1455 Cr

Expense ratio

1.08%

Launched on

09 Aug 2018

Lock-in period

N/A

Benchmark

Nifty 50

Fund Plan

Direct

SIP Calculator + Returns

Monthly investment

8,000

3M6M1Y3Y
Total investment
2,88,000
Would've become
3,36,788

Stock Allocation

Stock nameSectorAllocation
Kotak Mahindra Bank LimitedBank24.63%
Brigade Enterprises LimitedRealty4.67%
Hdfc Bank LimitedBank3.70%

Fund Composition

1455 Cr

Large Cap

54.50%

Mid Cap

9.08%

Small Cap

11.33%

Others

38.17%

Sector Allocation

1455 Cr

Bank

36.71%

Corporate Debt

12.96%

Realty

5.36%

Finance

4.71%

Healthcare

4.69%

Crude Oil

4.07%

It

3.98%

Automobile & Ancillaries

3.40%

Others

22.45%

Minimum investments

Min. for SIP100
Min. for Lumpsum--

Returns vs rankings

Absolute returns
Name1Y3Y5Y
Fund returns------
Rank (Balanced)

Exit load, stamp duty and tax

Exit load

Nil for 10% of investments and 1% for remaining investments on or before 12M, Nil after 12M

No exit load after holding period

Stamp duty on investment: 0.005% (from July 1st, 2020)

from July 1st 2020

Tax implication

If you redeem within less than 1 year, returns are taxed as per your Income Tax slab. If you redeem after more than 1 year, returns are taxed at 12.5%.

Fund management

JS

Jayesh Sundar

Present

DS

Devang Shah

Present

AP

Aditya Pagaria

Present

KN

Krishnaa N

Present

Similar/Peer Fund Comparison

Fund name
H

HSBC Multi Asset Active FOF(G)-Direct Plan

+15.72%
Q

Quant Aggressive Hybrid Fund(G)-Direct Plan

+14.58%
B

Bank of India Mid & Small Cap Equity & Debt Fund(G)-Direct Plan

+19.08%
B

Bandhan Aggressive Hybrid Fund(G)-Direct Plan

+14.96%
N

Navi Aggressive Hybrid Fund(G)-Direct Plan

+12.36%
H

HSBC Aggressive Hybrid Active FOF(G)-Direct Plan

+13.04%
H

HSBC Aggressive Hybrid Fund(G)-Direct Plan

+13.61%
H

HSBC Income Plus Arbitrage Active FOF(G)-Direct Plan

+7.48%

FAQs

Axis Aggressive Hybrid Fund(G)-Direct Plan is a part of Axis Asset Management Company Ltd., it was incepted on 09 Aug 2018. This fund is managed by Jayesh Sundar, Devang Shah, Aditya Pagaria and Krishnaa N. It is a Hybrid type of fund.

The current NAV of Axis Aggressive Hybrid Fund(G)-Direct Plan is ₹22.87 (as of 27 Jul 2026).

Axis Aggressive Hybrid Fund(G)-Direct Plan has delivered 1.64% in 1 year, 9.95% in 3 years, and 8.68% in 5 years (annualised).

The minimum SIP amount for Axis Aggressive Hybrid Fund(G)-Direct Plan is ₹100.

The expense ratio of Axis Aggressive Hybrid Fund(G)-Direct Plan is 1.08%.

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