Overview
Benefits
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
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.
Entry Load, Exit Load & Tax
| 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 |
Minimum Investment
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
Performance
Returns Calculator
Returns Over The Years
Performance of Axis Aggressive Hybrid Fund - Direct Growth as of February 28, 2026
| CRISIL Hybrid 35+65 - Aggressive Index | Current Value of Rs.10,000 Invested | |||||
|---|---|---|---|---|---|---|
| Annualised(%) | CRISIL Hybrid 35+65 - Aggressive Index Benchmark(%) | Nifty 50 TRI Additional Benchmark(%) | Annualised(₹) | CRISIL Hybrid 35+65 - Aggressive Index Benchmark(₹) | Nifty 50 TRI Additional Benchmark(₹) | |
| Since Inception 2018-08-09 | 11.48% | 11.64% | 12.26% | 22,740 | 22,984 | 23,965 |
| 5 Years | 11.01% | 11.75% | 12.93% | 16,869 | 17,440 | 18,379 |
| 3 Years | 13.63% | 14.12% | 14.64% | 14,671 | 14,862 | 15,066 |
| 1 Year | 14.14% | 13.63% | 15.12% | 11,410 | 11,359 | 11,507 |
Performance of SIP
| SIP Investments | Total Amount Invested | Market Value (As on 2026-02-27) | Returns (Annualised) | Benchmark Returns (Annualised) | Additional Benchmark Returns (Annualised) | Benchmark Market Value | Additional Benchmark Market Value |
|---|---|---|---|---|---|---|---|
| Since Inception 09 Aug 2018 | 9,10,000 | 13,56,390.16 | 10.33% | 12.37% | 13.57% | 14,68,489.93 | 15,38,884.77 |
| 5 Years | 6,00,000 | 7,43,165.97 | 8.52% | 10.61% | 11.03% | 7,82,837.31 | 7,91,077.86 |
| 3 Years | 3,60,000 | 4,07,891.44 | 8.32% | 9.43% | 9.27% | 4,14,562.84 | 4,13,593.34 |
| 1 Year | 1,20,000 | 1,22,578.45 | 4.07% | 5.89% | 4.67% | 1,23,724.35 | 1,22,959.96 |
Fund Quants
Portfolio
Asset Cap Mix
Portfolio Summary
Holdings
| Stocks | % of holdings |
|---|---|
| HDFC Bank Limited | 6.4 |
| Reliance Industries Limited | 5.19 |
| ICICI Bank Limited | 4.85 |
| Bajaj Finance Limited | 3.68 |
| State Bank of India | 3.67 |
IDCW
| Record Date | Option | IDCW (Per Unit) | NAV (Per Unit) | ||
|---|---|---|---|---|---|
| Individuals/HUF | Others | Cum IDCW | Ex- IDCW | ||
| 2026-02-25 | Monthly Dividend | 0.1 | 0.1 | 16.04 | 15.94 |
| 2026-01-27 | Monthly Dividend | 0.1 | 0.1 | 15.86 | 15.76 |
| 2025-12-26 | Monthly Dividend | 0.1 | 0.1 | 16.28 | 16.18 |
| 2025-12-26 | Quarterly Dividend | 0.3 | 0.3 | 15.67 | 15.37 |
| 2025-09-25 | Quarterly Dividend | 0.3 | 0.3 | 15.49 | 15.19 |
| 2025-06-25 | Quarterly Dividend | 0.3 | 0.3 | 16.04 | 15.74 |
| 2024-03-20 | Dividend | 1 | 1 | 14.38 | 13.38 |
| 2023-02-27 | Dividend | 1.1 | 1.1 | 13.06 | 11.96 |
| 2022-03-25 | Dividend | 1.15 | 1.15 | 14.58 | 13.43 |
Outlook
Similar Funds
Documents
Presentation
Leaflet
SID
KIM
Frequently asked questions
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. 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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