Axis Aggressive Hybrid Fund
The scheme seeks 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.
Growthvine rating: 1/5 — ranked #33 of 36 in category.
Fund basics
| Category | Hybrid: Aggressive |
|---|
| NAV | ₹19.74 (as of 2026-10-23) |
|---|
| AUM | ₹1,406 Cr |
|---|
| Expense ratio | 1.83% |
|---|
| Riskometer | Very High |
|---|
| Fund manager | Aditya Pagaria |
|---|
| Exit load | For units in excess of 10% of the investment, 1% will be charged for redemption within 365 days |
|---|
Performance & risk
| 5-year annualised return | 5.06% |
|---|
| Sharpe ratio | 0.21 |
|---|
| Standard deviation | 11.44% |
|---|
| Max drawdown | −28.08% |
|---|
| Alpha | 0 |
|---|
| Beta | 0 |
|---|
Over 5 years, captured 109.5% of NIFTY 50 Hybrid Composite Debt 65:35 Index's upside and 125.4% of its downside.
Market cap allocation
| Large cap | 70.8% |
|---|
| Mid cap | 13.7% |
|---|
| Small cap | 15.5% |
|---|
Concentration
| Top 5 holdings | 19.1% |
|---|
| Top 10 holdings | 28.8% |
|---|
| Total holdings | 95 |
|---|
Top holdings
- ICICI Bank Ltd. — 4.8%
- Reliance Industries Ltd — 4.7%
- HDFC Bank Ltd. — 4.6%
- Clearing Corporation of India Ltd — 3.9%
- 9.15% Piramal Finance Limited (17/06/2027) — 2.8%
- Bharti Airtel Ltd. — 2.8%
- Kotak Mahindra Bank Ltd. — 2.2%
- Mahindra & Mahindra Ltd. — 2.1%
- State Bank Of India — 2.0%
- Larsen & Toubro Limited — 2.0%
Top sectors
Not disclosed.
Calendar-year track record
| Year | Return | Quartile | Category rank |
|---|
| 2026 (partial) | −5.8% | Q2 | #15 of 33 |
| 2025 | 6.0% | Q2 | #16 of 33 |
| 2024 | 14.7% | Q3 | #23 of 33 |
| 2023 | 14.2% | Q4 (Bottom) | #33 of 33 |
| 2022 | −5.2% | Q4 (Bottom) | #30 of 30 |