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 #30 of 36 in category.
Fund basics
| Category | Hybrid: Aggressive |
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| NAV | ₹21.06 (as of 2026-08-21) |
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| AUM | ₹1,476 Cr |
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| Expense ratio | 1.82% |
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| Riskometer | Very High |
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| Fund manager | Aditya Pagaria |
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| Exit load | For units in excess of 10% of the investment, 1% will be charged for redemption within 365 days |
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Performance & risk
| 5-year annualised return | 7.68% |
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| Sharpe ratio | 0.32 |
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| Standard deviation | 11.12% |
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| Max drawdown | -28.08% |
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| Alpha | 0 |
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| Beta | 0 |
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Over 5 years, captured 110.2% of NIFTY 50 Hybrid Composite Debt 65:35 Index's upside and 131.6% of its downside.
Market cap allocation
| Large cap | 71.9% |
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| Mid cap | 13.1% |
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| Small cap | 15.0% |
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Concentration
| Top 5 holdings | 19.9% |
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| Top 10 holdings | 30.8% |
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| Total holdings | 95 |
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Top holdings
- ICICI Bank Ltd. — 5.0%
- Reliance Industries Ltd — 5.0%
- HDFC Bank Ltd. — 4.6%
- Bharti Airtel Ltd. — 2.9%
- Clearing Corporation of India Ltd — 2.8%
- Infosys Ltd — 2.5%
- State Bank Of India — 2.4%
- Mahindra & Mahindra Ltd. — 2.3%
- Bajaj Finance Limited — 2.2%
- Larsen & Toubro Limited — 2.0%
Top sectors
- Banking & Financial — 16.3%
- Finance & Investments — 6.8%
- Automobile — 6.6%
Calendar-year track record
| Year | Return | Quartile | Category rank |
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| 2026 (partial) | 0.5% | Q3 | #19 of 34 |
| 2025 | 6.0% | Q2 | #16 of 34 |
| 2024 | 14.7% | Q3 | #24 of 34 |
| 2023 | 14.2% | Q4 (Bottom) | #33 of 33 |
| 2022 | -5.2% | Q4 (Bottom) | #30 of 30 |