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 #35 of 36 in category.
Fund basics
| Category | Hybrid: Aggressive |
|---|
| NAV | ₹19.99 (as of 2026-10-01) |
|---|
| AUM | ₹1,476 Cr |
|---|
| Expense ratio | 1.82% |
|---|
| 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 | 0.37 |
|---|
| Standard deviation | 11.07% |
|---|
| 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 | 71.3% |
|---|
| Mid cap | 13.3% |
|---|
| Small cap | 15.4% |
|---|
Concentration
| Top 5 holdings | 19.5% |
|---|
| Top 10 holdings | 30.1% |
|---|
| Total holdings | 94 |
|---|
Top holdings
- ICICI Bank Ltd. — 5.1%
- Reliance Industries Ltd — 4.9%
- HDFC Bank Ltd. — 4.3%
- Clearing Corporation of India Ltd — 3.3%
- Bharti Airtel Ltd. — 2.7%
- State Bank Of India — 2.5%
- Infosys Ltd — 2.3%
- Mahindra & Mahindra Ltd. — 2.2%
- Kotak Mahindra Bank Ltd. — 2.1%
- Larsen & Toubro Limited — 2.1%
Top sectors
Not disclosed.
Calendar-year track record
| Year | Return | Quartile | Category rank |
|---|
| 2026 (partial) | −4.6% | Q2 | #16 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 |