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Fund Overview of Axis Aggressive Hybrid Fund Direct-idcw Monthly
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₹1,429.2 CrAUM
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₹15.42NAV
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1.12%Expense Ratio
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HybridFund Category
Minimum amount you can invest: ₹500
Maximum amount you can invest: ₹1,00,000
We have used a return rate of 15% for our calculations.
Returns of Axis Aggressive Hybrid Fund Direct-idcw Monthly
| Tenure | Absolute(%) | Annualised(%) | Category Average(%) |
|---|---|---|---|
| 3 Months | 4.05% | NA | 2.67% |
| 6 Months | -1.31% | NA | 10.68% |
| 1 Year | 1.71% | 1.71% | 2.84% |
| 2 Years | 10.58% | 5.16% | 17.05% |
| 3 Years | 34.15% | 10.29% | 16.22% |
| 5 Years | 55.54% | 9.24% | 18.30% |
| 7 Years | 115.84% | 11.62% | NA |
Dividends are declared by the fund house based on the income generated from the underlying assets. While many mutual funds distribute dividends annually, the payout frequency ultimately depends on the fund house’s decision
Compare Axis Aggressive Hybrid Fund Direct-idcw Monthly with other mutual funds in the same category
Axis Aggressive Hybrid Fund Direct-idcw Monthly
SBI Children's Fund - Investment Plan Direct-growth
SBI Children's Fund - Investment Plan Regular-growth
Asset Allocation
equities
71.72%debt instruments
25.72%other assets or cash equivalents
0.55%Axis Aggressive Hybrid Fund Direct-idcw Monthly is one Hybrid mutual fund offered by Axis Mutual Fund. Launched on 09 Aug 2018, the fund aims 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. It manages assets worth ₹1,429.2 crore as on Sun May 31, 2026. The expense ratio stands at 1.12%. Fund Manager Manager Education Fund Manager Manager Education Fund Manager Manager Education Fund Manager Manager EducationAbout Axis Aggressive Hybrid Fund Direct-idcw Monthly
The portfolio allocation consists of 71.72% in equities, 25.72% in debt instruments, 0.55% in other assets or cash equivalents.Managed by Aditya Pagaria, it has delivered a return of 1.71% in the last year, a total return since inception of 10.92%.
The latest dividend was declared on 26 May 2026 at 1.00% of face value.
For those looking to make well-planned investment decisions it helps to also explore best sip plans that align with financial planning needs.
Key Metrics of Axis Aggressive Hybrid Fund Direct-idcw Monthly
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Standard Deviation11.19%
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Sharpe Ratio0.42%
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Beta1.08%
Fund Details
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Top Performing Mutual Funds
growth is based on 1-month returns of the funds & Top fund are based on 3Y Returns
More funds from Axis Mutual Fund
| Fund Names | AUM (Cr) | 1M | 3M | 6M | 1Yr | 3Yr |
|---|---|---|---|---|---|---|
|
Axis Aggressive Hybrid Fund Direct-growth
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₹1,429 | 2.68% | 4.05% | -1.31% | 1.71% | 10.29% |
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Axis Aggressive Hybrid Fund Regular-growth
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₹1,429 | 2.61% | 3.81% | -1.83% | 0.64% | 9.08% |
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Axis Aggressive Hybrid Fund Regular-idcw
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₹1,429 | 2.61% | 3.81% | -1.83% | 0.64% | 9.08% |
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Axis Aggressive Hybrid Fund Regular-idcw Monthly
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₹1,429 | 2.61% | 3.81% | -1.83% | 0.64% | 9.08% |
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Axis Aggressive Hybrid Fund Regular-idcw Quarterly
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₹1,429 | 2.61% | 3.81% | -1.83% | 0.64% | 9.08% |
|
Axis Aggressive Hybrid Fund Direct-idcw Quarterly
|
₹1,429 | 2.68% | 4.05% | -1.31% | 1.71% | 10.29% |
|
Axis Children's Fund Direct-compulsory Lock In Growth
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₹873 | 2.79% | 4.07% | -1.23% | 1.18% | 9.43% |
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Axis Children's Fund Regular-compulsory Lock In Growth
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₹873 | 2.71% | 3.83% | -1.68% | 0.26% | 8.28% |
growth is based on 1-month returns of the fundsMutual Fund Calculator
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Top Mutual Funds
| Fund Names | AUM (Cr) | NAV | 3Yr | 5Yr | 10Yr |
|---|---|---|---|---|---|
| SBI Equity Hybrid Fund-growth |
₹84,011 | ₹311.29 | 13.10% | 11.08% | 12.10% |
| SBI Equity Hybrid Fund Direct Plan-growth |
₹84,011 | ₹345.91 | 13.86% | 11.83% | 12.96% |
| SBI Equity Hybrid Fund-idcw |
₹84,011 | ₹65.96 | 13.10% | 11.08% | 12.10% |
| SBI Equity Hybrid Fund Direct Plan-idcw |
₹84,011 | ₹101.22 | 13.86% | 11.83% | 12.96% |
| ICICI Prudential Equity & Debt Fund Direct-growth |
₹50,033 | ₹448.16 | 16.70% | 17.26% | 16.38% |
| ICICI Prudential Equity & Debt Fund-growth |
₹50,033 | ₹401.77 | 16.01% | 16.59% | 15.50% |
| ICICI Prudential Equity & Debt Fund-idcw Half Yearly |
₹50,033 | ₹25.44 | 16.01% | 16.59% | 15.50% |
| ICICI Prudential Equity & Debt Fund Direct-idcw Half Yearly |
₹50,033 | ₹29.04 | 16.70% | 17.26% | 16.38% |
| ICICI Prudential Equity & Debt Fund Direct-idcw Monthly |
₹50,033 | ₹70.21 | 16.70% | 17.26% | 16.38% |
| ICICI Prudential Equity & Debt Fund-idcw Monthly |
₹50,033 | ₹43.03 | 16.01% | 16.59% | 15.50% |
Detailed Portfolio
| Stocks | Sector | % of Holding | Value |
|---|---|---|---|
| Reliance Industries Ltd | Energy & Utilities | 5.18% | ₹74.01 Cr |
| Icici Bank Ltd | Financial | 4.81% | ₹68.81 Cr |
| Hdfc Bank Ltd | Financial | 4.70% | ₹67.17 Cr |
| National Bank For Agriculture And Rural Development Sr 26f 7.44 Bd 17jl29 Fvrs1lac | Financial | 3.46% | ₹49.45 Cr |
| Infosys Ltd | Technology | 3.15% | ₹45.02 Cr |
| Bharti Airtel Ltd | Technology | 2.82% | ₹40.24 Cr |
| State Bank Of India | Financial | 2.81% | ₹40.13 Cr |
| Larsen & Toubro Ltd | Industrials | 2.75% | ₹39.36 Cr |
| Mahindra & Mahindra Ltd | Consumer Discretionary | 2.12% | ₹30.33 Cr |
| Kotak Mahindra Bank Ltd | Financial | 1.95% | ₹27.86 Cr |
| Ntpc Ltd | Energy & Utilities | 1.86% | ₹26.54 Cr |
| Bharti Telecom Limited Sr Xxi 8.75 Ncd 05nv29 Fvrs1lac | Technology | 1.77% | ₹25.24 Cr |
| Bajaj Finance Ltd | Financial | 1.77% | ₹25.23 Cr |
| National Bank For Agriculture And Rural Development Sr 25g 7.48 Bd 15sp28 Fvrs1lac | Financial | 1.74% | ₹24.83 Cr |
| Poonawalla Fincorp Limited Sr B2 7.60 Ncd 28my27 Fvrs1lac | Financial | 1.74% | ₹24.82 Cr |
| Kogta Financial (india) Limited 9.5 Ncd 30ot27 Fvrs1lac | Financial | 1.73% | ₹24.72 Cr |
| Bharat Highways Invit | Industrials | 1.73% | ₹24.71 Cr |
| Bajaj Finance Limited 7.87 Ncd 08fb34 Fvrs1lac | Financial | 1.72% | ₹24.58 Cr |
| Cholamandalam Investment And Fin. Co. Ltd 7.5 Ccd 30sp26 Fvrs1lac | Financial | 1.47% | ₹21.05 Cr |
| Others Cblo | Unspecified | 1.28% | ₹18.35 Cr |
Top Hybrid Funds
| Fund Names | NAV | 3Yr | 5Yr | 52 weeks high |
|---|---|---|---|---|
| SBI Children's Fund - Investment Plan Direct-growth |
₹51.38 | 23.07% | 25.33% | - |
| SBI Children's Fund - Investment Plan Regular-growth |
₹47.83 | 21.73% | 23.83% | - |
| ICICI Prudential Retirement Fund - Hybrid Aggressive Plan Direct-growth |
₹31.22 | 21.17% | 17.61% | - |
| ICICI Prudential Retirement Fund - Hybrid Aggressive Plan Direct-idcw |
₹31.22 | 21.17% | 17.61% | - |
| ICICI Prudential Equity & Debt Fund Direct-growth |
₹448.16 | 16.70% | 17.26% | - |
| ICICI Prudential Equity & Debt Fund Direct-idcw Half Yearly |
₹29.04 | 16.70% | 17.26% | - |
| ICICI Prudential Equity & Debt Fund Direct-idcw Monthly |
₹70.21 | 16.70% | 17.26% | - |
| ICICI Prudential Equity & Debt Fund Direct-idcw Yearly |
₹28.65 | 16.70% | 17.26% | - |
| Bank Of India Mid & Small Cap Equity & Debt Fund Direct-growth |
₹45.72 | 20.52% | 16.95% | - |
| Bank Of India Mid & Small Cap Equity & Debt Fund Direct-idcw |
₹35.94 | 20.52% | 16.95% | - |
growth is based on 5Y returns of the funds
Frequently Asked Questions
Axis Aggressive Hybrid Fund Direct-idcw Monthly
What is the current AUM of Axis Aggressive Hybrid Fund Direct-idcw Monthly?
As of Sun May 31, 2026, Axis Aggressive Hybrid Fund Direct-idcw Monthly manages assets worth ₹1,429.2 crore
How has Axis Aggressive Hybrid Fund Direct-idcw Monthly performed recently?
- 3 Months: 4.05%
- 6 Months: -1.31%
What is the long-term performance of Axis Aggressive Hybrid Fund Direct-idcw Monthly?
- 3 Years CAGR: 10.29%
- 5 Years CAGR: 9.24%
- Since Inception: 10.92%
What is the portfolio composition of Axis Aggressive Hybrid Fund Direct-idcw Monthly?
Equity: 71.72%, Debt: 25.72%, Others: 0.55%.
Who manages Axis Aggressive Hybrid Fund Direct-idcw Monthly?
Axis Aggressive Hybrid Fund Direct-idcw Monthly is managed by Aditya Pagaria from Axis Mutual Fund.
When was the last dividend declared by Axis Aggressive Hybrid Fund Direct-idcw Monthly?
Latest dividend was declared on 26 May 2026 at 1.00% of face value.
What is the market-cap allocation of Axis Aggressive Hybrid Fund Direct-idcw Monthly?
Large Cap: 76.12%, Mid Cap: 10.67%, Small Cap: 13.21%.
Which are the top companies Axis Aggressive Hybrid Fund Direct-idcw Monthly has invested in?
- Reliance Industries Ltd – 5.18% of the fund's portfolio
- ICICI Bank Ltd – 4.81% of the fund's portfolio
- HDFC Bank Ltd – 4.70% of the fund's portfolio
- NATIONAL BANK FOR AGRICULTURE AND RURAL DEVELOPMENT SR 26F 7.44 BD 17JL29 FVRS1LAC – 3.46% of the fund's portfolio
- Infosys Ltd – 3.15% of the fund's portfolio
Which are the major sectors Axis Aggressive Hybrid Fund Direct-idcw Monthly focuses on?
- Financial – 27.89% of the fund's portfolio
- Technology – 7.73% of the fund's portfolio
- Energy & Utilities – 7.04% of the fund's portfolio
- Industrials – 4.48% of the fund's portfolio
- Consumer Discretionary – 2.12% of the fund's portfolio
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