Our Opinion
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Clear AllValue Research Rating
Our Opinion
Riskometer
Very High
₹21.7100 0.65%
As on 17-Mar-2026
As per SEBI's Riskometer.
Split between different types of investments
Split between categories of Equity investments
We have shifted from our proprietary CapRank classification system to SEBI’s market cap classification system with effect from 14 Jan, 2026.
|
Fund name
|
Rating |
Our Opinion |
Risk
|
Return (%) |
|
Expense Ratio (%)
|
|---|---|---|---|---|---|---|
|
Axis Aggressive Hybrid Fund - Direct Plan
|
|
|
Very High
|
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1.09 |
|
 |
|
Very High
|
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0.92 |
||
 |
|
Very High
|
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0.68 |
||
|
|
Very High
|
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0.92 |
||
|
|
Very High
|
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0.47 |
₹1,505 Cr
1.00 (365)
500
1,000
100
6
About Axis Aggressive Hybrid Fund - Direct Plan
Axis Aggressive Hybrid Fund - Direct Plan is a hybrid mutual fund scheme of Axis Mutual Fund. Launched on August 09, 2018, it is currently managed by Devang Shah, Aditya Pagaria and Jayesh Sundar. The fund has an expense ratio of 1.09% with an overall AUM (Assets Under Management) of ₹1,505 Cr.
Axis Aggressive Hybrid Fund - Direct Plan invests 65-80 per cent of its assets in equity stocks and the remaining 20-35 per cent in bonds. The fund allows minimum lumpsum investment of ₹500 and minimum SIP of ₹100.
Investment Strategy
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.
Suitability
Aggressive Hybrid funds are suitable for investors:
Note:
Capital Gains Taxation
Disclaimer: The tax information has been prepared on a best-effort basis using information available in the public domain and other sources that Value Research considers reliable. This is not meant as tax advice, and we advise you to consult your tax advisor before making any decision. Value Research takes no responsibility and assumes no liability for any loss or damage arising from any investment or redemption decision based on this information.
Dividend Taxation
1 min read•By News Desk
Subscribers of Value Research Fund Advisor can conveniently invest in the low-cost direct plan of Axis Aggressive Hybrid Fund - Direct Plan through the Value Research Fund Advisor website.
Alternatively, mutual funds can also be purchased directly from the respective fund house’s website. For example, Axis Aggressive Hybrid Fund - Direct Plan can be bought from the Axis Mutual Fund website. In such a case, if you are investing in multiple funds from different fund houses, you will need to transact separately on each fund house’s website.
The third option is to invest offline, by seeking assistance from a mutual fund distributor. Most banks also act as mutual fund distributors, and you can approach your bank for help in completing your investment.
The latest declared NAV of Axis Aggressive Hybrid Fund - Direct Plan, is ₹21.7100 as of 18-Mar-2026.
| Company | Percentage of Portfolio |
|---|---|
|
GOI Sec 7.25 12/06/2063 |
3.57
|
|
Bharti Telecom Ltd SR XXI NCD 8.75 05/11/2029 |
1.72
|
|
Bajaj Finance Ltd Debenture 7.87 08/02/2034 |
1.69
|
|
Poonawalla Fincorp Ltd SR B2 Debenture 7.60 28/05/2027 |
1.66
|
|
Kogta Financial India Ltd Debenture 9.50 30/10/2027 |
1.65
|
Over the past five years, Axis Aggressive Hybrid Fund - Direct Plan has delivered an annualised return of 9.75% as of 18-Mar-2026.
The minimum investment required to start investing in Axis Aggressive Hybrid Fund - Direct Plan is ₹500 for the lump sum option and ₹100 for the SIP (Systematic Investment Plan) option.
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