axis aggressive hybrid fund direct idcw m

Risk : Very High

1Y return

Fund Size

Holding ()

Name	Sector	Instrument	Assets

Period	Fund	Category Avg.	Rank
1 Year	5.18%	4.74%	75.00% / 195.00%
3 Year	10.71%	11.47%	119.00%/ 195.00%
5 Year	8.77%	10.68%	153.00% / 195.00%
Since Inception	11.23%	11.87%	117.00% / 117.00%

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. However, there is no assurance or guarantee that the investment objective of the Scheme will be achieved. The Scheme does not assure or guarantee any returns.

Direct Plan1.16%

Regular Plan0.93%

Category Average3.08%

Exit LoadIf redeemed/swich out before 12 months from the date of allotment: - For 10% of investment : Nil - For remaining investment : 1% 1.00% - If redeemed/switched out on or before 12 months from the date of allotment NIL - If redeemed/switch out after 12 months from the date of allotment.

Expense ratio is the annual fee charged by the AMC to manage your investment. A lower expense ratio means more of your money stays invested.

DS

Devang Shah

FUND MANAGER Fund Manager - Fixed Income, Axis Asset Management Company Ltd. (October 16, 2012 till date). Fund Manager, ICICI Prudential Asset Management Company Limited (April 2008 - October 2012). Analyst, Deutsche Asset Management (India) Pvt. Ltd. (2006-2008). Assistant Manager, Pricewaterhouse Coopers (2004-2006).

AMC NameAxis Mutual Fund

Setup DateJan 13, 2009

Total AUM₹ 377,445.09

AddressOne Lodha Place. 22nd & 23rd Floor,Senapati Bapat Marg, Lower Parel, Maharashtra, Mumbai - 400013.

Websitewww.axismf.com

Frequently asked questions about Axis Aggressive Hybrid Fund Direct Idcw M

As of 22 Sept 2025, the NAV of Axis Aggressive Hybrid Fund Direct Idcw M is Rs 99.67. The fund has returned 22.40% over 1 year, 19.65% annualised over 3 years, 24.18% annualised over 5 years, and 19.84% annualised since inception. These returns rank the fund 8th, 4th, 3rd, and 2nd respectively against its category peers over the corresponding periods.

The expense ratio for the Direct Plan of Axis Aggressive Hybrid Fund Direct Idcw M is 0.62%, compared to 1.31% for the Regular Plan and a category average of 0.84%. A lower expense ratio means a larger share of the fund's returns is passed on to the investor rather than being absorbed as a management fee.

Axis Aggressive Hybrid Fund Direct Idcw M is managed by Devang Shah, Chief Investment Officer,Fund Manager - Fixed Income, Axis Asset Management Company Ltd. (October 16, 2012 till date). Fund Manager, ICICI Prudential Asset Management Company Limited (April 2008 - October 2012). Analyst, Deutsche Asset Management (India) Pvt. Ltd. (2006-2008). Assistant Manager, Pricewaterhouse Coopers (2004-2006).

Axis Aggressive Hybrid Fund Direct Idcw M charges an exit load of 1% if units are redeemed within 365 days of investment. No exit load applies if units are held beyond 365 days. Investors should account for this when planning their investment horizon and redemption timing.

Axis Aggressive Hybrid Fund Direct Idcw M is classified as Very High risk, as per SEBI's mandated riskometer for mutual funds. This risk classification reflects the fund's predominantly equity-oriented portfolio and is typical for Flexi Cap category funds, which invest across large cap, mid cap, and small cap stocks without market capitalisation restrictions.

You can invest in Axis Aggressive Hybrid Fund Direct Idcw M through the Chola Securities app or web platform by starting a SIP or making a lumpsum investment directly from this fund's page. The process is fully paperless and requires an active demat account and completed KYC. The fund's current NAV, historical returns, and holdings are displayed live on this page before you invest.

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