Analytics, not advice. Rankings and scores describe past performance and are not recommendations.

Aggressive Hybrid

Axis Aggressive Hybrid Fund - Regular Plan - Regular IDCW

Axis Mutual Fund · Managed by Devang Shah; Aditya Pagaria; Jayesh Sundar; Krishnaa N

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14weak

FundScore

Latest NAV

₹14.2100

as of 07 Aug 2026

AUM

—

Expense ratio

—

Inception

14 May 2026

FundScore

14/100weak

Rank #164 of 191 in Aggressive Hybrid · top 86%

A daily percentile of this fund’s past performance within its SEBI category — analytics, not advice, and not a prediction or recommendation.

Trailing returns

Annualised returns to the latest NAV. Refreshed nightly.

3.42%

3.80%

-3.92%

-1.73%

3Y CAGR

4.87%

5Y CAGR

1.07%

Since incep.

4.49%

Fund details

Fund manager: Devang Shah; Aditya Pagaria; Jayesh Sundar; Krishnaa N
Riskometer: High Risk
Type: Open Ended
Portfolio turnover: —
Volatility (3Y): 12.4%
Rating (external): ★★☆☆☆as of 30 Jun 2026

Investment objective

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.

NAV history

Zoom and pan · ranges from 1M to since-inception.

Rolling returns

Every 30-day step. The true distribution, not cherry-picked.

Rank history

Percentile within category over the last 2 years.

FundScore components

Pro-only breakdown of consistency, recency, and volatility scores.

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Pro

Market-cap distribution

Large / mid / small / micro-cap split of this fund's equity holdings, from its latest look-through portfolio. Shown as a share of classified equity.

Large cap78.1%

Mid cap8.4%

Small cap13.5%

Stock holdings

Latest portfolio disclosure for this scheme. Snapshot as of 30 Apr 2026.

Reliance Industries Limited

equity

5.52%

HDFC Bank Limited

equity

4.89%

ICICI Bank Limited

equity

4.77%

7.44% National Bank For Agriculture and Rural Development (17/07/2029)

debt

3.42%

State Bank of India

equity

3.17%

Infosys Limited

equity

3.16%

Larsen & Toubro Limited

equity

2.98%

Bharti Airtel Limited

equity

2.86%

Mahindra & Mahindra Limited

equity

2.13%

NTPC Limited

equity

1.89%

Kotak Mahindra Bank Limited

equity

1.86%

Bajaj Finance Limited

equity

1.79%

Indus Infra Trust

reit

1.77%

8.75% Bharti Telecom Limited (05/11/2029) **

debt

1.76%

7.60% Poonawalla Fincorp Limited (28/05/2027) **

debt

1.72%

7.87% Bajaj Finance Limited (08/02/2034) **

debt

1.72%

7.48% National Bank For Agriculture and Rural Development (15/09/2028)

debt

1.71%

9.5% Kogta Financial (India) Limited (30/10/2027) **

debt

1.70%

Cholamandalam Investment and Finance Company Ltd (CCD)

debt

1.45%

Divi's Laboratories Limited

equity

1.37%

9.40% Vedanta Limited (20/02/2027) **

debt

1.24%

PNB Housing Finance Limited

equity

1.20%

Apollo Hospitals Enterprise Limited

equity

1.13%

Doms Industries Limited

equity

1.07%

Bamboo Hotel And Global Centre (Delhi) Private limited (31/01/2028) **

debt

1.04%

8.20% Adani Power Limited (25/01/2029) **

debt

1.02%

Premier Energies Limited

equity

0.98%

Krishna Institute Of Medical Sciences Limited

equity

0.96%

Varun Beverages Limited

equity

0.94%

Sansera Engineering Limited

equity

0.91%