Axis Aggressive Hybrid Fund Regular-IDCW

  • 3 Months
  • 6 Months
  • 1 Year
  • 3 Years
  • 5 Years
  • RSI
3 Months Returns : -0.14%
NAV: ₹14.16 as on Thu Nov 05, 2026
Fund NAV

Fund Overview of Axis Aggressive Hybrid Fund Regular-IDCW

  • ₹1,406.0 Cr
    AUM
  • ₹14.16
    NAV
  • 2.20%
    Expense Ratio
  • Hybrid
    Fund Category
As on Thu Nov 05, 2026
Calculate your Returns
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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.

The total value of your investment after 10 years will be
₹ 1,39,328.64
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Axis Aggressive Hybrid Fund Regular-IDCW Return Comparison

Tenure Absolute(%) Annualised(%) Category Average(%)
3 Months -0.14% NA 2.67%
6 Months 4.36% NA 10.68%
1 Year 0.38% 0.38% 2.84%
2 Years 4.98% 2.46% 17.05%
3 Years 33.48% 10.10% 16.22%
5 Years 32.43% 5.78% 18.30%
7 Years 88.96% 9.52% NA
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As on Thu Nov 05, 2026

Dividend of Axis Aggressive Hybrid Fund Regular-IDCW : 8.70%

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

Asset Allocation of Axis Aggressive Hybrid Fund Regular-IDCW

equities

71.63%

debt instruments

25.58%

other assets or cash equivalents

0.74%
Large Cap: 71.06%
Mid Cap: 13.36%
Small Cap: 15.58%
Other: 0.00%
Top Holdings
Hdfc Bank Ltd
6.05%
Hdfc Bank Ltd
6.02%
Hdfc Bank Ltd
6.02%
Hdfc Bank Ltd
5.87%
Hdfc Bank Ltd
5.87%
 
Top Sectors
Financial
57.59%
Energy & Utilities
47.42%
Entities
5.61%
Detailed Portfolio Analysis
As on Thu Nov 05, 2026
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About Fund

About Axis Aggressive Hybrid Fund Regular-IDCW

Axis Aggressive Hybrid Fund Regular-IDCW 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 ₹1,406.0 crore as on Wed Sep 30, 2026. The expense ratio stands at 2.2%.
The portfolio allocation consists of 71.63% in equities, 25.58% in debt instruments, 0.74% in other assets or cash equivalents.Managed by Aditya Pagaria, it has delivered a return of 0.38% in the last year, a total return since inception of 9.46%.
The latest dividend was declared on 18 Mar 2026 at 8.70% of face value.
For those looking to make informed investment decisions it makes sense to review best sip to invest suited to long-term goals.

Read more
  • Krishnaa Narayan

    Fund Manager

  • She is a Chartered Accountant

    Manager Education

  • Devang Shah

    Fund Manager

  • Mr. Shah is B.Com and ACA.

    Manager Education

  • Jayesh Sundar

    Fund Manager

  • Mr. Sundar is a Chartered Accountant

    Manager Education

  • Aditya Pagaria

    Fund Manager

  • Mr. Pagaria is a Bachelor in Management Studies and holds a Post Graduate Diploma in Business Management from Institute Of Technology And Management, SK Somaiya College.

    Manager Education

Key Metrics of Axis Aggressive Hybrid Fund Regular-IDCW

  • Standard Deviation
    11.26%
  • Mean
    9.03%
  • Sharpe Ratio
    0.31%
  • Sortino Ratio
    0.41%

Axis Aggressive Hybrid Fund Regular-IDCW Fund Details

Fund Names Axis Aggressive Hybrid Fund Regular-IDCW
Inception Date 09 Aug 2018
Lock In No Lock-in
SIP Minimum Investment amount ₹100
SWP Minimum Investment amount ₹1000
STP Minimum Investment amount ₹1000
 
Risk Principal at very high risk
Category Average Annual Returns 2.84
More Details
Highest NAV in last 52 weeks & Lowest NAV in last 52 weeks

Compare Mutual Funds
Axis Aggressive Hybrid Fund Regular-IDCW Fund Returns Comparison

Compare Axis Aggressive Hybrid Fund Regular-IDCW with other mutual funds in the same category

Axis Aggressive Hybrid Fund Regular-IDCW

Bank Of India Aggressive Hybrid Fund Direct-Growth

Bank Of India Aggressive Hybrid Fund Direct-IDCW

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Top Performing Mutual Funds

Fund Names AUM (Cr) 1M 3M 1Yr 3Yr 5Yr
Bank Of India Aggressive Hybrid Fund Direct-Growth trend ₹2,196 -0.87% -0.51% 11.18% 16.08% 14.23%
Bank Of India Aggressive Hybrid Fund Direct-IDCW trend ₹2,196 -0.87% -0.51% 11.18% 16.08% 14.23%
ICICI Prudential Retirement Fund - Hybrid Aggressive Plan Direct-Growth trend ₹1,268 0.86% -4.48% 2.04% 17.54% 13.85%
ICICI Prudential Retirement Fund - Hybrid Aggressive Plan Direct-IDCW trend ₹1,268 0.86% -4.48% 2.04% 17.54% 13.85%
ICICI Prudential Aggressive Hybrid Fund Direct-Growth trend ₹50,706 4.09% -1.14% 0.54% 13.73% 13.59%
ICICI Prudential Aggressive Hybrid Fund Direct-IDCW Half Yearly trend ₹50,706 4.09% -1.14% 0.54% 13.73% 13.59%
ICICI Prudential Aggressive Hybrid Fund Direct-IDCW Monthly trend ₹50,706 4.09% -1.14% 0.54% 13.73% 13.59%
ICICI Prudential Aggressive Hybrid Fund Direct-IDCW Yearly trend ₹50,706 4.09% -1.14% 0.54% 13.73% 13.59%
Edelweiss Aggressive Hybrid Fund Direct-Growth trend ₹3,875 4.25% -0.51% 2.59% 13.94% 13.31%
Edelweiss Aggressive Hybrid Fund Direct-IDCW trend ₹3,875 4.25% -0.51% 2.59% 13.94% 13.31%
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increase 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 increase ₹1,406 5.07% 0.09% 4.88% 1.43% 11.32%
Axis Aggressive Hybrid Fund Regular-Growth increase ₹1,406 4.98% -0.14% 4.36% 0.38% 10.10%
Axis Aggressive Hybrid Fund Direct-IDCW increase ₹1,406 5.07% 0.09% 4.88% 1.43% 11.32%
Axis Aggressive Hybrid Fund Regular-IDCW Monthly increase ₹1,406 4.98% -0.14% 4.36% 0.38% 10.10%
Axis Aggressive Hybrid Fund Direct-IDCW Monthly increase ₹1,406 5.07% 0.09% 4.88% 1.43% 11.32%
Axis Aggressive Hybrid Fund Regular-IDCW Quarterly increase ₹1,406 4.98% -0.14% 4.36% 0.38% 10.10%
Axis Aggressive Hybrid Fund Direct-IDCW Quarterly increase ₹1,406 5.07% 0.09% 4.88% 1.43% 11.32%
Axis Children's Fund Regular-compulsory Lock In Growth increase ₹863 4.79% -0.71% 3.79% -0.30% 9.10%
Axis Children's Fund Direct-compulsory Lock In Growth increase ₹863 4.87% -0.49% 4.27% 0.62% 10.21%
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increase growth is based on 1-month returns of the funds

Axis Aggressive Hybrid Fund Regular-IDCW Calculator

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Top 25% of investors consistently generate more than 12% return
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Top Mutual Funds

Fund Names AUM (Cr) NAV 3Yr 5Yr 10Yr
SBI Aggressive Hybrid Fund Direct Plan-Growth trend ₹86,163 ₹354.05 13.21% 9.86% 12.51%
SBI Aggressive Hybrid Fund-Growth trend ₹86,163 ₹317.82 12.47% 9.13% 11.67%
SBI Aggressive Hybrid Fund Direct Plan-IDCW trend ₹86,163 ₹103.60 13.21% 9.86% 12.51%
SBI Aggressive Hybrid Fund-IDCW trend ₹86,163 ₹67.35 12.47% 9.13% 11.67%
ICICI Prudential Aggressive Hybrid Fund Direct-Growth trend ₹50,706 ₹453.78 13.73% 13.59% 15.40%
ICICI Prudential Aggressive Hybrid Fund-Growth trend ₹50,706 ₹405.98 13.07% 12.93% 14.56%
ICICI Prudential Aggressive Hybrid Fund-IDCW Half Yearly trend ₹50,706 ₹24.44 13.07% 12.93% 14.56%
ICICI Prudential Aggressive Hybrid Fund Direct-IDCW Half Yearly trend ₹50,706 ₹28.14 13.73% 13.59% 15.40%
ICICI Prudential Aggressive Hybrid Fund Direct-IDCW Monthly trend ₹50,706 ₹70.17 13.73% 13.59% 15.40%
ICICI Prudential Aggressive Hybrid Fund-IDCW Monthly trend ₹50,706 ₹42.57 13.07% 12.93% 14.56%
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Top funds are based on Fund AUM

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Axis Aggressive Hybrid Fund Regular-IDCW Detailed Portfolio

Stocks Sector % of Holding Value
Hdfc Bank LtdFinancial6.05%₹94.90 Cr
Hdfc Bank LtdFinancial6.02%₹94.75 Cr
Hdfc Bank LtdFinancial6.02%₹93.21 Cr
Hdfc Bank LtdFinancial5.87%₹92.85 Cr
Hdfc Bank LtdFinancial5.87%₹92.85 Cr
Hdfc Bank LtdFinancial5.81%₹89.43 Cr
Hdfc Bank LtdFinancial5.81%₹89.43 Cr
Reliance Industries LtdEnergy & Utilities5.68%₹87.97 Cr
Reliance Industries LtdEnergy & Utilities5.53%₹87.01 Cr
Hdfc Bank LtdFinancial5.71%₹85.54 Cr
Reliance Industries LtdEnergy & Utilities5.22%₹82.51 Cr
Reliance Industries LtdEnergy & Utilities5.22%₹82.51 Cr
Hdfc Bank LtdFinancial5.43%₹81.72 Cr
Reliance Industries LtdEnergy & Utilities5.52%₹80.15 Cr
Icici Bank LtdFinancial5.00%₹78.42 Cr
Reliance Industries LtdEnergy & Utilities5.22%₹78.17 Cr
Reliance Industries LtdEnergy & Utilities5.19%₹78.09 Cr
Goi Sec 7.61 09/05/2030Entities5.61%₹77.18 Cr
Reliance Industries LtdEnergy & Utilities4.92%₹75.71 Cr
Reliance Industries LtdEnergy & Utilities4.92%₹75.71 Cr
View More

Frequently Asked Questions

Axis Aggressive Hybrid Fund Regular-IDCW

What is the current AUM of Axis Aggressive Hybrid Fund Regular-IDCW?

As of Wed Sep 30, 2026, Axis Aggressive Hybrid Fund Regular-IDCW manages assets worth ₹1,406.0 crore

How has Axis Aggressive Hybrid Fund Regular-IDCW performed recently?

  • 3 Months: -0.14%
  • 6 Months: 4.36%

What is the long-term performance of Axis Aggressive Hybrid Fund Regular-IDCW?

  • 3 Years CAGR: 10.10%
  • 5 Years CAGR: 5.78%
  • Since Inception: 9.46%

What is the portfolio composition of Axis Aggressive Hybrid Fund Regular-IDCW?

Equity: 71.63%, Debt: 25.58%, Others: 0.74%.

Who manages Axis Aggressive Hybrid Fund Regular-IDCW?

Axis Aggressive Hybrid Fund Regular-IDCW is managed by Aditya Pagaria from Axis Mutual Fund.

When was the last dividend declared by Axis Aggressive Hybrid Fund Regular-IDCW?

Latest dividend was declared on 18 Mar 2026 at 8.70% of face value.

What is the market-cap allocation of Axis Aggressive Hybrid Fund Regular-IDCW?

Large Cap: 71.06%, Mid Cap: 13.36%, Small Cap: 15.58%.

Which are the top companies Axis Aggressive Hybrid Fund Regular-IDCW has invested in?

  • HDFC Bank Ltd – 6.05% of the fund's portfolio
  • HDFC Bank Ltd – 6.02% of the fund's portfolio
  • HDFC Bank Ltd – 6.02% of the fund's portfolio
  • HDFC Bank Ltd – 5.87% of the fund's portfolio
  • HDFC Bank Ltd – 5.87% of the fund's portfolio

Which are the major sectors Axis Aggressive Hybrid Fund Regular-IDCW focuses on?

  • Financial – 57.59% of the fund's portfolio
  • Energy & Utilities – 47.42% of the fund's portfolio
  • Entities – 5.61% of the fund's portfolio
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