Axis Aggressive Hybrid Reg-IDCWM

Fund Category: Aggressive Hybrid

Fund Category Aggressive Hybrid

Very High Hybrid IDCW Monthly

1 Morning Star

1 Value Research

NAV( 14 Aug 2025)

₹ 13.15

-1.66%

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Axis Aggressive Hybrid Reg-IDCWM

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Performance

9.64%3y Returns

0.08% 1D Returns

Investment details

Min SIP amount

₹ 100
Min Lumpsum

₹ 500
Lock In

0
Expense ratio

2.15%
Exit load

1% Exit Load for units in excess of 10% of the investment,1% will be charged for redemption within 12 months.

L After 365 days

Fund details

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Fund size

₹ 1,570 Cr
Plan

REGULAR
Launch date

20 Jul 2018
Fund type

OPEN
Fund benchmark

CRISIL Hybrid 35+65 Aggressive Index
ISIN

INF846K01F08

Fund allocation

Asset allocation

Company holdings

Company	Allocation %
SBI Life Insurance Company Ltd	0.78%
HDFC Bank Ltd	6.05%
ITC Ltd	0.11%
Oil And Natural Gas Corporation Ltd	0.06%
Info Edge (India) Ltd	0.62%
Infosys Ltd	3.58%
GOI Sec 7.25 12/06/2063	3.57%
GOI Sec 04/10/2028	0.0%
GOI Sec 7.04 03/06/2029	0.33%
Embassy Office Parks REIT REITs	0.36%
Anant Raj Ltd	0.46%
Sansera Engineering Ltd	0.53%
FSN E-Commerce Ventures Ltd	1.45%
Schaeffler India Ltd	0.15%
Hindustan Unilever Ltd	0.03%
HCL Technologies Ltd	0.37%
Power Finance Corporation Ltd SR 200 NCD 7.40 08/05/2030	0.2%
HDFC Bank Ltd SR Y005 NCD 6.83 08/01/2031	0.94%
Tata Projects Ltd SR I NCD 7.99 06/10/2025	0.32%
Godrej Industries Ltd SR 1 NCD 8.10 22/05/2028	0.65%
Bharti Telecom Ltd SR XXI NCD 8.75 05/11/2029	1.67%
Indus Infra Trust InvITs	1.69%
Capital Infra Trust InvITs	0.44%
Arvind Fashions Ltd	0.58%
Mankind Pharma Ltd	0.87%
Varun Beverages Ltd	0.76%
Karnataka State SDL 6.90 17/07/2029	0.04%
Karnataka State SDL 7.17 27/11/2029	0.07%
Tamilnadu State SDL 7.17 27/11/2029	0.13%
Jyoti CNC Automation Ltd	0.6%
Coal India Ltd	0.05%
Awfis Space Solutions Ltd	0.66%
Net Receivables	1.01%
Others CBLO	1.47%
Tata Capital Housing Finance Ltd SR A Bonds/NCD 7.8445 18/09/2026	0.64%
West Bengal State SDL 7.92 15/03/2027	0.13%
Karnataka State SDL 8.16 26/11/2025	0.03%
Sona BLW Precision Forgings Ltd	0.25%
Clean Science And Technology Ltd	0.14%
Hyundai Motor India Ltd	0.26%
Eternal Ltd	0.78%
PG Electroplast Ltd	0.67%
GE Vernova T&D India Ltd	0.72%
Kaynes Technology India Ltd	0.72%
Vedant Fashions Ltd	0.09%
Brigade Enterprises Ltd	0.63%
Cipla Ltd	0.91%
Godrej Consumer Products Ltd	0.42%
Pidilite Industries Ltd	0.41%
Cholamandalam Investment & Finance Company Ltd	0.75%
Apollo Hospitals Enterprise Ltd	1.0%
DOMS Industries Ltd	1.01%
Sumitomo Chemical India Ltd	1.4%
Krishna Institute Of Medical Sciences Ltd	1.04%
ICICI Bank Ltd	5.0%
JB Chemicals & Pharmaceuticals Ltd	0.6%
Samvardhana Motherson International Ltd	0.31%
PI Industries Ltd	1.78%
Bajaj Finance Ltd	1.7%
Bajaj Finserv Ltd	0.88%
HDFC Life Insurance Co Ltd	1.05%
Techno Electric & Engineering Company Ltd	0.22%
Dixon Technologies (India) Ltd	0.7%
Larsen & Toubro Ltd	2.22%
Premier Energies Ltd	0.92%
Aadhar Housing Finance Ltd	0.25%
Suryoday Small Finance Bank Ltd	0.04%
Fine Organic Industries Ltd	0.45%
Zydus Lifesciences Ltd	0.43%
Can Fin Homes Ltd	0.14%
Hindustan Aeronautics Ltd	0.29%
Mahindra & Mahindra Ltd	2.33%
Bank Of Baroda	0.34%
Interglobe Aviation Ltd	0.51%
TVS Holdings Ltd Debenture 8.65 07/06/2029	0.65%
Mahanagar Telephone Nigam Ltd SR VIII-A Debenture 7.59 20/07/2033	0.63%
Indostar Capital Finance Ltd SR XII Debenture 9.95 07/08/2025	0.32%
Poonawalla Fincorp Ltd SR B2 Debenture 7.60 28/05/2027	1.59%
Mphasis Ltd	0.27%
UNO Minda Ltd	0.33%
Titagarh Rail Systems Ltd	0.09%
Titan Company Ltd	0.45%
Cholamandalam Investment & Finance Company Ltd Debenture 7.50 30/09/2026	1.32%
Indian Oil Corporation Ltd	0.78%
Indian Bank	0.96%
PNB Housing Finance Ltd	1.05%
Tata Motors Ltd	0.47%
Suzlon Energy Ltd	0.64%
Voltamp Transformers Ltd	0.25%
CG Power & Industrial Solutions Ltd	0.52%
Bharti Airtel Ltd	3.41%
Kotak Mahindra Bank Ltd	0.87%
Divi's Laboratories Ltd	1.33%
DLF Ltd	0.6%
Hindalco Industries Ltd	0.45%
Nestle India Ltd	0.06%
Sun Pharmaceutical Industries Ltd	1.11%
Reliance Industries Ltd	4.32%
Aptus Finance India Pvt. Ltd Debenture 06/03/2029	0.6%
360 ONE Wealth Ltd Debenture 9.20 05/09/2025	0.96%
DLF Home Developers Ltd Debenture 30/04/2027	0.64%
Aadhar Housing Finance Ltd Debenture 8.50 26/05/2026	0.32%
Bharat Electronics Ltd	0.53%
Aditya Birla Digital Fashion Ventures Ltd Debenture 8.80 26/08/2027	0.32%
Bajaj Finance Ltd Debenture 7.87 08/02/2034	1.63%
NTPC Ltd	1.36%
REC Ltd	0.45%
Navin Fluorine International Ltd	0.6%
State Bank of India	2.68%
Tata Power Company Ltd	0.5%
Tata Consultancy Services Ltd	1.24%
Avenue Supermarts Ltd	0.55%
Bamboo Hotel And Global Centre (Delhi) Pvt Ltd. Class A SR I Debenture 10.81 31/01/2028	0.96%
Vedanta Ltd SR 1 Debenture 9.40 20/02/2027	1.15%
Aptus Value Housing Finance India Ltd Debenture 11/03/2030	0.32%

Sectors

Company	Allocation %
Others	2.88%
Construction	6.72%
Automobile	5.22%
Consumer Staples	3.04%
Materials	0.05%
Financial	30.00%
Capital Goods	6.01%
Consumer Discretionary	0.45%
Chemicals	4.78%
Textiles	0.58%
Services	6.58%
Sovereign	3.90%
Energy	7.94%
Technology	5.46%
Insurance	1.83%
Metals & Mining	1.60%
Healthcare	7.29%
Communication	5.71%

Risk Associated

Very High

Investors be aware that principal under this fund will be at Very High risk.
This product is suitable for investors who are seeking capital appreciation over long term

About AMC

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Axis Mutual Fund >

Contact Information

Address:

Axis House,1st FLOOR,Bombay Dyeing Mill Compound Pandurang Budhkar Marg, Worli

Email:

customerservice@axismf.com
Website

http://www.axismf.com
Phone:

2243255161

Funds Offered

76
AUM

₹ 3,41,860 Cr
Website

http://www.axismf.com

About

Axis Mutual Fund launched its first scheme in October 2009. Since then Axis Mutual fund has grown strongly. They attribute their success thus far to three founding principles - Long term wealth creation, Outside in (Customer) view and Long term relationship.

Fund Manager

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R Sivakumar

Funds Offered

9
AUM

₹ 11,162 Cr
Highest Return

13.11%

About

R Sivakumar Fund Manager - Role of a fund manager includes buying and selling of securities based on their research and analysis. Check out the mutual fund managers across all the categories for best guidance now

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Frequently Asked Questions

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What is the current NAV of Axis Aggressive Hybrid Reg-IDCWM?

The current NAV of Axis Aggressive Hybrid Reg-IDCWM is ₹ 13.15

How much does Axis Aggressive Hybrid Reg-IDCWM charge as expense ratio?

The expense ratio of Axis Aggressive Hybrid Reg-IDCWM is 2.15%

How to Redeem Axis Aggressive Hybrid Reg-IDCWM Regular Growth?

To redeem, follow the steps below:

1. Login to your Moneyfy Account by Tata Capital.
2. Click on the "Portfolio" button on the bottom left of the home screen.
3. Click "View Funds" on the My Portfolio page.
4. Click on the three dots (⋮) next to the fund you want to redeem.
5. Click "Redeem" from the list to complete the process.

What are the steps to invest in Axis Aggressive Hybrid Reg-IDCWM?

To invest, follow the steps below:

1. Login to your Moneyfy Account by Tata Capital.
2. Click on the "Mutual Funds" button on the home screen.
3. Search for the fund name in the search bar at the top of the screen.
4. Click on the "Invest Now" button at the bottom.
5. Choose between SIP or Lumpsum option, enter the amount you wish to invest, and then click on "Proceed to pay".
6. Complete the payment and OTP process to confirm your investments.

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Can I invest in Axis Aggressive Hybrid Reg-IDCWM through both SIP and lump sum?

You can invest in Both SIP & Lumpsum in Axis Aggressive Hybrid Reg-IDCWM based on your investment objective and risk profile.

What is the return of Axis Aggressive Hybrid Reg-IDCWM?

For Axis Aggressive Hybrid Reg-IDCWM, 3-year return is 9.64% per annum and 5-year return is 13.35% per annum. Check the return performance in detail on the page.