Axis Aggressive Hybrid Reg-IDCWQ

Fund Category: Aggressive Hybrid

Fund Category Aggressive Hybrid

Very High Hybrid IDCW Quarterly

1 Morning Star

1 Value Research

NAV( 16 Apr 2025)

₹ 13.4

4.64%

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Axis Aggressive Hybrid Reg-IDCWQ

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Performance

8.16%3y Returns

0.6% 1D Returns

Investment details

Min SIP amount

₹ 100
Min Lumpsum

₹ 500
Lock In

0
Expense ratio

2.16%
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

₹ 1,521 Cr
Plan

REGULAR
Launch date

20 Jul 2018
Fund type

OPEN
Fund benchmark

CRISIL Hybrid 35+65 Aggressive Index
ISIN

INF846K01F24

Fund allocation

Asset allocation

Company holdings

Company	Allocation %
Bharti Telecom Ltd SR XXI NCD 8.75 05/11/2029	1.69%
Godrej Industries Ltd SR 1 NCD 8.10 22/05/2028	0.66%
Power Finance Corporation Ltd SR 200 NCD 7.40 08/05/2030	0.2%
Tata Projects Ltd SR I NCD 7.99 06/10/2025	0.33%
HDFC Bank Ltd SR Y005 NCD 6.83 08/01/2031	0.96%
Capital Infra Trust InvITs	0.53%
Indus Infra Trust InvITs	1.65%
Punjab National Bank SR XXI Additional Tier 2 Bo 7.25	0.33%
Net Receivables	0.7%
Others CBLO	1.02%
Tata Capital Housing Finance Ltd SR A Bonds/NCD 7.8445 18/09/2026	0.66%
Karnataka State SDL 8.16 26/11/2025	0.03%
West Bengal State SDL 7.92 15/03/2027	0.13%
Karnataka State SDL 6.90 17/07/2029	0.04%
Titagarh Railsystems Ltd	0.09%
Voltamp Transformers Ltd	0.21%
PG Electroplast Ltd	0.79%
Avenue Supermarts Ltd	0.5%
Varun Beverages Ltd	0.75%
SBI Life Insurance Company Ltd	0.67%
Dixon Technologies (India) Ltd	0.34%
HDFC Life Insurance Co Ltd	0.98%
Suryoday Small Finance Bank Ltd	0.03%
Fine Organic Industries Ltd	0.35%
Techno Electric & Engineering Company Ltd	0.16%
Arvind Fashions Ltd	0.4%
Embassy Office Parks REIT REITs	0.35%
Sumitomo Chemical India Ltd	1.44%
Krishna Institute Of Medical Sciences Ltd	0.91%
Sona BLW Precision Forgings Ltd	0.1%
Clean Science And Technology Ltd	0.15%
Eternal Ltd	0.53%
Sansera Engineering Ltd	0.5%
FSN E-Commerce Ventures Ltd	1.28%
Vedant Fashions Ltd	0.09%
Mankind Pharma Ltd	0.85%
DOMS Industries Ltd	1.28%
Jyoti CNC Automation Ltd	0.64%
Awfis Space Solutions Ltd	0.55%
Premier Energies Ltd	0.86%
Hyundai Motor India Ltd	0.21%
Anant Raj Ltd	0.41%
Apollo Hospitals Enterprise Ltd	0.91%
GE Vernova T&D India Ltd	0.4%
Bajaj Finance Ltd	1.78%
Bajaj Finserv Ltd	1.73%
Bank Of Baroda	0.34%
Bharat Electronics Ltd	0.43%
Bharti Airtel Ltd	3.52%
Brigade Enterprises Ltd	0.67%
Zydus Lifesciences Ltd	0.4%
Can Fin Homes Ltd	0.23%
Cholamandalam Investment & Finance Company Ltd	0.82%
Cipla Ltd	0.87%
Coal India Ltd	0.63%
Aadhar Housing Finance Ltd	0.21%
Divi's Laboratories Ltd	1.69%
DLF Ltd	0.54%
Godrej Consumer Products Ltd	0.4%
HCL Technologies Ltd	0.42%
HDFC Bank Ltd	5.65%
Hindalco Industries Ltd	0.46%
Hindustan Aeronautics Ltd	0.37%
Hindustan Unilever Ltd	0.33%
ICICI Bank Ltd	5.64%
Indian Bank	0.86%
Indian Oil Corporation Ltd	0.71%
Info Edge (India) Ltd	0.67%
Infosys Ltd	3.66%
JB Chemicals & Pharmaceuticals Ltd	0.57%
Kotak Mahindra Bank Ltd	0.99%
Larsen & Toubro Ltd	1.88%
Mahindra & Mahindra Ltd	2.45%
UNO Minda Ltd	0.29%
Samvardhana Motherson International Ltd	0.19%
Mphasis Ltd	0.26%
NTPC Ltd	1.4%
Navin Fluorine International Ltd	0.55%
Nestle India Ltd	0.06%
Oil And Natural Gas Corporation Ltd	0.55%
PI Industries Ltd	1.59%
Pidilite Industries Ltd	0.3%
PNB Housing Finance Ltd	0.97%
Reliance Industries Ltd	3.32%
REC Ltd	0.5%
State Bank of India	2.27%
Sun Pharmaceutical Industries Ltd	1.64%
Suzlon Energy Ltd	0.61%
Tata Consultancy Services Ltd	1.68%
Tata Motors Ltd	0.54%
GOI Sec 7.25 12/06/2063	3.76%
GOI Sec 7.18 24/07/2037	2.74%
GOI Sec 7.34 22/04/2064	2.08%
GOI Sec 7.04 03/06/2029	0.34%
GOI Sec 04/10/2028	0.0%
Aadhar Housing Finance Ltd Debenture 8.50 26/05/2026	0.33%
Mahanagar Telephone Nigam Ltd SR VIII-A Debenture 7.59 20/07/2033	0.65%
Indostar Capital Finance Ltd SR XII Debenture 9.95 07/08/2025	0.66%
Cholamandalam Investment & Finance Company Ltd Debenture 7.50 30/09/2026	1.34%
Bajaj Finance Ltd Debenture 7.87 08/02/2034	1.67%
360 ONE Wealth Ltd Debenture 9.20 05/09/2025	0.99%
DLF Home Developers Ltd Debenture 30/04/2027	0.66%
TVS Holdings Ltd Debenture 8.65 07/06/2029	0.66%
Bamboo Hotel And Global Centre (Delhi) Pvt Ltd. Class A SR I Debenture 10.81 31/01/2028	0.99%
Vedanta Ltd SR 1 Debenture 9.40 20/02/2027	1.19%
Aptus Finance India Pvt. Ltd Debenture 06/03/2029	0.65%

Sectors

Company	Allocation %
Others	1.92%
Construction	6.36%
Automobile	5.03%
Consumer Staples	3.48%
Materials	0.63%
Financial	29.81%
Capital Goods	3.95%
Chemicals	4.38%
Textiles	0.40%
Services	5.27%
Sovereign	8.92%
Energy	6.84%
Technology	6.02%
Insurance	1.65%
Metals & Mining	1.65%
Healthcare	7.84%
Communication	5.86%

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

75
AUM

₹ 3,06,736 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

₹ 9,311 Cr
Highest Return

12.87%

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-IDCWQ?

The current NAV of Axis Aggressive Hybrid Reg-IDCWQ is ₹ 13.4

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

The expense ratio of Axis Aggressive Hybrid Reg-IDCWQ is 2.16%

How to Redeem Axis Aggressive Hybrid Reg-IDCWQ 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-IDCWQ?

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-IDCWQ through both SIP and lump sum?

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

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

For Axis Aggressive Hybrid Reg-IDCWQ, 3-year return is 8.16% per annum and 5-year return is 16.13% per annum. Check the return performance in detail on the page.