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| NAV: 23 May 2025 | ₹20.04 |
| Min. SIP amount | ₹1,000 |
| Rating | 2 |
| Fund size | ₹808.30Cr |
Return calculator
Monthly SIP
One-Time
₹5,000 per month
Over the past
Total investment of ₹0
Would have become ₹ (%)
Returns and rankings
Category: Hybrid Aggressive Hybrid
Annualised returns
Absolute returns
| 1Y | 3Y | 5Y | All | |
|---|---|---|---|---|
| Fund returns | 10.9% | 17.7% | 18.1% | 13.7% |
| Category average | 8.2% | 16.8% | 20.7% | NA |
| Rank with in category | 13 | 19 | 33 | NA |
Understand terms
Peer Comparison
| Hybrid, Aggressive Hybrid funds | Rating | 1Y | 3Y | Fund Size(Cr) |
|---|---|---|---|---|
JM Aggressive Hybrid Fund Direct Growth | 5 | 2.0% | 24.5% | 801.98 |
ICICI Prudential Equity & Debt Fund Direct Growth | 5 | 11.3% | 21.7% | 42,339.71 |
Edelweiss Aggressive Hybrid Fund Direct Growth | 5 | 12.2% | 21.6% | 2,612.19 |
UTI Aggressive Hybrid Fund Direct Fund Growth | 4 | 12.0% | 20.0% | 6,122.28 |
Franklin India Equity Hybrid Fund Direct Growth | 4 | 10.1% | 18.9% | 2,131.25 |
Holdings (86)
| Name | Sector | Instrument | Assets |
|---|---|---|---|
HDFC Bank Ltd. | Financial | Equity | 5.73% |
GOI | Sovereign | GOI Sec | 5.30% |
ICICI Bank Ltd. | Financial | Equity | 5.02% |
Reliance Industries Ltd. | Energy | Equity | 5.01% |
GOI | Sovereign | GOI Sec | 4.57% |
GOI | Sovereign | GOI Sec | 3.21% |
Infosys Ltd. | Technology | Equity | 3.14% |
Bajaj Finance Ltd. | Financial | Equity | 2.91% |
GOI | Sovereign | GOI Sec | 2.63% |
GOI | Sovereign | GOI Sec | 2.62% |
Bharti Airtel Ltd. | Communication | Equity | 2.43% |
Mahindra & Mahindra Ltd. | Automobile | Equity | 2.25% |
Pidilite Industries Ltd. | Chemicals | Equity | 2.03% |
Solar Industries India Ltd. | Chemicals | Equity | 1.93% |
State Bank of India | Financial | Equity | 1.93% |
Larsen & Toubro Ltd. | Construction | Equity | 1.80% |
Torrent Power Ltd. | Energy | Equity | 1.78% |
Tata Consultancy Services Ltd. | Technology | Equity | 1.63% |
Sun Pharmaceutical Industries Ltd. | Healthcare | Equity | 1.59% |
PI Industries Ltd. | Chemicals | Equity | 1.37% |
GOI | Sovereign | GOI Sec | 1.30% |
Fortis Healthcare Ltd. | Healthcare | Equity | 1.27% |
GOI | Sovereign | GOI Sec | 1.20% |
HDFC Life Insurance Co Ltd. | Insurance | Equity | 1.18% |
PNB Housing Finance Ltd. | Financial | Equity | 1.14% |
Info Edge (India) Ltd. | Services | Equity | 1.09% |
NTPC Ltd. | Energy | Equity | 1.03% |
Cipla Ltd. | Healthcare | Equity | 0.99% |
Indian Bank | Financial | Equity | 0.85% |
Cholamandalam Investment and Finance Company Ltd. | Financial | Equity | 0.84% |
Mankind Pharma Ltd. | Healthcare | Equity | 0.81% |
Minda Corporation Ltd. | Automobile | Equity | 0.80% |
Apollo Hospitals Enterprise Ltd. | Healthcare | Equity | 0.75% |
PG Electroplast Ltd. | Capital Goods | Equity | 0.74% |
The Phoenix Mills Ltd. | Construction | Equity | 0.74% |
Jyoti CNC Automation Ltd. | Capital Goods | Equity | 0.73% |
Sundaram Finance Ltd. | Financial | Equity | 0.72% |
Varun Beverages Ltd. | Consumer Staples | Equity | 0.72% |
United Spirits Ltd. | Consumer Staples | Equity | 0.71% |
Inox India Ltd. | Metals & Mining | Equity | 0.70% |
DLF Ltd. | Construction | Equity | 0.67% |
Eternal Ltd. | Services | Equity | 0.67% |
Ajanta Pharma Ltd. | Healthcare | Equity | 0.66% |
Bharat Petroleum Corporation Ltd. | Energy | Equity | 0.66% |
Linde India Ltd. | Chemicals | Equity | 0.65% |
Brigade Enterprises Ltd. | Construction | Equity | 0.64% |
Muthoot Finance Ltd. | Financial | Debenture | 0.63% |
Bharat Electronics Ltd. | Capital Goods | Equity | 0.62% |
ICICI Prudential Life Insurance Company Ltd. | Insurance | Equity | 0.61% |
V-Guard Industries Ltd. | Consumer Discretionary | Equity | 0.60% |
Suzlon Energy Ltd. | Capital Goods | Equity | 0.60% |
Awfis Space Solutions Ltd. | Services | Equity | 0.56% |
Tata Motors Ltd. | Automobile | Equity | 0.56% |
GE Vernova T&D India Ltd. | Capital Goods | Equity | 0.55% |
Oil And Natural Gas Corporation Ltd. | Energy | Equity | 0.55% |
NA | NA | Equity | 0.53% |
Avenue Supermarts Ltd. | Services | Equity | 0.49% |
Hindustan Unilever Ltd. | Consumer Staples | Equity | 0.49% |
REC Ltd. | Financial | Equity | 0.48% |
DOMS Industries Ltd. | Consumer Staples | Equity | 0.48% |
Power Grid Corporation Of India Ltd. | Energy | Equity | 0.47% |
Kotak Mahindra Bank Ltd. | Financial | Equity | 0.47% |
Arvind Fashions Ltd. | Textiles | Equity | 0.46% |
eClerx Services Ltd. | Services | Equity | 0.46% |
Indus Infra Trust | Construction | InvITs | 0.45% |
Zydus Lifesciences Ltd. | Healthcare | Equity | 0.44% |
Tech Mahindra Ltd. | Technology | Equity | 0.43% |
Hindalco Industries Ltd. | Metals & Mining | Equity | 0.42% |
Sona BLW Precision Forgings Ltd. | Automobile | Equity | 0.41% |
Jupiter Life Line Hospitals Ltd. | Healthcare | Equity | 0.41% |
Coal India Ltd. | Energy | Equity | 0.39% |
Bank Of Baroda | Financial | Equity | 0.38% |
The Federal Bank Ltd. | Financial | Equity | 0.38% |
Dixon Technologies (India) Ltd. | Capital Goods | Equity | 0.38% |
Coforge Ltd. | Technology | Equity | 0.34% |
UNO Minda Ltd. | Automobile | Equity | 0.33% |
Britannia Industries Ltd. | Consumer Staples | Equity | 0.25% |
Mphasis Ltd. | Technology | Equity | 0.25% |
TVS Motor Company Ltd. | Automobile | Equity | 0.25% |
Hyundai Motor India Ltd. | Automobile | Equity | 0.22% |
Samvardhana Motherson International Ltd. | Automobile | Equity | 0.16% |
RHI Magnesita India Ltd. | Construction | Equity | 0.10% |
Titagarh Rail Systems Ltd. | Automobile | Equity | 0.09% |
Nestle India Ltd. | Consumer Staples | Equity | 0.05% |
Union Bank of India | Financial | Equity | 0.04% |
Schaeffler India Ltd. | Capital Goods | Equity | 0.01% |
See All
Pros and cons
Category: Hybrid Aggressive Hybrid
Pros
Exit load is zero
Lower expense ratio: 1.07%
Average credit rating of the fund's holdings: AAA
This fund has holdings of the highest quality
Consistently higher annualised returns than category average for the past 1Y and 3Y
Cons
5Y annualised returns lower than category average by 2.59%
Lock-in period: 5Y
Low rating: 2
Expense ratio, exit load and tax
Expense ratio: 1.07%
Inclusive of GST
Exit load
Nil
Stamp duty
0.005% (from July 1st, 2020)
Tax implication
Returns are taxed as per your Income Tax slab.
Understand terms
Check past data
Minimum investment amounts
| Min. for 1st investment | ₹5,000 |
| Min. for 2nd investment onwards | ₹1,000 |
| Min. for SIP | ₹1,000 |
Fund management
Devang ShahApr 2024 - PresentView details
Devang Shah
Apr 2024 - Present
View details
Education
Mr. Shah is B.Com and ACA.
Experience
Prior to joining Axis AMC he has worked with ICICI Prudential AMC, Deutsche Asset Management (India) Pvt. Ltd. and Pricewaterhouse Coopers.
Also manages these schemes
Hardik ShahApr 2024 - PresentView details
Hardik Shah
Apr 2024 - Present
View details
Education
Mr. Shah has done B.E. Information Technology and MBA Finance.
Experience
Prior to joining Axis Mutual Fund, he has worked with Nippon India Mutual Fund, Quantum Asset Management Company and ICAP India (P) Ltd.
Also manages these schemes
Jayesh SundarJan 2024 - PresentView details
Jayesh Sundar
Jan 2024 - Present
View details
Education
Mr. Sundar is a Chartered Accountant
Experience
Prior to joining Axis MF, he has worked with Aviva Life Insurance Company, Tata Securities Ltd., Collins Stewart India Pvt. Ltd., IL&FS Investsmart and CRISIL
Also manages these schemes
Krishnaa NarayanMar 2024 - PresentView details
Krishnaa Narayan
Mar 2024 - Present
View details
Education
She is a Chartered Accountant
Experience
Prior to joining Axis Mutual Fund, she has worked with Price Waterhouse Coopers
Also manages these schemes
Fund house & investment objective
Fund house contact details
Address
23rd Floor, One Lodha Place,S. B. Road, Lower Parel. Mumbai 400013
Phone
022-24255161
Launch Date
04 Sep 2009
E-mail
NAWebsite
www.axismf.com
Axis Mutual Fund
Asset Management Company
Custodian
Deutsche Bank
Registrar & Transfer Agent
KFin Tech
Address
Karvy House, No. 46, 8-2-609/K, Avenue 4, Street No.1 Banjara Hills,
Email
[email protected]Website
www.karvymfs.comCompare funds
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Karnataka
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