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HYBRID•AGGRESSIVE HYBRID FUND

Axis Aggressive Hybrid Fund Direct Plan Monthly IDCW Payout

3 Year return

11.76%
NAV on December 11, 2025
16.16
1D Returns
-0.06%
Launched on July 2018(7 years)

Investment Details

₹100
Minimum SIP Amount
₹500
Minimum one time investment
Fund has no lock-in period

Calculate Returns

Based on past performance of this fund

₹
Your Investment₹3,600
Gain
20.39%₹734
Total Value ₹4,334

Risk Involved

scale
Your principal will be at
Very High Risk

Scheme Information

Asset Under Management
₹1,580.86 Cr.
Expense Ratio
1.08% (inclusive of GST)
Exit Load
If redeemed/swich out before 12 months from the date of allotment: - For 10% of investment : Nil - For remaining investment : 1% 1.00% - If redeemed/switched out on or before 12 months from the date of allotment NIL - If redeemed/switch out after 12 months from the date of allotment.

Ratings

ARQ Rating
1.5

Ratings by other agencies

Value Research
3
Crisil
1
Morning Star
0

Tax Implications

Withdrawal within 1 year:
20% tax on gains
Withdrawal after 1 year:
12.5% tax on gains above ₹1.25 lakh per financial year

Axis Mutual Fund Manager

AP

Aditya Pagaria

Fund Manager since Sep 2022

DS

Devang Shah

Fund Manager since Nov 2012

JS

Jayesh Sundar

Fund Manager since Nov 2024

KN

Krishnaa N

Fund Manager since Mar 2024

Fund House Details

Axis Mutual Fund

Axis Mutual Fund

Asset management company

AUM
₹3,54,362.32 Cr.
No. of Schemes
274
Setup Date
January 2009

Peer Comparison

Comparison with other similar funds

Funds3 Y ReturnsARQ Rating
ICICI Prudential Equity and Debt Fund19.2478%
5
Bank of India Mid and Small Cap Equity and Debt Fund17.9843%
3
Quant Aggressive Hybrid Fund11.9493%
4

Schemes by Axis Mutual Fund

List of mutual fund schemes by AMC

Funds
3 Years Returns
Axis Mutual Fund logo

Hybrid . Aggressive Hybrid Fund

Axis Aggressive Hybrid Fund Direct Plan Growth
11.7743%
Axis Mutual Fund logo

Hybrid . Aggressive Hybrid Fund

Axis Aggressive Hybrid Fund Direct Plan Monthly IDCW Payout
11.7646%
Axis Mutual Fund logo

Hybrid . Aggressive Hybrid Fund

Axis Aggressive Hybrid Fund Direct Plan Monthly IDCW Reinvestment
11.7646%
Axis Mutual Fund logo

Hybrid . Aggressive Hybrid Fund

Axis Aggressive Hybrid Fund Direct Plan Quarterly IDCW Payout
11.1198%
Axis Mutual Fund logo

Hybrid . Aggressive Hybrid Fund

Axis Aggressive Hybrid Fund Direct Plan Quarterly IDCW Reinvestment
11.1198%

About Axis Equity Hybrid Fund Direct Plan Monthly IDCW Payout

The Axis Equity Hybrid Fund is offered by Axis Mutual Fund. It is an open-ended hybrid fund that invests in a mix of equity and debt securities. The fund has an IDCW option, which means dividends are not reinvested in the fund but paid to the investor. This offers a regular income stream.

Investment Objectives of the Scheme

The investment objective of the Axis Equity Hybrid Fund is to provide investors with a monthly income stream, while also aiming for capital appreciation over the long term. The fund will achieve its objective by investing in a diversified portfolio of equity and debt securities.

Key Features of The Fund

5-year return
12.0224%
Expense Ratio
1.08%
Fund Manager
Aditya Pagaria
Fund Size
₹1580.86 Cr.
Risk Profile
Very High

Is This Scheme Right for Me?

The Axis Equity Hybrid Fund can be a good option for investors who are looking for a monthly income stream from their investments. The fund also has the potential to generate capital appreciation over the long term, but investors should be aware that there is always the risk of loss when investing in equities. The fund is suitable for investors with moderate risk appetite, and those are looking for a long-term investment.

AMC Contact Details

NameAxis Mutual Fund
Launch DateJanuary 2009
AddressAxis House, First Floor, C-2, Wadia International Centre, Pandurang Budhkar Marg, Worli, Mumbai - 400025
Contact8108622211
Emailcustomerservice@axismf.com
Websitehttps://www.axismf.com/
Disclaimer: Mutual funds are subject to market risk. Read all scheme-related documents carefully to make informed-decision.

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FAQs

NAV, or Net Asset Value, is the price of a single unit of a mutual fund. It is calculated by dividing the current value of holdings held by the mutual fund scheme at the end of the day by the total number of units issued. The NAV changes every day. The NAV of null on December 11, 2025, is ₹16.16
Short for Asset Under Management, AUM means the total assets held by a mutual fund scheme. The AUM of the fund changes every day based on the fluctuation in the price of the underlying assets. Fund houses don't update AUM on a daily basis. They only update it at the end of the month and release it within a few days of the following month. The AUM of null, is ₹1580.86 crore.
The expense ratio is the annual charges you pay to the mutual fund house for managing your investments. It is a percentage of Assets Under Management. It is deducted from the fund's returns. The expense ratio of null is 1.08%
The null was launched on July 20, 2018. The fund has delivered a CAGR of undefined since inception.
A Systematic Investment Plan (SIP) in mutual funds allows you to invest small amounts periodically instead of a one-time investment. The frequency of investment can be monthly, quarterly, half-yearly or annually, as per your convenience. The minimum SIP for null is ₹undefined.
  1. Make sure you are logged in to Angel One.
  2. Select the type of investment: SIP or one-time.
  3. In case of an SIP, select the amount and date and click ‘Start SIP’. In case of a one-time investment, enter just the amount.
  4. Proceed by clicking the pay button and choosing your mode of payment.
  5. Your portfolio will be updated with this investment in 3-5 working days.
  1. Click on the ‘Invest’ button.
  2. Enter your desired SIP amount and the SIP date.
  3. You can uncheck the ‘Make first payment now’ box if you don’t want to make the payment right away.
  4. Choose your payment method between UPI and Net Banking.
  5. Make your payment.
  6. Your SIP is created.
  1. Once you create an SIP, click on ‘Set up autopay’
  2. Select your desired verification method - debit card, net banking or Aadhar method credentials - and click on submit.
  3. Once you verify the OTP, your mandate request will be created.
  1. Go to the ‘Investments’ section and click on the mutual fund scheme you want to withdraw.
  2. Enter the amount you want to withdraw and tap the ‘Withdraw’ button.
  3. Verify the details on the ‘Confirm withdraw’ screen.
  4. Select the bank account in which you want to receive the funds.
  5. You will receive your funds within three working days of placing the order.
  6. You can track your order in the ‘Orders’ section.

ENTER AMOUNT

₹
₹4,334 in 3Y at 11.7646% returns
SIP Date1st of every month

Your next SIP Payment will be on 12 January 2026

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