HYBRID•AGGRESSIVE HYBRID FUND
Axis Aggressive Hybrid Fund Direct Plan Monthly IDCW Reinvestment
3 Year return
10.71%
NAV on August 10, 2026
15.79
1D Returns
-0.02%
Launched on July 2018(8 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
18.36%₹661
Total Value ₹4,261
Risk Involved
Your principal will be at
Very High Risk
Scheme Information
Asset Under Management
₹1,455.75 Cr.
Expense Ratio
1.16% (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
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 Feb 2023
DS
Devang Shah
Fund Manager since Apr 2024
JS
Jayesh Sundar
Fund Manager since Sep 2023
KN
Krishnaa N
Fund Manager since Dec 2024
Fund House Details
Axis Mutual Fund
Asset management company
AUM
₹3,77,445.09 Cr.
No. of Schemes
276
Setup Date
January 2009
Peer Comparison
Comparison with other similar funds
| Funds | 3 Y Returns | ARQ Rating |
|---|---|---|
| ICICI Prudential Equity and Debt Fund | 15.3776% | 5 |
| Bank of India Mid and Small Cap Equity and Debt Fund | 18.6683% | 3 |
| Edelweiss Aggressive Hybrid Fund | 15.0846% | 3 |
Schemes by Axis Mutual Fund
List of mutual fund schemes by AMC
Funds
3 Years Returns
Hybrid . Aggressive Hybrid Fund
Axis Aggressive Hybrid Fund Direct Plan Monthly IDCW Reinvestment10.7069%
Hybrid . Aggressive Hybrid Fund
Axis Aggressive Hybrid Fund Direct Plan Quarterly IDCW Reinvestment10.283%
The Axis Equity Hybrid Fund Direct Plan Monthly IDCW Reinvestment is a hybrid mutual fund that invests in a mix of equity and debt securities. It is offered by Axis Mutual Fund. It aims to provide high returns with moderate risk by investing at least 65% of its corpus in equity and up to 35% in debt.
The fund follows an IDCW (Income Distribution cum Capital Withdrawal) strategy, which means that it distributes a portion of its income to investors every month, while also withdrawing a portion of the capital to invest in new securities.
Axis Equity Hybrid Fund Direct Plan Monthly IDCW Reinvestment is an open-ended fund. Its expense ratio is lower than the category average.
Investment Objectives of the Scheme
The investment objective of the Axis Equity Hybrid Fund Direct Plan Monthly IDCW Reinvestment is to generate high returns with moderate risk by investing in a mix of equity and debt securities. The fund aims to achieve this by:
Investing at least 65% of its corpus in equity, with a focus on large-cap and mid-cap stocks.
Investing up to 35% of its corpus in debt, with a focus on government securities and high-quality corporate bonds.
Following an IDCW (Income Distribution cum Capital Withdrawal) strategy to distribute a portion of its income to investors every month, while also withdrawing a portion of the capital to invest in new securities.
Key Features of The Fund
5-year return
8.7653%
Expense Ratio
1.16%
Fund Manager
Aditya Pagaria
Fund Size
₹1455.75 Cr.
Risk Profile
Very High
Is This Scheme Right for Me?
The Axis Equity Hybrid Fund Direct Plan Monthly IDCW Reinvestment is suitable for investors who are looking for high returns with moderate risk. The fund is a good option for investors who are willing to invest for the long term and who are comfortable with the possibility of short-term volatility in the market.
AMC Contact Details
| Name | Axis Mutual Fund |
| Launch Date | January 2009 |
| Address | Axis House, First Floor, C-2, Wadia International Centre, Pandurang Budhkar Marg, Worli, Mumbai - 400025 |
| Contact | 8108622211 |
| customerservice@axismf.com | |
| Website | https://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
What is today's NAV of Axis Aggressive Hybrid Fund Direct Plan Monthly IDCW Reinvestment?
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 Axis Aggressive Hybrid Fund Direct Plan Monthly IDCW Reinvestment on August 10, 2026, is ₹15.79
What is the AUM of Axis Aggressive Hybrid Fund Direct Plan Monthly IDCW Reinvestment?
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 Axis Aggressive Hybrid Fund Direct Plan Monthly IDCW Reinvestment, is ₹1455.75 crore.
What is the expense ratio of Axis Aggressive Hybrid Fund Direct Plan Monthly IDCW Reinvestment?
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 Axis Aggressive Hybrid Fund Direct Plan Monthly IDCW Reinvestment is 1.16%
What are the returns of Axis Aggressive Hybrid Fund Direct Plan Monthly IDCW Reinvestment since inception?
The Axis Aggressive Hybrid Fund Direct Plan Monthly IDCW Reinvestment was launched on July 20, 2018. The fund has delivered a CAGR of undefined since inception.
What is the minimum SIP amount to invest in Axis Aggressive Hybrid Fund Direct Plan Monthly IDCW Reinvestment?
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 Axis Aggressive Hybrid Fund Direct Plan Monthly IDCW Reinvestment is ₹100.
How do I invest in Axis Aggressive Hybrid Fund Direct Plan Monthly IDCW Reinvestment?
- Make sure you are logged in to Angel One.
- Select the type of investment: SIP or one-time.
- 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.
- Proceed by clicking the pay button and choosing your mode of payment.
- Your portfolio will be updated with this investment in 3-5 working days.
How to start an SIP in Axis Aggressive Hybrid Fund Direct Plan Monthly IDCW Reinvestment?
- Click on the ‘Invest’ button.
- Enter your desired SIP amount and the SIP date.
- You can uncheck the ‘Make first payment now’ box if you don’t want to make the payment right away.
- Choose your payment method between UPI and Net Banking.
- Make your payment.
- Your SIP is created.
How do I automate an SIP in Axis Aggressive Hybrid Fund Direct Plan Monthly IDCW Reinvestment?
- Once you create an SIP, click on ‘Set up autopay’
- Select your desired verification method - debit card, net banking or Aadhar method credentials - and click on submit.
- Once you verify the OTP, your mandate request will be created.
How can I withdraw/redeem my investment in Axis Aggressive Hybrid Fund Direct Plan Monthly IDCW Reinvestment?
- Go to the ‘Investments’ section and click on the mutual fund scheme you want to withdraw.
- Enter the amount you want to withdraw and tap the ‘Withdraw’ button.
- Verify the details on the ‘Confirm withdraw’ screen.
- Select the bank account in which you want to receive the funds.
- You will receive your funds within three working days of placing the order.
- You can track your order in the ‘Orders’ section.
ENTER AMOUNT
₹
₹4,261 in 3Y at 10.7069% returns
SIP Date1st of every month
Your next SIP Payment will be on 10 September 2026
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