Fundalysisby DARKHORSESTOCKS

Scheme

Axis Aggressive Hybrid Fund

Holds 97 companies worth ₹1,034 Cr in Sept 2026.

  • Fund house

    AxisThe fund house that runs this scheme.

  • AUM

    ₹1,408 CrAxis Aggressive Hybrid Fund's AUM at the end of 30 Sept 2026, as AMFI reports it. Down 4.3% on Aug 2026, ₹1,472 Cr.

  • Largest holding

    ICICI BankICICI Bank is 4.8% of this scheme's NAV.

  • Fund manager

    Aditya PagariaRuns its co-manager part since 1 Feb 2023, as the fund house dates it. With Jayesh Sundar (co-manager), Devang Shah (co-manager), Krishnaa N (overseas).

Overview(6 Oct 2026)

Fund managers4

  1. Aditya PagariaCo-manager, debt · Feb 2023 · 15y · PGDM
  2. Jayesh SundarCo-manager, equity · Sept 2023 · 21y · CA
  3. Devang ShahCo-manager, debt · Apr 2024
  4. Krishnaa NOverseas · Dec 2024
  1. Ashish NaikAug 2018 – Dec 2024

Key facts

Benchmark
CRISIL Hybrid 35+65 - Aggressive Index
Risk
Very High
Expense
Regular 2.23% · Direct 1.18%
Exit load
10% within 12 months
Started
9 Aug 2018
Minimum
₹500

Source.Its Scheme Summary Document as of 6 Oct 2026 at AMFI.

What changed(22 changes)

Sept 2026

4 changes
  2. Category
    28 SeptAggressive Hybrid Fund → To generate long term capital appreciation by investing predominantly in Equity and Equity related Instruments along with current income through limited investments in debt Instruments and money market instruments. There is no assurance that the investment objective of the Scheme will be achieved.

May 2026

1 change
  1. Expense ratio
    17 MayRegular 2.16% → 2.19%Direct 1.06% → 1.16%

Feb 2026

1 change
  1. Expense ratio
    24 FebDirect 1.09% → 1.06%

Source.Its filings at NSE, since Aug 2024.

Fund managers over time(Aug 2018 – now)

  1. Aditya Pagaria
  2. Jayesh Sundar
  3. Devang Shah
  4. Krishnaa N
  5. Ashish Naik
MainCoSlice20192020202120222023202420252026
Fig. 1.Who ran it when: each manager from the date the fund house gives, or the first document listing them where it gives none, to when they left. A slice is part of it: overseas, gold and silver, or arbitrage.

Costs(Aug 2024 – Oct 2026)

Every change to the expense ratio, newest first.
19 changesRegularDirectΔ pt
28 Sept 20262.23%1.18%0.01
22 Sept 20262.23%1.17%0
10 Sept 20262.22%1.17%0.01
17 May 20262.19%1.16%0.10
24 Feb 20262.16%1.06%0.03
18 Jan 20262.16%1.09%0.01
26 Sept 20252.15%1.08%0.01
16 Apr 20252.15%1.07%0.01
9 Apr 20252.16%1.08%0.01
25 Mar 20252.16%1.09%0.01
25 Feb 20252.17%1.10%0.02
10 Feb 20252.15%1.08%0.02
29 Jan 20252.17%1.10%0.01
16 Jan 20252.16%1.09%0.01
30 Dec 20242.15%1.08%0.02
12 Nov 20242.14%1.06%0.01
30 Oct 20242.12%1.05%0
30 Aug 20242.13%1.05%0.01
21 Aug 20242.13%1.04%–
Direct plan, 28 Sept 2026
1.18%
Regular plan 2.23% · Exit load 10% within 12 months
Fig. 1.Total expense ratio a year, each plan's, as its Scheme Summary Documents state it, filing by filing at NSE. A change holds until the next.

Objective and risk(6 Oct 2026)

Objective

To generate long term capital appreciation along with current income by investing in a mix of Equity and Equity related Instruments, debt Instruments and money market instruments. However, there is no assurance or guarantee that the investment objective of the Scheme will be achieved. The Scheme does not assure or guarantee any returns

Risk, type and benchmark

Riskometer
Very High
At launch
Very High
Type
Open Ended
Benchmark
CRISIL Hybrid 35+65 - Aggressive Index

Asset allocation it may hold% of NAV

  1. Equity and Equity related securities
    Allowed65–80%Holds71.7%
  2. Debt & Money Market Instruments
    Allowed20–35%Holds26.5%
  3. Units issued by InvITs
    Allowed0–10%Holds1.8%

Holds in Sept 2026.71.7% equity · 26.5% debt and cash · 1.8% REITs and InvITs

How to invest(6 Oct 2026)

Buying

To start
₹500, then in multiples of ₹1
To add
₹500, then in multiples of ₹1
Systematic
SIP - Daily / Weekly / Monthly / Yearly , Choti SIP - Monthly ;SWP - Weekly / Monthly / Quarterly / Halfyearly / Yearly STP - Daily / Weekly / Fortnightly / Monthly / Quarterly
Dates
SIP - Except 29,30 and 31 all dates, SWP - Any Business Day, STP - Daily, Weekly all days, Fortnightly - alternate Wednesday, Monthly and Quarterly 1,7,10,15 and 25
Minimum
SIP Daily, Weekly - 100, Monthly 100.00, SIP Yearly - 12000.00 SWP - 1000 STP - Daily, Weekly, Fortnightly, Monthly - 1000 and Quarterly 3000.00 . Choti SIP - Maximum one SIP under the facility of exactly equal to Rs. 250/- is allowed. The facility is restricted to three SIP’s across all Mutual Funds (one each in upto three Asset Management Companies)., then in multiples of ₹1
Instalments
SIP Daily -6, Weekly - 6, Monthly - 6 SIP - Yearly - 3, Choti SIP - 60 installments at the time of registration ( If the tenure is below or above 5 years then SIP will be considered as Normal SIP. However, if investor desires to stop or withdraw the SIP investment prematurely, there is no restriction); SWP - Weekly - 5, Monthly - 6, Quarterly - 4, Halfyearly - 4, Yearly - 2 STP - Daily -6, Weekly - 6, Fortnightly -6, Monthly - 6, Quarterly -2

Selling and switching

Scheme details(6 Oct 2026)

What it is

Category
To generate long term capital appreciation by investing predominantly in Equity and Equity related Instruments along with current income through limited investments in debt Instruments and money market instruments. There is no assurance that the investment objective of the Scheme will be achieved.
Offer
20 Jul 2018 to 3 Aug 2018
Started
9 Aug 2018
Reopened
16 Aug 2018
Plans
Direct Regular IDCW Direct Growth Direct Monthly IDCW Regular Monthly IDCW Direct Quarterly IDCW Regular Growth Regular Quarterly IDCW Regular Regular IDCW
Face value
₹10
Listed
Unlisted

How it is run

Swing pricing
No
Side-pocketing
Yes
Custodian
DEUTSCHE BANK AG
Auditor
B S R & Co. LLP
Registrar
Kfintech Ltd
SEBI code
AXIS/O/H/AHF/18/05/0027