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Axis Aggresive Hybrid Fund  IDCW-P

Axis Aggresive Hybrid Fund IDCW-P

4–7 yearsInvestment Horizon
HNI,MATarget Segments

Performance and Risk Analysis

Historical returns, volatility patterns, and how this fund has performed relative to its benchmark.

Risk Profile

Risk Profile

Standard Deviation13.2%
Sharpe Ratio-0.42
Beta1.06

Strategy Details

A closer look at the investment thesis, portfolio construction, and current holdings.

Portfolio Holdings Overview

Portfolio Holdings Overview

SectoralAllocation
Financial Services34.32%
Utilities1.79%
Energy & Infra9.8%
Capital Goods15.82%
Services15.38%
Technology10.29%
Consumers12.59%

Geographic Allocation

Domestic100%
Top Stock Holdings

Top Stock Holdings

CompanySectorAllocation
ICICI Bank LtdFinancial Services4.82%
Reliance Industries LtdEnergy & Infra4.73%
HDFC Bank LtdFinancial Services4.55%
Clearing Corporation Of India LtdUtilities3.91%
Piramal Finance LimitedUtilities2.85%
Bharti Airtel LtdServices2.75%
Kotak Mahindra Bank LtdFinancial Services2.20%
Mahindra & Mahindra LtdConsumers2.09%
State Bank of IndiaFinancial Services2.05%
Larsen & Toubro LtdCapital Goods1.98%

Fund House Management

The asset management company’s track record, AUM scale, and fund manager credentials.

Fund Manager Track Record

Fund Manager Track Record

AP

Aditya Pagaria

Lead Portfolio Manager

Mr. Aditya Pagaria has experience of 20 years. Manages 186 funds at Axis Asset Management Company Limited with an AUM of approximately ₹14,583 Cr Holds a PGDBM degree.

DS
Devang Shah
Co-Portfolio Manager

Mr. Devang Shah has experience of 23 years. Manages 261 funds at Axis Asset Management Company Limited with an AUM of approximately ₹16,437 Cr Holds a B.Com degree.

KN
Krishnaa N
Co-Portfolio Manager

Krishnaa N has experience of 3 years. Manages 152 funds at Axis Asset Management Company Limited with an AUM of approximately ₹1,28,440 Cr

JS
Jayesh Sundar
Co-Portfolio Manager

Jayesh Sundar has experience of 8 years. Manages 68 funds at Axis Asset Management Company Limited with an AUM of approximately ₹33,556 Cr

Team

53 years

Combined Team Experience

AUM

₹ 1,93,016 Cr

Assets Under Management

Firm OverviewFirm Overview

AMCAxis Asset Management Company Limited
Total AUM₹3,61,984.16 Cr
Investment Professionals49+
Global Offices250 Cities

Operational & Regulatory Details

What it costs to invest, transaction mechanics, and regulatory disclosures you should know.

iconCosts and Fees

Total Expense Ratio (TER)2.22%

iconRegulatory & Tax Information

INF846K01E74
verified
ISIN
DailyDealing Frequency
CRISIL Hybrid 35+65 - Agg TR INRBenchmark

LTCG | >1Year 12.5%% on gain above 1.25 Lakh

STCG | <1Year 20%%

Tax Implications (India)
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