Axis Aggressive Hybrid Fund
The fund maintains an aggressive equity tilt with meaningful debt exposure, positioning for growth while banking sector concentration (15.6%) reflects conviction in financial stability. Monthly shifts—adding selective debt instruments and exiting sovereign bonds while reducing CCIL—signal the manager is rotating toward credit quality and corporate fundamentals rather than relying on duration. The modest portfolio turnover and stable top-10 composition suggest a disciplined approach focused on large-cap quality amid selective tactical moves.
Portfolio analysis · April 2026
NAV & Returns
| Plan | NAV | 1M | 1Y | 3Y CAGR | 5Y CAGR |
|---|---|---|---|---|---|
| Direct Growth | ₹22.0500 | — | — | — | — |
| Regular Growth | ₹19.9300 | -1.34% | -1.92% | +9.57% | +8.82% |
Portfolio Metrics(latest month)
vs Category Peers
Active Stock PickerActive Share = ½Σ|wfund − wpeer|, computed using leave-one-out peer portfolio within SEBI category.
Similar Funds in Category
What Changed2026-03-31 → 2026-04-30
| Stock | Weight |
|---|---|
| Computer Age Management Services Limited | 0.06% |
| Exide Industries Limited | 0.05% |
| 7.44% National Bank For Agriculture and Rural Development (17/07/2029) | 3.42% |
| 7.48% National Bank For Agriculture and Rural Development (15/09/2028) | 1.71% |
| 5% GMR Airports Limited (13/08/2028) ** | 0.14% |
Full Holdings
| # | Holding | % to NAV |
|---|---|---|
| 1 | Reliance Industries Limited INE002A01018 | 5.52% |
| 2 | HDFC Bank Limited INE040A01034 | 4.89% |
| 3 | ICICI Bank Limited INE090A01021 | 4.77% |
| 4 | 7.44% National Bank For Agriculture and Rural Development (17/07/2029) INE261F08EU4 | 3.42% |
| 5 | State Bank of India INE062A01020 | 3.17% |
| 6 | Infosys Limited INE009A01021 | 3.16% |
| 7 | Larsen & Toubro Limited INE018A01030 | 2.98% |
| 8 | Bharti Airtel Limited INE397D01024 | 2.86% |
| 9 | Mahindra & Mahindra Limited INE101A01026 | 2.13% |
| 10 | NTPC Limited INE733E01010 | 1.89% |
| 11 | Kotak Mahindra Bank Limited INE237A01036 | 1.86% |
| 12 | Bajaj Finance Limited INE296A01032 | 1.79% |
| 13 | Indus Infra Trust INE0NHL23019 | 1.77% |
| 14 | 8.75% Bharti Telecom Limited (05/11/2029) ** INE403D08264 | 1.76% |
| 15 | 7.60% Poonawalla Fincorp Limited (28/05/2027) ** INE511C07870 | 1.72% |
| 16 | 7.87% Bajaj Finance Limited (08/02/2034) ** INE296A07SU3 | 1.72% |
| 17 | 7.48% National Bank For Agriculture and Rural Development (15/09/2028) INE261F08EO7 | 1.71% |
| 18 | 9.5% Kogta Financial (India) Limited (30/10/2027) ** INE192U07376 | 1.70% |
| 19 | Clearing Corporation of India Ltd | 1.66% |
| 20 | Cholamandalam Investment and Finance Company Ltd (CCD) INE121A08PJ0 | 1.45% |
Sector Allocation
Top 10 sectors by % to NAV. Excludes derivatives.
Frequently Asked Questions
How many stocks does Axis Aggressive Hybrid Fund hold?
Axis Aggressive Hybrid Fund holds 117 stocks as per the latest AMFI portfolio disclosure. The top 5 positions account for 21.77% of NAV.
What is the largest holding in Axis Aggressive Hybrid Fund?
The largest position in Axis Aggressive Hybrid Fund is Reliance Industries Limited, accounting for 5.52% of NAV in the Petroleum Products sector.
Is Axis Aggressive Hybrid Fund a concentrated or diversified fund?
With a Gini coefficient of 0.519, Axis Aggressive Hybrid Fund is moderately concentrated. The HHI concentration index is 19,645 bps, which is above the 2500 bps threshold for high concentration. The top 5 holdings together make up 21.77% of the portfolio.
What is the market cap allocation of Axis Aggressive Hybrid Fund?
Based on SEBI's AMFI classification, Axis Aggressive Hybrid Fund's equity portfolio is split as: Large Cap: 53.09%, Mid Cap: 6.98%, Small Cap: 9.15%. This reflects the fund's positioning within the market cap spectrum.
Which sectors does Axis Aggressive Hybrid Fund invest in most?
Axis Aggressive Hybrid Fund has the highest allocation to Banks (15.62%), CRISIL AAA (10.87%), Finance (6.33%). The fund is invested across 48 sectors in total.
How actively managed is Axis Aggressive Hybrid Fund compared to other Aggressive Hybrid Fund funds?
Axis Aggressive Hybrid Fund has an Active Share of 55.40%, classifying it as "Active Stock Picker" among 28 Aggressive Hybrid Fund peers. This indicates a moderate level of differentiation from category peers.
What changed in Axis Aggressive Hybrid Fund's portfolio in the latest month?
Between 2026-03-31 and 2026-04-30, Axis Aggressive Hybrid Fund added 5 new stocks (including Computer Age Management Services Limited) and exited 2 stocks (including Anant Raj Limited). Total holding count increased from 115 to 118 stocks.