NRI from all over the world (excluding U.S.A. & Canada) can invest in this fund
SBNRI is a certified Mutual Fund distributor registered with Association of Mutual Funds in India (AMFI) with Reg. No. 246671
₹13.75
-0.29%
NAV as on 24 Jul 26, 12:00 AM
very high risk
aggressive allocation
equity
NAV as on 24 Jul 26, 12:00 AM
very high risk
aggressive allocation
equity
-1.06%p.a.
Last 1Y
8.34%p.a.
Last 3Y
7.18%p.a.
Last 5Y
9.40%p.a.
Since Inception
About Axis Aggressive Hybrid Fund -IDCW for NRIs
NRIs can achieve long-term capital appreciation by investing in the Axis Aggressive Hybrid Fund -IDCW scheme from Axis Asset Management Company Ltd. It is a Aggressive Allocation mutual fund scheme that predominantly invests in Aggressive Allocation stocks of companies. Launched on Aug 2018, Axis Aggressive Hybrid Fund -IDCW is Aggressive Allocation fund of its category with 1,455.74 Cr fund under management as on Jul 2026. The expense ratio of this fund is less than that of most other Fund category Aggressive Allocation funds.
- Axis Aggressive Hybrid Fund -IDCW delivered -1.1% annual returns during the last year. It has delivered 9.4% average annual returns since the fund was launched.
- Axis Aggressive Hybrid Fund -IDCW scheme tends to consistently deliver higher returns than most schemes in the same category.
- The scheme has predominantly invested in equity
Fund 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.
Top 10 Holdings
Net Receivables
0.92%
8.16% KARNATAKA SDL 26-NOV-25 8.16 26/11/2025
0.03%
Others CBLO
2.45%
West Bengal State SDL 7.92 15/03/2027
0.14%
Embassy Office Parks REIT
0.28%
STATE DEVELOPMENT LOAN 21843 KAR 17JL29 6.9 FV RS 100
0.04%
STATE DEVELOPMENT LOAN 22490 KAR 27NV29 7.17 FV RS 100
0.07%
STATE DEVELOPMENT LOAN 22495 TN 27NV29 7.17 FV RS 100
0.14%
CENTRAL GOVERNMENT LOAN 30814 GOI FRB 04OT28 FV RS 100
0.00%
TATA PROJECTS LIMITED SR I 7.99 NCD 06OT25 FVRS10LAC
0.65%
Fund Managers
- Devang Shah (Apr 2024 - Present)
- Aditya Pagaria (Feb 2023 - Present)
- Jayesh Sundar (Sep 2023 - Present)
- Krishnaa Narayan (Dec 2024 - Present)
Key Information
View Scheme Document
Axis Aggressive Hybrid Fund -IDCW SIP Calculator
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NRI Mutual Fund Tax on Axis Aggressive Hybrid Fund -IDCW
Just like for resident investors, capital gains from mutual fund investments are subject to income tax for NRI investors.
| Fund Type | Short-term Capital Gains (STCG) Tax | Long-term Capital Gains (LTCG) Tax |
|---|---|---|
| Equity mutual funds | 15% | 10% (above Rs. 1 lakh LTCG) without indexation* |
| Debt & other types of funds | At tax slab rate | 20% with indexation benefits |
How can NRIs invest in Axis Aggressive Hybrid Fund -IDCW?
NRIs and OCIs can download the SBNRI app to invest in mutual funds from the country of their residence. Here are a few simple steps you need to take:
- Complete your NRI KYC: Type in your personal details and attach supporting documents, like:
- PAN Number
- Overseas address proof: Any of – Water/electricity bill, postpaid mobile/internet bill, rent agreement, driving license, etc.
- Passport – front and back
- Passport size photograph
- signature
If all details are correct, your KYC will be approved within 7 to 8 business days.
- Onboarding: After KYC, you need to share the following details to complete onboarding process and start investing in Axis Aggressive Hybrid Fund -IDCW
- Onboarding: After KYC, you need to share the following details to complete onboarding process and start investing:
- City and country of birth
- NRE/NRO bank account statement/ canceled cheque for the latest 3 months
- Nominee details
Frequently Asked Questions
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