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Fund Overview

AXIS Aggressive Hybrid Fund - Regular (G)

Get details information of scheme on investment, NAV, Performation.

Nav (₹)

20.32

Inception Date

09-08-2018

Category

Hybrid - Equity Oriented
Investment Objectives

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 O Meter
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Performance
Scheme Name 3 Months (%) 6 Months (%) 1 Year (%) 3 Years (%) 5 Years (%) 10 Years (%) Since Inception (%)
AXIS Aggressive Hybrid Fund - Regular (G) 7.42 3.58 13.88 13.53 16.74 NA 10.99
Value of 1,00,000 is now

Worth of investments in last

This Scheme

SIP

Benchmark (CRISIL Hybrid 35+65 - Aggressive Index)

1Lakh investment Grown to 1.14 Lakh

10,000 investment Grown to 1.24 Lakh

1Lakh investment Grown to 0.00 Lakh

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Key Parameters
AUM(₹ Cr.) 1,549
Type OPEN ENDED
Entry Load Nil
Minimum investment(₹) 500
Expense Ratio (%) 2.22
Benchmark CRISIL Hybrid 35+65 - Aggressive Index
Fund Manager Jayesh Sundar
Exit 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.
Incrimental Invest(₹) 500
NAV Movement
3M 6M 1Y 3Y 5Y
AUM Movement
3M 6M 1Y 3Y 5Y
Asset Allocation Pie chart
Top Company Holding (As on 30 04 25 )
Company Asset No.of shares Value (₹ in Cr)
ICICI Bank Equity 636077 90.77
HDFC Bank Equity 470197 90.51
Reliance Industr Equity 413053 58.03
Bharti Airtel Equity 308909 57.60
Infosys Equity 354260 53.14
M & M Equity 128533 37.64
St Bk of India Equity 447396 35.28
Larsen & Toubro Equity 81824 27.34
Divi's Lab. Equity 44415 27.04
Sun Pharma.Inds. Equity 143873 26.36
Bajaj Finance Equity 30217 26.09
Bharti Telecom Corporate Debts 2500 25.86
Sector Holding Pie Chart
Peer Comparison
Scheme Name AUM (₹ IN Cr.) 1 Years (%) 3 Years (%) 5 Years (%) Since Inception (%) Inception Date Sharpe Std.Dev
AXIS Aggressive Hybrid Fund 1,548.82 13.88 13.53 16.74 10.99 09-Aug-2018 0.3438 3.35
DSP Aggressive Hybrid Fund 10,829.34 19.16 19.75 20.59 14.76 27-May-1999 0.8652 3.21
SBI Magnum Children's Benefit Fund - IP 3,358.06 16.97 22.67 NA 35.04 29-Sep-2020 0.8983 4.04
WhiteOak Capital Multi Asset Allocation Fund 1,923.49 16.68 NA NA 17.68 19-May-2023 2.3214 1.25
Bandhan Aggressive Hybrid Fund 846.25 15.36 17.23 21.27 11.58 30-Dec-2016 0.6185 3.42
Mahindra Manulife Aggressive Hybrid Fund 1,638.63 15.08 20.06 23.04 18.46 19-Jul-2019 0.8571 3.31
SBI Equity Hybrid Fund 74,035.66 15.04 15.71 19.21 12.10 19-Jan-2005 0.6463 2.83
PGIM India Retirement Fund 80.58 14.94 NA NA 15.98 15-Apr-2024 0.3173 5.01
AXIS Children's Fund - Lock in 885.69 14.74 12.35 16.31 10.51 08-Dec-2015 0.2517 3.19
AXIS Balanced Advantage Fund 2,935.36 14.73 16.06 15.02 9.91 01-Aug-2017 0.9215 2.36
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