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  • Axis Aggressive Hybrid Fund - Regular Plan - Growth Option
Axis Aggressive Hybrid Fund - Regular Plan - Growth Option

Category: Hybrid: Aggressive

Launch Date: 05-08-2018

Riskometer: Very High

NAV as on 23-05-2025

₹ 20.22

₹ 0.1 ( 0.4946%)

CAGR Since Inception

10.94%

CRISIL Hybrid 35+65 Aggressive Index 12.22%

Asset Class

Mixed Asset

Status

Open Ended Schemes

Fund Managers

Mr. Jayesh Sundar, Mr. Devang Shah, Mr. Aditya Pagaria, Ms. Krishnaa N

Investment Objective

The scheme seeks 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.

Benchmark

CRISIL Hybrid 35+65 Aggressive Index

Expense Ratio

2.15% As on (30-04-2025)

Minimum Investment | Top up

500.0 | 500.0

Total Assets

155.31 Cr As on (30-04-2025)

PERFORMANCE of Axis Aggressive Hybrid Fund - Regular Plan - Growth Option
  • Scheme Performance

  • Yearly Performance

Scheme Performance (%)

Data as on - 23-05-2025

1-Year Ret (%) 3-Yrs Ret (%) 5-Yrs Ret (%) 10-Yrs Ret (%) Since Launch Ret (%)
Axis Aggressive Hybrid Fund - Regular Plan - Growth Option 10.67 12.78 16.81 - 10.94
Benchmark - - - - -
Hybrid: Aggressive 8.1 16.77 21.15 11.49 13.15
Nav Movement
RETURNS CALCULATOR for Axis Aggressive Hybrid Fund - Regular Plan - Growth Option
  • SIP Returns

  • Lumpsum Returns

  • Rolling Returns

Growth of 10000 In SIP (Fund vs Benchmark)
Amount :
Period :
Start :
End :
Growth of 10000 In LUMPSUM (Fund vs Benchmark)
Amount :
Start :
Rolling Returns

Rolling returns are the annualized returns of the scheme taken for a specified period (rolling returns period) on every day/week/month and taken till the last day of the duration. In this chart we are showing the annualized returns over the rolling returns period on every day from the start date and comparing it with the benchmark. Rolling returns is the best measure of a fund's performance. Trailing returns have a recency bias and point to point returns are specific to the period in consideration. Rolling returns, on the other hand, measures the fund's absolute and relative performance across all timescales, without bias.

Key Performance and Risk Statistics of Axis Aggressive Hybrid Fund - Regular Plan - Growth Option
Key Statistics Volatility Sharpe Ratio Alpha Beta Yield to Maturity Average Maturity
Axis Aggressive Hybrid Fund - Regular Plan - Growth Option 10.51 0.35 -2.99 1.19 7.74 12.27
Hybrid: Aggressive - - - - - -
Peer Comparison
Scheme Name 5Y (%)
Axis Aggressive Hybrid Reg Gr 16.81
DSP Aggressive Hybrid Fund Reg Gr 20.78
Bandhan Aggr Hyb Fund Reg Gr 21.45
SBI Equity Hybrid Reg Gr 19.47
Mahindra Manulife Aggressive Hybrid Fund Reg Gr 23.24
UTI Aggressive Hybrid Fund Reg Gr 23.97
Invesco India Aggressive Hybrid Reg Gr 19.49
ICICI Pru Equity & Debt Gr 27.62
Edelweiss Aggr Hybrid Reg Gr 23.11
Edelweiss Aggr Hybrid Plan B Gr 23.17
Asset Allocation
Sectors
Sector Holdings (%)
Financial Services 25.2
N/A 23.3
Healthcare 8.02
Information Technology 5.65
Oil, Gas & Consumable Fuels 5.64
Automobile and Auto Components 4.58
Chemicals 4.47
Construction 4.11
Telecommunication 3.72
Capital Goods 3.64
Portfolio Holdings
Company Holdings (%)
ICICI BANK LIMITED EQ NEW FV RS. 2/- 5.86
HDFC BANK LIMITED EQ NEW FV RE. 1/- 5.84
7.25% Government of India (12/06/2063) 3.76
RELIANCE INDUSTRIES LIMITED EQ 3.75
BHARTI AIRTEL LIMITED EQ NEW FV RS 5/- 3.72
INFOSYS LIMITED EQ FV RS 5 3.43
7.18% Government of India (24/07/2037) 2.74
MAHINDRA AND MAHINDRA LIMITED EQ NEW F.V. RS.5 2.43
STATE BANK OF INDIA EQ NEW RE. 1/- 2.28
7.34% Government of India (22/04/2064) 2.08
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