Axis Aggressive Hybrid Fund - Regular Plan - Quarterly IDCW

Fund House: Axis Mutual Fund

Category: Hybrid: Aggressive

Status: Open Ended Schemes

Launch Date: 03-08-2018

Minimum Investment: 500.0

Asset Class: Mixed Asset

Minimum Topup: 500.0

Benchmark: CRISIL Hybrid 35+65 Aggressive Index

Total Assets: 1521.08 As on (31-03-2025)

Expense Ratio: 2.16% As on (31-03-2025)

Turn over: 81.00% | Exit Load: If redeemed/switched out on or before 12 months from the date of allotment: For 10% of investment: Nil on FIFO basis.For remaining investment: 1% w.e.f., 09/08/2018

NAV as on 25-04-2025

13.6

-0.14

CAGR Since Inception

10.52%

CRISIL Hybrid 35+65 Aggressive Index 12.22%

PERFORMANCE

Scheme Performance  (%) 1-Year Ret (%) 3-Yrs Ret (%) 5-Yrs Ret (%) 10-Yrs Ret (%) Since Launch Ret (%)
Axis Aggressive Hybrid Fund - Regular Plan - Quarterly IDCW 9.96 9.48 16.1 - 10.52
Benchmark - - - - -
Hybrid: Aggressive 7.48 13.81 20.27 11.36 12.95

Funds Manager

Devang Shah, Aditya Pagaria, Ashish Naik, Jayesh Sundar

RETURNS CALCULATORS for Axis Aggressive Hybrid Fund - Regular Plan - Quarterly IDCW

Growth of 10000 In SIP (Fund vs Benchmark)

Amount

Period

Start

End

Growth of 10000 In LUMPSUM (Fund vs Benchmark)

Amount

Start

PORTFOLIO ANALYSIS of Axis Aggressive Hybrid Fund - Regular Plan - Quarterly IDCW

Portfolio Holdings

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Sector Allocation

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PEER COMPARISION of Axis Aggressive Hybrid Fund - Regular Plan - Quarterly IDCW

Scheme Name Inception Date 1 Year Rtn (%) 2 Year Rtn (%) 3 Year Rtn (%) 5 Year Rtn (%) 10 Year Rtn (%)
Axis Aggressive Hybrid Reg Qly IDCW 03-08-2018 9.96 15.59 9.48 16.1 0.0
DSP Aggressive Hybrid Fund Reg Gr 26-05-1999 16.96 22.9 16.07 20.28 12.72
SBI Equity Hybrid Reg Gr 01-12-1995 11.74 18.96 12.59 18.43 11.78
Mahindra Manulife Aggressive Hybrid Fund Reg Gr 19-07-2019 11.11 22.63 16.21 22.36 0.0
Bandhan Aggr Hyb Fund Reg Gr 05-12-2016 11.11 19.27 13.58 20.39 0.0
Invesco India Aggressive Hybrid Reg Gr 15-06-2018 10.74 22.47 15.61 18.56 0.0
UTI Aggressive Hybrid Fund Reg Gr 20-03-1995 10.48 21.35 16.94 23.31 12.02
Axis Aggressive Hybrid Reg Gr 05-08-2018 10.18 15.8 9.68 16.28 0.0
PGIM India Hybrid Equity Gr 29-01-2004 10.09 15.46 11.5 16.83 8.39
Kotak Equity Hybrid Gr 25-11-1999 9.87 18.3 13.96 22.04 12.17

Asset Allocation (%)

Key Performance and Risk Statistics of Axis Aggressive Hybrid Fund - Regular Plan - Quarterly IDCW

Key Statistics Volatility Sharpe Ratio Alpha Beta Yield to Maturity Average Maturity
Axis Aggressive Hybrid Fund - Regular Plan - Quarterly IDCW 10.51 0.42 -2.37 0.87 7.74 12.27
Hybrid: Aggressive - - - - - -