Axis Aggressive Hybrid Fund - Regular Plan - Growth Option

Fund House: Axis Mutual Fund

Category: Hybrid: Aggressive

Status: Open Ended Schemes

Launch Date: 05-08-2018

Minimum Investment: 500.0

Asset Class: Mixed Asset

Minimum Topup: 100.0

Benchmark: CRISIL Hybrid 35+65 Aggressive Index

Total Assets: 1574.49 As on (30-05-2025)

Expense Ratio: 2.15% As on (31-05-2025)

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 12-06-2025

20.31

-0.17

CAGR Since Inception

10.92%

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 - Growth Option 8.67 12.95 15.54 - 10.92
Benchmark - - - - -
Hybrid: Aggressive 7.06 17.13 19.87 12.08 13.18

Funds Manager

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

RETURNS CALCULATORS for Axis Aggressive Hybrid Fund - Regular Plan - Growth Option

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 - Growth Option

Portfolio Holdings

Show All Holdings

Sector Allocation

Show All Sectors

PEER COMPARISION of Axis Aggressive Hybrid Fund - Regular Plan - Growth Option

Scheme Name Inception Date 1 Year Rtn (%) 2 Year Rtn (%) 3 Year Rtn (%) 5 Year Rtn (%) 10 Year Rtn (%)
Axis Aggressive Hybrid Reg Gr 05-08-2018 8.67 14.63 12.95 15.54 0.0
Bandhan Aggr Hyb Fund Reg Gr 05-12-2016 13.55 18.68 17.23 20.47 0.0
DSP Aggressive Hybrid Fund Reg Gr 26-05-1999 13.0 20.26 19.22 19.23 13.15
SBI Equity Hybrid Reg Gr 01-12-1995 12.35 18.62 16.15 18.22 12.54
Invesco India Aggressive Hybrid Reg Gr 15-06-2018 9.61 21.83 19.3 18.26 0.0
Mahindra Manulife Aggressive Hybrid Fund Reg Gr 19-07-2019 9.58 20.95 19.46 21.97 0.0
Edelweiss Aggr Hybrid Reg Gr 12-08-2009 9.58 20.62 19.56 21.61 13.03
Edelweiss Aggr Hybrid Plan B Gr 16-06-2009 9.57 20.67 19.65 21.68 13.07
ICICI Pru Equity & Debt Gr 05-11-1999 9.51 23.24 20.8 26.22 15.92
PGIM India Hybrid Equity Gr 29-01-2004 9.43 14.26 14.83 16.33 8.94

Asset Allocation (%)

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 0.54 -2.62 1.19 7.74 12.27
Hybrid: Aggressive - - - - - -