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Fund Overview

AXIS Aggressive Hybrid Fund - Regular (G)

Get detailed information of scheme on investment, NAV, Performance.

Nav(₹)

20.68

Inception Date

09-08-2018

Category

Hybrid - Equity Oriented
Invest
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 Years (%) 3 Years (%) 5 Years (%) 10 Years (%) Since Inception
AXIS Aggressive Hybrid Fund - Regular (G) 8.96 3.19 6.32 14.26 15.01 11.09
Value of Investment in last

Lumpsum

1Lakh investment Grown to 1.00 Lakh

SIP

₹ 10000 Monthly SIP Grown to 1.24 Lakh

Benchmark

1Lakh investment Grown to 1.04 Lakh

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Key Parameters
AUM(₹ Cr.) 1,576
Type OPEN ENDED
Entry Load Nil
Minimum investment(₹) 500
Incrimental 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.
Nav Movement
3M 6M 1Y 3Y 5Y Inception
AUM Movement
3M 6M 1Y 3Y 5Y Inception
Asset Allocation Pie chart
Top 10 Company Holdings
Company Asset Honding(%)
HDFC Bank Equity 5.80
ICICI Bank Equity 5.72
Reliance Industr Equity 3.82
GSEC2063 Govt. Securities 3.67
Infosys Equity 3.64
Bharti Airtel Equity 3.64
N A B A R D Commercial Paper 3.17
M & M Equity 2.43
St Bk of India Equity 2.31
Larsen & Toubro Equity 2.13
Sector Holdings Pie Chart
Peer Comparision
Scheme Name AUM (Rs.in Cr.) 1 Years (%) 3 Years (%) 5 Years (%) Since Inception Inception Date Sharpe Std.Dev
AXIS Aggressive Hybrid Fund 1,575.64 6.32 14.26 15.01 11.09 09-Aug-2018 0.5204 3.28
WhiteOak Capital Multi Asset Allocation Fund 2,245.19 14.75 NA NA 17.66 19-May-2023 2.4121 1.22
DSP Multi Asset Allocation Fund 3,157.86 12.24 NA NA 19.78 27-Sep-2023 2.0363 1.81
ICICI Pru Multi-Asset Fund 59,452.32 10.93 22.00 24.37 21.04 31-Oct-2002 1.6378 2.19
SBI Equity Hybrid Fund 75,639.24 10.88 17.45 17.83 12.19 19-Jan-2005 0.8552 2.76
Mirae Asset Multi Asset Allocation Fund 1,991.37 10.43 NA NA 14.98 31-Jan-2024 0.9956 2.11
Bandhan Aggressive Hybrid Fund 903.65 10.15 18.15 20.01 11.79 30-Dec-2016 0.8045 3.36
Nippon India Multi Asset Allocation Fund 5,980.56 10.06 20.11 NA 17.28 28-Aug-2020 1.2454 2.53
Sundaram Multi Asset Allocation Fund 2,625.23 9.89 NA NA 15.48 25-Jan-2024 1.0228 2.26
WhiteOak Capital Balanced Advantage Fund 1,566.31 9.44 NA NA 16.46 10-Feb-2023 1.4379 2.08
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