Axis Aggressive Hybrid Fund - Regular Plan - Growth Option

Fund House: Axis Mutual Fund
Category: Hybrid: Aggressive
Launch Date: 05-08-2018
Asset Class: Mixed Asset
Benchmark: CRISIL Hybrid 35+65 Aggressive Index
TER: 2.15% As on (30-04-2025)
Status: Open Ended Schemes
Minimum Investment: 500.0
Minimum Topup: 500.0
Total Assets: 1,553.05 Cr As on 30-04-2025(Source:AMFI)
Turn over: - | 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

20.26

11.01%

PERFORMANCE

Returns Type:
of  
Start :  
End : 
Period:  
This Scheme
-
vs
AK Hybrid Aggressive TRI
-
Gold
-
PPF
-
Returns Type:
of  
  Period:  

Start :  
Period:  

RETURNS ANALYSIS

Fund Multiplier

Time it would have taken to make your money double (2x), quadruple (4x) and quintuple (5x)

Time Taken To Multiply
2x
4x
5x
10x
FUND
5 Years 12 Months
There is no value for 4x
There is no value for 5x
There is no value for 10x
FD
11 years 10 Months
GOLD
8 years 9 Months
NIFTY
5 years 5 Months

 

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.

Current Asset Allocation (%)

Indicators

Standard Deviation 11.6
Sharpe Ratio 0.35
Alpha -2.99
Beta 1.19
Yield to Maturity 7.74
Average Maturity 12.27

PEER COMPARISON

Scheme Name Inception
Date
1 Year
Return(%)
2 Year
Return(%)
3 Year
Return(%)
5 Year
Return(%)
10 Year
Return(%)
Axis Aggressive Hybrid Fund - Regular Plan - Growth Option 05-08-2018 13.88 15.47 13.53 16.74 -
DSP Aggressive Hybrid Fund- Regular Plan - Growth 26-05-1999 19.16 21.91 19.75 20.59 12.93
Bandhan Aggressive Hybrid Fund-Regular Plan Growth 05-12-2016 15.36 18.85 17.23 21.27 -
Mahindra Manulife Aggressive Hybrid Fund - Regular Plan - Growth 19-07-2019 15.08 22.64 20.06 23.04 -
SBI Equity Hybrid Fund - Regular Plan -Growth 01-12-1995 15.04 18.89 15.71 19.21 11.97
Invesco India Aggressive Hybrid Fund - Regular Plan - Growth 15-06-2018 14.53 22.49 19.81 19.23 -
UTI Aggressive Hybrid Fund - Regular Plan - Growth 20-03-1995 13.97 21.29 19.86 23.93 12.34
Edelweiss Aggressive Hybrid Fund- Plan B-Growth Option 16-06-2009 13.31 21.89 20.32 22.94 12.53
Edelweiss Aggressive Hybrid Fund - Regular Plan - Growth Option 12-08-2009 13.29 21.83 20.21 22.88 12.48
ICICI Prudential Equity & Debt Fund - Growth 05-11-1999 13.04 24.41 21.77 27.81 15.6

Scheme Characteristics

Equity & Equity related instruments - between 65% and 80% of total assets; Debt instruments - between 20% and 35% of total assets.

Riskometer

riskometer

PORTFOLIO

Market Cap Distribution

Small Cap

10.93%

Others

25.79%

Large Cap

54.24%

Mid Cap

9.0%

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