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

20.29

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 12.6 15.97 13.4 17.23 -
DSP Aggressive Hybrid Fund- Regular Plan - Growth 26-05-1999 17.95 22.13 19.7 21.18 12.89
Bandhan Aggressive Hybrid Fund-Regular Plan Growth 05-12-2016 14.33 19.16 17.34 21.78 -
SBI Equity Hybrid Fund - Regular Plan -Growth 01-12-1995 13.99 19.26 15.64 19.65 11.94
Mahindra Manulife Aggressive Hybrid Fund - Regular Plan - Growth 19-07-2019 13.63 22.72 20.0 23.6 -
Invesco India Aggressive Hybrid Fund - Regular Plan - Growth 15-06-2018 13.0 22.71 19.61 19.86 -
UTI Aggressive Hybrid Fund - Regular Plan - Growth 20-03-1995 12.95 21.84 19.98 24.44 12.29
PGIM India Hybrid Equity Fund - Growth Option 29-01-2004 12.83 15.43 15.59 17.41 8.57
ICICI Prudential Equity & Debt Fund - Growth 05-11-1999 12.35 24.75 21.6 28.01 15.52
Edelweiss Aggressive Hybrid Fund - Regular Plan - Growth Option 12-08-2009 12.24 22.19 20.1 23.46 12.39

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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