Axis Aggressive Hybrid Fund - Regular Plan - Monthly IDCW
Fund House: Axis Mutual Fund| Category: Hybrid: Aggressive |
| Launch Date: 03-08-2018 |
| Asset Class: Mixed Asset |
| Benchmark: CRISIL Hybrid 35+65 Aggressive Index |
| TER: 2.14% As on (30-06-2025) |
| Status: Open Ended Schemes |
| Minimum Investment: 500 |
| Minimum Topup: 100 |
| Total Assets: 1,596.88 Cr As on 30-06-2025(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 |
13.37
0.09 (0.6731%)
10.82%
Benchmark: 12.22%
PERFORMANCE
Returns Type:
of :
Start :
End :
Period:
This Scheme
-
vs
AK Hybrid Aggressive TRI
-
Gold
-
PPF
-
Returns Type:
of :
Period:
Start :
Period:
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
There is no value for 2x
FD
11 years 10 Months
GOLD
8 years 9 Months
NIFTY
5 years 5 Months
Investment Objective
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
Current Asset Allocation (%)
Indicators
| Standard Deviation | 10.51 |
| Sharpe Ratio | 0.42 |
| Alpha | -2.37 |
| Beta | 0.87 |
| 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 - Monthly IDCW | 03-08-2018 | 2.51 | 13.02 | 11.07 | 13.92 | - |
| SBI Equity Hybrid Fund - Regular Plan -Growth | 01-12-1995 | 7.69 | 16.17 | 14.3 | 16.66 | 12.05 |
| Bandhan Aggressive Hybrid Fund-Regular Plan Growth | 05-12-2016 | 7.47 | 17.07 | 15.84 | 19.18 | - |
| DSP Aggressive Hybrid Fund- Regular Plan - Growth | 26-05-1999 | 6.09 | 17.55 | 16.55 | 17.8 | 12.33 |
| PGIM India Aggressive Hybrid Equity Fund - Growth Option | 29-01-2004 | 5.57 | 12.35 | 13.94 | 14.33 | 8.37 |
Scheme Characteristics
Equity & Equity related instruments - between 65% and 80% of total assets; Debt instruments - between 20% and 35% of total assets.
Riskometer
PORTFOLIO
Market Cap Distribution
Small Cap
11.3%
Others
23.47%
Large Cap
56.47%
Mid Cap
8.75%
