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Axis Aggressive Hybrid Fund - Regular Plan - Regular IDCW

Category: Hybrid: Aggressive
Launch Date: 03-08-2018
Asset Class: Mixed Asset
Benchmark: CRISIL Hybrid 35+65 Aggressive Index
Expense Ratio: 2.16% As on (31-03-2025)
Status: Open Ended Schemes
Minimum Investment: 500.0
Minimum Topup: 500.0
Total Assets: 152.11 Cr As on (31-03-2025)
Turn over:
NAV (₹): 14.23
₹ 0.01 ( 0.0703%)
as on 29-04-2025
CAGR Since Inception - 10.36%
CRISIL Hybrid 35+65 Aggressive Index - 12.22%

Fund Managers

Devang Shah, Aditya Pagaria, Ashish Naik, Jayesh Sundar


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.

PERFORMANCE of Axis Aggressive Hybrid Fund - Regular Plan - Regular IDCW

Scheme Performance (%) Data as on - 29-04-2025

1-Year Ret (%) 3-Yrs Ret (%) 5-Yrs Ret (%) 10-Yrs Ret (%) Since Launch Ret (%)
Axis Aggressive Hybrid Fund - Regular Plan - Regular IDCW 10.91 9.58 15.22 - 10.36
Benchmark - - - - -
Hybrid: Aggressive 7.82 14.04 19.84 11.48 13.01

RETURNS CALCULATOR for Axis Aggressive Hybrid Fund - Regular Plan - Regular IDCW

Growth of 10000 In SIP (Fund vs Benchmark)

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Growth of 10000 In LUMPSUM (Fund vs Benchmark)

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Rolling Returns

Rolling returns are the annualized returns of the scheme taken for a specified period (rolling returns period) on every day/week/month and taken till the last day of the duration. In this chart we are showing the annualized returns over the rolling returns period on every day from the start date and comparing it with the benchmark. Rolling returns is the best measure of a fund's performance. Trailing returns have a recency bias and point to point returns are specific to the period in consideration. Rolling returns, on the other hand, measures the fund's absolute and relative performance across all timescales, without bias.

Key Performance and Risk Statistics of Axis Aggressive Hybrid Fund - Regular Plan - Regular IDCW

Key Statistics Volatility Sharpe Ratio Alpha Beta Yield to Maturity Average Maturity
Axis Aggressive Hybrid Fund - Regular Plan - Regular IDCW 10.51 0.42 -2.37 0.87 7.74 12.27
Hybrid: Aggressive - - - - - -

PEER COMPARISION

Scheme Name Launch
Date
1-Year
Ret (%)
2-Yrs
Ret (%)
3-Yrs
Ret (%)
5-Yrs
Ret (%)
10-Yrs
Ret (%)
Axis Aggressive Hybrid Reg Reg IDCW 03-08-2018 10.91 15.21 9.58 15.22 0.0
DSP Aggressive Hybrid Fund Reg Gr 26-05-1999 17.31 22.52 16.38 19.66 12.78
SBI Equity Hybrid Reg Gr 01-12-1995 12.2 18.64 12.8 18.1 11.9
Bandhan Aggr Hyb Fund Reg Gr 05-12-2016 11.76 19.09 13.74 20.02 0.0
Invesco India Aggressive Hybrid Reg Gr 15-06-2018 11.4 21.98 15.95 18.01 0.0
Mahindra Manulife Aggressive Hybrid Fund Reg Gr 19-07-2019 11.11 22.34 16.53 21.87 0.0
Axis Aggressive Hybrid Reg Gr 05-08-2018 10.88 15.44 9.97 15.78 0.0
UTI Aggressive Hybrid Fund Reg Gr 20-03-1995 10.51 20.75 17.0 22.9 12.11
Edelweiss Aggr Hybrid Plan B Gr 16-06-2009 10.32 21.49 17.04 21.66 12.48
Edelweiss Aggr Hybrid Reg Gr 12-08-2009 10.3 21.44 16.94 21.59 12.43

Asset Allocation (%)

PORTFOLIO ANALYSIS of Axis Aggressive Hybrid Fund - Regular Plan - Regular IDCW

Portfolio as on

Top 10 Sectors in portfolio (%)

Top 10 Stocks in portfolio (%)

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