Investt

Asset Class

Mixed Asset

Status

Open Ended Schemes

Fund Managers

Mr. Jayesh Sundar, Mr. Devang Shah, Mr. Aditya Pagaria, Ms. Krishnaa N

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

Benchmark

CRISIL Hybrid 35+65 Aggressive Index

Expense Ratio

2.15% As on (30-04-2025)

Minimum Investment | Top up

500.0 | 100.0

Total Assets

1,553.05 Cr As on (30-04-2025)

PERFORMANCE of Axis Aggressive Hybrid Fund - Regular Plan - Growth Option

Scheme Performance
Yearly Performance

Scheme Performance (%)

Data as on - 02-06-2025

	1-Year Ret (%)	3-Yrs Ret (%)	5-Yrs Ret (%)	10-Yrs Ret (%)	Since Launch Ret (%)
Axis Aggressive Hybrid Fund - Regular Plan - Growth Option	12.4	12.11	15.54	-	10.97
Benchmark	-	-	-	-	-
Hybrid: Aggressive	9.67	16.12	19.83	11.68	13.16

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RETURNS CALCULATOR for Axis Aggressive Hybrid Fund - Regular Plan - Growth Option

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.

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

Key Statistics	Volatility	Sharpe Ratio	Alpha	Beta	Yield to Maturity	Average Maturity
Axis Aggressive Hybrid Fund - Regular Plan - Growth Option	10.51	0.35	-2.99	1.19	7.74	12.27
Hybrid: Aggressive	-	-	-	-	-	-

Peer Comparison

Scheme Name	5Y (%)
Axis Aggressive Hybrid Reg Gr	15.54
DSP Aggressive Hybrid Fund Reg Gr	19.25
Bandhan Aggr Hyb Fund Reg Gr	20.4
SBI Equity Hybrid Reg Gr	18.23
Mahindra Manulife Aggressive Hybrid Fund Reg Gr	21.81
Invesco India Aggressive Hybrid Reg Gr	18.33
Edelweiss Aggr Hybrid Reg Gr	21.54
Edelweiss Aggr Hybrid Plan B Gr	21.6
ICICI Pru Equity & Debt Gr	26.19
UTI Aggressive Hybrid Fund Reg Gr	22.32

Asset Allocation

Sectors

Sector	Holdings (%)
Financial Services	25.2
N/A	23.3
Healthcare	8.02
Information Technology	5.65
Oil, Gas & Consumable Fuels	5.64
Automobile and Auto Components	4.58
Chemicals	4.47
Construction	4.11
Telecommunication	3.72
Capital Goods	3.64

Portfolio Holdings

Company	Holdings (%)
ICICI BANK LIMITED EQ NEW FV RS. 2/-	5.86
HDFC BANK LIMITED EQ NEW FV RE. 1/-	5.84
7.25% Government of India (12/06/2063)	3.76
RELIANCE INDUSTRIES LIMITED EQ	3.75
BHARTI AIRTEL LIMITED EQ NEW FV RS 5/-	3.72
INFOSYS LIMITED EQ FV RS 5	3.43
7.18% Government of India (24/07/2037)	2.74
MAHINDRA AND MAHINDRA LIMITED EQ NEW F.V. RS.5	2.43
STATE BANK OF INDIA EQ NEW RE. 1/-	2.28
7.34% Government of India (22/04/2064)	2.08

Axis Aggressive Hybrid Fund - Regular Plan - Growth Option