SEBI Registered Research Analyst
  • Portfolios
    • Aggressive Portfolio
    • Moderately Portfolio
    • Conservative Portfolio
    • Moderately Aggressive Portfolio
    • Moderately Conservative Portfolio
  • MF Research
    • Performance Comparison
      • Trailing Return of Funds
      • Trailing Return with Market Cap breakup
      • Mutual Fund Category Monitor
      • Mutual Fund Point to Point Returns
      • Mutual Fund Quartile Ranking
      • Mutual Fund Annual Returns
      • Mutual Fund Portfolio Overlap
      • Top Consistent Mutual Funds
      SIP Returns
      • Top Performing SIP Funds
      • SIP with Annual Increase
      • Mutual Fund SIP Return Calculator
      Lumpsum Return
      • Top Performing Lumpsum Funds
      • Lumpsum Returns Calculator
      Rolling Returns
      • Rolling Return vs Category
      • Rolling Returns Vs Benchmark
      • Rolling Return vs Other Benchmark
      • Rolling Return vs Sensex & Gold
      Advance Tools
      • PPF Vs ELSS
      • Liquid Funds Vs Savings Bank
      • Fixed Deposit vs Debt Funds
      • Market Capture Ratio
      STP & SWP Returns
      • Mutual Fund STP Calculator
      • STP Calculator Profit Transfer
      • Mutual Fund SWP Return Calculator
      • SWP With Annual Increase
      Quartile Ranking Research
      • Downside Volatility Ranking
      Benchmark Returns
      • Mutual Fund Benchmark Monitor
      • Benchmark Lump Sum and SIP Returns
      • Benchmark Rolling Return
      • Benchmark Rolling Return - Multiple Benchmark
      • Benchmark SWP calculator
  • Calculators
    • SIP Calculator
    • Become A Crorepati
    • Target Amount Sip Calculator
    • EMI Home Loan Calculator
    • Retirement Planning Calculator
    • Goal Setting Calculator
    • Composite Financial Goal
    • Child Education Calculator
    • Future Value
    • Mutual Fund Sip Calculator Step Up
    • SIP with Annual Increase
    • Compounding Calculator
    • Lumpsum Target Calculator
    • Lumpsum Return Calculator
  • Goal Planners
    • Dream home
    • Wealth Creation
    • Retirement
    • Child's Education
    • Child's Wedding
    • Emergency
  • Pricing
  • Services
  • Resources
    • Blogs
    • News
    • Check Your Risk Profile
    • E book
    • FAQ
    • About
    • Contact
    • Fund Page
  • Login
  • Signup
  • Home
  • Axis Aggressive Hybrid Fund - Regular Plan - Growth Option
Search
Axis Aggressive Hybrid Fund - Regular Plan - Growth Option

Category: Hybrid: Aggressive

Launch Date: 05-08-2018

Riskometer: Very High

NAV as on 31-05-2025

₹ 20.30

₹ 0 ( 0.0%)

CAGR Since Inception

10.97%

CRISIL Hybrid 35+65 Aggressive Index 12.22%

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 - 30-05-2025

1-Year Ret (%) 3-Yrs Ret (%) 5-Yrs Ret (%) 10-Yrs Ret (%) Since Launch Ret (%)
Axis Aggressive Hybrid Fund - Regular Plan - Growth Option 12.34 12.01 16.23 - 10.97
Benchmark - - - - -
Hybrid: Aggressive 9.84 16.14 20.39 11.47 13.16
Nav Movement
RETURNS CALCULATOR for Axis Aggressive Hybrid Fund - Regular Plan - Growth Option
  • SIP Returns

  • Lumpsum Returns

  • Rolling Returns

Growth of 10000 In SIP (Fund vs Benchmark)
Amount :
Period :
Start :
End :
Growth of 10000 In LUMPSUM (Fund vs Benchmark)
Amount :
Start :
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 - 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 16.23
DSP Aggressive Hybrid Fund Reg Gr 20.05
Bandhan Aggr Hyb Fund Reg Gr 20.75
SBI Equity Hybrid Reg Gr 18.73
Mahindra Manulife Aggressive Hybrid Fund Reg Gr 22.36
Invesco India Aggressive Hybrid Reg Gr 18.87
Edelweiss Aggr Hybrid Reg Gr 22.15
Edelweiss Aggr Hybrid Plan B Gr 22.21
ICICI Pru Equity & Debt Gr 26.65
UTI Aggressive Hybrid Fund Reg Gr 22.89
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
youtube x linkedin

Get in Touch

hello@investt.in
+91 8297282834

Goal Planner

  • Dream Home
  • Wealth Creation
  • Retirement
  • Child's Education
  • Child's Wedding
  • Emergency
  • Check Your Risk Profile

Learn More

  • About Us
  • Contact Us
  • Services
  • Terms and Conditions
  • Privacy Policy
  • Refund Policy
  • SEBI Scores
  • Investor Charter

Resources

  • Mutual Fund Research
  • Calculators
  • Blogs
  • News
  • FAQs

© 2024 Investt. All rights reserved. Developed by Advisorkhoj.com

Are you an existing investor ?

YES  NO
Login To Your Account

New user? Create Your Account Now

Create Your Account With Us


How may I help you?

Would you like to continue with some arbitrary task?