Axis Aggressive Hybrid Fund - Regular Plan - Monthly IDCW
Category: Hybrid: Aggressive
Launch Date: 03-08-2018
Riskometer: Very High
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 (31-10-2025)
Minimum Investment | Top up
500.0 | 100.0
Total Assets
1,588.19 Cr As on (31-10-2025)
Nav Movement
RETURNS CALCULATOR for Axis Aggressive Hybrid Fund - Regular Plan - Monthly IDCW
Growth of 10000 In SIP (Fund vs Benchmark)
Growth of 10000 In LUMPSUM (Fund vs Benchmark)
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 - Monthly IDCW
| Key Statistics | Volatility | Sharpe Ratio | Alpha | Beta | Yield to Maturity | Average Maturity |
|---|---|---|---|---|---|---|
| Axis Aggressive Hybrid Fund - Regular Plan - Monthly IDCW | 10.51 | 0.42 | -2.37 | 0.87 | 7.74 | 12.27 |
| Hybrid: Aggressive | - | - | - | - | - | - |
Sectors
| Sector | Holdings (%) |
|---|---|
| Financial Services | 24.12 |
| Healthcare | 6.93 |
| Oil, Gas & Consumable Fuels | 6.08 |
| Capital Goods | 5.97 |
| Information Technology | 5.85 |
| Automobile and Auto Components | 4.23 |
| Telecommunication | 3.46 |
| Consumer Services | 3.08 |
| Fast Moving Consumer Goods | 2.93 |
| Construction | 2.83 |
Portfolio Holdings
| Company | Holdings (%) |
|---|---|
| HDFC BANK LIMITED EQ NEW FV RE. 1/- | 5.87 |
| RELIANCE INDUSTRIES LIMITED EQ | 5.22 |
| ICICI BANK LIMITED EQ NEW FV RS. 2/- | 4.5 |
| INFOSYS LIMITED EQ FV RS 5 | 3.68 |
| BHARTI AIRTEL LIMITED EQ NEW FV RS 5/- | 3.46 |
| 7.25% GOI 2063 (12-JUN-2063) | 3.45 |
| Clearing Corporation of India Ltd | 3.29 |
| STATE BANK OF INDIA EQ NEW RE. 1/- | 3.13 |
| LARSEN AND TOUBRO LIMITED EQ NEW FV RS.2/- | 2.83 |
| MAHINDRA AND MAHINDRA LIMITED EQ NEW F.V. RS.5 | 2.3 |