Axis Aggressive Hybrid Fund - Regular Plan - Monthly IDCW
Category: Hybrid: Aggressive
Launch Date: 03-08-2018
AUM:
₹ 1,521.08 Cr
Expense Ratio
2.16%
Benchmark
CRISIL Hybrid 35+65 Aggressive Index
ISIN
INF846K01F08
Minimum Investment
500.0
Minimum Topup
500.0
Minimum SIP Amount
1000
Fund Manager
Devang Shah, Aditya Pagaria, Ashish Naik, Jayesh Sundar
| Fund Performance | 1Y (%) | 3Y (%) | 5Y (%) |
|---|---|---|---|
| Axis Aggressive Hybrid Fund - Regular Plan - Monthly IDCW | 10.58 | 9.78 | 15.21 |
| Benchmark | - | - | - |
If you invested in this fund:
In the past (time duration):
Total value today:
0
Returns:
0%
If you invested in this fund:
In the past (time duration):
Total value today:
0
Returns:
0%
Overview
NAV
13.2
Last change
-0.04 (-0.303%)
Fund Size (AUM)
₹ 1,521.08 Cr
Performance
10.66% (Inception)
Asset Allocation
Equity
Debt
Others
Nav Movement
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.
Fund Manager
Devang Shah, Aditya Pagaria, Ashish Naik, Jayesh Sundar
Riskometer
Very High
Top 10 Holdings
| Company | Holdings (%) |
|---|---|
| HDFC BANK LIMITED EQ NEW FV RE. 1/- | 5.65 |
| ICICI BANK LIMITED EQ NEW FV RS. 2/- | 5.64 |
| 7.25% Government of India (12/06/2063) | 3.76 |
| INFOSYS LIMITED EQ FV RS 5 | 3.66 |
| BHARTI AIRTEL LIMITED EQ NEW FV RS 5/- | 3.52 |
| RELIANCE INDUSTRIES LIMITED EQ | 3.32 |
| 7.18% Government of India (24/07/2037) | 2.74 |
| MAHINDRA AND MAHINDRA LIMITED EQ NEW F.V. RS.5 | 2.45 |
| STATE BANK OF INDIA EQ NEW RE. 1/- | 2.27 |
| 7.34% Government of India (22/04/2064) | 2.08 |
Sector Allocation
| Sector | Holdings (%) |
|---|---|
| Financial Services | 25.01 |
| N/A | 24.64 |
| Healthcare | 7.84 |
| Information Technology | 6.02 |
| Oil, Gas & Consumable Fuels | 5.21 |
| Chemicals | 4.38 |
| Automobile and Auto Components | 4.28 |
| Construction | 3.69 |
| Capital Goods | 3.61 |
| Telecommunication | 3.52 |
Peer Comparison
| Scheme Name | 5Y (%) |
|---|---|
| Axis Aggressive Hybrid Reg Mly IDCW | 15.21 |
| DSP Aggressive Hybrid Fund Reg Gr | 19.23 |
| SBI Equity Hybrid Reg Gr | 17.69 |
| Bandhan Aggr Hyb Fund Reg Gr | 19.54 |
| Mahindra Manulife Aggressive Hybrid Fund Reg Gr | 21.43 |
| Invesco India Aggressive Hybrid Reg Gr | 17.58 |
| Axis Aggressive Hybrid Reg Gr | 15.27 |
| UTI Aggressive Hybrid Fund Reg Gr | 22.39 |
| ICICI Pru Equity & Debt Gr | 26.51 |
| Edelweiss Aggr Hybrid Reg Gr | 21.04 |