Axis Aggressive Hybrid Fund - Regular Plan - Monthly IDCW
Category: Hybrid: Aggressive
Launch Date: 03-08-2018
AUM:
₹ 1,499.31 Cr
Expense Ratio
2.16%
Benchmark
CRISIL Hybrid 35+65 Aggressive Index
ISIN
INF846K01F08
Minimum Investment
500.0
Minimum Topup
100.0
Minimum SIP Amount
100
Fund Manager
Mr. Jayesh Sundar, Mr. Devang Shah, Mr. Aditya Pagaria, Ms. Krishnaa N
| Fund Performance | 1Y (%) | 3Y (%) | 5Y (%) |
|---|---|---|---|
| Axis Aggressive Hybrid Fund - Regular Plan - Monthly IDCW | 8.04 | 11.06 | 8.59 |
| 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
12.64
Last change
-0.1 (-0.7911%)
Fund Size (AUM)
₹ 1,499.31 Cr
Performance
9.65% (Inception)
Asset Allocation
Equity
Debt
Others
Nav Movement
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
Fund Manager
Mr. Jayesh Sundar, Mr. Devang Shah, Mr. Aditya Pagaria, Ms. Krishnaa N
Riskometer
Very High
Top 10 Holdings
| Company | Holdings (%) |
|---|---|
| HDFC BANK LIMITED EQ NEW FV RE. 1/- | 5.71 |
| RELIANCE INDUSTRIES LIMITED EQ | 5.22 |
| ICICI BANK LIMITED EQ NEW FV RS. 2/- | 4.79 |
| INFOSYS LIMITED EQ FV RS 5 | 4.2 |
| STATE BANK OF INDIA EQ NEW RE. 1/- | 3.8 |
| 7.25% Government of India (12/06/2063) | 3.59 |
| LARSEN AND TOUBRO LIMITED EQ NEW FV RS.2/- | 2.94 |
| BHARTI AIRTEL LIMITED EQ NEW FV RS 5/- | 2.89 |
| MAHINDRA AND MAHINDRA LIMITED EQ NEW F.V. RS.5 | 2.47 |
| Bajaj Finance Limited | 1.88 |
Sector Allocation
| Sector | Holdings (%) |
|---|---|
| Financial Services | 24.22 |
| Information Technology | 6.64 |
| Oil, Gas & Consumable Fuels | 6.13 |
| Healthcare | 5.97 |
| Capital Goods | 5.09 |
| Automobile and Auto Components | 4.64 |
| Fast Moving Consumer Goods | 3.29 |
| Construction | 2.94 |
| Telecommunication | 2.89 |
| Consumer Services | 2.22 |
Peer Comparison
| Scheme Name | 5Y (%) |
|---|---|
| Axis Aggressive Hybrid Reg Mly IDCW | 8.59 |
| HSBC Aggressive Hybrid Fund Reg Gr | 11.0 |
| Bandhan Aggr Hyb Fund Reg Gr | 12.72 |
| Mirae Asset Aggressive Hybrid Reg Gr | 11.28 |
| ICICI Pru Equity & Debt Gr | 18.03 |
| Kotak Aggressive Hybrid Fund Reg Gr | 12.75 |
| Bank of India Mid & Small Cap Equity & Debt Reg Gr | 17.02 |
| quant Aggressive Hybrid Fund Gr Reg Plan | 15.47 |
| SBI Equity Hybrid Reg Gr | 11.33 |
| Union Aggressive Hybrid Reg Gr | 10.61 |