Axis Aggressive Hybrid Fund - Regular Plan - Monthly IDCW
Category: Hybrid: Aggressive
Launch Date: 03-08-2018
AUM:
₹ 1,574.49 Cr
Expense Ratio
2.15%
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 | 7.88 | 14.29 | 15.52 |
| 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
13.45
Last change
0.09 (0.6691%)
Fund Size (AUM)
₹ 1,574.49 Cr
Performance
10.87% (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/- | 5.8 |
| ICICI BANK LIMITED EQ NEW FV RS. 2/- | 5.72 |
| RELIANCE INDUSTRIES LIMITED EQ | 3.82 |
| 7.25% Government of India (12/06/2063) | 3.67 |
| INFOSYS LIMITED EQ FV RS 5 | 3.64 |
| BHARTI AIRTEL LIMITED EQ NEW FV RS 5/- | 3.64 |
| National Bank For Agriculture and Rural Development (11/06/2025) | 3.17 |
| MAHINDRA AND MAHINDRA LIMITED EQ NEW F.V. RS.5 | 2.43 |
| STATE BANK OF INDIA EQ NEW RE. 1/- | 2.31 |
| LARSEN AND TOUBRO LIMITED EQ NEW FV RS.2/- | 2.13 |
Sector Allocation
| Sector | Holdings (%) |
|---|---|
| Financial Services | 25.17 |
| N/A | 22.8 |
| Healthcare | 7.4 |
| Information Technology | 5.87 |
| Oil, Gas & Consumable Fuels | 5.34 |
| Automobile and Auto Components | 5.05 |
| Construction | 4.52 |
| Chemicals | 4.42 |
| Capital Goods | 4.2 |
| Consumer Services | 3.68 |
Peer Comparison
| Scheme Name | 5Y (%) |
|---|---|
| Axis Aggressive Hybrid Reg Mly IDCW | 15.52 |
| Bandhan Aggr Hyb Fund Reg Gr | 20.62 |
| DSP Aggressive Hybrid Fund Reg Gr | 19.38 |
| SBI Equity Hybrid Reg Gr | 18.5 |
| ICICI Pru Equity & Debt Gr | 26.49 |
| Mahindra Manulife Aggressive Hybrid Fund Reg Gr | 22.14 |
| Edelweiss Aggr Hybrid Reg Gr | 21.84 |
| Edelweiss Aggr Hybrid Plan B Gr | 21.91 |
| UTI Aggressive Hybrid Fund Reg Gr | 22.53 |
| Axis Aggressive Hybrid Reg Gr | 15.61 |