Axis Aggressive Hybrid Fund - Regular Plan - Growth Option
Fund House: Axis Mutual Fund| Category: Hybrid: Aggressive |
| Launch Date: 05-08-2018 |
| Asset Class: Mixed Asset |
| Benchmark: CRISIL Hybrid 35+65 Aggressive Index |
| TER: 2.12% As on (31-10-2024) |
| Status: Open Ended Schemes |
| Minimum Investment: 500.0 |
| Minimum Topup: 500.0 |
| Total Assets: 1,619.59 Cr As on 31-10-2024(Source:AMFI) |
| Turn over: - | Exit Load: If redeemed/switched out on or before 12 months from the date of allotment: For 10% of investment: Nil on FIFO basis.For remaining investment: 1% w.e.f., 09/08/2018 |
19.8
0.27 (1.3636%)
11.48%
Benchmark: 12.55%
PERFORMANCE
Returns Type:
of :
Start :
End :
Period:
This Scheme
-
vs
AK Hybrid Aggressive TRI
-
Gold
-
PPF
-
Returns Type:
of :
Period:
Start :
Period:
Fund Multiplier
Time it would have taken to make your money double (2x), quadruple (4x) and quintuple (5x)
Time Taken To Multiply
2x
4x
5x
10x
FUND
5 Years 12 Months
There is no value for 4x
There is no value for 5x
There is no value for 10x
FD
11 years 10 Months
GOLD
8 years 9 Months
NIFTY
5 years 5 Months
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.
Current Asset Allocation (%)
Indicators
| Standard Deviation | 10.94 |
| Sharpe Ratio | 0.18 |
| Alpha | -1.98 |
| Beta | 1.15 |
| Yield to Maturity | 7.74 |
| Average Maturity | 12.27 |
PEER COMPARISON
Scheme Characteristics
Equity & Equity related instruments - between 65% and 80% of total assets; Debt instruments - between 20% and 35% of total assets.
Riskometer
PORTFOLIO
Market Cap Distribution
Small Cap
13.57%
Others
23.52%
Large Cap
54.27%
Mid Cap
8.69%
