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 TRI
TER: 2.13% As on (30-09-2024)
Status: Open Ended Schemes
Minimum Investment: 500.0
Minimum Topup: 500.0
Total Assets: 1,702 Cr As on 30-09-2024(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

20.02

11.81%

PERFORMANCE

Returns Type:
of  
Start :  
End : 
Period:  
This Scheme
-
vs
NIFTY 50 TRI
-
Gold
-
PPF
-
Returns Type:
of  
  Period:  

Start :  
Period:  

RETURNS ANALYSIS

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 10.56
Sharpe Ratio 0.33
Alpha -0.7
Beta 0.4
Yield to Maturity 7.74
Average Maturity 12.27

PEER COMPARISON

Scheme Name Inception
Date
1 Year
Return(%)
2 Year
Return(%)
3 Year
Return(%)
5 Year
Return(%)
10 Year
Return(%)
Axis Aggressive Hybrid Fund - Regular Plan - Growth Option 05-08-2018 27.35 15.04 8.08 12.46 -
JM Aggressive Hybrid Fund (Regular) -Growth Option 01-04-1995 43.81 32.92 21.37 25.33 13.09
Invesco India Aggressive Hybrid Fund - Regular Plan - Growth 15-06-2018 39.19 23.79 15.05 14.97 -
BANK OF INDIA MID & SMALL CAP EQUITY & DEBT FUND - REGULAR PLAN GROWTH 05-07-2016 37.89 29.66 18.51 25.86 -
Mahindra Manulife Aggressive Hybrid Fund - Regular Plan - Growth 19-07-2019 33.98 22.74 15.6 19.12 -
ICICI Prudential Equity & Debt Fund - Growth 05-11-1999 33.72 24.65 19.6 22.39 15.83
UTI Aggressive Hybrid Fund - Regular Plan - Growth 20-03-1995 33.4 23.53 16.22 19.39 12.62
Kotak Equity Hybrid - Growth 25-11-1999 32.89 21.19 15.21 18.48 -
Edelweiss Aggressive Hybrid Fund - Regular Plan - Growth Option 12-08-2009 32.61 23.07 17.27 18.32 12.9
Edelweiss Aggressive Hybrid Fund- Plan B-Growth Option 16-06-2009 32.61 23.16 17.37 18.38 12.95

Scheme Characteristics

Equity & Equity related instruments - between 65% and 80% of total assets; Debt instruments - between 20% and 35% of total assets.

Riskometer

riskometer

PORTFOLIO

Market Cap Distribution

Small Cap

13.05%

Others

22.36%

Large Cap

55.34%

Mid Cap

9.22%

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