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: 2.18% As on (28-02-2025)
Status: Open Ended Schemes
Minimum Investment: 500.0
Minimum Topup: 500.0
Total Assets: 1,440.69 Cr As on 28-02-2025(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

19.35

10.47%

PERFORMANCE

Returns Type:
of  
Start :  
End : 
Period:  
This Scheme
-
vs
AK Hybrid Aggressive 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 11.37
Sharpe Ratio 0.08
Alpha -3.04
Beta 1.18
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 10.32 17.23 8.62 16.29 -
DSP Aggressive Hybrid Fund- Regular Plan - Growth 26-05-1999 16.96 23.81 14.94 20.48 12.47
Invesco India Aggressive Hybrid Fund - Regular Plan - Growth 15-06-2018 11.87 23.6 14.89 19.01 -
Bandhan Aggressive Hybrid Fund-Regular Plan Growth 05-12-2016 11.64 20.63 12.97 21.77 -
Mahindra Manulife Aggressive Hybrid Fund - Regular Plan - Growth 19-07-2019 11.61 23.14 14.78 22.79 -
SBI Equity Hybrid Fund - Regular Plan -Growth 01-12-1995 11.33 19.96 11.64 18.81 11.63
UTI Aggressive Hybrid Fund - Regular Plan - Growth 20-03-1995 10.73 22.63 15.82 24.38 11.71
Edelweiss Aggressive Hybrid Fund - Regular Plan - Growth Option 12-08-2009 10.37 22.94 16.21 22.86 12.04
Edelweiss Aggressive Hybrid Fund- Plan B-Growth Option 16-06-2009 10.37 23.0 16.32 22.92 12.08
Kotak Equity Hybrid - Growth 25-11-1999 10.01 19.18 13.31 22.98 11.95

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

10.55%

Others

28.01%

Large Cap

53.39%

Mid Cap

8.08%

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