Axis Aggressive Hybrid Fund - Regular Plan - Regular IDCW

Fund House: Axis Mutual Fund
Category: Hybrid: Aggressive
Launch Date: 03-08-2018
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

14.36

11.4%

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
There is no value for 2x
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 10.51
Sharpe Ratio 0.42
Alpha -2.37
Beta 0.87
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 - Regular IDCW 03-08-2018 27.03 14.55 7.52 11.99 -
JM Aggressive Hybrid Fund (Regular) -Growth Option 01-04-1995 44.42 33.19 21.53 25.46 13.2
Invesco India Aggressive Hybrid Fund - Regular Plan - Growth 15-06-2018 39.23 23.97 15.16 15.16 -
BANK OF INDIA MID & SMALL CAP EQUITY & DEBT FUND - REGULAR PLAN GROWTH 05-07-2016 36.77 29.23 18.26 25.76 -
Mahindra Manulife Aggressive Hybrid Fund - Regular Plan - Growth 19-07-2019 34.34 22.93 15.73 19.24 -
ICICI Prudential Equity & Debt Fund - Growth 05-11-1999 34.08 24.84 19.73 22.59 15.94
UTI Aggressive Hybrid Fund - Regular Plan - Growth 20-03-1995 33.22 23.48 16.2 19.44 12.68
Edelweiss Aggressive Hybrid Fund- Plan B-Growth Option 16-06-2009 32.9 23.39 17.51 18.57 13.09
Edelweiss Aggressive Hybrid Fund - Regular Plan - Growth Option 12-08-2009 32.9 23.3 17.41 18.5 13.05
Kotak Equity Hybrid - Growth 25-11-1999 32.85 21.3 15.28 18.6 -

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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