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Axis Aggressive Hybrid Fund - Regular Plan - Regular IDCW

Hybrid: Aggressive Open Ended Scheme
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NAV
₹ 13.8 ₹ 0.11 (0.8 %)
as on 02-04-2025
Asset Size (AUM)
1,440.69 Cr
Launch Date
Aug 03, 2018
Invest in this scheme
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.
Minimum Investment 500.0
Minimum Top-up 500.0
Investment Returns Since Launch in Aug 03, 2018
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9.98

%
3 M
6 M
1 Y
3 Y
10 Y
Inception
Sharp Ratio
0.42 %
Expense Ratio
2.18%
Volatility
10.51 %
Fund House
Axis Mutual Fund
Fund Manager
Devang Shah, Aditya Pagaria, Ashish Naik, Jayesh Sundar
Key Features
Scheme description
This fund has moderate ups and downs compared to equity funds and can give good returns as it invests both in debt and equity. Investment in this fund can be made for a horizon of at least 5 years or more
Minimum Purchase Application Amount
Rs. 500.0 (plus in multiples of Rs. 500.0)
Entry Load
Not applicable
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
Indicative Investment Horizon
5 Years and above
Asset Allocation
Fund's historical return comparison with other asset classes
Created with Highcharts 4.1.4AssetsOthersDebtCash & Cash EquivalentsEquity
Fund Performance
Fund's historical return comparison with other asset classes
Created with Highcharts 4.1.4FundFD
Fund₹ 10909
FD₹ 10600
Other Schemes of the Same Category
Performance

Scheme Performance (%)

Data as on - 02-04-2025
Created with Highcharts 4.1.4ReturnsAxis Aggressive Hybrid Fund - Regular Plan - Regular IDCWAK Hybrid Aggressive TRIHybrid: AggressiveYTD1 Month3 Month6 Month1 Year3 Years5 Years10 YearsSince Launch-100102030

Yearly Performance (%)

Created with Highcharts 4.1.4ValuesAxis Aggressive Hybrid Fund - Regular Plan - Regular IDCWAK Hybrid Aggressive TRIHybrid: Aggressive2016201720182019202020212022202320242025-30-20-1001020304050

NAV Movement

Investment Returns Calculator
Amount InvestedFund ValueProfitReturns
Fund120,000119,032-968-1.76
Benchmark120,000117,934-2,066-3.75
Rolling returns are the annualized returns of the scheme taken for a specified period (rolling returns period) on every day/week/month and taken till the last day of the duration. In this chart we are showing the annualized returns over the rolling returns period on every day from the start date and comparing it with the benchmark. Rolling returns is the best measure of a fund's performance. Trailing returns have a recency bias and point to point returns are specific to the period in consideration. Rolling returns, on the other hand, measures the fund's absolute and relative performance across all timescales, without bias.
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 9.09 15.51 7.16 16.46 0.0
DSP Aggressive Hybrid Fund- Regular Plan - Growth 26-05-1999 15.51 22.25 13.86 21.01 12.1
Invesco India Aggressive Hybrid Fund - Regular Plan - Growth 15-06-2018 10.85 22.21 14.09 19.59 0.0
SBI Equity Hybrid Fund - Regular Plan -Growth 01-12-1995 10.39 18.8 10.92 19.3 11.3
UTI Aggressive Hybrid Fund - Regular Plan - Growth 20-03-1995 10.07 21.59 15.11 24.97 11.5
Portfolio Analysis
Portfolio as on 28-02-2025
Sector Allocation
SectorAllocation (%)
N/A25.77
Financial Services24.69
Healthcare7.92
Information Technology6.56
Automobile and Auto Components4.82
Oil, Gas & Consumable Fuels4.59
Consumer Services3.98
Construction3.81
Chemicals3.74
Telecommunication3.37
Capital Goods3.04
Fast Moving Consumer Goods2.41
Realty1.99
Power1.29
Consumer Durables1.1
Services0.57
Metals & Mining0.35
Portfolio Holdings
CompanyHoldings (%)
HDFC BANK LIMITED EQ NEW FV RE. 1/-5.65
ICICI BANK LIMITED EQ NEW FV RS. 2/-5.41
INFOSYS LIMITED EQ FV RS 54.15
7.25% Government of India (12/06/2063)3.87
7.18% Government of India (24/07/2037)3.55
BHARTI AIRTEL LIMITED EQ NEW FV RS 5/-3.37
MAHINDRA AND MAHINDRA LIMITED EQ NEW F.V. RS.52.87
7.34% Government of India (22/04/2064)2.84
RELIANCE INDUSTRIES LIMITED EQ2.77
Clearing Corporation of India Ltd2.21
STATE BANK OF INDIA EQ NEW RE. 1/-2.14
BAJAJ FINSERV LIMITED EQ NEW FV RE.1/-2.11
Indus Infra Trust1.85
LARSEN AND TOUBRO LIMITED EQ NEW FV RS.2/-1.8
SUN PHARMACEUTICAL INDUSTRIES LTD. EQ NEW F.V. RE.1/-1.79
BAJAJ FINANCE LIMITED EQ NEW FV RS. 2/-1.79
8.75% Bharti Telecom Limited (05/11/2029)1.76
7.87% Bajaj Finance Limited (08/02/2034)1.75
TATA CONSULTANCY SERVICES LIMITED EQ NEW FV RE.1/-1.72
DIVIS LABORATORIES LIMITED EQ NEW RS. 2/-1.69
PI INDUSTRIES LIMITED EQ NEW FV Re.1/-1.48
7.50% Cholamandalam Investment and Finance Company Limited (30/09/2026)1.41
NTPC LIMITED EQ1.29
SUMITOMO CHEMICAL INDIA LIMITED EQ1.26
9.40% Vedanta Limited (20/02/2027)1.24
FSN E-COMMERCE VENTURES LIMITED EQ NEW FV RE.1/-1.2
DOMS INDUSTRIES PRIVATE LIMITED EQ1.13
Bamboo Hotel And Global Centre (Delhi) Private limited (31/01/2028)1.04
9.2% 360 One Prime Limited (05/09/2025)1.04
ZOMATO LIMITED EQ1.03
6.83% HDFC Bank Limited (08/01/2031)1.01
HDFC LIFE INSURANCE COMPANY LIMITED EQ0.92
CIPLA LIMITED EQ NEW FV RS.2/-0.9
PNB HOUSING FINANCE LTD EQ0.89
APOLLO HOSPITALS ENTERPRISE LIMITED EQ NEW F.V. RS.5/-0.88
INDIAN BANK EQ0.86
KOTAK MAHINDRA BANK LIMITED EQ NEW F.V RS.5/-0.86
MANKIND PHARMA LIMITED EQ NEW FV RE. 1/-0.84
Krishna Institute Of Medical Sciences Limited0.79
CHOLAMANDALAM INVESTMENT AND FIN. CO. LTD EQ NEW FV RS. 2/-0.79
INFO EDGE INDIA LIMITED EQ NEW FV RS.10/-0.77
PG Electroplast Limited0.72
8.5% DLF Home Developers Limited (30/04/2027)0.7
8.65% TVS Holdings Limited (07/06/2029)0.69
9.95% IndoStar Capital Finance Limited (07/08/2025)0.69
BRIGADE ENTERPRISES LIMITED EQ0.69
7.59% Mahanagar Telephone Nigam Limited (20/07/2033)0.68
INDIAN OIL CORPORATION LIMITED EQ0.67
PREMIER ENERGIES LIMITED EQ0.67
Net Receivables / (Payables)0.66
SBI LIFE INSURANCE COMPANY LIMITED EQ0.66
Capital Infra Trust0.64
COAL INDIA LTD EQ0.62
JB Chemicals & Pharmaceuticals Limited0.61
AWFIS SPACE SOLUTIONS PRIVATE LIMITED EQ0.57
SUZLON ENERGY LIMITED EQ. NEW RS. 2/-0.56
SANSERA ENGINEERING LIMITED EQ NEW FV RS. 2/-0.55
OIL AND NATURAL GAS CORPORATION LIMITED EQ NEW F.V RS.5/-0.53
DLF LIMITED EQ NEW FV RS.2/-0.53
TATA MOTORS LIMITED EQ NEW FV RS. 2/-0.53
NAVIN FLUORINE INTERNATIONAL LTD EQ NEW FV RS. 2/-0.52
Jyoti CNC Automation Ltd0.51
Varun Beverages Ltd0.51
HCL TECHNOLOGIES LIMITED EQ F.V. RS.2/-0.44
REC LIMITED EQ0.44
AVENUE SUPERMARTS LIMITED EQ0.44
ARVIND FASHIONS LIMITED (FORMERLY ARVIND J&M LIMITED) EQ NEW FV RS. 4/-0.43
ZYDUS LIFESCIENCES LIMITED EQ NEW FV RE. 1/-0.42
ANANT RAJ LIMITED NEW EQ RS. 2/-0.41
DIXON TECHNOLOGIES (INDIA) LIMITED EQ NEW FV RS.2/-0.38
GODREJ CONSUMER PRODUCTS LIMITED EQ NEW FV RE.1/-0.37
GE T&D INDIA LIMITED EQ NEW RS. 2/-0.37
Embassy Office Parks REIT0.36
8.50% Aadhar Housing Finance Limited (26/05/2026)0.35
7.04% Government of India (03/06/2029)0.35
HINDALCO INDUSTRIES LIMITED EQ NEW FV RE. 1/-0.35
7.25% Punjab National Bank (29/07/2030)0.34
HINDUSTAN UNILEVER LIMITED EQ F.V. RS 10.33
FINE ORGANIC INDUSTRIES LIMITED EQ NEW FV RS. 5/-0.32
BANK OF BARODA EQ NEW FV RS. 2/-0.31
UNO MINDA LIMITED EQ NEW FV RS. 2/-0.29
Hindustan Aeronautics Ltd0.29
Hyundai Motor India Ltd0.28
MPHASIS LIMITED EQ0.25
CAN FIN HOMES LIMITED EQ NEW FV RS. 2/-0.21
7.4% Power Finance Corporation Limited (08/05/2030)0.21
AADHAR HOUSING FINANCE LIMITED EQ0.2
BHARAT ELECTRONICS LIMITED EQ NEW FV Re 1/-0.19
VOLTAMP TRANSFORMERS LIMITED EQ0.19
PREMIER ENERGIES LIMITED EQ0.18
SAMVARDHANA MOTHERSON INTERNATIONAL LIMITED EQ FV RS. 1/-0.18
TECHNO ELECTRIC & ENGINEERING COMPANY LIMITED EQ NEW FV RS. 2/-0.16
CLEAN SCIENCE AND TECHNOLOGY LIMITED EQ NEW FV Re.1/-0.16
7.92% West Bangal State Development Loans (15/03/2027)0.14
SONA BLW PRECISION FORGINGS LIMITED EQ0.12
VEDANT FASHIONS LIMITED EQ NEW FV RE.1/-0.11
TITAGARH WAGONS LIMITED EQ NEW FV RS. 2/-0.08
Nestle India Ltd0.07
8.16% Karnataka State Development Loans (26/11/2025)0.04
SURYODAY SMALL FINANCE BANK LIMITED EQ0.04
Sector Allocation
Created with Highcharts 4.1.4Financial ServicesHealthcareInformation TechnologyAutomobile and Auto ComponentsOil, Gas & Consumable FuelsConsumer ServicesConstructionChemicalsTelecommunicationOthers
Portfolio Holdings
Created with Highcharts 4.1.4HDFC BANK LIMITED EQ NEW FV RE. 1/-ICICI BANK LIMITED EQ NEW FV RS. 2/-INFOSYS LIMITED EQ FV RS 57.25% Government of India (12/06/2063)7.18% Government of India (24/07/2037)BHARTI AIRTEL LIMITED EQ NEW FV RS 5/-MAHINDRA AND MAHINDRA LIMITED EQ NEW F.V. RS.57.34% Government of India (22/04/2064)RELIANCE INDUSTRIES LIMITED EQOthers