Axis Aggressive Hybrid Fund - Regular Plan - Growth Option
Category: Hybrid: Aggressive
Launch Date: 05-08-2018
AUM:
₹ 1,588.19 Cr
Expense Ratio
2.15%
Benchmark
CRISIL Hybrid 35+65 Aggressive Index
ISIN
INF846K01E90
Minimum Investment
500.0
Minimum Topup
100.0
Minimum SIP Amount
100
Fund Manager
Mr. Jayesh Sundar, Mr. Devang Shah, Mr. Aditya Pagaria, Ms. Krishnaa N
| Fund Performance | 1Y (%) | 3Y (%) | 5Y (%) |
|---|---|---|---|
| Axis Aggressive Hybrid Fund - Regular Plan - Growth Option | 7.52 | 10.98 | 11.97 |
| Benchmark | - | - | - |
If you invested in this fund:
In the past (time duration):
Total value today:
0
Returns:
0%
If you invested in this fund:
In the past (time duration):
Total value today:
0
Returns:
0%
Overview
NAV
21.03
Last change
-0.01 (-0.0476%)
Fund Size (AUM)
₹ 1,588.19 Cr
Performance
10.78% (Inception)
Asset Allocation
Equity
Debt
Others
Nav Movement
Investment Objective
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. However, there is no assurance or guarantee that the investment objective of the Scheme will be achieved. The Scheme does not assure or guarantee any returns
Fund Manager
Mr. Jayesh Sundar, Mr. Devang Shah, Mr. Aditya Pagaria, Ms. Krishnaa N
Riskometer
Very High
Top 10 Holdings
| Company | Holdings (%) |
|---|---|
| HDFC BANK LIMITED EQ NEW FV RE. 1/- | 5.87 |
| RELIANCE INDUSTRIES LIMITED EQ | 5.22 |
| ICICI BANK LIMITED EQ NEW FV RS. 2/- | 4.5 |
| INFOSYS LIMITED EQ FV RS 5 | 3.68 |
| BHARTI AIRTEL LIMITED EQ NEW FV RS 5/- | 3.46 |
| 7.25% GOI 2063 (12-JUN-2063) | 3.45 |
| Clearing Corporation of India Ltd | 3.29 |
| STATE BANK OF INDIA EQ NEW RE. 1/- | 3.13 |
| LARSEN AND TOUBRO LIMITED EQ NEW FV RS.2/- | 2.83 |
| MAHINDRA AND MAHINDRA LIMITED EQ NEW F.V. RS.5 | 2.3 |
Sector Allocation
| Sector | Holdings (%) |
|---|---|
| Financial Services | 24.12 |
| Healthcare | 6.93 |
| Oil, Gas & Consumable Fuels | 6.08 |
| Capital Goods | 5.97 |
| Information Technology | 5.85 |
| Automobile and Auto Components | 4.23 |
| Telecommunication | 3.46 |
| Consumer Services | 3.08 |
| Fast Moving Consumer Goods | 2.93 |
| Construction | 2.83 |
Peer Comparison
| Scheme Name | 5Y (%) |
|---|---|
| Axis Aggressive Hybrid Reg Gr | 11.97 |
| SBI Equity Hybrid Reg Gr | 15.63 |
| ICICI Pru Equity & Debt Gr | 24.7 |
| Bandhan Aggr Hyb Fund Reg Gr | 17.03 |
| Mirae Asset Aggressive Hybrid Reg Gr | 14.71 |
| PGIM India Aggr Hybrid Equity Fund Gr | 12.48 |
| Edelweiss Aggr Hybrid Plan B Gr | 18.47 |
| Edelweiss Aggr Hybrid Reg Gr | 18.41 |
| Mahindra Manulife Aggressive Hybrid Fund Reg Gr | 18.7 |
| Union Aggressive Hybrid Reg Gr | 0.0 |