Axis Aggressive Hybrid Fund - Regular Plan - Regular IDCW
Category: Hybrid: Aggressive
Launch Date: 03-08-2018
AUM:
₹ 1,459.29 Cr
Expense Ratio
2.27%
Benchmark
CRISIL Hybrid 35+65 - Aggressive Index
ISIN
INF846K01E74
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 - Regular IDCW | -1.13 | 9.17 | 8.36 |
| 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
13.4
Last change
0.08 (0.597%)
Fund Size (AUM)
₹ 1,459.29 Cr
Performance
8.91% (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 (%) |
|---|---|
| 7.61% Government of India | 5.61 |
| RELIANCE INDUSTRIES LIMITED EQ | 5.47 |
| HDFC BANK LIMITED EQ NEW FV RE. 1/- | 4.89 |
| ICICI BANK LIMITED EQ NEW FV RS. 2/- | 4.69 |
| INFOSYS LIMITED EQ FV RS 5 | 3.52 |
| STATE BANK OF INDIA EQ NEW RE. 1/- | 3.21 |
| BHARTI AIRTEL LIMITED EQ NEW FV RS 5/- | 2.85 |
| Clearing Corporation of India Ltd | 2.85 |
| LARSEN AND TOUBRO LIMITED EQ NEW FV RS.2/- | 2.74 |
| MAHINDRA AND MAHINDRA LIMITED EQ NEW F.V. RS.5 | 2.14 |
Sector Allocation
| Sector | Holdings (%) |
|---|---|
| Financial Services | 22.52 |
| Healthcare | 6.59 |
| Oil, Gas & Consumable Fuels | 5.94 |
| Information Technology | 5.88 |
| Automobile and Auto Components | 4.54 |
| Capital Goods | 4.32 |
| Fast Moving Consumer Goods | 3.35 |
| Telecommunication | 2.85 |
| Construction | 2.74 |
| Power | 2.6 |
Peer Comparison
| Scheme Name | 5Y (%) |
|---|---|
| Axis Aggressive Hybrid Reg Reg IDCW | 8.36 |
| quant Aggressive Hybrid Fund Gr Reg Plan | 13.93 |
| Bank of India Mid & Small Cap Equity & Debt Reg Gr | 17.46 |
| Bandhan Aggr Hyb Fund Reg Gr | 12.84 |
| HSBC Aggressive Hybrid Fund Reg Gr | 11.42 |
| Kotak Aggressive Hybrid Fund Reg Gr | 13.01 |
| SBI Equity Hybrid Reg Gr | 11.84 |
| Navi Aggressive Hybrid Reg Gr | 10.87 |
| Mirae Asset Aggressive Hybrid Reg Gr | 11.34 |
| ICICI Pru Equity & Debt Gr | 17.28 |