Axis Aggressive Hybrid Fund - Regular Plan - Growth Option

Category: Hybrid: Aggressive
Launch Date: 05-08-2018
Asset Class: Mixed Asset
Benchmark: CRISIL Hybrid 35+65 Aggressive Index
Expense Ratio: 2.15% As on (30-12-2024)
Status: Open Ended Schemes
Minimum Investment: 500.0
Minimum Topup: 500.0
Total Assets: 1,575.4 Cr As on (31-12-2024)
Turn over: -
NAV as on 30-01-2025

19.18

0.07 (0.365%)

CAGR Since Inception

10.59%

CRISIL Hybrid 35+65 Aggressive Index 12.35%

PERFORMANCE of Axis Aggressive Hybrid Fund - Regular Plan - Growth Option

Scheme Performance (%)

Data as on - 30-01-2025

Yearly Performance (%)

Fund Managers

Devang Shah, Aditya Pagaria, Ashish Naik, Jayesh Sundar

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.

NAV & Lumpsum details( Invested amount 1,00,000)

Show All Monthly Lumpsum Returns
NAV Date NAV Units Market
Value
Returns
(%)
16-08-2018 10.01 9990.01 100000 0.0 %
17-09-2018 9.83 - 98202 -1.8 %
16-10-2018 9.43 - 94206 -5.79 %
16-11-2018 9.6 - 95904 -4.1 %
17-12-2018 9.83 - 98202 -1.8 %
16-01-2019 9.69 - 96803 -3.2 %
18-02-2019 9.5 - 94905 -5.1 %
18-03-2019 10.01 - 100000 0.0 %
16-04-2019 10.2 - 101898 1.9 %
16-05-2019 9.97 - 99600 -0.4 %
17-06-2019 10.3 - 102897 2.9 %
16-07-2019 10.34 - 103297 3.3 %
16-08-2019 10.18 - 101698 1.7 %
16-09-2019 10.25 - 102398 2.4 %
16-10-2019 10.86 - 108492 8.49 %
18-11-2019 11.1 - 110889 10.89 %
16-12-2019 11.1 - 110889 10.89 %
16-01-2020 11.42 - 114086 14.09 %
17-02-2020 11.49 - 114785 14.79 %
16-03-2020 9.61 - 96004 -4.0 %
16-04-2020 9.18 - 91708 -8.29 %
18-05-2020 9.12 - 91109 -8.89 %
16-06-2020 9.85 - 98402 -1.6 %
16-07-2020 10.38 - 103696 3.7 %
17-08-2020 10.82 - 108092 8.09 %
16-09-2020 11.07 - 110589 10.59 %
16-10-2020 11.12 - 111089 11.09 %
17-11-2020 12.07 - 120579 20.58 %
16-12-2020 12.67 - 126573 26.57 %
18-01-2021 12.89 - 128771 28.77 %
16-02-2021 13.55 - 135365 35.37 %
16-03-2021 13.23 - 132168 32.17 %
16-04-2021 12.96 - 129471 29.47 %
17-05-2021 13.22 - 132068 32.07 %
16-06-2021 13.96 - 139461 39.46 %
16-07-2021 14.36 - 143457 43.46 %
16-08-2021 14.81 - 147952 47.95 %
16-09-2021 15.76 - 157443 57.44 %
18-10-2021 16.33 - 163137 63.14 %
16-11-2021 16.36 - 163437 63.44 %
16-12-2021 15.84 - 158242 58.24 %
17-01-2022 16.43 - 164136 64.14 %
16-02-2022 15.33 - 153147 53.15 %
16-03-2022 15.05 - 150350 50.35 %
18-04-2022 15.11 - 150949 50.95 %
16-05-2022 13.95 - 139361 39.36 %
16-06-2022 13.59 - 135764 35.76 %
18-07-2022 14.37 - 143556 43.56 %
16-08-2022 15.38 - 153646 53.65 %
16-09-2022 15.23 - 152148 52.15 %
17-10-2022 15.01 - 149950 49.95 %
16-11-2022 15.39 - 153746 53.75 %
16-12-2022 15.2 - 151848 51.85 %
16-01-2023 14.8 - 147852 47.85 %
16-02-2023 14.97 - 149550 49.55 %
16-03-2023 14.18 - 141658 41.66 %
17-04-2023 14.65 - 146354 46.35 %
16-05-2023 15.15 - 151349 51.35 %
16-06-2023 15.72 - 157043 57.04 %
17-07-2023 16.14 - 161239 61.24 %
16-08-2023 15.91 - 158941 58.94 %
18-09-2023 16.32 - 163037 63.04 %
16-10-2023 16.2 - 161838 61.84 %
16-11-2023 16.17 - 161538 61.54 %
18-12-2023 17.06 - 170430 70.43 %
16-01-2024 17.28 - 172627 72.63 %
16-02-2024 17.33 - 173127 73.13 %
18-03-2024 17.19 - 171728 71.73 %
16-04-2024 17.61 - 175924 75.92 %
16-05-2024 17.94 - 179221 79.22 %
18-06-2024 18.96 - 189411 89.41 %
16-07-2024 19.63 - 196104 96.1 %
16-08-2024 19.88 - 198601 98.6 %
16-09-2024 20.69 - 206693 106.69 %
16-10-2024 20.59 - 205694 105.69 %
18-11-2024 19.52 - 195005 95.0 %
16-12-2024 20.42 - 203996 104.0 %
16-01-2025 19.47 - 194505 94.5 %
30-01-2025 19.18 - 191608 91.61 %

RETURNS CALCULATOR for Axis Aggressive Hybrid Fund - Regular Plan - Growth Option

Growth of 10000 In SIP (Fund vs Benchmark)

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Growth of 10000 In LUMPSUM (Fund vs Benchmark)

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Rolling Returns

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.

Riskometer

riskometer

Key Performance and Risk Statistics of Axis Aggressive Hybrid Fund - Regular Plan - Growth Option

Key Statistics Volatility Sharpe Ratio Alpha Beta Yield to Maturity Average Maturity
Axis Aggressive Hybrid Fund - Regular Plan - Growth Option 10.51 0.08 -2.49 1.17 7.74 12.27
Hybrid: Aggressive - - - - - -

PEER COMPARISION of Axis Aggressive Hybrid Fund - Regular Plan - Growth Option

Amount :
Start :
End :
Period
Data as on - 30-01-2025
Scheme Name Launch
Date
1-Year
Ret (%)
2-Yrs
Ret (%)
3-Yrs
Ret (%)
5-Yrs
Ret (%)
10-Yrs
Ret (%)
Axis Aggressive Hybrid Fund - Regular Plan - Growth Option 05-08-2018 13.02 14.7 7.8 11.14 0.0
Invesco India Aggressive Hybrid Fund - Regular Plan - Growth 15-06-2018 18.73 22.98 14.33 13.72 0.0
Kotak Equity Hybrid - Growth 25-11-1999 15.28 19.06 13.54 16.28 11.91
DSP Aggressive Hybrid Fund- Regular Plan - Growth 26-05-1999 15.25 21.18 12.83 14.6 11.94
UTI Aggressive Hybrid Fund - Regular Plan - Growth 20-03-1995 14.97 21.19 15.34 17.58 11.45
Mahindra Manulife Aggressive Hybrid Fund - Regular Plan - Growth 19-07-2019 14.41 21.14 14.17 17.46 0.0
Edelweiss Aggressive Hybrid Fund- Plan B-Growth Option 16-06-2009 13.74 21.21 15.57 16.83 11.61
Edelweiss Aggressive Hybrid Fund - Regular Plan - Growth Option 12-08-2009 13.73 21.13 15.48 16.76 11.56
SBI Equity Hybrid Fund - Regular Plan -Growth 01-12-1995 13.08 16.55 11.05 13.12 11.02
ICICI Prudential Equity & Debt Fund - Growth 05-11-1999 12.93 22.27 17.16 20.78 14.45

PORTFOLIO ANALYSIS of Axis Aggressive Hybrid Fund - Regular Plan - Growth Option

Asset Allocation (%)

Allocation Percentage (%)

Market Cap Distribution

Small Cap

12.92%

Others

25.09%

Large Cap

53.41%

Mid Cap

8.6%

Total

100%