Axis Aggresive Hybrid Fund Regular Growth

+

Hybrid
Aggressive Allocation
Rating 1
Plan

19.60 +0.20 (1.03%) NAV as on 17 Apr, 2025

5D
1M
6M
1Y
5Y
MAX

Key Metrics

AUM (in Cr)1520.96
CAGR 11.30%
Exit Load1.00%
Expense ratio2.18%
CategoryHybrid
Min Investment500
Min SIP1000
Launch Date2018-08-09

Asset Allocation

Holdings As On - 18 April 2025

Holdings

Sectors

Name
Value (Cr)
Holding %

Hdfc Bank
85.97
5.65%

Icici Bank
85.77
5.64%

7.25% Govt Stock 2063
57.23
3.76%

Infosys
55.65
3.66%

Bharti Airtel
53.55
3.52%

Reliance Industries
50.50
3.32%

7.18% Govt Stock 2037
41.64
2.74%

Mahindra And Mahindra
37.21
2.45%

State Bank Of India
34.52
2.27%

7.34% Govt Stock 2064
31.58
2.08%

Peer Comparison

Fund Name
Mahindra Manulife Aggressive Hybrid Fund Regular Growth12.67%
Franklin India Equity Hybrid Fund Growth9.41%
Quant Absolute Fund Growth-1.93%
Baroda BNP Paribas Aggressive Equity Hybrid Regular Growth6.05%
Axis Aggresive Hybrid Fund Regular Growth11.3%

Risk & Volitility

Alpha 0.64%
Beta 1.09
Sharpe Ratio0.17
Std Deviation 11.73%
Tracking Error 0.00%

About Fund

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.

The Axis Aggresive Hybrid Fund Regular Growth has an AUM of 1520.96 crores & has delivered CAGR of 15.88% in the last 5 years. The fund has an exit load of 1.00% and an expense ratio of 2.18%. The minimum investment in Axis Aggresive Hybrid Fund Regular Growth is Rs 500 and the minimum SIP is Rs 1000.

As per morningstar the risk & return rating of the fund are Medium & Exceptional respectively.

The top holdings of the fund include Hdfc Bank, Icici Bank, 7.25% Govt Stock 2063 & Infosys.

The major sectors where the fund is invested are Regional Banks, Software & Programming, Biotechnology & Drugs & Chemical Manufacturing.

Some of the similar funds are Mahindra Manulife Aggressive Hybrid Fund Regular Growth, Franklin India Equity Hybrid Fund Growth, Quant Absolute Fund Growth, Baroda BNP Paribas Aggressive Equity Hybrid Regular Growth, Axis Aggresive Hybrid Fund Regular Growth. Axis Aggresive Hybrid Fund Regular Growth has a sharpe ratio of 0.17 & a standard deviation of 11.73%.