Axis Aggresive Hybrid Fund Regular Growth
- Aggressive Allocation
- Hybrid
- High Risk
Rating:
1
Key Metrics
Aum
₹1,455.74 Cr
Expense Ratio
2.19%
Exit Load
1.00%
Min. Investment
₹500.00
Min. SIP
₹1000.00
Launch Date
9 Aug 2018
CAGR Returns
| Period | Absolute(%) | Annualised(%) |
|---|---|---|
| 1 Month | +1.98% | -- |
| 3 Months | +3.73% | -- |
| 6 Months | +2.47% | -- |
| 1 Year | +4.6% | +4.6% |
| 2 Years | -- | +4.41% |
| 3 Years | +32.5% | +9.83% |
| 5 Years | +43.65% | +7.51% |
| Since Launch | +111.6% | +9.83% |
Holdings as on 7 Aug 2026
| Name | Value (₹Cr) | Holding % |
|---|---|---|
| ICICI Bank | 75.32 | 5.17 |
| Reliance Industries | 72.49 | 4.98 |
| HDFC Bank | 71.99 | 4.94 |
| Bharti Airtel | 40.75 | 2.80 |
| Larsen & Toubro Ltd | 39.30 | 2.70 |
| State Bank of India | 36.76 | 2.53 |
| Infosys | 36.25 | 2.49 |
| Clearing Corporation Of India Ltd | 35.64 | 2.45 |
| Mahindra & Mahindra Ltd | 30.57 | 2.10 |
| Kotak Mahindra Bank | 29.16 | 2.00 |
Morning Star Rating
Rating:
1
Risk
Return
Risk & Volitility
0.26
Sharpe Ratio
11.10%
Std. Deviation
--
Tracking Error
0.64%
Alpha
1.09
Beta
Peer Comparison
| Fund Name | 1Y | 3Y | 5Y |
|---|---|---|---|
| Bank of India Mid & Small Cap Equity & Debt Fund Regular Growth | +12.8% | +17.3% | +14.18% |
| Quant Aggressive Hybrid Fund Growth | +14.12% | +13.55% | +12.3% |
| Baroda BNP Paribas Aggressive Equity Hybrid Regular Growth | +3.15% | +10.99% | +9.72% |
| Invesco India Aggressive Hybrid FundRegular Growth | -3.28% | +11.08% | +9.15% |
| Axis Aggresive Hybrid Fund Regular Growth | +4.6% | +9.83% | +7.51% |
Results are calculated on CAGR basis
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 1455.74 crores & has delivered CAGR of 7.51 in the last 5 years. The fund has an exit load of 1.00% and an expense ratio of 2.19%. 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 & Moderate respectively.
The fund has a present cash holding of %. The top holdings of the fund include ICICI Bank, Reliance Industries, HDFC Bank, Bharti Airtel.
The major sectors where the fund is invested are Regional Banks, Oil & Gas Operations, Consumer Financial Services, Software & Programming.
Some of the similar funds are Bank of India Mid & Small Cap Equity & Debt Fund Regular Growth, Quant Aggressive Hybrid Fund Growth, Baroda BNP Paribas Aggressive Equity Hybrid Regular Growth, Invesco India Aggressive Hybrid FundRegular Growth, Axis Aggresive Hybrid Fund Regular Growth. Axis Aggresive Hybrid Fund Regular Growth has a sharpe ratio of 0.26 & a standard deviation of 11.10%.
FAQs
According to the morning star rating Axis Aggresive Hybrid Fund Regular Growth has a Medium risk & Moderate return.
Axis Aggresive Hybrid Fund Regular Growth is managed by Devang Shah,Aditya Pagaria,Jayesh Sundar,Krishnaa N.
The expense ratio of Axis Aggresive Hybrid Fund Regular Growth is 2.19%.
The 5 year annualized return on Axis Aggresive Hybrid Fund Regular Growth is 7.51% & it has generated 4.60% in the last 1 year.
The minimum investment in Axis Aggresive Hybrid Fund Regular Growth is 500 Rs.
Axis Aggresive Hybrid Fund Regular Growth has an AUM of 1455.74 crores.
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