Axis Aggresive Hybrid Fund Regular Growth

• Alpha 0.64%
• Beta 1.09
• Sharpe Ratio0.51
• Std Deviation 9.71%
• Tracking Error 0.00%

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 1549.57 crores & has delivered CAGR of 9.36% in the last 5 years. The fund has an exit load of 1.00% and an expense ratio of 2.15%. 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 Moderate & Good respectively.

The top holdings of the fund include HDFC Bank, Reliance Industries, ICICI Bank & Infosys.

The major sectors where the fund is invested are Regional Banks, Software & Programming, Oil & Gas Operations & Biotechnology & Drugs.

Some of the similar funds are Bank of India Mid & Small Cap Equity & Debt Fund Regular Growth, Mahindra Manulife Aggressive Hybrid Fund Regular Growth, Bandhan Aggressive Hybrid Fund Regular Plan 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 0.51 & a standard deviation of 9.71%.