Axis Aggresive Hybrid Fund Regular Growth

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Hybrid
Aggressive Allocation
Rating 1
Plan

20.59 -0.07 (-0.34%) NAV as on 18 Jul, 2025

5D
1M
6M
1Y
5Y
MAX

Key Metrics

AUM (in Cr)1575.64
CAGR 4.46%
Exit Load1.00%
Expense ratio2.15%
CategoryHybrid
Min Investment500
Min SIP1000
Launch Date2018-08-09

Asset Allocation

Holdings As On - 20 July 2025

Holdings

Sectors

Name
Value (Cr)
Holding %

Hdfc Bank
94.11
5.90%

Icici Bank
82.91
5.20%

Reliance Industries
68.48
4.29%

Infosys
59.61
3.74%

Bharti Airtel
59.51
3.73%

7.25% Govt Stock 2063
55.95
3.51%

Mahindra And Mahindra
40.92
2.57%

State Bank Of India
36.71
2.30%

Larsen And Toubro
33.56
2.10%

Clearing Corporation Of India Ltd
28.58
1.79%

Peer Comparison

Fund Name
Bank of India Mid & Small Cap Equity & Debt Fund Regular Growth1.12%
Mahindra Manulife Aggressive Hybrid Fund Regular Growth4.41%
Quant Absolute Fund Growth-3.44%
Baroda BNP Paribas Aggressive Equity Hybrid Regular Growth2.2%
Axis Aggresive Hybrid Fund Regular Growth4.46%

Risk & Volitility

Alpha 0.64%
Beta 1.09
Sharpe Ratio0.71
Std Deviation 10.83%
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 1575.64 crores & has delivered CAGR of 14.48% 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 & Exceptional respectively.

The top holdings of the fund include Hdfc Bank, Icici Bank, Reliance Industries & Infosys.

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

Some of the similar funds are Bank of India Mid & Small Cap Equity & Debt Fund Regular Growth, Mahindra Manulife Aggressive Hybrid Fund Regular 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 0.71 & a standard deviation of 10.83%.