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  • Mutual Fund
  • AXIS Aggressive Hybrid Fund - Regular (IDCW-M)

Jun 13, 2025

Category

Hybrid

AUM (Cr.)

1,575.64

Exit Load (%)

0.00

Min Inv Lumpsum

500

Expense Ratio

2.15

Sharpe Ratio

8.28

Beta Ratio

0.00

Fund Manager

Jayesh Sundar

Inception Date

Aug 09, 2018

Risk Level

Very High

Investment Objective

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.

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Crisil Balanced Fund - Aggressive Index

Return Calculator

Investment Type

SIP Lumpsum

Company

  • periodic returns
  • Peer Comparison
Returns Type 1 Month (%) 6 Months (%) 1 Year (%) 3 Years (%) 5 Years (%) Since Inception (%)
Scheme - AXIS Aggressive Hybrid Fund - Regular (IDCW-M) 4.61 0.23 9.93 13.32 15.85 11.03
Benchmark - Crisil Balanced Fund - Aggressive Index 0 0 0 0 0 0
Category Average - BEST HYBRID PERFORMERS 5.7 0.16 8.31 17.34 20.06 13.34
Category Rank 1/1 6/1 3/1 1/1 2/1 1/1
Fund Name Nav () Chg (%) 1Y Return(%) 3Y Return(%) 5Y Return(%) AUM ( in Crs) Exp. Ratio (%) Min.Invst() Action
HSBC Aggressive Hybrid Fund (IDCW) 28.1810 -0.12 6.49 17.66 18.29 5,396.34 1.88 5,000.00 invest
HSBC Aggressive Hybrid Fund (G) 54.3054 -0.12 6.48 17.65 18.28 5,396.34 1.88 5,000.00 invest
HSBC Aggressive Hybrid Fund (IDCW-A) 17.3038 -0.12 6.68 17.72 18.31 5,396.34 1.88 5,000.00 invest
Bank of India Mid & Small Cap Equity & Debt Fund (G) 38.3400 -0.18 7.09 23.33 28.21 1,198.04 2.08 5,000.00 invest
HSBC Aggressive Hybrid Active FOF - Reg (G) 39.7003 -0.99 7.73 18.12 20.09 40.53 1.35 5,000.00 invest

Asset Allocation

Val (Cr.) Allocation (%)

Top sectors

AUM in Cr.

top holdings

Company Name As on Date Invested Amt (Cr) % Portfolio Weight Change (%)
(Invested Amt.)		 4 Months Trends
Equity-Bharti Airtel May 31, 2025 57.34 3.64 -0.45
Equity-Reliance Industr May 31, 2025 60.26 3.82 3.84
Equity-St Bk of India May 31, 2025 36.34 2.31 3.00
Equity-Larsen & Toubro May 31, 2025 33.60 2.13 22.91
Equity-M & M May 31, 2025 38.26 2.43 1.64
Equity-Infosys May 31, 2025 57.38 3.64 7.98
Equity-ICICI Bank May 31, 2025 90.09 5.72 -0.75
Equity-HDFC Bank May 31, 2025 91.45 5.80 1.03
Commercial Paper-N A B A R D May 31, 2025 49.91 3.17 0.00
Govt. Securities-GSEC2063 May 31, 2025 57.80 3.67 -0.66

latest news

Axis Mutual Fund announces change in scheme name

Axis Mutual Fund has announced change in scheme name under the following sc...

Jun 11, 2025 11:33

Axis Mutual Fund Change in Minimum Application Amount

Axis Mutual Fund announces that the Minimum Application Amount for Axis Mul...

Jun 03, 2025 12:51

Axis Mutual Fund announces change in scheme name

Axis Mutual Fund has announced change in scheme name under the following sc...

May 24, 2025 10:50

Axis MF announces Income Distribution cum capital withdrawal (IDCW) under Four schemes

Axis Mutual Fund has announced 26 May 2025 as the record date for the decla...

May 23, 2025 11:35

Axis Mutual Fund announces change in Key Personnel

Axis Mutual Fund has announced that Mr. Nirman S Morakhia has been appointe...

May 15, 2025 15:16

Axis Mutual Fund announces change in scheme name

Axis Mutual Fund has announced change in scheme name under the following sc...

May 06, 2025 09:48

SCHEME DETAILS

AMC Name : Axis Mutual Fund
Fund Name : AXIS Aggressive Hybrid Fund - Regular (IDCW-M)
Contact Persone : Jayesh Sundar
Registered Address : One Lodha Place. 22nd & 23rd Floor,Senapati Bapat Marg, Lower Parel, Maharashtra, Mumbai - 400013.
Telephone No : 022-43255161
Fax No. : 022-43255199
Email : customerserivce:axismf.com
Website : www.axismf.com