• Home
  • MF Research
  • Axis Aggressive Hybrid Fund - Regular Plan - Growth Option

Axis Aggressive Hybrid Fund - Regular Plan - Growth Option

arrow-up
NAV
₹ 20.22 ₹ 0.1 (0.49 %)
as on 23-05-2025
Asset Size (AUM)
1,553.05 Cr
Launch Date
Aug 05, 2018
Investment Objective
The scheme seeks 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.
Minimum Investment 500.0
Minimum Top-up 500.0
Investment Returns Since Launch in Aug 05, 2018
arrow-up

10.94

%
3 M
6 M
1 Y
3 Y
10 Y
Inception
Sharp Ratio
0.35 %
Expense Ratio
2.15%
Volatility
10.51 %
Fund House
Axis Mutual Fund
Fund Manager
Mr. Jayesh Sundar, Mr. Devang Shah, Mr. Aditya Pagaria, Ms. Krishnaa N
Key Features
Scheme description
This fund has moderate ups and downs compared to equity funds and can give good returns as it invests both in debt and equity. Investment in this fund can be made for a horizon of at least 5 years or more
Minimum Purchase Application Amount
Rs. 500.0 (plus in multiples of Rs. 500.0)

Entry Load
Not applicable
Exit Load
If redeemed/switched out on or before 12 months from the date of allotment: For 10% of investment: Nil on FIFO basis.For remaining investment: 1% w.e.f., 09/08/2018
Indicative Investment Horizon
5 Years and above
Asset Allocation
Fund's historical return comparison with other asset classes
Created with Highcharts 4.1.4AssetsOthersDebtCash & Cash EquivalentsEquity
Fund Performance
Fund's historical return comparison with other asset classes
Created with Highcharts 4.1.4FundFD
Fund₹ 11067
FD₹ 10600
Performance

Scheme Performance (%)

Data as on - 23-05-2025
Created with Highcharts 4.1.4ReturnsAxis Aggressive Hybrid Fund - Regular Plan - Growth OptionAK Hybrid Aggressive TRIHybrid: AggressiveYTD1 Month3 Month6 Month1 Year3 Years5 Years10 YearsSince Launch-100102030

Yearly Performance (%)

Created with Highcharts 4.1.4ValuesAxis Aggressive Hybrid Fund - Regular Plan - Growth OptionAK Hybrid Aggressive TRIHybrid: Aggressive2016201720182019202020212022202320242025-30-20-1001020304050
Investment Returns Calculator
Amount InvestedFund ValueProfitReturns
Fund120,000123,1723,1725.80
Benchmark120,000123,3083,3086.09
Rolling returns are the annualized returns of the scheme taken for a specified period (rolling returns period) on every day/week/month and taken till the last day of the duration. In this chart we are showing the annualized returns over the rolling returns period on every day from the start date and comparing it with the benchmark. Rolling returns is the best measure of a fund's performance. Trailing returns have a recency bias and point to point returns are specific to the period in consideration. Rolling returns, on the other hand, measures the fund's absolute and relative performance across all timescales, without bias.
Peer Comparison
Scheme Name Inception Date 1 Year Return % 2 Year Return % 3 Year Return % 5 Year Return % 10 Year Return %
Axis Aggressive Hybrid Fund - Regular Plan - Growth Option 05-08-2018 10.67 15.47 12.78 16.81 0.0
DSP Aggressive Hybrid Fund- Regular Plan - Growth 26-05-1999 16.3 21.67 19.17 20.78 12.79
Bandhan Aggressive Hybrid Fund-Regular Plan Growth 05-12-2016 12.48 18.76 16.51 21.45 0.0
SBI Equity Hybrid Fund - Regular Plan -Growth 01-12-1995 12.46 19.06 15.53 19.47 11.9
Mahindra Manulife Aggressive Hybrid Fund - Regular Plan - Growth 19-07-2019 11.58 22.3 19.36 23.24 0.0
Portfolio Analysis
Portfolio as on 30-04-2025
Sector Allocation
SectorAllocation (%)
Financial Services25.2
N/A23.3
Healthcare8.02
Information Technology5.65
Oil, Gas & Consumable Fuels5.64
Automobile and Auto Components4.58
Chemicals4.47
Construction4.11
Telecommunication3.72
Capital Goods3.64
Consumer Services3.61
Fast Moving Consumer Goods2.74
Realty1.89
power1.37
Consumer Durables1.13
Services0.52
Metals & Mining0.41
Portfolio Holdings
CompanyHoldings (%)
ICICI BANK LIMITED EQ NEW FV RS. 2/-5.86
HDFC BANK LIMITED EQ NEW FV RE. 1/-5.84
7.25% Government of India (12/06/2063)3.76
RELIANCE INDUSTRIES LIMITED EQ3.75
BHARTI AIRTEL LIMITED EQ NEW FV RS 5/-3.72
INFOSYS LIMITED EQ FV RS 53.43
7.18% Government of India (24/07/2037)2.74
MAHINDRA AND MAHINDRA LIMITED EQ NEW F.V. RS.52.43
STATE BANK OF INDIA EQ NEW RE. 1/-2.28
7.34% Government of India (22/04/2064)2.08
LARSEN AND TOUBRO LIMITED EQ NEW FV RS.2/-1.77
DIVIS LABORATORIES LIMITED EQ NEW RS. 2/-1.75
SUN PHARMACEUTICAL INDUSTRIES LTD. EQ NEW F.V. RE.1/-1.7
BAJAJ FINANCE LIMITED EQ NEW FV RS. 2/-1.68
8.75% Bharti Telecom Limited (05/11/2029)1.67
PI INDUSTRIES LIMITED EQ NEW FV Re.1/-1.66
Indus Infra Trust1.65
7.87% Bajaj Finance Limited (08/02/2034)1.65
TATA CONSULTANCY SERVICES LIMITED EQ NEW FV RE.1/-1.58
NTPC LIMITED EQ1.37
FSN E-COMMERCE VENTURES LIMITED EQ NEW FV RE.1/-1.36
7.50% Cholamandalam Investment and Finance Company Limited (30/09/2026)1.33
BAJAJ FINSERV LIMITED EQ NEW FV RE.1/-1.3
SUMITOMO CHEMICAL INDIA LIMITED EQ1.29
DOMS INDUSTRIES PRIVATE LIMITED EQ1.2
9.40% Vedanta Limited (20/02/2027)1.16
PNB HOUSING FINANCE LTD EQ1.09
HDFC LIFE INSURANCE COMPANY LIMITED EQ1.05
KOTAK MAHINDRA BANK LIMITED EQ NEW F.V RS.5/-0.98
Bamboo Hotel And Global Centre (Delhi) Private limited (31/01/2028)0.97
9.2% 360 One Prime Limited (05/09/2025)0.97
6.83% HDFC Bank Limited (08/01/2031)0.95
APOLLO HOSPITALS ENTERPRISE LIMITED EQ NEW F.V. RS.5/-0.94
Krishna Institute Of Medical Sciences Limited0.92
CIPLA LIMITED EQ NEW FV RS.2/-0.92
Net Receivables / (Payables)0.91
PREMIER ENERGIES LIMITED EQ0.89
INDIAN BANK EQ0.89
MANKIND PHARMA LIMITED EQ NEW FV RE. 1/-0.85
CHOLAMANDALAM INVESTMENT AND FIN. CO. LTD EQ NEW FV RS. 2/-0.79
SBI LIFE INSURANCE COMPANY LIMITED EQ0.76
INDIAN OIL CORPORATION LIMITED EQ0.75
Varun Beverages Ltd0.71
PG Electroplast Limited0.71
8.10% Godrej Industries Limited (22/05/2028)0.66
BRIGADE ENTERPRISES LIMITED EQ0.65
8.65% TVS Holdings Limited (07/06/2029)0.65
7.8445% Tata Capital Housing Finance Limited (18/09/2026)0.65
8.5% DLF Home Developers Limited (30/04/2027)0.65
9.95% IndoStar Capital Finance Limited (07/08/2025)0.65
Jyoti CNC Automation Ltd0.64
INFO EDGE INDIA LIMITED EQ NEW FV RS.10/-0.64
7.59% Mahanagar Telephone Nigam Limited (20/07/2033)0.64
8.95% Aptus Finance India Private Limited (06/03/2029)0.64
COAL INDIA LTD EQ0.6
ZOMATO LIMITED EQ0.6
SUZLON ENERGY LIMITED EQ. NEW RS. 2/-0.59
NAVIN FLUORINE INTERNATIONAL LTD EQ NEW FV RS. 2/-0.58
TATA MOTORS LIMITED EQ NEW FV RS. 2/-0.56
JB Chemicals & Pharmaceuticals Limited0.55
OIL AND NATURAL GAS CORPORATION LIMITED EQ NEW F.V RS.5/-0.54
Capital Infra Trust0.53
AWFIS SPACE SOLUTIONS PRIVATE LIMITED EQ0.52
DLF LIMITED EQ NEW FV RS.2/-0.52
AVENUE SUPERMARTS LIMITED EQ0.5
REC LIMITED EQ0.48
SONA BLW PRECISION FORGINGS LIMITED EQ0.46
BHARAT ELECTRONICS LIMITED EQ NEW FV Re 1/-0.44
SANSERA ENGINEERING LIMITED EQ NEW FV RS. 2/-0.44
PIDILITE INDUSTRIES LIMITED EQ NEW FV RE.1/-0.44
GODREJ CONSUMER PRODUCTS LIMITED EQ NEW FV RE.1/-0.43
ARVIND FASHIONS LIMITED (FORMERLY ARVIND J&M LIMITED) EQ NEW FV RS. 4/-0.42
DIXON TECHNOLOGIES (INDIA) LIMITED EQ NEW FV RS.2/-0.42
HINDALCO INDUSTRIES LIMITED EQ NEW FV RE. 1/-0.41
HCL TECHNOLOGIES LIMITED EQ F.V. RS.2/-0.4
GE T&D INDIA LIMITED EQ NEW RS. 2/-0.4
ZYDUS LIFESCIENCES LIMITED EQ NEW FV RE. 1/-0.39
Hindustan Aeronautics Ltd0.39
ANANT RAJ LIMITED NEW EQ RS. 2/-0.37
BANK OF BARODA EQ NEW FV RS. 2/-0.36
Embassy Office Parks REIT0.35
FINE ORGANIC INDUSTRIES LIMITED EQ NEW FV RS. 5/-0.35
HINDUSTAN UNILEVER LIMITED EQ F.V. RS 10.33
7.04% Government of India (03/06/2029)0.33
8.50% Aadhar Housing Finance Limited (26/05/2026)0.33
7.25% Punjab National Bank (29/07/2030)0.32
7.99% Tata Projects Limited (06/10/2025)0.32
UNO MINDA LIMITED EQ NEW FV RS. 2/-0.29
CAN FIN HOMES LIMITED EQ NEW FV RS. 2/-0.24
MPHASIS LIMITED EQ0.24
AADHAR HOUSING FINANCE LIMITED EQ0.23
Hyundai Motor India Ltd0.21
VOLTAMP TRANSFORMERS LIMITED EQ0.21
7.4% Power Finance Corporation Limited (08/05/2030)0.2
SAMVARDHANA MOTHERSON INTERNATIONAL LIMITED EQ FV RS. 1/-0.18
TECHNO ELECTRIC & ENGINEERING COMPANY LIMITED EQ NEW FV RS. 2/-0.16
Clearing Corporation of India Ltd0.16
CLEAN SCIENCE AND TECHNOLOGY LIMITED EQ NEW FV Re.1/-0.15
7.92% West Bangal State Development Loans (15/03/2027)0.13
VEDANT FASHIONS LIMITED EQ NEW FV RE.1/-0.09
TITAGARH WAGONS LIMITED EQ NEW FV RS. 2/-0.08
Nestle India Ltd0.07
SURYODAY SMALL FINANCE BANK LIMITED EQ0.04
6.9% Karnataka State Development Loans (17/07/2029)0.04
8.16% Karnataka State Development Loans (26/11/2025)0.03
SCHAEFFLER INDIA LIMITED EQ NEW FV RS. 2/-0.01
Sector Allocation
Created with Highcharts 4.1.4Financial ServicesHealthcareInformation TechnologyOil, Gas & Consumable FuelsAutomobile and Auto ComponentsChemicalsConstructionTelecommunicationCapital GoodsOthers
Portfolio Holdings
Created with Highcharts 4.1.4ICICI BANK LIMITED EQ NEW FV RS. 2/-HDFC BANK LIMITED EQ NEW FV RE. 1/-7.25% Government of India (12/06/2063)RELIANCE INDUSTRIES LIMITED EQBHARTI AIRTEL LIMITED EQ NEW FV RS 5/-INFOSYS LIMITED EQ FV RS 57.18% Government of India (24/07/2037)MAHINDRA AND MAHINDRA LIMITED EQ NEW F.V. RS.5STATE BANK OF INDIA EQ NEW RE. 1/-Others