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NRI
NRI
  • Mutual Fund
  • AXIS Aggressive Hybrid Fund - Regular (IDCW-Q)

Mar 13, 2025

Category

Hybrid

AUM (Cr.)

1,440.65

Exit Load (%)

0.00

Min Inv Lumpsum

500

Expense Ratio

2.16

Sharpe Ratio

4.31

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
Created with Highcharts 10.3.28​Mar9​Mar10​Mar11​Mar12​Mar-0.75-0.60-0.45-0.30-0.150.001W1M3M6M1Y5YMax

Return Calculator

Investment Type

SIP Lumpsum

Company

SIP Period(Year)

5115

Monthly Investment Amount

10 000 00020 00001 Cr
Returns Type 1 Month (%) 6 Months (%) 1 Year (%) 3 Years (%) 5 Years (%) Since Inception (%)
Scheme - AXIS Aggressive Hybrid Fund - Regular (IDCW-Q) -2.46 -10.17 7.02 7.78 13.4 9.84
Benchmark - Crisil Balanced Fund - Aggressive Index 0 0 0 0 0 0
Category Average - BEST HYBRID PERFORMERS -2.54 -10.75 4.05 12.07 17.51 12.63
Category Rank 6/1 6/1 5/1 2/1 2/1 1/1
Fund Name Nav () Chg (%) 1Y Return(%) 3Y Return(%) 5Y Return(%) AUM ( in Crs) Exp. Ratio (%) Min.Invst() Action
Nippon India Equity Hybrid Fund-(G) (SP 1) 0.0518 0.00 0.00 0.00 0.00 9.33 0.00 500.00 invest
Nippon India Equity Hybrid Fund-(IDCW) (SP 1) 0.0159 0.00 0.00 0.00 0.00 9.33 0.00 500.00 invest
Nippon India Equity Hybrid Fund-(IDCW-Q) (SP 1) 0.0137 0.00 0.00 0.00 0.00 9.33 0.00 500.00 invest
Nippon India Equity Hybrid Fund-(IDCW-M) (SP 1) 0.0099 0.00 0.00 0.00 0.00 9.33 0.00 500.00 invest
JM Aggressive Hybrid Fund - (Annual-Bonus) 116.1562 -1.83 0.00 0.00 0.00 729.07 0.00 1,000.00 invest

Asset Allocation

Created with Highcharts 10.3.2
Val (Cr.) Allocation (%)
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top holdings

Company Name As on Date Invested Amt (Cr) % Portfolio Weight Change (%)
(Invested Amt.)		 4 Months Trends
Equity-ICICI Bank Jan 31, 2025 81.17 5.31 -4.09
Equity-HDFC Bank Jan 31, 2025 79.87 5.22 -4.18
Equity-Infosys Jan 31, 2025 66.59 4.35 -0.01
Govt. Securities-GSEC2063 Jan 31, 2025 56.40 3.69 -0.27
Equity-M & M Jan 31, 2025 51.59 3.37 -0.57
Govt. Securities-GSEC2037 Jan 31, 2025 51.41 3.36 -16.37
Equity-Bharti Airtel Jan 31, 2025 50.24 3.28 2.43
Equity-Reliance Industr Jan 31, 2025 42.00 2.75 4.08
Govt. Securities-GSEC2064 Jan 31, 2025 41.54 2.72 -0.06
Equity-St Bk of India Jan 31, 2025 34.58 2.26 -2.77

latest news

Axis Nifty500 Momentum 50 ETF announces Withdrawal of the NFO

Axis Mutual Fund has announced that the New Fund Offer (�NFO�) of Axis Nift...

Mar 13, 2025 12:02

Axis MF announces IDCW Income Distribution cum Capital Withdrawal (IDCW) under its schemes

Axis Mutual Fund has announced 20 March 2024 as the record date for declara...

Mar 07, 2025 10:25

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

Axis Mutual Fund has announced 25 February 2025 as the record date for the ...

Feb 21, 2025 11:35

Axis Mutual Fund announces change in Exit Load Structure

Axis Mutual Fund has announced change in exit load structure under followin...

Feb 18, 2025 11:42

Axis MF announces change in Fund Manager of the following schemes

Axis Mutual Fund has announced change in Fund Manager of the following sche...

Feb 11, 2025 12:11

Axis MF Announces IDCW Income Distribution cum Capital Withdrawal (IDCW) under its schemes

Axis Mutual Fund has announced 17 January 2025 as the record date for decla...

Jan 16, 2025 10:42

SCHEME DETAILS

AMC Name : Axis Mutual Fund
Fund Name : AXIS Aggressive Hybrid Fund - Regular (IDCW-Q)
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
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