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Fund Overview

AXIS Aggressive Hybrid Fund - Regular (G)

Get details information of scheme on investment, NAV, Performation.

Nav (₹)

20.87

Inception Date

09-08-2018

Category

Hybrid - Equity Oriented
Investment Objectives

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.

Risk O Meter
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Performance
Scheme Name 3 Months (%) 6 Months (%) 1 Year (%) 3 Years (%) 5 Years (%) 10 Years (%) Since Inception (%)
AXIS Aggressive Hybrid Fund - Regular (G) 1.02 6.48 2.15 11.60 13.40 NA 10.77
Value of 1,00,000 is now

Worth of investments in last

This Scheme

SIP

Benchmark (CRISIL Hybrid 35+65 - Aggressive Index)

1Lakh investment Grown to 1.02 Lakh

10,000 investment Grown to 1.26 Lakh

1Lakh investment Grown to 0.00 Lakh

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Key Parameters
AUM(₹ Cr.) 1,538
Type OPEN ENDED
Entry Load Nil
Minimum investment(₹) 500
Expense Ratio (%) 2.22
Benchmark CRISIL Hybrid 35+65 - Aggressive Index
Fund Manager Jayesh Sundar
Exit If redeemed/swich out before 12 months from the date of allotment: - For 10% of investment : Nil - For remaining investment : 1% 1.00% - If redeemed/switched out on or before 12 months from the date of allotment NIL - If redeemed/switch out after 12 months from the date of allotment.
Incrimental Invest(₹) 500
NAV Movement
3M 6M 1Y 3Y 5Y
AUM Movement
3M 6M 1Y 3Y 5Y
Asset Allocation Pie chart
Top Company Holding (As on 30 09 25 )
Company Asset No.of shares Value (₹ in Cr)
HDFC Bank Equity 940394 89.43
Reliance Industr Equity 555081 75.71
ICICI Bank Equity 529342 71.36
Infosys Equity 392695 56.62
Bharti Airtel Equity 266213 50.01
SBI Equity 528686 46.13
C C I Reverse Repo 0 45.44
Larsen & Toubro Equity 103110 37.73
M & M Equity 104400 35.78
Bajaj Finance Equity 302170 30.18
Bharti Telecom Corporate Debts 2500 26.03
Bajaj Finance Corporate Debts 2500 25.47
Sector Holding Pie Chart
Peer Comparison
Scheme Name AUM (₹ IN Cr.) 1 Years (%) 3 Years (%) 5 Years (%) Since Inception (%) Inception Date Sharpe Std.Dev
AXIS Aggressive Hybrid Fund 1,538.02 2.15 11.60 13.40 10.77 09-Aug-2018 0.4907 2.83
WhiteOak Capital Multi Asset Allocation Fund 3,942.58 15.92 NA NA 18.21 19-May-2023 2.5438 1.17
Union Multi Asset Allocation Fund 777.90 15.92 NA NA 14.87 10-Sep-2024 0.3057 2.74
Mahindra Manulife Multi Asset Allocation Fund 691.32 15.62 NA NA 18.49 13-Mar-2024 1.1331 2.23
DSP Multi Asset Allocation Fund 4,400.45 15.22 NA NA 21.31 27-Sep-2023 2.1075 1.87
Sundaram Multi Asset Allocation Fund 2,798.62 14.86 NA NA 17.55 25-Jan-2024 1.0877 2.16
Nippon India Multi Asset Allocation Fund 7,759.34 13.51 21.96 18.63 17.97 28-Aug-2020 1.7346 2.24
Mirae Asset Multi Asset Allocation Fund 2,370.69 12.73 NA NA 15.66 31-Jan-2024 1.0452 2.02
Kotak Multi Asset Allocation Fund - Reg 8,958.44 12.22 NA NA 20.61 22-Sep-2023 1.3276 2.80
ICICI Pru Multi-Asset Fund 67,999.63 11.78 20.99 25.83 21.01 31-Oct-2002 1.8724 1.99
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