Axis Aggressive Hybrid Fund - Growth - Regular Plan

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  • (-0.73%)Nav, as on 04-10-2024

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  • Net Change on 04-10-2024

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  • Assets (Cr.)

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Fund Overview Growth | Regular Plan

  • Fund House

  • Launch Date

  • Benchmark

  • Minimum Investment (₹)

  • Minimum Addl Investment (₹)

  • Exit Load (%)

  • Minimum SIP Investment (₹)

  • Minimum STP Investment (₹)

  • Minimum SWP Investment (₹)

  • 52 Week Low Nav (₹)

  • 52 Week Low Nav Date

  • 52 Week High Nav (₹)

  • 52 Week High Nav Date

Fund 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.

Fund Performance

Scheme Name 1-Month Return (%) 3-Month Return (%) 1-Year Return (%) 3-Year Return (%) 5-Year Return (%) Since Inception
Axis Aggressive Hybrid Fund - Regular Plan - Growth Option 0.00 5.04 27.05 8.91 13.94 12.30
CRISIL Hybrid 35+65 - Aggressive Index N/A N/A N/A N/A N/A N/A
NIFTY 50 - TRI N/A N/A N/A N/A N/A N/A

Returns upto 1 year is Absolute, and above 1 year are Compounded Annualised

Peer Fund Comparison

Scheme Name Launch Date Ratings 1-Year Return (%) 3-Year Return (%) 5-Year Return (%) Expense Ratio (%) Assets (Cr.)
Axis Aggressive Hybrid Fund - Regular Plan - Growth Option Aug 09, 2018 Unrated 27.05 8.91 13.94 2.13 1,690.58
SBI EQUITY HYBRID FUND - REGULAR PLAN -Growth Jan 06, 1996 Unrated 25.51 11.01 15.45 1.40 73,405.39
ICICI Prudential Equity & Debt Fund - Growth Nov 03, 1999 36.81 20.81 24.31 1.59 40,095.35
HDFC Hybrid Equity Fund-Growth Apr 06, 2005 21.84 13.48 17.04 1.68 24,644.67
Canara Robeco Equity Hybrid Fund - Regular Plan - Growth Feb 01, 1993 30.36 12.81 17.70 1.71 11,094.59
DSP Equity & Bond Fund- Regular Plan - Growth May 27, 1999 Unrated 30.94 13.29 17.59 1.74 10,322.86

Fund Holdings as on 31-August-2024

  • ICICI Bank Limited

  • HDFC Bank Limited

  • Infosys Limited

  • 7.18% Government of India (24/07/2037)

  • 7.25% Government of India (12/06/2063)

  • Reliance Industries Limited

  • Bharti Airtel Limited

  • Mahindra & Mahindra Limited

  • PI Industries Limited

  • Tata Consultancy Services Limited

  • 7.32% Government of India (13/11/2030)

  • NTPC Limited

  • Sun Pharmaceutical Industries Limited

  • Bajaj Finserv Limited

  • Larsen & Toubro Limited

  • Divi's Laboratories Limited

  • 7.34% Government of India (22/04/2064)

  • Bharat Highways Invit

  • 7.87% Bajaj Finance Limited (08/02/2034) **

  • State Bank of India

  • Coal India Limited

  • Grasim Industries Limited

  • FSN E-Commerce Ventures Limited

  • Godrej Consumer Products Limited

  • SBI Life Insurance Company Limited

  • Bajaj Finance Limited

  • Sumitomo Chemical India Limited

  • Cholamandalam Investment and Finance Company Ltd (CCD)

  • Avenue Supermarts Limited

  • Mankind Pharma Limited

  • Sansera Engineering Limited

  • PNB Housing Finance Limited

  • Mphasis Limited

  • Doms Industries Limited

  • Cholamandalam Investment and Finance Company Ltd

  • Zomato Limited

  • Kotak Mahindra Bank Limited

  • JB Chemicals & Pharmaceuticals Limited

  • Apollo Hospitals Enterprise Limited

  • Indian Oil Corporation Limited

  • 9.2% 360 One Prime Limited (05/09/2025) **

  • 6.83% HDFC Bank Limited (08/01/2031) **

  • Motherson Sumi Wiring India Limited

  • Indian Bank

  • Tata Motors Limited

  • Oil & Natural Gas Corporation Limited

  • Suzlon Energy Limited

  • Brigade Enterprises Limited

  • HDFC Life Insurance Company Limited

  • Info Edge (India) Limited

  • Jyoti CNC Automation Ltd

  • Nestle India Limited

  • Fine Organic Industries Limited

  • Net Receivables / (Payables)

  • 8.5% DLF Home Developers Limited (30/04/2027) **

  • 8.65% TVS Holdings Limited (07/06/2029) **

  • 9.95% IndoStar Capital Finance Limited (07/08/2025) **

  • 7.59% Mahanagar Telephone Nigam Limited (20/07/2033) **

  • 91 Days Tbill (MD 10/10/2024)

  • State Bank of India September 2024 Future

  • UNO Minda Limited

  • Hindustan Aeronautics Limited

  • Can Fin Homes Limited

  • Zydus Lifesciences Limited

  • Anant Raj Limited

  • DLF Limited

  • Hindustan Unilever Limited

  • Titagarh Rail Systems Limited

  • HCL Technologies Limited

  • 8.50% Aadhar Housing Finance Limited (26/05/2026) **

  • K.P.R. Mill Limited

  • R R Kabel Limited

  • Navin Fluorine International Limited

  • Hindalco Industries Limited

  • Vedant Fashions Limited

  • Voltamp Transformers Limited

  • Embassy Office Parks REIT

  • 7.3% Government of India (19/06/2053)

  • 8.60% Muthoot Finance Limited (25/08/2025) **

  • Premier Energies Limited

  • 182 Days Tbill (MD 19/09/2024)

  • 7.25% Punjab National Bank (29/07/2030) **

  • Bank of Baroda

  • Clearing Corporation of India Ltd

  • Clean Science and Technology Limited

  • Techno Electric & Engineering Company Limited

  • TeamLease Services Limited

  • 7.4% Power Finance Corporation Limited (08/05/2030) **

  • Aadhar Housing Finance Limited

  • 9.15% SK Finance Limited (02/02/2025) **

  • Sona BLW Precision Forgings Limited

  • 7.92% West Bangal State Development Loans (15/03/2027)

  • Samvardhana Motherson International Limited

  • 8.85% Power Finance Corporation Limited (25/05/2029) **

  • Computer Age Management Services Limited

  • Suryoday Small Finance Bank Limited

  • Aether Industries Limited

  • 8.16% Karnataka State Development Loans (26/11/2025)

  • Grasim Industries Limited

  • Schaeffler India Limited

  • 4.04% Government of India (04/10/2028)

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  • Miscellaneous

  • Bank - Private

  • IT - Software

  • Pharmaceuticals & Drugs

  • Pesticides & Agrochemicals

  • Refineries

  • Telecommunication - Service Provider

  • Automobiles - Passenger Cars

  • Bank - Public

  • e-Commerce

  • Finance - NBFC

  • Power Generation/Distribution

  • Insurance

  • Engineering - Construction

  • Auto Ancillary

  • Finance - Investment

  • Finance - Housing

  • Household & Personal Products

  • Construction - Real Estate

  • Mining & Minerals

  • Diversified

  • Chemicals

  • Electric Equipment

  • Retailing

  • Printing & Stationery

  • Hospital & Healthcare Services

  • Steel & Iron Products

  • Automobiles-Trucks/Lcv

  • Oil Exploration

  • Textile

  • BPO/ITeS

  • Engineering - Industrial Equipments

  • Consumer Food

  • Defence

  • Railways Wagons

  • Cable

  • Metal - Non Ferrous

  • Electronics - Components

  • Professional Services

  • Depository Services

  • Bearings

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Fund Manager

  • Cash

  • CRISIL AA

  • CRISIL AA+

  • CRISIL AA-

  • CRISIL AAA

  • Derivatives

  • Equity

  • ICRA AA

  • IND AA

  • IND AAA(CE)

  • REITs & InvITs

  • Rights

  • Sovereign

  • Unrated

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About Axis Aggressive Hybrid Fund

Scheme Analysis

Axis Aggressive Hybrid Fund is a Hybrid - Aggressive Hybrid Fund fund and belongs to Axis Mutual Fund. It was launched on 09-Aug-2018 and currently has an AUM of ₹1,690.58 crore. Axis Aggressive Hybrid Fund is benchmarked against CRISIL Hybrid 35+65 - Aggressive Index as primary index and NIFTY 50 - TRI as secondary index.

The NAV of Axis Aggressive Hybrid Fund ended down ₹-0.15(-0.73%)yesterday to ₹20.43.

Among its top 3 holdings the fund has exposure to ICICI Bank Limited, and

The Axis Aggressive Hybrid Fund is managed by Devang Shah and Aditya Pagaria.

Fund House Contact

One Lodha Place, 22 & 23 Floor, Senapati Bapat Marg, Lower Parel Mumbai - 400 013

022-43255161
022-43255199
www.axismf.com