Axis Aggressive Hybrid Fund - Regular Plan - Growth Option

Fund House: Axis Mutual Fund

Category: Hybrid: Aggressive

Status: Open Ended Schemes

Launch Date: 05-08-2018

Minimum Investment: 500.0

Asset Class: Mixed Asset

Minimum Topup: 100.0

Benchmark: CRISIL Hybrid 35+65 Aggressive Index

Total Assets: 1538.93 As on (30-09-2025)

Expense Ratio: 2.15% As on (29-09-2025)

Turn over: 81.00% | 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

NAV as on 28-10-2025

21.02

-0.01

CAGR Since Inception

10.84%

CRISIL Hybrid 35+65 Aggressive Index 12.4%

PERFORMANCE

Scheme Performance  (%) 1-Year Ret (%) 3-Yrs Ret (%) 5-Yrs Ret (%) 10-Yrs Ret (%) Since Launch Ret (%)
Axis Aggressive Hybrid Fund - Regular Plan - Growth Option 5.58 11.62 13.33 - 10.84
Benchmark - - - - -
Hybrid: Aggressive 5.88 15.07 17.56 11.97 13.06

Funds Manager

Mr. Jayesh Sundar, Mr. Devang Shah, Mr. Aditya Pagaria, Ms. Krishnaa N

RETURNS CALCULATORS for Axis Aggressive Hybrid Fund - Regular Plan - Growth Option

Growth of 10000 In SIP (Fund vs Benchmark)

Amount

Period

Start

End

Growth of 10000 In LUMPSUM (Fund vs Benchmark)

Amount

Start

PORTFOLIO ANALYSIS of Axis Aggressive Hybrid Fund - Regular Plan - Growth Option

Portfolio Holdings

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Sector Allocation

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PEER COMPARISION of Axis Aggressive Hybrid Fund - Regular Plan - Growth Option

Scheme Name Inception Date 1 Year Rtn (%) 2 Year Rtn (%) 3 Year Rtn (%) 5 Year Rtn (%) 10 Year Rtn (%)
Axis Aggressive Hybrid Reg Gr 05-08-2018 5.58 15.7 11.62 13.33 0.0
SBI Equity Hybrid Reg Gr 01-12-1995 13.13 18.53 14.65 16.94 12.38
Bandhan Aggr Hyb Fund Reg Gr 05-12-2016 10.65 19.8 16.15 18.09 0.0
ICICI Pru Equity & Debt Gr 05-11-1999 9.99 21.3 19.55 26.49 15.99
PGIM India Aggr Hybrid Equity Fund Gr 29-01-2004 8.4 15.7 12.99 13.55 8.81
HSBC Aggressive Hybrid Fund Reg Gr 01-01-2013 7.97 18.58 16.25 15.99 11.28
Mahindra Manulife Aggressive Hybrid Fund Reg Gr 19-07-2019 7.1 19.59 17.15 19.85 0.0
Mirae Asset Aggressive Hybrid Reg Gr 02-07-2015 7.0 16.39 14.15 16.12 12.73
Edelweiss Aggr Hybrid Plan B Gr 16-06-2009 6.9 19.11 17.54 19.97 12.76
Edelweiss Aggr Hybrid Reg Gr 12-08-2009 6.89 19.11 17.48 19.91 12.72

Asset Allocation (%)

Key Performance and Risk Statistics of Axis Aggressive Hybrid Fund - Regular Plan - Growth Option

Key Statistics Volatility Sharpe Ratio Alpha Beta Yield to Maturity Average Maturity
Axis Aggressive Hybrid Fund - Regular Plan - Growth Option 10.51 0.49 3.96 0.14 7.74 12.27
Hybrid: Aggressive - - - - - -