Axis Aggressive Hybrid Fund - Regular Plan - Regular IDCW
Category: Hybrid: Aggressive
Launch Date: 03-08-2018
AUM:
₹ 1,407.75 Cr
Expense Ratio
2.24%
Benchmark
CRISIL Hybrid 35+65 - Aggressive Index
ISIN
INF846K01E74
Minimum Investment
500.0
Minimum Topup
100.0
Minimum SIP Amount
100
Fund Manager
Jayesh Sundar, Devang Shah, Aditya Pagaria, Krishnaa N, Pratik Tibrewal
| Fund Performance | 1Y (%) | 3Y (%) | 5Y (%) |
|---|---|---|---|
| Axis Aggressive Hybrid Fund - Regular Plan - Regular IDCW | -5.38 | 8.09 | 3.93 |
| Benchmark | - | - | - |
If you invested in this fund:
In the past (time duration):
Total value today:
0
Returns:
0%
If you invested in this fund:
In the past (time duration):
Total value today:
0
Returns:
0%
Overview
NAV
13.42
Last change
0.07 (0.5216%)
Fund Size (AUM)
₹ 1,407.75 Cr
Performance
8.41% (Inception)
Asset Allocation
Equity
Debt
Others
Nav Movement
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
Fund Manager
Jayesh Sundar, Devang Shah, Aditya Pagaria, Krishnaa N, Pratik Tibrewal
Riskometer
Very High
Top 10 Holdings
| Company | Holdings (%) |
|---|---|
| ICICI BANK LIMITED EQ NEW FV RS. 2/- | 4.82 |
| RELIANCE INDUSTRIES LIMITED EQ | 4.73 |
| HDFC BANK LIMITED EQ NEW FV RE. 1/- | 4.55 |
| Clearing Corporation of India Ltd | 3.91 |
| 9.15% Piramal Finance Limited (17/06/2027) | 2.85 |
| BHARTI AIRTEL LIMITED EQ NEW FV RS 5/- | 2.75 |
| Kotak Mahindra Bank Limited | 2.2 |
| MAHINDRA AND MAHINDRA LIMITED EQ NEW F.V. RS.5 | 2.09 |
| STATE BANK OF INDIA EQ NEW RE. 1/- | 2.05 |
| LARSEN AND TOUBRO LIMITED EQ NEW FV RS.2/- | 1.98 |
Sector Allocation
| Sector | Holdings (%) |
|---|---|
| Financial Services | 23.07 |
| Automobile and Auto Components | 6.68 |
| Healthcare | 6.45 |
| Capital Goods | 5.12 |
| Oil, Gas & Consumable Fuels | 4.79 |
| Consumer Services | 4.39 |
| Fast Moving Consumer Goods | 3.67 |
| Information Technology | 3.64 |
| Telecommunication | 3.18 |
| Consumer Durables | 2.46 |
Peer Comparison
| Scheme Name | 5Y (%) |
|---|---|
| Axis Aggressive Hybrid Reg Reg IDCW | 3.93 |