Axis Aggressive Hybrid Fund - Regular Plan - Monthly IDCW
Expense Ratio: 2.15
Risk: Very High
Hybrid Scheme - Aggressive Hybrid Fund
Plan: Regular
Benchmark: CRISIL Hybrid 35+65 - Aggressive Index
Inception: 20-07-2018
Exit Load: Nil
Fund Size:₹1,556.00 Cr
Performance
1Y
Fund-6.78%
Cat. Avg.1.14%
2Y
Fund-5.18%
Cat. Avg.2.83%
3Y
Fund-0.03%
Cat. Avg.11.81%
5Y
Fund-1.39%
Cat. Avg.10.93%
10Y
FundN/A
Cat. Avg.11.50%
SI
Fund3.00%
Cat. Avg.11.23%
Fund Facts
Manager(s)
Mr. Devang Shah
Beta
1.04
Std Dev
9.01%
Taxation
Within 1 Year (STCG (Short Term)):20%
After 1 Year (LTCG (Long Term)):12.5%
*Tax rates as per Finance Act 2024. Surcharge & cess may apply.
Allocation
Visualizing Fund's Exposure
Asset Class
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Market Cap
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Top Sectors
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Asset Class
Market Cap
Top Sectors
Portfolio Holdings
Detailed breakdown of instruments.
Instrument | Val (Cr) | % Assets | |
|---|---|---|---|
| 1 | 7.61% Government of India (09/05/2030) | 77.18 | 5.61% |
| 2 | Reliance Industries Limited | 75.29 | 5.47% |
| 3 | HDFC Bank Limited | 67.34 | 4.89% |
| 4 | ICICI Bank Limited | 64.55 | 4.69% |
| 5 | Infosys Limited | 48.50 | 3.52% |
| 6 | State Bank of India | 44.21 | 3.21% |
| 7 | Clearing Corporation of India Ltd | 39.26 | 2.85% |
| 8 | Bharti Airtel Limited | 39.21 | 2.85% |
| 9 | Larsen & Toubro Limited | 37.73 | 2.74% |
| 10 | Mahindra & Mahindra Limited | 29.42 | 2.14% |
SIP Returns
7th
| Period | SIP Date | Inv(₹) | Val(₹) | Abs(%) | XIRR |
|---|---|---|---|---|---|
| 1Y | 07 Aug, 25 | 60000 | 58937 | -1.8% | -3.7% |
| 2Y | 07 Aug, 24 | 1.20 L. | 1.15 L. | -4.3% | -4.4% |
| 3Y | 07 Aug, 23 | 1.80 L. | 1.74 L. | -3.3% | -2.3% |
| 5Y | 09 Aug, 21 | 3 L. | 2.90 L. | -3.2% | -1.3% |
| SI | 07 Sep, 18 | 4.75 L. | 4.97 L. | +4.5% | +1.1% |
Lumpsum Returns
| Period | Inv Date | Inv(₹) | Val(₹) | Abs(%) | CAGR |
|---|---|---|---|---|---|
| 1Y | 16 Jul, 25 | 1 L. | 93220 | -6.8% | -6.8% |
| 2Y | 16 Jul, 24 | 1 L. | 89908 | -10.1% | -5.2% |
| 3Y | 17 Jul, 23 | 1 L. | 99528 | -0.5% | -0.2% |
| 5Y | 16 Jul, 21 | 1 L. | 93220 | -6.8% | -1.4% |
| SI | 16 Aug, 18 | 1 L. | 1.26 L. | +26.4% | +3.0% |
SIP Planner
Visualize how small monthly investments grow over time.
₹
Years
%
%
Beat inflation and compound wealth faster with an annual step-up.
%
₹
%
Future Value
₹23.80L
With SIP Amount ₹5,000
Total Invested
₹9.00LTotal Gained
₹14.80LSIP Invested₹9.00L
SIP Gain₹14.80L
Lumpsum Inv.₹0
Lumpsum Gain₹0
Reality Check: Your future value will be today's ₹8.62L at inflation rate 7%
Tip: You can set a Goal first in the Goal Planner to calculate SIP targets adjusted for inflation.