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-9.28%
Cat. Avg.-2.50%
2Y
Fund-8.45%
Cat. Avg.-0.41%
3Y
Fund-0.92%
Cat. Avg.9.10%
5Y
Fund-4.38%
Cat. Avg.7.85%
10Y
FundN/A
Cat. Avg.10.66%
SI
Fund2.37%
Cat. Avg.10.68%
Fund Facts
No available Data
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 | ICICI Bank Limited | 75.32 | 5.17% |
| 2 | Reliance Industries Limited | 72.48 | 4.98% |
| 3 | HDFC Bank Limited | 71.99 | 4.94% |
| 4 | Bharti Airtel Limited | 40.75 | 2.80% |
| 5 | Larsen & Toubro Limited | 39.30 | 2.70% |
| 6 | State Bank of India | 36.76 | 2.53% |
| 7 | Infosys Limited | 36.24 | 2.49% |
| 8 | Clearing Corporation of India Ltd | 35.64 | 2.45% |
| 9 | Mahindra & Mahindra Limited | 30.56 | 2.10% |
| 10 | Kotak Mahindra Bank Limited | 29.16 | 2.00% |
SIP Returns
7th
| Period | SIP Date | Inv(₹) | Val(₹) | Abs(%) | XIRR |
|---|---|---|---|---|---|
| 1Y | 07 Nov, 25 | 60000 | 57252 | -4.6% | -9.3% |
| 2Y | 07 Nov, 24 | 1.20 L. | 1.12 L. | -6.8% | -7.0% |
| 3Y | 07 Nov, 23 | 1.80 L. | 1.67 L. | -7.4% | -5.1% |
| 5Y | 08 Nov, 21 | 3 L. | 2.80 L. | -6.6% | -2.8% |
| SI | 07 Sep, 18 | 4.90 L. | 4.90 L. | +0.1% | +0.0% |
Lumpsum Returns
| Period | Inv Date | Inv(₹) | Val(₹) | Abs(%) | CAGR |
|---|---|---|---|---|---|
| 1Y | 16 Oct, 25 | 1 L. | 90719 | -9.3% | -9.3% |
| 2Y | 16 Oct, 24 | 1 L. | 83817 | -16.2% | -8.5% |
| 3Y | 16 Oct, 23 | 1 L. | 97271 | -2.7% | -0.9% |
| 5Y | 18 Oct, 21 | 1 L. | 80000 | -20.0% | -4.4% |
| SI | 16 Aug, 18 | 1 L. | 1.21 L. | +21.1% | +2.4% |
SIP Calculator
Visualize how small monthly investments grow over time.
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Beat inflation and compound wealth faster with an annual step-up.
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Future Value
₹23.80L
With SIP Amount ₹5,000
Total Invested
₹9.00LTotal Profit
₹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.