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-5.92%
Cat. Avg.1.17%
2Y
Fund-4.68%
Cat. Avg.2.43%
3Y
Fund-0.16%
Cat. Avg.11.24%
5Y
Fund-1.23%
Cat. Avg.10.60%
10Y
FundN/A
Cat. Avg.11.33%
SI
Fund3.06%
Cat. Avg.11.21%
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 | 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 Aug, 25 | 60000 | 59216 | -1.3% | -2.7% |
| 2Y | 07 Aug, 24 | 1.20 L. | 1.15 L. | -3.8% | -3.9% |
| 3Y | 07 Aug, 23 | 1.80 L. | 1.75 L. | -2.9% | -1.9% |
| 5Y | 09 Aug, 21 | 3 L. | 2.92 L. | -2.7% | -1.1% |
| SI | 07 Sep, 18 | 4.75 L. | 4.99 L. | +5.0% | +1.2% |
Lumpsum Returns
| Period | Inv Date | Inv(₹) | Val(₹) | Abs(%) | CAGR |
|---|---|---|---|---|---|
| 1Y | 21 Jul, 25 | 1 L. | 93732 | -6.3% | N/A |
| 2Y | 22 Jul, 24 | 1 L. | 90463 | -9.5% | -4.9% |
| 3Y | 20 Jul, 23 | 1 L. | 99530 | -0.5% | -0.2% |
| 5Y | 20 Jul, 21 | 1 L. | 94009 | -6.0% | -1.2% |
| SI | 16 Aug, 18 | 1 L. | 1.27 L. | +27.0% | +3.1% |
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.