Item: Axis Aggresive Hybrid Fund Direct Growth
Rating: 2
Author: Morningstar

Home › Mutual Funds › Axis Mutual Fund › Axis Aggresive Hybrid Fund Direct Growth

21.140 (-0.142%)

NAV on March 28, 2025

Category Allocation:
Aggressive Allocation

Investment StyleBox

Large Growth

Interest rate sensitivity
Credit quality

Extensive Sensitivity
High Quality

Total Assets 1,441 cr

Turnover Ratio 112.33%

Expense Ratio 1.10%

Exit Load 1.00%if redeemed within
12 Months0.00%if redeemed after 12 Months

Returns

1M: 6.07%
1Y: 11.50%
3M: -2.13%
3Y: 9.89%
6M: -7.65%
5Y: 17.80%

Min Investment 500

Buy Now Start SIP

ADDITIONAL INFO

Fund Manager Devang Shah (Since 12 months) Aditya Pagaria (Since about 2 years) Jayesh Sundar (Since over 1 year) Krishnaa N (Since 4 months)

ISIN INF846K01E25

Fund Family Axis

P/E Ratio 22.16

P/B Ratio 3.34

Launch Date August 09, 2018

Benchmark CRISIL Hybrid 35+65 - Agg TR INR

Avg. Maturity 14.35 years

Yield To Maturity (%) 7.79%

SECTOR WEIGHTINGS (%)

Financial 35.37%

Industrial 8.03%

Technology 11.41%

Basic Materials 5.61%

Consumer Cyclical 10.41%

Utilities Services 1.77%

Healthcare Services 10.86%

Energy Services 6.29%

Communication Services 5.68%

Consumer Defensive 2.35%

Real Estate 2.24%

RISK MEASURES (3 yrs)

vs CRISIL Hybrid 35+65 - Agg TR INR

Alpha -2.68

Beta 1.14

R-Squared 92.87

Info Ratio -0.75

Tracking Err 3.30

Sortino 0.280

Sharpe 0.184

Std Dev 11.358

Risk Above Average

Top Rated
Top Performing

Top Aggressive Allocation Funds

NAME	LATEST NAV	RETURNS 1y	FUND ASSETS	EXPENSE RATIO	RISK
Kotak Equity Hybrid Direct Growth	66.823	11.47%	6,324 cr	0.50%	Above Average
ICICI Prudential Equity & Debt Fund Direct Plan Growth	408.300	10.10%	38,507 cr	1.02%	Below Average
JM Aggressive Hybrid Fund (Direct) - Growth Option	128.759	8.83%	729 cr	0.71%	Above Average
Bank of India Mid & Small Cap Equity & Debt Fund Direct Growth	37.800	7.94%	974 cr	0.77%	High
Quant Absolute Fund Growth Option Direct Plan	421.012	-0.52%	1,893 cr	0.69%	High

Best Aggressive Allocation Funds

NAME	LATEST NAV	RETURNS 1y	FUND ASSETS	Expense RATIO	RISK
DSP Aggressive Hybrid Fund Direct Plan Growth	381.913	18.19%	10,137 cr	0.71%	Average
Baroda Hybrid Equity Fund Plan B (Direct) Growth Option	89.283	16.15%	374 cr	1.78%	Average
Invesco India Aggressive Hybrid FundDirect Growth	23.541	13.68%	570 cr	0.81%	Above Average
SBI Equity Hybrid Fund Direct Growth	309.635	12.08%	68,440 cr	0.81%	Low
ICICI Prudential Equity & Debt Fund Direct Plan Growth	408.300	10.10%	38,507 cr	1.02%	Below Average
Franklin India Equity Hybrid Fund Direct Growth	291.130	9.80%	1,945 cr	0.98%	Below Average
PGIM India Hybrid Equity Fund Direct Plan Growth	144.560	9.25%	198 cr	0.77%	Below Average