Item: Axis Aggresive Hybrid Fund Regular Quarterly Reinvst of Inc Dis cum Cap Wdrl
Rating: 1
Author: Morningstar

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13.640 (0.073%)

NAV on August 14, 2025

Category Allocation:
Aggressive Allocation

Total Assets 1,570 cr

Turnover Ratio 50.30%

Expense Ratio 2.14%

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

Returns

Min Investment 500

Fund Manager Devang Shah (Since over 1 year) Aditya Pagaria (Since over 2 years) Jayesh Sundar (Since almost 2 years) Krishnaa N (Since 8 months)

ISIN INF846K01F32

Fund Family Axis

P/E Ratio 24.73

P/B Ratio 3.63

Launch Date August 09, 2018

Benchmark CRISIL Hybrid 35+65 - Agg TR INR

vs CRISIL Hybrid 35+65 - Agg TR INR

Alpha -4.59

Beta 1.04

R-Squared 87.86

Info Ratio -1.42

Tracking Err 3.43

Sortino 0.324

Sharpe 0.226

Std Dev 9.802

Risk Below Average

NAME	LATEST NAV	RETURNS 1y	FUND ASSETS	EXPENSE RATIO	RISK
ICICI Prudential Equity & Debt Fund Direct Plan Growth	433.470	6.54%	44,605 cr	0.96%	Below Average
Bank of India Mid & Small Cap Equity & Debt Fund Direct Growth	40.800	-0.27%	1,258 cr	0.74%	High
Quant Aggressive Hybrid Fund Growth Option Direct Plan	453.170	-1.94%	2,101 cr	0.75%	High

NAME	LATEST NAV	RETURNS 1y	FUND ASSETS	Expense RATIO	RISK
Baroda Hybrid Equity Fund Plan B (Direct) Growth Option	89.283	16.15%	374 cr	1.78%	Average
PGIM India Aggresive Hybrid Equity Fund Direct Plan Growth	154.970	8.16%	217 cr	0.77%	Low

Axis Aggresive Hybrid Fund Regular Quarterly Reinvst of Inc Dis cum Cap Wdrl

previously known as Axis Equity Hybrid Fund Reg Qt IDCW-R until September 30, 2024