Hybrid Aggressive Hybrid Fund Very High Risk Fund Managers: Jayesh Sundar, Devang Shah, Aditya Pagaria, Krishnaa N
Hybrid Aggressive Hybrid Fund Very High Risk
To generate long term capital appreciation along with current income by investing in a mix of Equity and Equity related instruments, debt instruments and money market instruments. However, there is no assurance or guarantee that the investment objective of the Scheme will be achieved. The Scheme does not assure or guarantee any returns.
Expert-managed portfolios tailored to your financial goals.
Estimation is based on the past performance
| Aggressive Hybrid Fund | 1M | 3M | 6M | 9M | 1Y | 2Y | 3Y | 4Y | 5Y | 10Y | ALL |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Fund returns | -1.04% | -4.45% | -2.83% | -3.72% | 6.23% | 5.6% | 11.01% | 6.51% | 8.64% | 0% | 9.42% |
| Category returns | -1.6% | -5.36% | -3.93% | -4.4% | 7.18% | 4.31% | 12.66% | 9.44% | 11.13% | 11.81% | N/A |
| Absolute returns | -1.04% | -4.45% | -2.83% | -3.72% | 6.23% | 11.51% | 36.93% | 28.71% | 51.37% | 0% | 99.5% |
| Rank within category | 10 | 14 | 11 | 13 | 18 | 11 | 22 | 29 | 26 | 21 | N/A |
| Total Schemes in Category | 29 | 29 | 29 | 29 | 29 | 29 | 29 | 29 | 29 | 20 | N/A |
| Aggressive Hybrid Fund | 2018 | 2019 | 2020 | 2021 | 2022 | 2023 | 2024 | 2025 | 2026 |
|---|---|---|---|---|---|---|---|---|---|
| Yearly returns | N/A | 14.14% | 15.06% | 23.24% | -5.15% | 14.18% | 14.68% | 6.02% | -4.77% |
| Q1 returns | N/A | 2.54% | -20.05% | 0.85% | -3.46% | -4.84% | 1.8% | -2.07% | -9.55% |
| Q2 returns | N/A | 3.37% | 12.6% | 7.83% | -10.48% | 10.24% | 9.46% | 6.93% | 5.28% |
| Q3 Returns | N/A | 3.74% | 7.13% | 11.82% | 8.95% | 1.9% | 8.8% | -2.13% | N/A |
| Q4 Returns | 2.5% | 3.79% | 19.32% | 1.34% | 0.73% | 6.82% | -5.41% | 3.46% | N/A |
Expense ratio: 2.17%
Inclusive of GST
Exit load
Nil for 10% of investments and 1% for remaining investments on or before 12M, Nil after 12M
| Alpha | -0.114966 |
| Beta | 1.084 |
| Sharpe Ratio | 0.140633 |
| Sortino Ratio | 0.26226 |
| R-Squared | 0.9312 |
| Tracking Error | 0.7518 |
| Downside Risk | 14.1379 |
| Std. Deviation (Annualised) | 9.7134 |
| Aggressive Hybrid Fund | 1M | 3M | 6M | 9M | 1Y | 3Y | 5Y | 10Y | ALL | Fund Size (Cr) | Expense Ratio | Sharpe | Risk |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Bank of India Mid & Small Cap Equity & Debt Fund - Regular Plan - Growth | 0.96% | -1.31% | -0.34% | -2.02% | 13.31% | 18.5% | 16.29% | 0% | 14.66% | 1,360.45 | 2.03 | 0.24 | Very High |
| ICICI Prudential Equity & Debt Fund - Growth | -0.66% | -3.48% | -1.11% | 0.37% | 9.96% | 17.95% | 17.99% | 16.14% | 14.92% | 50,205.40 | 1.52 | 0.34 | Very High |
| JM Aggressive Hybrid Fund - Regular Plan - Growth | -0.83% | -5.35% | -6.85% | -8.15% | 2.29% | 16.1% | 13.47% | 12.24% | 11.98% | 651.98 | 2.34 | 0.21 | Very High |
| Bandhan Aggressive Hybrid Fund - Regular Plan - Growth | -0.8% | -3.57% | -1.43% | 0.34% | 12.35% | 15.17% | 12.49% | 0% | 10.83% | 1,747.21 | 2.06 | 0.23 | Very High |
| UTI Aggressive Hybrid Fund - Regular Plan - Growth | -1.05% | -4.34% | -1.23% | -3.05% | 7.16% | 15.07% | 13.74% | 12.57% | 4.6% | 6,115.27 | 1.88 | 0.25 | Very High |
| Mahindra Manulife Aggressive Hybrid Fund - Regular Plan - Growth | -1.54% | -5.63% | -3.93% | -4.77% | 6.16% | 15.06% | 13.1% | 0% | 15.4% | 2,196.56 | 2.00 | 0.24 | Very High |
| HSBC Aggressive Hybrid Fund - Regular Plan - Growth | -1.57% | -4.07% | -5.07% | -2.46% | 13.58% | 14.11% | 10.51% | 10.95% | 11.76% | 5,005.34 | 1.86 | 0.18 | Very High |
| Edelweiss Aggressive Hybrid Fund - Regular Plan - Growth | -3.67% | -7.43% | -5.65% | -5.84% | 7.34% | 14.09% | 13.32% | 12.7% | 11.4% | 3,545.93 | 1.85 | 0.25 | Very High |
| SBI Equity Hybrid Fund - Regular Plan - IDCW | -0.55% | -3.58% | -2.15% | -3.05% | 8.72% | 14.08% | 11.31% | 12.1% | 14.72% | 76,291.80 | 1.38 | 0.24 | Very High |
| Axis Aggressive Hybrid Fund - Regular Plan - Growth Current | -1.04% | -4.45% | -2.83% | -3.72% | 6.23% | 11.01% | 8.64% | 0% | 9.42% | 1,376.69 | 2.17 | 0.14 | Very High |
| Instrument Allocation | Instrument | Assets % |
|---|---|---|
|
|
Government Securities | 7.06% |
| Domestic Equities | 68.15% | |
| Cash & Cash Equivalents and Net Assets | 3.95% | |
| Corporate Debt | 18.76% | |
| REITs & InvITs | 2.07% |
| Sector Allocation | Sector | Assets % |
|---|---|---|
| Others | 28.29% | |
| Petroleum Products | 5.80% | |
| Banks | 15.20% | |
| IT - Software | 5.89% | |
| Telecom - Services | 2.85% | |
| Construction | 2.74% | |
| Automobiles | 2.33% | |
| Power | 2.60% | |
| Transport Infrastructure | 1.78% | |
| Finance | 5.82% | |
| Pharmaceuticals & Biotechnology | 4.29% | |
| Healthcare Services | 2.29% | |
| Household Products | 1.13% | |
| Electrical Equipment | 2.10% | |
| Consumer Durables | 1.83% | |
| Insurance | 1.49% | |
| Auto Components | 2.21% | |
| Food Products | 0.87% | |
| Transport Services | 0.71% | |
| Realty | 1.46% | |
| Retailing | 1.99% | |
| Beverages | 0.64% | |
| Fertilizers & Agrochemicals | 0.55% | |
| Aerospace & Defense | 0.94% | |
| Industrial Manufacturing | 0.84% | |
| Ferrous Metals | 0.48% | |
| Chemicals & Petrochemicals | 0.56% | |
| Agricultural, Commercial & Construction Vehicles | 0.44% | |
| Diversified FMCG | 0.72% | |
| Commercial Services & Supplies | 0.32% | |
| Leisure Services | 0.49% | |
| Non - Ferrous Metals | 0.22% | |
| Oil | 0.08% | |
| Consumable Fuels | 0.06% | |
| Industrial Products | 0.00% |
| Name | Sector | Instrument | Assets % |
|---|---|---|---|
| 7.61% Government of India (09/05/2030) | Government Securities | 5.61% | |
| Reliance Industries Ltd. | Petroleum Products | Domestic Equities | 5.47% |
| HDFC Bank Ltd. | Banks | Domestic Equities | 4.89% |
| ICICI Bank Ltd. | Banks | Domestic Equities | 4.69% |
| Infosys Ltd. | IT - Software | Domestic Equities | 3.52% |
| State Bank Of India | Banks | Domestic Equities | 3.21% |
| Clearing Corporation of India Ltd | Cash & Cash Equivalents and Net Assets | 2.85% | |
| Bharti Airtel Ltd. | Telecom - Services | Domestic Equities | 2.85% |
| Larsen & Toubro Ltd. | Construction | Domestic Equities | 2.74% |
| Mahindra & Mahindra Ltd. | Automobiles | Domestic Equities | 2.14% |
| 8.75% Bharti Telecom Limited (05/11/2029) ** | Corporate Debt | 1.85% | |
| NTPC Ltd. | Power | Domestic Equities | 1.82% |
| 7.87% Bajaj Finance Limited (08/02/2034) ** | Corporate Debt | 1.82% | |
| 7.60% Poonawalla Fincorp Limited (28/05/2027) ** | Corporate Debt | 1.81% | |
| 9.5% Kogta Financial (India) Limited (30/10/2027) ** | Corporate Debt | 1.79% | |
| Indus Infra Trust | Transport Infrastructure | REITs & InvITs | 1.78% |
| Bajaj Finance Ltd. | Finance | Domestic Equities | 1.62% |
| Kotak Mahindra Bank Ltd. | Banks | Domestic Equities | 1.53% |
| Cholamandalam Investment and Finance Company Ltd (CCD) | Finance | Corporate Debt | 1.49% |
| Divi's Laboratories Ltd. | Pharmaceuticals & Biotechnology | Domestic Equities | 1.32% |
| 9.40% Vedanta Limited (20/02/2027) ** | Corporate Debt | 1.31% | |
| Apollo Hospitals Enterprise Ltd. | Healthcare Services | Domestic Equities | 1.16% |
| DOMS Industries Ltd. | Household Products | Domestic Equities | 1.13% |
| Net Receivables / (Payables) | Cash & Cash Equivalents and Net Assets | 1.10% | |
| Bamboo Hotel And Global Centre (Delhi) Private limited (31/01/2028) ** | Corporate Debt | 1.09% | |
| 8.20% Adani Power Limited (25/01/2029) ** | Corporate Debt | 1.08% | |
| Krishna Institute of Medical Sciences Ltd | Healthcare Services | Domestic Equities | 0.95% |
| PNB Housing Finance Ltd. | Finance | Domestic Equities | 0.92% |
| Premier Energies Ltd. | Electrical Equipment | Domestic Equities | 0.91% |
| Titan Company Ltd. | Consumer Durables | Domestic Equities | 0.88% |
| HDFC Life Insurance Company Ltd. | Insurance | Domestic Equities | 0.85% |
| Sun Pharmaceutical Industries Ltd. | Pharmaceuticals & Biotechnology | Domestic Equities | 0.83% |
| JB Chemicals & Pharmaceuticals Ltd. | Pharmaceuticals & Biotechnology | Domestic Equities | 0.80% |
| Tata Consultancy Services Ltd. | IT - Software | Domestic Equities | 0.80% |
| Sansera Engineering Ltd. | Auto Components | Domestic Equities | 0.79% |
| Britannia Industries Ltd. | Food Products | Domestic Equities | 0.79% |
| Tata Power Company Ltd. | Power | Domestic Equities | 0.78% |
| Mankind Pharma Ltd. | Pharmaceuticals & Biotechnology | Domestic Equities | 0.77% |
| 5% GMR Airports Limited (13/02/2027) ** | Corporate Debt | 0.75% | |
| Samvardhana Motherson International Ltd. | Auto Components | Domestic Equities | 0.75% |
| 8.65% TVS Holdings Limited (07/06/2029) ** | Corporate Debt | 0.73% | |
| 8.10% Godrej Industries Limited (22/05/2028) ** | Corporate Debt | 0.73% | |
| 7.45% Torrent Pharmaceuticals Limited (19/01/2028) ** | Corporate Debt | 0.72% | |
| Interglobe Aviation Ltd. | Transport Services | Domestic Equities | 0.71% |
| 7.59% Mahanagar Telephone Nigam Limited (20/07/2033) ** | Corporate Debt | 0.71% | |
| 7.27% Maharashtra State Development Loans (24/09/2036) | Government Securities | 0.71% | |
| Tech Mahindra Ltd. | IT - Software | Domestic Equities | 0.69% |
| Shriram Finance Ltd. | Finance | Domestic Equities | 0.69% |
| The Phoenix Mills Ltd. | Realty | Domestic Equities | 0.68% |
| Eternal Ltd. | Retailing | Domestic Equities | 0.66% |
| CG Power and Industrial Solutions Ltd. | Electrical Equipment | Domestic Equities | 0.65% |
| SBI Life Insurance Company Ltd. | Insurance | Domestic Equities | 0.64% |
| Varun Beverages Ltd. | Beverages | Domestic Equities | 0.64% |
| Axis Bank Ltd. | Banks | Domestic Equities | 0.62% |
| PI Industries Ltd. | Fertilizers & Agrochemicals | Domestic Equities | 0.55% |
| 8.95% Aptus Finance India Private Limited (06/03/2029) ** | Corporate Debt | 0.54% | |
| Hindustan Aeronautics Ltd. | Aerospace & Defense | Domestic Equities | 0.51% |
| Sona BLW Precision Forgings Ltd. | Auto Components | Domestic Equities | 0.51% |
| FSN E-Commerce Ventures Ltd. | Retailing | Domestic Equities | 0.50% |
| Jyoti CNC Automation Ltd. | Industrial Manufacturing | Domestic Equities | 0.49% |
| Arvind Fashions Ltd. | Retailing | Domestic Equities | 0.48% |
| Tata Steel Ltd. | Ferrous Metals | Domestic Equities | 0.48% |
| Dixon Technologies (India) Ltd. | Consumer Durables | Domestic Equities | 0.48% |
| Pidilite Industries Ltd. | Chemicals & Petrochemicals | Domestic Equities | 0.48% |
| PG Electroplast Ltd. | Consumer Durables | Domestic Equities | 0.47% |
| Tata Motors Ltd. | Agricultural, Commercial & Construction Vehicles | Domestic Equities | 0.44% |
| Bharat Electronics Ltd. | Aerospace & Defense | Domestic Equities | 0.42% |
| Cipla Ltd. | Pharmaceuticals & Biotechnology | Domestic Equities | 0.42% |
| Cholamandalam Investment and Finance Company Ltd. | Finance | Domestic Equities | 0.40% |
| Jubilant Bevco Limited (31/05/2028) (ZCB) ** | Corporate Debt | 0.39% | |
| REC Ltd. | Finance | Domestic Equities | 0.39% |
| HCL Technologies Ltd. | IT - Software | Domestic Equities | 0.39% |
| Brigade Enterprises Ltd. | Realty | Domestic Equities | 0.38% |
| Hindustan Unilever Ltd. | Diversified FMCG | Domestic Equities | 0.37% |
| 8.50% Aadhar Housing Finance Limited (26/05/2026) ** | Corporate Debt | 0.36% | |
| 9.4% IKF Finance Limited (12/08/2027) ** | Corporate Debt | 0.36% | |
| 8.8% Aditya Birla Digital Fashion Ventures Limited (26/08/2027) ** | Corporate Debt | 0.36% | |
| 6.83% HDFC Bank Limited (08/01/2031) | Corporate Debt | 0.35% | |
| Avenue Supermarts Ltd. | Retailing | Domestic Equities | 0.35% |
| ITC Ltd. | Diversified FMCG | Domestic Equities | 0.35% |
| 7.25% Government of India (12/06/2063) | Government Securities | 0.34% | |
| Indian Oil Corporation Ltd. | Petroleum Products | Domestic Equities | 0.33% |
| Awfis Space Solutions Ltd. | Commercial Services & Supplies | Domestic Equities | 0.32% |
| 8.75% Aptus Value Housing Finance India Limited (11/03/2030) ** | Corporate Debt | 0.29% | |
| Embassy Office Parks REIT | Realty | REITs & InvITs | 0.29% |
| Mphasis Ltd. | IT - Software | Domestic Equities | 0.28% |
| Kaynes Technology India Ltd. | Industrial Manufacturing | Domestic Equities | 0.28% |
| Voltamp Transformers Ltd. | Electrical Equipment | Domestic Equities | 0.28% |
| GE Vernova T&D India Ltd. | Electrical Equipment | Domestic Equities | 0.27% |
| Jubilant FoodWorks Ltd. | Leisure Services | Domestic Equities | 0.27% |
| Aadhar Housing Finance Ltd. | Finance | Domestic Equities | 0.25% |
| Hindalco Industries Ltd. | Non - Ferrous Metals | Domestic Equities | 0.22% |
| 7.4% Power Finance Corporation Limited (08/05/2030) ** | Corporate Debt | 0.22% | |
| Coforge Ltd. | IT - Software | Domestic Equities | 0.20% |
| Hyundai Motor India Ltd. | Automobiles | Domestic Equities | 0.19% |
| Vijaya Diagnostic Centre Ltd. | Healthcare Services | Domestic Equities | 0.19% |
| Schaeffler India Ltd. | Auto Components | Domestic Equities | 0.16% |
| Zydus Lifesciences Ltd. | Pharmaceuticals & Biotechnology | Domestic Equities | 0.15% |
| 7.92% West Bangal State Development Loans (15/03/2027) | Government Securities | 0.15% | |
| 7.17% Tamilnadu State Development Loans (27/11/2029) | Government Securities | 0.15% | |
| Bank Of Baroda | Banks | Domestic Equities | 0.14% |
| ITC Hotels Ltd. | Leisure Services | Domestic Equities | 0.13% |
| The Indian Hotels Company Ltd. | Leisure Services | Domestic Equities | 0.09% |
| Clean Science And Technology Ltd. | Chemicals & Petrochemicals | Domestic Equities | 0.09% |
| IndusInd Bank Ltd. | Banks | Domestic Equities | 0.09% |
| Oil & Natural Gas Corporation Ltd. | Oil | Domestic Equities | 0.08% |
| Nestle India Ltd. | Food Products | Domestic Equities | 0.07% |
| 7.17% Karnataka State Development Loans (27/11/2029) | Government Securities | 0.07% | |
| DLF Ltd. | Realty | Domestic Equities | 0.07% |
| Titagarh Rail Systems Ltd. | Industrial Manufacturing | Domestic Equities | 0.07% |
| Coal India Ltd. | Consumable Fuels | Domestic Equities | 0.06% |
| Bajaj Finserv Ltd. | Finance | Domestic Equities | 0.06% |
| Anant Raj Ltd. | Realty | Domestic Equities | 0.05% |
| 6.9% Karnataka State Development Loans (17/07/2029) | Government Securities | 0.04% | |
| Suryoday Small Finance Bank Ltd. | Banks | Domestic Equities | 0.04% |
| 4.04% Government of India (04/10/2028) | Government Securities | 0.00% | |
| Supreme Industries Ltd. | Industrial Products | Domestic Equities | 0.00% |
| Total | 100.00% |
Mr. Devang Shah has 9 years total experience. He is with Axis Asset Management Co. Ltd. from October 16, 2012 till date. His previous experience includes Pricewaterhouse Coopers, Deutsche AMC & ICICI Prudential AMC.
RETURNS
It is an Open ended scheme that primarily invests in Aggressive Hybrid Fund.
To generate long term capital appreciation along with current income by investing in a mix of Equity and Equity related instruments, debt instruments and money market instruments. However, there is no assurance or guarantee that the investment objective of the Scheme will be achieved. The Scheme does not assure or guarantee any returns.
The scheme benchmark is the CRISIL Hybrid 35+65 - Aggressive Index
It is classified as Very High Risk, suitable for investors with a Very High risk appetite.
Returns Delivered by the funds are as follows:
1-year: 6.23%
3-year: 11.03%
5-year: 8.64%
Top holdings include names such as:
The NAV is around ₹19.95 (approx.) for the Axis Aggressive Hybrid Fund - Regular Plan - Growth.
The fund’s AUM is approximately ₹1,377 Cr.
The expense ratio for the Regular Plan is 2.17.
Nil for 10% of investments and 1% for remaining investments on or before 12M, Nil after 12M.
Minimum SIP starts at ₹100.
The minimum lump sum investment is ₹500. Often platforms may require higher in practice, but the statutory minimum remains the same.
You can start a SIP through:
Broker/agent platform like Sharescart.
Enter KYC details, choose the Regular Growth option, set SIP amount/frequency, and submit.
Yes. You can modify your SIP amount or frequency anytime online through the Sharescart platform.
You can redeem online via the Sharescart platform — choose the scheme, select the amount/units, and submit. Proceeds are credited to your bank account.
The fund managers: Jayesh Sundar, Devang Shah, Aditya Pagaria, Krishnaa N
This fund is suitable for investors with a Very High risk tolerance.
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