To generate long term capital appreciation by investing predominantly in Equity and Equity relatedInstruments along with current income through limited investments in debt Instruments and money market instruments. There is no assurance that the investment objective of the Scheme will be achieved.
Expert-managed portfolios tailored to your financial goals and risk appetite.
| Aggressive Hybrid Fund | 1M | 3M | 6M | 9M | 1Y | 2Y | 3Y | 4Y | 5Y | 10Y | ALL |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Fund returns | -2.24% | -3.18% | -0.98% | -2.47% | -3.64% | -0.83% | 7.71% | 7.42% | 4.31% | N/A | 8.89% |
| Category returns | -2.76% | -3.39% | -1.17% | -2.16% | -3.47% | -0.49% | 8.89% | 10.15% | 7.53% | 10.37% | N/A |
| Absolute returns | -2.24% | -3.18% | -0.98% | -2.47% | -3.64% | -1.66% | 24.98% | 33.18% | 23.53% | N/A | 101.1% |
| Rank within category | 6/30 | 12/30 | 11/29 | 14/29 | 13/29 | 17/29 | 22/29 | 27/29 | 28/29 | N/A | 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% | -4.01% |
| 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% | 7.81% |
| Q3 returns | N/A | 3.74% | 7.13% | 11.82% | 8.95% | 1.9% | 8.8% | -2.13% | -1.52% |
| Q4 returns | 2.5% | 3.79% | 19.32% | 1.34% | 0.73% | 6.82% | -5.41% | 3.46% | -0.05% |
Nil for 10% of investments and 1% for remaining investments on or before 12M, Nil after 12M
| Alpha | -0.037513 |
| Beta | 1.0698 |
| Sharpe Ratio | 0.05436 |
| Sortino Ratio | 0.101834 |
| R-Squared | 0.935 |
| Tracking Error | 0.7461 |
| Downside Risk | 15.1454 |
| Std. Deviation (Annualised) | 10.026 |
| Aggressive Hybrid Fund | 1M | 3M | 6M | 9M | 1Y | 3Y | 5Y | 10Y | ALL | Fund Size (Cr) | Exp. Ratio | Sharpe | Risk |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Bank of India Aggressive Hybrid Fund - Regular Plan - Growth | -3.72% | -0.1% | 5.14% | 11.19% | 9.99% | 14.08% | 11.8% | 14.43% | 14.95% | 2,195.61 | 2.25 | 0.19 | Very High |
| Bandhan Aggressive Hybrid Fund - Regular Plan - Growth | -2.25% | -2.03% | 1.6% | 1.74% | 0.67% | 12.1% | 8.65% | N/A | 10.69% | 2,663.00 | 2.25 | 0.17 | Very High |
| ICICI Prudential Aggressive Hybrid Fund - Growth | -2.78% | -4.67% | -3.63% | -4.02% | -4.44% | 11.28% | 11.73% | 13.77% | 14.54% | 50,706.10 | 1.61 | 0.17 | Very High |
| HSBC Aggressive Hybrid Fund - Regular Plan - Growth | -3.27% | -0.86% | 3.4% | 4.14% | -0.31% | 11.16% | 8.47% | 10.16% | 11.81% | 5,651.50 | 1.96 | 0.14 | Very High |
| Quant Aggressive Hybrid Fund - Growth | -4.07% | -6.93% | 1.26% | 4.75% | 1.23% | 10.88% | 9.54% | 14.42% | 15.94% | 2,107.64 | 2.73 | 0.12 | Very High |
| SBI Aggressive Hybrid Fund - Regular Plan - IDCW | -1.92% | -3.38% | -0.9% | -0.14% | -1.79% | 10.53% | 7.76% | 10.88% | 14.53% | 86,162.80 | 1.40 | 0.14 | Very High |
| Edelweiss Aggressive Hybrid Fund - Regular Plan - Growth | -2.47% | -2.72% | -0.85% | -1.52% | -3.16% | 10.37% | 10.06% | 11.47% | 11.28% | 3,874.96 | 2.08 | 0.13 | Very High |
| Kotak Aggressive Hybrid Fund - Regular Plan - IDCW | -3.59% | -4% | -1.15% | 0.22% | -2.61% | 10.33% | 9.07% | 11.18% | 12.63% | 9,040.28 | 1.89 | 0.13 | Very High |
| Navi Aggressive Hybrid Fund - Regular Plan - Growth | -1.58% | 0.55% | 5.56% | 6.11% | 5.56% | 10.21% | 8.45% | N/A | 9.7% | 115.21 | 2.60 | 0.12 | Very High |
| Axis Aggressive Hybrid Fund - Regular Plan - Growth Current | -2.24% | -3.18% | -0.98% | -2.47% | -3.64% | 7.71% | 4.31% | N/A | 8.89% | 1,405.96 | 2.24 | 0.05 | Very High |
| Name | Sector | Instrument | Assets % |
|---|---|---|---|
| ICICI Bank Ltd. | Banks | Domestic Equities | 4.82% |
| Reliance Industries Ltd. | Petroleum Products | Domestic Equities | 4.73% |
| HDFC Bank Ltd. | Banks | Domestic Equities | 4.55% |
| Clearing Corporation of India Ltd | Cash & Cash Equivalents and Net Assets | 3.91% | |
| 9.15% Piramal Finance Limited (17/06/2027) ** | Corporate Debt | 2.85% | |
| Bharti Airtel Ltd. | Telecom - Services | Domestic Equities | 2.75% |
| Kotak Mahindra Bank Ltd. | Banks | Domestic Equities | 2.20% |
| Mahindra & Mahindra Ltd. | Automobiles | Domestic Equities | 2.09% |
| State Bank Of India | Banks | Domestic Equities | 2.05% |
| Larsen & Toubro Ltd. | Construction | Domestic Equities | 1.98% |
| Cholamandalam Investment and Finance Company Ltd. | Finance | Domestic Equities | 1.90% |
| Indus Infra Trust | Transport Infrastructure | REITs & InvITs | 1.80% |
| 8.75% Bharti Telecom Limited (05/11/2029) | Corporate Debt | 1.79% | |
| 7.55% Poonawalla Fincorp Limited (25/03/2027) ** | Corporate Debt | 1.77% | |
| Infosys Ltd. | IT - Software | Domestic Equities | 1.77% |
| 9.5% Kogta Financial (India) Limited (30/10/2027) ** | Corporate Debt | 1.76% | |
| 7.87% Bajaj Finance Limited (08/02/2034) ** | Corporate Debt | 1.73% | |
| Bajaj Finance Ltd. | Finance | Domestic Equities | 1.66% |
| Eternal Ltd. | Retailing | Domestic Equities | 1.41% |
| NTPC Ltd. | Power | Domestic Equities | 1.37% |
| Divi's Laboratories Ltd. | Pharmaceuticals & Biotechnology | Domestic Equities | 1.32% |
| 5% GMR Airports Limited (13/02/2027) ** | Corporate Debt | 1.32% | |
| 9.40% Vedanta Aluminium Metal Limited (20/02/2027) | Corporate Debt | 1.28% | |
| Axis Bank Ltd. | Banks | Domestic Equities | 1.28% |
| Apollo Hospitals Enterprise Ltd. | Healthcare Services | Domestic Equities | 1.25% |
| PNB Housing Finance Ltd. | Finance | Domestic Equities | 1.20% |
| Net Receivables / (Payables) | Cash & Cash Equivalents and Net Assets | 1.16% | |
| Sansera Engineering Ltd. | Auto Components | Domestic Equities | 1.15% |
| Bamboo Hotel And Global Centre (Delhi) Private limited (31/01/2028) ** | Corporate Debt | 1.07% | |
| 8.20% Adani Power Limited (25/01/2029) ** | Corporate Debt | 1.06% | |
| Bank of Baroda (25/01/2027) | Certificate of Deposit | 1.04% | |
| DOMS Industries Ltd. | Household Products | Domestic Equities | 1.01% |
| The Phoenix Mills Ltd. | Realty | Domestic Equities | 0.99% |
| Hindustan Aeronautics Ltd. | Aerospace & Defense | Domestic Equities | 0.97% |
| Sona BLW Precision Forgings Ltd. | Auto Components | Domestic Equities | 0.87% |
| Premier Energies Ltd. | Electrical Equipment | Domestic Equities | 0.87% |
| Interglobe Aviation Ltd. | Transport Services | Domestic Equities | 0.83% |
| Sun Pharmaceutical Industries Ltd. | Pharmaceuticals & Biotechnology | Domestic Equities | 0.80% |
| Samvardhana Motherson International Ltd. | Auto Components | Domestic Equities | 0.76% |
| Shriram Finance Ltd. | Finance | Domestic Equities | 0.76% |
| The Indian Hotels Company Ltd. | Leisure Services | Domestic Equities | 0.74% |
| Dixon Technologies (India) Ltd. | Consumer Durables | Domestic Equities | 0.74% |
| HDFC Life Insurance Company Ltd. | Insurance | Domestic Equities | 0.73% |
| United Spirits Ltd. | Beverages | Domestic Equities | 0.73% |
| 8.65% TVS Holdings Limited (07/06/2029) ** | Corporate Debt | 0.71% | |
| 7.4% Small Industries Dev Bank of India (18/06/2031) ** | Corporate Debt | 0.70% | |
| 7.59% Mahanagar Telephone Nigam Limited (20/07/2033) ** | Corporate Debt | 0.69% | |
| Britannia Industries Ltd. | Food Products | Domestic Equities | 0.69% |
| Mankind Pharma Ltd. | Pharmaceuticals & Biotechnology | Domestic Equities | 0.69% |
| CG Power and Industrial Solutions Ltd. | Electrical Equipment | Domestic Equities | 0.69% |
| Tata Power Company Ltd. | Power | Domestic Equities | 0.67% |
| Varun Beverages Ltd. | Beverages | Domestic Equities | 0.66% |
| FSN E-Commerce Ventures Ltd. | Retailing | Domestic Equities | 0.57% |
| Titan Company Ltd. | Consumer Durables | Domestic Equities | 0.56% |
| Pidilite Industries Ltd. | Chemicals & Petrochemicals | Domestic Equities | 0.56% |
| Ather Energy Ltd. | Automobiles | Domestic Equities | 0.50% |
| Tata Consultancy Services Ltd. | IT - Software | Domestic Equities | 0.48% |
| Krishna Institute of Medical Sciences Ltd | Healthcare Services | Domestic Equities | 0.48% |
| RBL Bank Ltd. | Banks | Domestic Equities | 0.48% |
| Mphasis Ltd. | IT - Software | Domestic Equities | 0.46% |
| Tech Mahindra Ltd. | IT - Software | Domestic Equities | 0.46% |
| Arvind Fashions Ltd. | Retailing | Domestic Equities | 0.45% |
| Cipla Ltd. | Pharmaceuticals & Biotechnology | Domestic Equities | 0.45% |
| SBI Life Insurance Company Ltd. | Insurance | Domestic Equities | 0.45% |
| 8.95% Aptus Finance India Private Limited (06/03/2029) ** | Corporate Debt | 0.45% | |
| Indus Towers Ltd. | Telecom - Services | Domestic Equities | 0.43% |
| 8.23% Kotak Mahindra Prime Limited (21/12/2026) ** | Corporate Debt | 0.43% | |
| ITC Hotels Ltd. | Leisure Services | Domestic Equities | 0.42% |
| Piramal Pharma Ltd. | Pharmaceuticals & Biotechnology | Domestic Equities | 0.41% |
| Jubilant FoodWorks Ltd. | Leisure Services | Domestic Equities | 0.41% |
| Kirloskar Oil Engines Ltd. | Industrial Products | Domestic Equities | 0.41% |
| Jubilant Bevco Limited (31/05/2028) (ZCB) | Corporate Debt | 0.40% | |
| Jyoti CNC Automation Ltd. | Industrial Manufacturing | Domestic Equities | 0.40% |
| PG Electroplast Ltd. | Consumer Durables | Domestic Equities | 0.37% |
| Computer Age Management Services Ltd. | Capital Markets | Domestic Equities | 0.36% |
| Info Edge (India) Ltd. | Retailing | Domestic Equities | 0.36% |
| 8.8% Aditya Birla Digital Fashion Ventures Limited (26/08/2027) ** | Corporate Debt | 0.35% | |
| 6.83% HDFC Bank Limited (08/01/2031) ** | Corporate Debt | 0.34% | |
| Delhivery Ltd. | Transport Services | Domestic Equities | 0.34% |
| Amber Enterprises India Ltd. | Consumer Durables | Domestic Equities | 0.34% |
| Awfis Space Solutions Ltd. | Commercial Services & Supplies | Domestic Equities | 0.34% |
| 7.25% Government of India (12/06/2063) | Government Securities | 0.33% | |
| Coforge Ltd. | IT - Software | Domestic Equities | 0.33% |
| Gujarat Fluorochemicals Ltd. | Chemicals & Petrochemicals | Domestic Equities | 0.33% |
| Torrent Pharmaceuticals Ltd. | Pharmaceuticals & Biotechnology | Domestic Equities | 0.33% |
| Berger Paints India Ltd. | Consumer Durables | Domestic Equities | 0.32% |
| ITC Ltd. | Diversified FMCG | Domestic Equities | 0.31% |
| Bharat Electronics Ltd. | Aerospace & Defense | Domestic Equities | 0.31% |
| Vijaya Diagnostic Centre Ltd. | Healthcare Services | Domestic Equities | 0.30% |
| Cyient DLM Ltd. | Aerospace & Defense | Domestic Equities | 0.29% |
| Embassy Office Parks REIT | Realty | REITs & InvITs | 0.29% |
| Tata Motors Ltd. | Agricultural, Commercial & Construction Vehicles | Domestic Equities | 0.29% |
| 8.75% Aptus Value Housing Finance India Limited (11/03/2030) ** | Corporate Debt | 0.29% | |
| REC Ltd. | Finance | Domestic Equities | 0.28% |
| Voltamp Transformers Ltd. | Electrical Equipment | Domestic Equities | 0.27% |
| Hindustan Unilever Ltd. | Diversified FMCG | Domestic Equities | 0.27% |
| Titagarh Rail Systems Ltd. | Industrial Manufacturing | Domestic Equities | 0.26% |
| Exide Industries Ltd. | Auto Components | Domestic Equities | 0.26% |
| Tata Steel Ltd. | Ferrous Metals | Domestic Equities | 0.25% |
| GE Vernova T&D India Ltd. | Electrical Equipment | Domestic Equities | 0.24% |
| 9.4% IKF Finance Limited (12/08/2027) ** | Corporate Debt | 0.24% | |
| Aadhar Housing Finance Ltd. | Finance | Domestic Equities | 0.24% |
| Hindalco Industries Ltd. | Non - Ferrous Metals | Domestic Equities | 0.23% |
| Global Health Ltd. | Healthcare Services | Domestic Equities | 0.22% |
| Hyundai Motor India Ltd. | Automobiles | Domestic Equities | 0.22% |
| 7.4% Power Finance Corporation Limited (08/05/2030) ** | Corporate Debt | 0.21% | |
| Kaynes Technology India Ltd. | Industrial Manufacturing | Domestic Equities | 0.20% |
| Zydus Lifesciences Ltd. | Pharmaceuticals & Biotechnology | Domestic Equities | 0.20% |
| Minda Corporation Ltd. | Auto Components | Domestic Equities | 0.20% |
| Maruti Suzuki India Ltd. | Automobiles | Domestic Equities | 0.18% |
| Schaeffler India Ltd. | Auto Components | Domestic Equities | 0.16% |
| 5% GMR Airports Limited (13/08/2028) ** | Corporate Debt | 0.15% | |
| 7.92% West Bangal State Development Loans (15/03/2027) | Government Securities | 0.14% | |
| 7.17% Tamilnadu State Development Loans (27/11/2029) | Government Securities | 0.14% | |
| HCL Technologies Ltd. | IT - Software | Domestic Equities | 0.14% |
| Voltas Ltd. | Consumer Durables | Domestic Equities | 0.13% |
| Apar Industries Ltd. | Electrical Equipment | Domestic Equities | 0.13% |
| Clean Science And Technology Ltd. | Chemicals & Petrochemicals | Domestic Equities | 0.10% |
| Azad Engineering Ltd. | Electrical Equipment | Domestic Equities | 0.08% |
| 7.17% Karnataka State Development Loans (27/11/2029) | Government Securities | 0.07% | |
| Bajaj Finserv Ltd. | Finance | Domestic Equities | 0.06% |
| Oil & Natural Gas Corporation Ltd. | Oil | Domestic Equities | 0.06% |
| Suryoday Small Finance Bank Ltd. | Banks | Domestic Equities | 0.05% |
| 6.9% Karnataka State Development Loans (17/07/2029) | Government Securities | 0.04% | |
| Avenue Supermarts Ltd. | Retailing | Domestic Equities | 0.03% |
| 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.
Mr. Aditya Pagaria is associated with ICICI Prudential AMC from May 2007 till date. Prior to working in Dealing function, he was handling NAV and fund accounting related functions.
Jayesh joined Axis Mutual Fund in September 2023 as Equity Fund Manager has over 20 years of work experience in Fund management and Equity research. He joins us from Aviva Life Insurance India (2012-2023), where he was responsible for managing the equity portfolios and leading a team of research analysts. He started his professional career with CRISIL in 2003 and since then, has also been associated with firms such as Tata Securities and IL&FS.Educational Qualification: Chartered Accountant from ICAI.
Krishnaa joined Axis AMC in 2021 as a Research Analyst. In 2024, she was recently elevated to the position of Fund Manager for Foreign Securities.She is the fund manager for the Axis Global Innovation Fund of Fund, Axis NASDAQ 100 Fund of Fund, Axis US Treasury Dynamic Bond ETF Fund of Fund among many others. She began her career with Price Waterhouse Coopers in their Corporate and International Tax Division in 2019.
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