Axis Aggressive Hybrid Fund Regular-Growth
Hybrid
Aggressive Hybrid
₹0.48% 1D
NAV on
Fund Summary
Ionic Wealth AI
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Fund Overview
- Rating
1 - Minimum Investment₹500
- NAV (Net Asset Value)₹N/A
- AUM (Fund size)₹1456 Cr
- Created on4 Aug 2018
Fund Ranking
#33
/ 41 in Aggressive Hybrid
Risk Level
Very High
Returns
Trailing Return
Rolling Return
- 6 Month0.3%
- 1 Year0.5%
- 3 Year (CAGR)8.8%
- All Time (CAGR)9.6%
Category Return
- 6 Month1.0%
- 1 Year1.2%
- 3 Year (CAGR)11.2%
- All Time (CAGR)-
Asset Allocation
- Equity71.8%
- Debt25.3%
- Real Estate2.0%
- Other0.9%
Top 5 Holdings
Top 5 Sectors
- Apollo Hospitals Enterprise1.28%
- Bajaj Finance1.72%
- Bajaj Finance1.92%
- Berger Paints India0.27%
- Bharat Electronics0.21%
Fund Information
- Expense Ratio2.21%
- Exit LoadExit Load for units in excess of 10% of the investment,1% will be charged for redemption within 12 months.
- Lock-In PeriodNo Lock-In
Managed By
Devang Shah
April 2024 - Present
Aditya Pagaria
Feb 2023 - Present
Ashish Naik
July 2018 - Present
Jayesh Sundar
Sep 2023 - Present
Krishnaa Narayan
Dec 2024 - Present
Risk & Return Ratio
- Sharpe Ratio
Sharpe Ratio evaluates a fund's return relative to its risk. Higher values signify better risk-adjusted performance. 0.30 - Standard Deviation
Standard deviation measures the volatility of a fund's returns. The higher the value, the riskier the investment. 11.10 - Alpha
Alpha in mutual funds measures excess return relative to a benchmark, indicating a manager's skill at generating returns beyond market performance. 0.00 - Beta
Beta in mutual funds indicates a fund's sensitivity to market changes. A beta over 1 means it's more volatile than the market, while below 1 implies less volatility. 1.08