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Axis Aggressive Hybrid Fund(M-IDCW)

IDCW
HybridAggressive Hybrid Fund
Mid-size FundAssets Under Mgmt: ₹ 1,701 Cr
Very High RiskPrinciple investment will be at very high risk
16.960.59% (-0.10)

Price Chart

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Returns
0.00%
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Max
SIP
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1M
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HybridAggressive Hybrid Fund
Mid-size FundAssets Under Mgmt: ₹ 1,701 Cr
Very High RiskPrinciple investment will be at very high risk

Key Metrics

Expense RatioExpense RatioNo LabelNo LabelNo LabelNo Label
1.0547.112.07
No LabelNo LabelNo LabelNo LabelNo LabelNo Label
1.4246.362.06

Scheme Info

PlanPlanLock inLock inExit LoadExit Load
IDCW0 yrs1.00%
Nil for 10% of investments and 1% for remaining investments on or before 12M Nil after 12M
SIP Inv.SIP Inv.Min. LumpsumMin. Lumpsum
Allowed₹ 500
Initial: ₹ 500 Incremental: ₹ 100
BenchmarkBenchmark
CRISIL Hybrid 35+65 - Aggressive Index

About Aggressive Hybrid Fund

Aggressive Hybrid funds have exposure to both debt and equity instruments. They primarily invest in stocks with some allocation to debt instruments. These funds are less risky as compared to pure equity funds.

Peers & Comparison

Comparing 3 mutual funds from 
HybridAggressive Hybrid Fund
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Mutual Fund1Y Returns1Y Returns3Y CAGR3Y CAGRLife CAGRLife CAGR
Axis Aggressive Hybrid Fund(M-IDCW)17.70%2.83%8.81%
SBI Equity Hybrid Fund(IDCW-Payout)22.39%10.58%11.05%
ICICI Pru Equity & Debt Fund(H-IDCW)21.59%10.38%11.47%
HDFC Hybrid Equity Fund(IDCW)15.67%6.01%3.30%

Price Comparison

Compare Axis Aggressive Hybrid Fund(M-IDCW) with any MF, ETF, stock or index
Compare Axis Aggressive Hybrid Fund(M-IDCW) with any MF, ETF, stock or index
Axis Aggressive Hybrid Fund(M-IDCW)
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Asset Allocation

Actual

Target

Dec 2023

Mar 2024

Jun 2024

Sep 2024

ACTUAL
+2 moreREITs & InvITCash & EquivalentsCorporate DebtGovernment SecuritiesEquity0.90%1.90%3.12%8.11%11.45%74.52%

Dec 2023

Mar 2024

Jun 2024

Sep 2024

Tickertape Separator

Sector Distribution

+31 moreSpecialized FinanceInvestment Banking & BrokerageIT Services & ConsultingPrivate BanksG-Sec54.47 %6.08 %7.13 %8.19 %11.80 %12.33 %

Dec 2023

Mar 2024

Jun 2024

Sep 2024

Tickertape Separator

Sector Weightage

Jun 23Sep 23Dec 23Mar 24Jun 24Sep 245.14%7.19%7.93%7.77%10.32%12.33%
G-Sec as a % of total holdings for last six quarters
Tickertape Separator

Current Holdings

Equity

Debt

Others

  • Constituent
    Holding Weight
    3M Change
  • ICICI Bank Ltd
    ICICIBANK
    3M change : -0.52 %

    Holdings

    5.19 %

    -0.52 %
  • HDFC Bank Ltd
    HDFCBANK
    3M change : -0.55 %

    Holdings

    4.74 %

    -0.55 %
  • Infosys Ltd
    INFY
    3M change : 0.62 %

    Holdings

    3.91 %

    0.62 %

AMC Profile

Axis Asset Management Company Ltd. is the mutual fund investment wing of Axis Bank, the 3rd largest private bank in India. 74.99% share of the AMC is held by Axis Bank while the rest 24% is held by Schroder Singapore Holdings Private Limited.

  • No.of Schemes

    68

  • Total AUM

    ₹ 3,27,100.57 Cr.

Fund Manager Profile

Jayesh Sundar

AUM:  ₹44,381.39 Cr.

Sum of AUMs of all funds managed by the fund manager

 | 

Exp: 20yrs

Ashish Naik

AUM:  ₹58,791.00 Cr.

Sum of AUMs of all funds managed by the fund manager

 | 

Exp: 6yrs

Aditya Pagaria

AUM:  ₹81,883.56 Cr.

Sum of AUMs of all funds managed by the fund manager

 | 

Exp:

Devang Shah

AUM:  ₹89,667.28 Cr.

Sum of AUMs of all funds managed by the fund manager

 | 

Exp: 9yrs

Manager Performance (0)

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Tax Implications

Invested period < 1 year

Gains are treated as short-term capital gains and taxed at 20%

Invested period > 1 year

Gains are treated as long-term capital gains and taxed at 12.5%

Let’s calculate your returns after tax

Investment frequency

Monthly

One Time

Monthly Investment Amt. (₹)

Investment period (years)

CAGR (%)
This CAGR is calculated based on the actual past return given by the fund during the selected investment period. This is the annualised growth rate assuming monthly compounding.

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Opinions and Fund Reviews

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