April 1, 2025
mayank
Axis Aggressive Hybrid Fund details, NAV, Portfolio, Returns, Peer Comparison, Fund Managers & Guidance by Sahifund.com
NAV Growth: Rs 21.1400
Quarterly NAV IDCW: Rs 15.0000
Monthly NAV IDCW: Rs 15.9300
NAV IDCW: Rs 15.1800
Suitable For Which Investors?
When you invest for five years or more, you can expect gains that comfortably beat the inflation rate as well as returns from fixed income options. But be prepared for ups and downs in your investment value along the way.
Aggressive hybrid funds invest 65-80 per cent of your money in equity shares and the rest in bonds. Their returns are slightly lower than those of pure equity funds which invest all your money in shares, but they also fall relatively less when the stock markets decline. This makes them suitable for conservative equity investors or first-time equity investors who are not used to sharp ups and downs.
Like for all equity-linked investments, you must invest only through the SIP route.
Investment Strategy:
The scheme seeks 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.
Fund Manager:
1) Aditya Pagaria
Education: Mr. Pagaria is a Bachelor in Management Studies and holds a Post Graduate Diploma in Business Management from Institute Of Technology And Management, SK Somaiya College.
Experience: Prior to joining Axis AMC he was associated with ICICI Prudential AMC (Nov 2011-Jul 2016) as Fund Manager – Fixed Income Operations.
2) Devang Shah
Education: Mr. Shah is B.Com and ACA.
Experience: Prior to joining Axis AMC he has worked with ICICI Prudential AMC, Deutsche Asset Management (India) Pvt. Ltd. and Pricewaterhouse Coopers.
3) Jayesh Sundar
Education: Mr. Sundar is a Chartered Accountant
Experience: Prior to joining Axis MF, he has worked with Aviva Life Insurance Company, Tata Securities Ltd., Collins Stewart India Pvt. Ltd., IL&FS Investsmart and CRISIL
Investment Details
| Min. Investment (Rs) | 500 |
| Min. Addl Investment (Rs) | 500 |
| Min. SIP Investment (Rs) | 100 |
| Min. Withdrawal (Rs) | 1,000 |
| Min. No of Cheques | 6 |
| Min. Balance (Rs) | 1 |
| Lock-in Period | NA |
| Exit Load | For units in excess of 10% of the investment, 1% will be charged for redemption within 365 days |
Basic Details of Axis Aggressive Hybrid Fund
| Fund House | Axis Mutual Fund |
| Launch Date | 09-Aug-18 |
| Return Since Launch | 11.92% |
| Benchmark | CRISIL Hybrid 35+65 Aggressive Index |
| Riskometer | Very High |
| Type | Open-ended |
| Assets | Rs 1,441 Cr |
| (As on 28-Feb-2025) | |
| Expense | 1.10% |
| (As on 28-Feb-2025) | |
| Risk Grade | High |
| Return Grade | Low |
| Turnover | — |
Trailing Returns (%) of Axis Aggressive Hybrid Fund
| Fund name | YTD | 1D | 1M | 3M | 6M | 1Y | 3Y | 5Y | 7Y | 10Y |
| Axis Aggressive Hybrid Dir | -1.86 | 0.00 | 6.07 | -1.86 | -6.87 | 11.50 | 9.25 | 18.09 | — | — |
| VR Aggressive Hybrid TRI | -2.97 | 0.55 | 6.53 | -2.97 | -9.16 | 6.81 | 12.61 | 21.32 | — | — |
| Hybrid: Aggressive Hybrid | -3.68 | 0.00 | 5.75 | -3.68 | -7.28 | 9.50 | 13.76 | 21.83 | — | — |
| Rank within category | 7 | 32 | 17 | 7 | 19 | 10 | 41 | 34 | — | — |
| Number of funds in category | 44 | 44 | 44 | 44 | 44 | 43 | 42 | 39 | 29 | 23 |
Peer Comparison of Axis Aggressive Hybrid Fund
| Rating | 1 Year Returns | 3 Year Returns | 5 Year Returns | Expense Ratio (%) | Net Assets (Rs Cr) | Return Since Launch (%) | Exit Load (Days) | Fund Age | Turnover (%) | |
| Axis Aggressive Hybrid Dir | 1 star | 11.50 | 9.25 | 18.09 | 1.10 | 1,441 | 11.92 | 1.00 (365) | 6Y 7M | 43.00 |
| ICICI Pru Equity & Debt Dir | 5 star | 10.10 | 18.39 | 29.01 | 1.02 | 38,507 | 17.50 | 1.00 (365) | 12Y 3M | 26.00 |
| HDFC Children’s Dir | 5 star | 9.03 | 15.74 | 24.10 | 0.94 | 9,058 | 15.80 | — | 12Y 3M | 15.59 |
| Kotak Equity Hybrid Dir | 4 star | 11.47 | 14.28 | 24.69 | 0.50 | 6,324 | 14.05 | 1.00 (365) | 12Y 3M | 69.74 |
| UTI Aggressive Hybrid Dir | 4 star | 11.43 | 16.20 | 25.22 | 1.25 | 5,633 | 13.30 | 1.00 (365) | 12Y 3M | 35.00 |
Portfolio Analysis of Axis Aggressive Hybrid Fund
| No. of Stocks | 74 |
| Top 10 Holdings | 36.62% |
| Top 5 Stocks | 22.63% |
| Top 3 Sectors | 36.17% |
| Portfolio P/B Ratio | 3.46 |
| Portfolio P/E Ratio | 22.92 |
Portfolio Breakup
| Fund | Category | |
| Average Mkt Cap (Rs Cr) | 2,20,574 | 1,86,017 |
| Giant (%) | 65.51 | 57.93 |
| Large (%) | 13.11 | 16.72 |
| Mid (%) | 17.98 | 19.21 |
| Small (%) | 3.40 | 8.06 |
| Tiny (%) | — | 0.25 |
| Fund | Category | |
| Number of Securities | 98 | 79 |
| Macaulay Duration (yrs) | 6.44 | 4.68 |
| Average Maturity (yrs) | 14.35 | 9.16 |
| Yield to Maturity (%) | 7.79 | 7.28 |
| Avg Credit Rating | AAA | — |
Chanakya’s Mutual Fund Guidance For Axis Aggressive Hybrid Fund
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