1 Lakh
Investment Grown to₹ 10000
Monthly SIP Grown toSuitability:
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. Click here to read a primer on SIP investing.
Warning: Do not invest in this, or any other aggressive hybrid fund, if you need to redeem your investment in less than five years.
Taxability of earnings:
Capital gains
Dividends
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YTD | 1-Day | 1-W | 1-M | 3-M | 6-M | 1-Y | 3-Y | 5-Y | 7-Y | 10-Y | |
---|---|---|---|---|---|---|---|---|---|---|---|
Fund | 3.64 | -0.28 | 1.41 | 0.51 | 6.85 | 22.01 | 23.16 | 11.73 | 11.86 | -- | -- |
VR Balanced TRI | 5.87 | -0.82 | 2.43 | 0.16 | 10.82 | 26.92 | 28.99 | 13.26 | 14.69 | -- | -- |
Hybrid: Aggressive Hybrid | 7.04 | 0.15 | 1.23 | 0.74 | 10.51 | 26.18 | 27.93 | 10.12 | 12.92 | -- | -- |
Rank within category | 45 | 48 | 16 | 24 | 44 | 37 | 34 | -- | -- | -- | -- |
Number of funds in category | 49 | 50 | 50 | 49 | 48 | 47 | 47 | 35 | 30 | 26 | 24 |
As on 08-Mar-2021
Fund name | Rating | Launch Date | 1-Year Return | 3-Year Return | 5-Year Return | Expense Ratio | Assets (Cr) |
---|---|---|---|---|---|---|---|
Axis Children's Gift - Regular Plan | Dec-15 | 23.16 | 11.73 | 11.86 | 2.45 | 540 | |
SBI Equity Hybrid Fund | Invest Online | Dec-95 | 22.83 | 12.67 | 13.88 | 1.71 | 34,653 | |
DSP Equity & Bond Fund | Invest Online | May-99 | 24.57 | 12.78 | 14.82 | 1.87 | 6,079 | |
Canara Robeco Equity Hybrid Fund - Regular Plan | Invest Online | Feb-93 | 26.62 | 13.76 | 15.41 | 1.99 | 4,565 | |
Mirae Asset Hybrid Equity Fund - Regular Plan | Invest Online | Jul-15 | 30.04 | 12.97 | 15.17 | 1.88 | 4,384 |
Best Performance | Worst Performance | |||
---|---|---|---|---|
Return (%) | Period | Return (%) | Period | |
Week | 6.95 | 26-May-2020 - 02-Jun-2020 | -13.26 | 11-Mar-2020 - 18-Mar-2020 |
Month | 11.30 | 24-Mar-2020 - 23-Apr-2020 | -26.73 | 20-Feb-2020 - 23-Mar-2020 |
Quarter | 21.45 | 23-Mar-2020 - 22-Jun-2020 | -24.91 | 23-Dec-2019 - 23-Mar-2020 |
Year | 24.67 | 26-Dec-2016 - 26-Dec-2017 | -15.65 | 22-Mar-2019 - 23-Mar-2020 |
Mean | Std Dev | Sharpe | Sortino | Beta | Alpha | |
---|---|---|---|---|---|---|
Fund | 11.17 | 16.95 | 0.39 | 0.42 | 0.90 | -1.02 |
VR Balanced TRI | 13.05 | 18.26 | 0.46 | 0.54 | -- | -- |
Hybrid: Aggressive Hybrid | 9.97 | 17.80 | 0.31 | 0.35 | 0.93 | -2.48 |
Rank within category | 13 | 14 | 10 | 13 | 13 | 11 |
Number of funds in category | 37 | 37 | 37 | 37 | 37 | 37 |
The Risk Measures have been calculated using calendar month returns for the last three years.
As on 28-Feb-2021
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Number of Stocks | 35 |
Top 10 Holdings (%) | 46.74 |
Top 5 Holdings (%) | 26.90 |
Top 3 Sectors (%) | 42.09 |
Portfolio P/B Ratio | 4.62 |
Portfolio P/E Ratio | 36.12 |
Avg Credit Rating | AAA |
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Company | Instrument | Credit Rating | 1Y Range | % Assets | |
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6.19% GOI 16/09/2034 | GOI Securities | SOV | 0.00 - 6.60 | 5.30 |
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Reserve Bank of India 182-D 25/02/2021 | Treasury Bills | SOV | 0.00 - 2.77 | 2.77 |
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7.00% Reliance Industries 31/08/2022 | Non Convertible Debenture | AAA | 1.88 - 2.64 | 1.92 |
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8.39% State Bank of India 25/10/2024 | Bonds/Debentures | AA+ | 1.87 - 2.66 | 1.91 |
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8.50% Bank of Baroda | Bonds | AA | 1.85 - 2.61 | 1.90 |
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8.50% National Bank Agr. Rur. Devp | Debenture | AAA | 1.50 - 2.79 | 1.52 |
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IndInfravit Trust 2038 | Non Convertible Debenture | AAA | 0.00 - 1.73 | 1.32 |
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Reserve Bank of India 182-D 11/02/2021 | Treasury Bills | SOV | 0.00 - 1.30 | 1.30 |
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Reserve Bank of India 182-D 04/03/2021 | Treasury Bills | SOV | 0.00 - 1.11 | 1.11 |
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7.47% Power Finance Corp. 16/09/2021 | Bonds | AAA | 0.92 - 1.34 | 0.94 |
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9.15% Coastal Gujarat Power 14/06/2021 | Debenture | AA | 0.92 - 1.34 | 0.94 |
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6.55% Tamilnadu State 17/06/2030 | State Development Loan | SOV | 0.00 - 0.93 | 0.93 |
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Reserve Bank of India 182-D 11/03/2021 | Treasury Bills | SOV | 0.00 - 0.92 | 0.92 |
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7.57% GOI 17/06/2033 | GOI Securities | SOV | 0.60 - 3.69 | 0.61 |
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6.84% Gujarat State 2030 | State Development Loan | SOV | 0.00 - 0.54 | 0.47 |
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8.35% Bharti Airtel 20/04/2021 | Non Convertible Debenture | AA | 0.00 - 0.62 | 0.47 |
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5.77% GOI 2030 | GOI Securities | SOV | 0.00 - 0.42 | 0.37 |
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3.50% Axis Bank 29/04/2021 | Fixed Deposits | -- | 0.00 - 0.23 | 0.23 |
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3.50% Axis Bank 16/02/2021 | Fixed Deposits | -- | 0.00 - 0.23 | 0.23 |
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9.95% Canara Bank | Debenture | AA | 0.00 - 0.22 | 0.19 |
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9.21% Punjab National Bank | Bonds | AA | 0.00 - 0.21 | 0.19 |
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7.59% GOI 2026 | GOI Securities | SOV | 0.10 - 0.14 | 0.10 |
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9.10% Union Bank of India | Bonds | AA | 0.06 - 0.65 | 0.06 |
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Others | CBLO | -- | - | 1.35 |
Indicates an increase or decrease or no change in holding since last portfolio
Indicates a new holding since last portfolio
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Company | Sector | P/E | 3Y High | 3Y Low | % Assets | |
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Bajaj Finance | Financial | 80.27 | 6.23 | 0.83 | 5.74 |
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Infosys | Technology | 30.46 | 5.52 | 0.00 | 5.52 |
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HDFC Bank | Financial | 27.93 | 7.84 | 3.77 | 5.38 |
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Tata Consultancy Services | Technology | 36.13 | 5.54 | 0.00 | 4.96 |
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Reliance Industries | Energy | 34.61 | 6.94 | 0.00 | 4.36 |
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Kotak Mahindra Bank | Financial | 41.83 | 5.10 | 3.09 | 4.20 |
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ICICI Bank | Financial | 28.99 | 3.89 | 0.00 | 3.89 |
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HDFC | Financial | 26.26 | 4.63 | 3.33 | 3.87 |
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Avenue Supermarts | Services | 212.51 | 4.42 | 1.20 | 3.52 |
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Maruti Suzuki India | Automobile | 49.11 | 3.66 | 1.07 | 2.76 |
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Hindustan Unilever | FMCG | 69.82 | 3.27 | 0.00 | 2.24 |
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Motherson Sumi Systems | Automobile | 134.44 | 3.09 | 0.56 | 1.97 |
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Neogen Chemicals | Chemicals | 67.69 | 2.07 | 0.00 | 1.83 |
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Endurance Technologies | Automobile | 44.27 | 1.70 | 0.72 | 1.68 |
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Bajaj Finserv | Financial | 42.70 | 2.91 | 0.55 | 1.62 |
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HDFC Life Insurance | Financial | 109.88 | 2.14 | 0.00 | 1.51 |
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PI Industries | Chemicals | 51.47 | 2.05 | 0.77 | 1.49 |
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Shree Cement | Construction | 48.88 | 2.92 | 0.00 | 1.45 |
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Bharti Airtel | Communication | -- | 3.62 | 0.00 | 1.33 |
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Larsen & Toubro | Construction | 18.36 | 2.87 | 0.99 | 1.26 |
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Nestle India | FMCG | 77.72 | 1.75 | 0.00 | 1.26 |
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City Union Bank | Financial | 32.47 | 1.34 | 0.83 | 1.24 |
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Divi's Laboratories | Healthcare | 49.29 | 1.78 | 0.00 | 1.22 |
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Castrol India | Energy | 22.92 | 1.56 | 0.00 | 1.21 |
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Cipla | Healthcare | 28.81 | 1.15 | 0.00 | 1.15 |
Indicates an increase or decrease or no change in holding since last portfolio
Indicates a new holding since last portfolio
As on 31-Jan-2021
— Ashish Naik since 06-Jul-2016
Education: Mr. Naik is a B.E from Mumbai University and MBA from XLRI, Jamshedpur.
Experience: Prior to joining Axis Mutual Fund he was associated with organizations such as Goldman Sachs and has over 7 years of experience as an Equity Analyst.
Funds Managed:
— R Sivakumar since 07-Jun-2016
Education: Mr. Sivakumar is a B.Tech from IIT Madras and MBA from IIM Ahmedabad.
Experience: Prior to joining Axis AMC he has worked with BNP Paribas Mutual Fund, Sundaram Mutual Fund (2001-2004), HDFC Mutual Fund and ITC Threadneedle.
Funds Managed:
— Kaustubh Sule since 04-Sep-2020
Funds Managed:
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The scheme seeks to generate income by investing in debt & money market instruments along with long-term capital appreciation through investments in equity & equity related instruments.
Minimum Investment (₹) | 5,000 |
Minimum Addl Investment (₹) | 100 |
Minimum SIP Investment (₹) | 1,000 |
Minimum No of Cheques | 6 |
Minimum Withdrawal (₹) | 1,000 |
Minimum Balance (₹) | 1 |
Lock-in Period | 5 Years |
Exit Load | 3% for redemption within 365 days 2% for redemption between 366 - 730 days 1% for redemption between 731 - 1095 days |
Fund House: | Axis Mutual Fund |
Launch Date: | 08-Dec-2015 |
Return Since Launch: | 10.87% |
Benchmark: | NIFTY 50 Hybrid Composite Debt 65:35 |
Riskometer: | Very High |
Type: | Open-ended |
Assets: | ₹ 540 Cr (As on 31-Jan-2021) |
Expense: | 2.45% (As on 31-Jan-2021) |
Risk Grade: | -- |
Return Grade: | -- |
Turnover: | -- |
AMC: Axis Asset Management Company Ltd.
Address: "Axis House" - 1st Floor, C-2 - Wadia International Centre, Pandurang Budhkar Marg , Worli, Mumbai - 400025
Phone: 022-24255161
Fax: 022-43255199
Email: [email protected] / [email protected]
Website: http://www.axismf.com
Registrar & Transfer Agent: KFin Technologies Pvt Ltd.
Address: 303, Vamsee Estates, Opp. Big Bazaar, Ameerpet, Hyderabad - 500016
Phone: 040-44857874
Email: [email protected]
Website: www.karvymfs.com