11.29
14.47
1
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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Axis Retirement Savings Fund - Aggressive Plan Reg-G | -3.54 | 0.54 | 2.43 | 9.64 | 10.19 | 1.55 | 0.38 | -- | -- | -- | -- |
| VR Balanced TRI | 4.13 | 1.28 | 2.16 | 10.65 | 9.98 | 4.19 | 8.67 | -- | -- | -- | -- |
| Hybrid: Aggressive Hybrid | 1.09 | 0.50 | 2.01 | 8.33 | 8.58 | 2.90 | 6.18 | -- | -- | -- | -- |
| Rank within category | 43 | 17 | 5 | 3 | 3 | 37 | 45 | -- | -- | -- | -- |
| Number of funds in category | 46 | 46 | 46 | 46 | 46 | 46 | 46 | 42 | 30 | 24 | 22 |
As on 17-Aug-2022
| Fund name | Rating | Launch Date | 1-Year Return | 3-Year Return | 5-Year Return | Expense Ratio | Assets (Cr) |
|---|---|---|---|---|---|---|---|
| Axis Retirement Savings Fund - Aggressive Plan - Regular Plan | Dec-19 | 0.38 | -- | -- | 2.29 | 648 | |
| SBI Equity Hybrid Fund | Invest Online |  |
Dec-95 | 6.92 | 15.58 | 12.05 | 1.51 | 53,018 |
| ICICI Prudential Equity & Debt Fund | Invest Now |  |
Nov-99 | 18.22 | 22.01 | 14.12 | 1.80 | 19,614 |
| Canara Robeco Equity Hybrid Fund - Regular Plan | Invest Online | |
Feb-93 | 4.77 | 17.45 | 11.97 | 1.81 | 8,033 |
| Mirae Asset Hybrid Equity Fund - Regular Plan | Invest Online | |
Jul-15 | 4.96 | 15.74 | 11.54 | 1.79 | 6,886 |
| Best Performance | Worst Performance | |||
|---|---|---|---|---|
| Return (%) | Period | Return (%) | Period | |
| Week | 7.46 | 23-Mar-2020 - 30-Mar-2020 | -13.56 | 16-Mar-2020 - 23-Mar-2020 |
| Month | 12.72 | 23-Mar-2020 - 22-Apr-2020 | -25.55 | 20-Feb-2020 - 23-Mar-2020 |
| Quarter | 21.62 | 12-Oct-2020 - 11-Jan-2021 | -18.68 | 03-Jan-2020 - 03-Apr-2020 |
| Year | 55.91 | 23-Mar-2020 - 23-Mar-2021 | -11.03 | 17-Jun-2021 - 17-Jun-2022 |
| Mean | Std Dev | Sharpe | Sortino | Beta | Alpha | |
|---|---|---|---|---|---|---|
| Axis Retirement Savings Fund - Aggressive Plan Reg-G | -- | -- | -- | -- | -- | -- |
| VR Balanced TRI* | 15.74 | 18.34 | 0.67 | 0.80 | -- | -- |
| Hybrid: Aggressive Hybrid* | 14.92 | 17.06 | 0.67 | 0.73 | 0.88 | 0.59 |
| Rank within category | -- | -- | -- | -- | -- | -- |
| Number of funds in category | -- | -- | -- | -- | -- | -- |
The Risk Measures have been calculated using calendar month returns for the last three years.
As on
* As on 31-Jul-2022
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| Number of Stocks | 18 |
| Top 10 Holdings (%) | 59.48 |
| Top 5 Holdings (%) | 36.09 |
| Top 3 Sectors (%) | 48.98 |
| Portfolio P/B Ratio | 5.62 |
| Portfolio P/E Ratio | 23.86 |
| Avg Credit Rating | AAA |
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| Company | Instrument | Credit Rating | 1Y Range | % Assets | |
|---|---|---|---|---|---|
|
GOI 22/09/2033 | GOI Securities Floating Rate Bond | SOV | 5.27 - 5.79 | 5.31 |
|
6.54% GOI 17/01/2032 | GOI Securities | SOV | 0.00 - 3.66 | 3.66 |
|
|
8.49% Nat. Highways Authority 2029 | Non Convertible Debenture | AAA | 1.62 - 1.77 | 1.62 |
|
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8.85% REC 16/04/2029 | Non Convertible Debenture | AAA | 1.56 - 2.18 | 1.56 |
|
|
7.17% GOI 2028 | GOI Securities | SOV | 0.00 - 2.46 | 1.55 |
|
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7.57% GOI 17/06/2033 | GOI Securities | SOV | 1.41 - 1.53 | 1.41 |
|
|
7.84% Bank of Baroda | Additional Tier 2 Bond | AAA | 1.14 - 1.29 | 1.14 |
|
|
7.75% Bank of Baroda | Additional Tier 2 Bond | AAA | 0.77 - 0.84 | 0.78 |
|
|
Others | CBLO | -- | - | 8.14 |
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 | |
|---|---|---|---|---|---|---|
|
|
Pidilite Industries | Chemicals | 102.69 | 8.45 | 0.00 | 8.35 |
|
|
Avenue Supermarts | Services | 140.92 | 8.34 | 0.00 | 7.62 |
|
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Sundaram Finance | Financial | 20.48 | 9.09 | 0.00 | 7.25 |
|
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Bajaj Finance | Financial | 52.65 | 6.70 | 0.00 | 6.49 |
|
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Info Edge (India) | Services | 4.51 | 9.09 | 0.00 | 6.38 |
|
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Tata Consultancy Services | Technology | 31.85 | 7.31 | 0.00 | 5.75 |
|
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Kotak Mahindra Bank | Financial | 28.47 | 6.64 | 0.00 | 4.92 |
|
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Symphony | Consumer Discretionary | 44.47 | 5.78 | 0.00 | 3.75 |
|
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PI Industries | Chemicals | 56.58 | 3.79 | 0.00 | 3.49 |
|
|
HDFC Bank | Financial | 21.06 | 4.40 | 0.00 | 3.42 |
|
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Astral | Materials | 81.19 | 3.88 | 0.00 | 3.17 |
|
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Torrent Power | Energy | 37.61 | 2.82 | 0.00 | 2.72 |
|
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Maruti Suzuki India | Automobile | 60.83 | 3.98 | 0.00 | 2.42 |
|
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Gland Pharma | Healthcare | 36.17 | 4.10 | 0.00 | 2.26 |
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Endurance Technologies | Automobile | 42.93 | 2.56 | 0.00 | 2.06 |
|
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Nestle India | Consumer Staples | 89.06 | 5.66 | 0.00 | 1.89 |
|
|
V-Guard Industries | Consumer Discretionary | 41.90 | 2.15 | 0.00 | 1.57 |
|
|
Cholamandalam Investment & Finance Company | Financial | 27.09 | 1.12 | 0.00 | 1.06 |
Indicates an increase or decrease or no change in holding since last portfolio
Indicates a new holding since last portfolio
As on 31-Jul-2022
— Jinesh Gopani since 29-Nov-2019
Education: Mr. Gopani is a B. Com (H) and MMS from Bharati Vidyapeeth Institute of Management Studies and Research.
Experience: Prior to joining Axis AMC he has worked with Birla Sun Life AMC, Voyager India Capital Pvt. Ltd., Emkay Shares & Stock Brokers Limited and Net worth Stock Broking Limited.
Interviews:
Funds Managed:
— R Sivakumar since 29-Nov-2019
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:
The schemes seeks to generate capital appreciation by predominantly investing in equity and equity related instruments.
| Min. Investment (₹) | 5,000 |
| Min. Addl Investment (₹) | 100 |
| Min. SIP Investment (₹) | 1,000 |
| Min. No of Cheques | 6 |
| Min. Withdrawal (₹) | -- |
| Min. Balance (₹) | 500 |
| Lock-in Period | 5 Years |
| Exit Load | 0 |
| Fund House: | Axis Mutual Fund |
| Launch Date: | 20-Dec-2019 |
| Return Since Launch: | 10.62% |
| Benchmark: | NIFTY 50 Hybrid Composite Debt 70:30 Index |
| Riskometer: | Very High |
| Type: | Open-ended |
| Assets: | ₹ 648 Cr (As on 31-Jul-2022) |
| Expense Ratio: | 2.29% (As on 30-Jun-2022) |
| 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
Website: http://www.axismf.com
Registrar & Transfer Agent: KFin Technologies Ltd.
Address: 303, Vamsee Estates, Opp. Big Bazaar, Ameerpet, Hyderabad - 500016
Phone: 040-44857874
Email: [email protected]
Website: www.karvymfs.com
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Fri, 19-Aug-2022
12:30 PM - 12:40 PM