AXIS Aggressive Hybrid Fund - Regular (IDCW-M) - Mutual Fund Analysis | Complete Fund Review with Performance, Portfolio, and Risk Analysis
Comprehensive analysis of AXIS Aggressive Hybrid Fund - Regular (IDCW-M) (37671) providing detailed insights into fund performance, portfolio holdings, risk metrics, expense ratios, and investment recommendations.
AXIS Aggressive Hybrid Fund - Regular (IDCW-M)
Axis Asset Management Co. LTd
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. However, there is no assurance or guarantee that the investment objective of the Scheme will be achieved. The Scheme does not assure or guarantee any returns.
Fund Health Radar
A comprehensive at-a-glance view of key mutual fund health indicatorsHover or click any card to view detailed metrics
Performance
Weak Returns
Risk
High Risk
Expenses
High Expenses
Portfolio Mix
Diversified
Management
Seasoned Team
Quality Score
Average Quality
AXIS Aggressive Hybrid Fund - Regular (IDCW-M) - NAV History (1Y)
Showing 1Y NAV history
Performance across different time periods
Neutral Entry Point
Fund shows mixed signals. Consider your investment timeline and risk tolerance.
Review detailed analysis and consider dollar-cost averaging through SIPs.
Neutral Entry Point
Fund shows mixed signals. Consider your investment timeline and risk tolerance.
Review detailed analysis and consider dollar-cost averaging through SIPs.
Key Factors Analysis
Alpha Generation
Outperformance vs benchmark
Equity Exposure
Market exposure level
Management Stability
Fund manager experience
1-Year Returns
Recent performance momentum
Long-term Track Record
Historical performance consistency
Fund Size
Assets under management
Risk Assessment
Risk-adjusted returns
Cost Efficiency
Fund management costs
Investment Timing Insights
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Your Investment
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Disclaimer: Returns are illustrative and based on assumed rates. Mutual fund investments are subject to market risk. Please read scheme documents carefully.
Risk Metrics (3 Years)
Risk Level
| Company | Sector | % Assets |
|---|---|---|
| ICICI Bank Ltd | Banks | 5.00% |
| Reliance Industries Ltd | Refineries | 4.32% |
| Infosys Ltd | IT - Software | 3.58% |
| GSEC2063 | Govt. Securities | 3.57% |
| Bharti Airtel Ltd | Telecom-Service | 3.41% |
| State Bank of India | Banks | 2.68% |
| Mahindra & Mahindra Ltd | Automobile | 2.33% |
| Larsen & Toubro Ltd | Infrastructure Developers & Operators | 2.22% |
| P I Industries Ltd | Agro Chemicals | 1.78% |
| Indus Infra Trust | Infra/ Real Estate Investment Trust | 1.69% |
Sector Breakdown
Compare against Aggressive Hybrid Fund category average
Performance Summary
This comparison shows how the fund performs relative to the Aggressive Hybrid Fund category average. Positive values indicate outperformance, while negative values show underperformance.
Compare with similar funds in Aggressive Hybrid Fund category
AXIS Aggressive Hybrid Fund - Regular (IDCW-M) vs Category Average
Similar Funds Comparison
| Fund Name | NAV | 6M | 1Y | 3Y |
|---|---|---|---|---|
| Aditya Birla SL Equity Hybrid '95 Fund-Direct (G) | ₹1741.88 | 12.80% | 0.68% | 13.59% |
| Aditya Birla SL Equity Hybrid '95 Fund (G) | ₹1552.40 | 12.36% | -0.09% | 12.72% |
| Tata Aggressive Hybrid Fund - Direct (G) | ₹497.97 | 11.43% | -1.97% | 12.47% |
| Quant Aggressive Hybrid Fund - Direct (G) | ₹474.11 | 15.54% | -4.68% | 12.89% |
| ICICI Pru Equity & Debt Fund - Direct (G) | ₹451.40 | 13.99% | 4.57% | 20.12% |
| Tata Aggressive Hybrid Fund - Regular (G) | ₹442.53 | 10.90% | -2.88% | 11.41% |
| UTI-Aggressive Hybrid Fund - Direct (G) | ₹438.83 | 9.78% | -1.05% | 16.47% |
| Quant Aggressive Hybrid Fund (G) | ₹433.87 | 14.78% | -5.93% | 11.34% |
| Canara Robeco Equity Hybrid Fund - Direct (G) | ₹416.58 | 13.43% | 1.59% | 14.50% |
| UTI-Aggressive Hybrid Fund (G) | ₹407.38 | 9.42% | -1.69% | 15.74% |
Category Average Returns
Jayesh Sundar
A seasoned investment professional with over 8 years of experience in equity research and fund management. Known for consistent performance and a disciplined investment approach focused on quality growth stocks.