NAV Growth

Growth of each fund's NAV over the selected period, rebased to 0%

Growth of each fund's NAV over the selected period, rebased to 0%

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Fund Details

Fund Details	Aditya Birla SL Aggressive Hybrid Fund-Direct (G)	AXIS Aggressive Hybrid Fund - Direct (G)
Fund Type	Hybrid	Hybrid
Risk	Very High	Very High
Min SIP Amount	₹10	₹100
Min Lumpsum	₹100	₹500
Expense Ratio	1.17%	1.18%
NAV	₹1791.15 (11 Nov 2026)	₹23.90 (11 Nov 2026)
Fund Size	₹6,757.63 Cr	₹1,393.85 Cr
Fund Started	01 Jan 2013	09 Aug 2018
Lock-in Period	No lock-in	No lock-in
Exit Load	1.00%For redemption/switch-out of units within 90 days from the date of allotment NilFor redemption/switch-out of units after 90 days from the date of allotment	If redeemed/swich out before 12 months from the date of allotment: - For 10% of investment : Nil - For remaining investment : 1% 1.00% - If redeemed/switched out on or before 12 months from the date of allotment NIL - If redeemed/switch out after 12 months from the date of allotment.

Returns	Aditya Birla SL Aggressive Hybrid Fund-Direct (G)	AXIS Aggressive Hybrid Fund - Direct (G)
1M	6.41%	6.78%
3M	0.29%	1.41%
6M	4.95%	5.60%
1Y	2.49%	3.57%
3Y	11.11%	11.39%
5Y	8.22%	7.12%
Since Inception	12.48%	11.06%

Trailing risk-adjusted performance measures

Risk Ratio	Aditya Birla SL Aggressive Hybrid Fund-Direct (G)	AXIS Aggressive Hybrid Fund - Direct (G)
Alpha	3.86	4.10
Beta	0.80	0.77
Sharpe	0.35	0.38
Standard Deviation	3.35	3.25

Holding Analysis	Aditya Birla SL Aggressive Hybrid Fund-Direct (G)	AXIS Aggressive Hybrid Fund - Direct (G)
Top 5 Holdings	20.89%	20.54%
Top 10 Holdings	32.45%	31.96%
Portfolio Turnover	0.90	—
Equity	78.86%	74.54%
Debt	19.79%	24.59%
Cash	—	—

Name	Assets
ICICI Bank LtdEquity	6.21%
HDFC Bank LtdEquity	4.87%
Cholamandalam Inves...Corporate Debts	3.53%
Reliance Industries...Equity	3.30%
Bharti Airtel LtdEquity	2.98%
State Bank of IndiaEquity	2.69%
Axis Bank LtdEquity	2.64%
Kotak Mahindra Bank...Equity	2.50%
Bajaj Finance LtdEquity	1.91%
Bharti TelecomCorporate Debts	1.82%

Name	Assets
ICICI Bank LtdEquity

Fund Manager	Aditya Birla SL Aggressive Hybrid Fund-Direct (G)	AXIS Aggressive Hybrid Fund - Direct (G)
Name	,

About	Aditya Birla SL Aggressive Hybrid Fund-Direct (G)	AXIS Aggressive Hybrid Fund - Direct (G)
AMC	Aditya Birla Sun Life Mutual Fund	Axis Mutual Fund
Scheme Category	Aggressive Hybrid Fund	Aggressive Hybrid Fund
Benchmark	CRISIL Hybrid 35+65 - Aggressive Index	CRISIL Hybrid 35+65 - Aggressive Index
Launch Date	01 Jan 2013	20 Jul 2018