AXIS AGGRESSIVE HYBRID FUND-REG(G)

Product name	Return type	1 yr(%)	3 yr(%)	5 yr(%)
AXIS AGGRESSIVE HYBRID FUND-REG(G)	market linked	17.26 %	8.92 %	11.89 %
BenchMark : CRISIL Hybrid 35+65 - Aggressive Index	BenchMark Return	15.00	12.85	14.48
Value of Rs. 1,00,000 Invested	current value	117260	129218	175370

scheme objective	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.
Category	Mutual Fund > Hybrid > Aggressive Hybrid Fund
Fund Type	Open Ended
Fund Manager	Jayesh Sundar
Minimum Amount for Lumpsum Investment (Rs.)	500
Minimum Amount for SIP Investment (Rs.)	500
Nav Date	20/12/2024
Nav	19.79
AUM (Cr.)	1615.65
AUM Date	30/11/2024
Expense Ratio Currently	2
Expense Ratio Date Currently	30/11/2024
Modified Duration(Yrs)	-
Modified Duration Date(Yrs)	-
YTM	-
YTM Date	-
Entry Load	NIL
Exit Load	Nil for 10% of investments and 1% for remaining investments on or before 12M, Nil after 12M
Tax Treatment of Income	15% short term capital gains tax, 10% long term capital gains tax on incremental gains above 1 Lac in a given financial year.
Tax Benefit on Investment
Withdrawal	Anytime
Pros
Cons
Risk Factor	All investments in mutual funds are subject to market risks and the NAV of the schemes may go up or down depending upon the factors and forces affecting the securities market and there can be no assurance that the fund's objectives will be achieved. Past performance of the Fund does not indicate the future performance of the Schemes of the Fund.