Axis Conservative Hybrid Fund - Regular Plan - Growth Option

Fund House: Axis Mutual Fund

Category: Hybrid: Conservative

Status: Open Ended Schemes

Launch Date: 16-07-2010

Minimum Investment: 500.0

Asset Class: Mixed Asset

Minimum Topup: 100.0

Benchmark: NIFTY 50 Hybrid Composite Debt 15:85 Conservative Index

Total Assets: 288.76 As on (30-06-2025)

Expense Ratio: 2.19% As on (30-06-2025)

Turn over: 81.00% | Exit Load: If redeemed/switch out within 12 months from the date of allotment: - For 10% of investment : Nil FIFO basis For remaining investment : 1% w.e.f., 15/06/2015

NAV as on 25-07-2025

30.0693

-0.0835

CAGR Since Inception

7.6%

NIFTY 50 Hybrid Composite Debt 15:85 Conservative Index 11.41%

PERFORMANCE

Scheme Performance  (%) 1-Year Ret (%) 3-Yrs Ret (%) 5-Yrs Ret (%) 10-Yrs Ret (%) Since Launch Ret (%)
Axis Conservative Hybrid Fund - Regular Plan - Growth Option 6.36 7.89 8.07 6.76 7.6
Benchmark - - - - -
Hybrid: Conservative 6.47 9.56 9.6 7.72 8.74

Funds Manager

Mr. Devang Shah, Mr. Sachin Jai, Mr. Jayesh Sundar, Ms. Krishnaa N

RETURNS CALCULATORS for Axis Conservative Hybrid Fund - Regular Plan - Growth Option

Growth of 10000 In SIP (Fund vs Benchmark)

Amount

Period

Start

End

Growth of 10000 In LUMPSUM (Fund vs Benchmark)

Amount

Start

PORTFOLIO ANALYSIS of Axis Conservative Hybrid Fund - Regular Plan - Growth Option

Portfolio Holdings

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Sector Allocation

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PEER COMPARISION of Axis Conservative Hybrid Fund - Regular Plan - Growth Option

Scheme Name Inception Date 1 Year Rtn (%) 2 Year Rtn (%) 3 Year Rtn (%) 5 Year Rtn (%) 10 Year Rtn (%)
Axis Conservative Hybrid Reg Gr 16-07-2010 6.36 7.96 7.89 8.07 6.76
ABSL Reg Savings Gr Payment Reg 22-05-2004 8.73 9.99 9.58 11.25 8.51
Parag Parikh Conservative Hybrid Fund Reg Gr 05-05-2021 8.45 13.36 11.96 0.0 0.0
Nippon India Conservative Hybrid Fund Gr Plan 29-12-2003 8.19 8.69 9.08 8.93 5.58
ICICI Pru Reg Savings Gr 10-03-2004 8.08 11.12 10.72 10.2 9.46
DSP Reg Savings Reg Gr 11-06-2004 7.92 11.02 10.51 9.33 7.18
Franklin India Conservative Hybrid Fund Gr 28-09-2000 7.38 10.81 10.4 9.18 7.56
UTI Conservative Hybrid Fund Reg Gr 16-12-2003 7.26 10.98 10.53 11.18 8.33
Canara Robeco Cons Hybrid Reg Gr 24-04-1988 7.03 9.42 9.11 8.81 7.92
HSBC Conservative Hybrid Fund Gr 24-02-2004 6.51 11.6 10.68 9.06 7.69

Asset Allocation (%)

Key Performance and Risk Statistics of Axis Conservative Hybrid Fund - Regular Plan - Growth Option

Key Statistics Volatility Sharpe Ratio Alpha Beta Yield to Maturity Average Maturity
Axis Conservative Hybrid Fund - Regular Plan - Growth Option 3.83 0.77 -1.16 0.52 7.67 11.61
Hybrid: Conservative - - - - - -