Item: Axis Conservative Hybrid Fund Direct Plan Growth Option
Rating: 3
Author: Morningstar

Home › Mutual Funds › Axis Mutual Fund › Axis Conservative Hybrid Fund Direct Plan Growth Option

36.251 (-0.003%)

NAV on August 28, 2026

Category Allocation:
Conservative Allocation

Investment StyleBox

Large Blend

Interest rate sensitivity
Credit quality

Limited Sensitivity
High Quality

Total Assets 220 cr

Turnover Ratio 85.76%

Expense Ratio 1.11%

Exit Load 1.00%if redeemed within
1 Months0.00%if redeemed after 1 Months

Returns

1M: Positive return: 0.25%
1Y: Positive return: 3.77%
3M: Positive return: 2.24%
3Y: Positive return: 7.24%
6M: Positive return: 0.83%
5Y: Positive return: 6.46%

Min Investment 500

Buy Now Start SIP

ADDITIONAL INFO

Fund Manager Devang Shah (Since about 10 years) Sachin Jain (Since almost 6 years) Jayesh Sundar (Since almost 3 years)

ISIN INF846K01EA8

Fund Family Axis

P/E Ratio 21.20

P/B Ratio 3.00

Launch Date January 01, 2013

Benchmark

Nifty 50 TR INR

Nifty Composite Debt Index TR INR

Avg. Maturity 4.54 years

Yield To Maturity (%) 6.97%

SECTOR WEIGHTINGS (%)

Financial 34.62%

Industrial 4.02%

Technology 13.23%

Basic Materials 0.0%

Consumer Cyclical 6.39%

Utilities Services 5.23%

Healthcare Services 13.58%

Energy Services 10.97%

Communication Services 5.15%

Consumer Defensive 6.80%

Real Estate 0.00%

RISK MEASURES (3 yrs)

vs Nifty 50 TR INR Nifty Composite Debt Index TR INR

Alpha -

Beta -

R-Squared -

Info Ratio -

Tracking Err -

Sortino 0.287

Sharpe 0.205

Std Dev 4.213

Risk Average

Top Rated
Top Performing

Top Conservative Allocation Funds

Name	Latest NAV	Returns 1y	Fund Assets	Expense Ratio	Risk
SBI Conservative Hybrid Fund Direct Plan Growth	₹ 84.377	6.41%	₹ 10,210 cr	0.98%	Below Average
Aditya Birla Sun Life Reg Savings Fund Direct Plan Growth	₹ 79.586	6.29%	₹ 1,501 cr	0.82%	Below Average
Parag Parikh Conservative Hybrid Fund Direct Growth	₹ 16.116	6.18%	₹ 3,473 cr	0.24%	Below Average
ICICI Prudential Child Care Plan Study Direct Plan	₹ 72.424	5.79%	₹ 0 cr	0.73%	Average
Kotak Debt Hybrid Direct Growth	₹ 70.153	5.10%	₹ 2,860 cr	0.57%	Above Average
ICICI Prudential Regular Savings Fund Direct Plan Growth	₹ 87.872	4.85%	₹ 3,356 cr	1.03%	Low

Best Conservative Allocation Funds

Name	Latest NAV	Returns 1y	Fund Assets	Expense Ratio	Risk
Nippon India Conservative Hybrid Fund Direct Plan Growth Plan	₹ 69.261	7.73%	₹ 977 cr	1.0%	Low
SBI Conservative Hybrid Fund Direct Plan Growth	₹ 84.377	6.41%	₹ 10,210 cr	0.98%	Below Average
Aditya Birla Sun Life Reg Savings Fund Direct Plan Growth	₹ 79.586	6.29%	₹ 1,501 cr	0.82%	Below Average
Parag Parikh Conservative Hybrid Fund Direct Growth	₹ 16.116	6.18%	₹ 3,473 cr	0.24%	Below Average
ICICI Prudential Child Care Plan Study Direct Plan	₹ 72.424	5.79%	₹ 0 cr	0.73%	Average
Kotak Debt Hybrid Direct Growth	₹ 70.153	5.10%	₹ 2,860 cr	0.57%	Above Average
ICICI Prudential Regular Savings Fund Direct Plan Growth	₹ 87.872	4.85%	₹ 3,356 cr	1.03%	Low

Other plans of Axis Conservative Hybrid Fund

Axis Conservative Hybrid Fund Growth

Conservative Allocation
Axis Conservative Hybrid Fund Half Yearly Reinvst of Inc Dis cum Cap Wdrl

Conservative Allocation
Axis Conservative Hybrid Fund Direct Plan Annual Reinvst of Inc Dis cum Cap Wdrl

Conservative Allocation
Axis Conservative Hybrid Fund Annual Reinvst of Inc Dis cum Cap Wdrl

Conservative Allocation
Axis Conservative Hybrid Fund Direct Plan Half Yearly Pyt of Inc Dis cum Cap Wdrl

Conservative Allocation
Axis Conservative Hybrid Fund Quarterly Pyt of Inc Dis cum Cap Wdrl

Conservative Allocation
Axis Conservative Hybrid Fund Direct Plan Quarterly Pyt of Inc Dis cum Cap Wdrl

Conservative Allocation
Axis Conservative Hybrid Fund Annual Pyt of Inc Dis cum Cap Wdrl

Conservative Allocation
Axis Conservative Hybrid Fund Half Yearly Pyt of Inc Dis cum Cap Wdrl

Conservative Allocation
Axis Conservative Hybrid Fund Quarterly Reinvst of Inc Dis cum Cap Wdrl

Conservative Allocation
Axis Conservative Hybrid Fund Direct Plan Half Yearly Reinvst of Inc Dis cum Cap Wdrl

Conservative Allocation
Axis Conservative Hybrid Fund Direct Plan Annual Pyt of Inc Dis cum Cap Wdrl

Conservative Allocation
Axis Conservative Hybrid Fund Direct Plan Quarterly Reinvst of Inc Dis cum Cap Wdrl

Conservative Allocation

Other Balanced funds by Axis

Axis Equity Savings Fund Direct Plan Growth

Equity Savings
Axis Aggresive Hybrid Fund Direct Growth

Aggressive Allocation
Axis Children's Direct No Lock in Growth

Children
Axis Multi Asset Allocation Fund Direct Plan Growth Option

Multi Asset Allocation
Axis Balanced Advantage Fund Direct Growth

Dynamic Asset Allocation

Axis Conservative Hybrid Fund Direct Plan Growth Option

previously known as Axis Regular Saver Dir Gr until September 30, 2024

ADDITIONAL INFO

Asset Allocation

EQUITY DISTRIBUTION

CREDIT QUALITY (%)