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Axis Conservative Hybrid Fund Direct-Growth
Previously called: Axis Regular Saver Direct-G
| NAV as of Apr 23, 2025 | Returns since inception | ET Money Rank | VRO Ratings |
|---|---|---|---|
| ₹34.7806+0.19% 1 day change | 9.2% |   |
Historical NAV & returns
NAV: ₹34.7806 as on Apr 23, 2025
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Axis Conservative Hybrid Fund overview
| VRO rating | |
| Expense ratio | 0.9% as on Mar 31, 2025 |
| Exit load | 1.0% Exit Load for units in excess of 10% of the investment,1% will be charged for redemption within 1 months.! |
| AUM (Fund size) | ₹272 Crs |
| Lock-in | No Lockin |
| Age | 12 yrs 3 m since Jan 01, 2013 |
| Benchmark | NIFTY 50 Hybrid Composite Debt 15:85 Conservative |
| Min. investment | SIP ₹500 & Lump. ₹1000 |
| Risk | Moderately High |
| Tax on your gains | Profits are added to your income and taxed as per your slab rate |
Axis Conservative Hybrid Fund Returns calculator
Investment type
- Total investment ₹ 12 lakh
- Profit ₹12 lakhs
- Total corpus ₹1 lakh
- Absolute return 52.69%
Trailing returns as on Apr 24, 2025
| Period | This fund | Category average |
|---|---|---|
| 1 month | 2.34% | 2.2% |
| 3 months | 4.48% | 3.6% |
| 6 months | 4.4% | 3.64% |
| 1 year | 11.5% | 10.64% |
| 3 years | 8.71% | 10.02% |
| 5 years | 10.83% | 11.57% |
| 7 years | 8.16% | 8.7% |
| 10 years | 8.35% | 8.76% |
Asset allocationas on Mar 31, 2025
Large Cap 19.76205%
Mid Cap 0.815625%
Small Cap 1.1723249999999998%
Other Cap 0.0%
Top holdings
Top sectors
Financial 9.200000000000001%
Energy 2.5900000000000003%
Technology 2.33%
Automobile 1.6500000000000001%
SOV 43.71701005%
AAA 16.69930847%
Cash & Call Money 4.06047119%
AA- 3.87117828%
Top Debt Holdings
GOI 34.34%
Maharashtra State 9.37%
Power Finance Corporation Ltd. 5.67%
LIC Housing Finance Ltd. 3.71%
Allocation by Instruments
GOI Securities 34.347156%
Debenture 20.841706920000004%
State Development Loan 9.36985405%
Non Convertible Debenture 7.3480393500000005%
Other Holdings
Others 0.44%
Peer comparison
Key risk & return ratios Compared to other funds in the category
About this fund
More funds from Axis Mutual Fund
Frequently asked questions
ET Money rank
#NA
- Return Outperformance: This fund has generated highest return amongst Conservative Hybrid funds in the last 5 Years.
- Return Consistency: This fund ranks lower in terms of generating consistent return in it's category.
- Volatility Protection: This fund ranks lower in terms of protecting against volatility within its category.
- Chance: This fund has generated only 7.44% annual return in 70% of times for investors holding for at least 5 years.
- Return/Risk: The fund is performing poorly than its category.
- Exit Load: Exit Load for units in excess of 10% of the investment,1% will be charged for redemption within 1 months.