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Axis Conservative Hybrid Fund Regular-Growth

Previously called: Axis Regular Saver Reg-G

NAV as of Sep 03, 2025Returns since inceptionET Money RankAUM (Fund size)
7.47% p.a.
App exclusive lock icon
275 Cr

Historical NAV & returns

NAV: ₹29.847 as on Sep 03, 2025
This fund Category average
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This fund Category average

Axis Conservative Hybrid Fund overview

Expense ratio2.19% as on Aug 31, 2025
Plan typeRegular
Exit load1.0%info
Exit Load for units in excess of 10% of the investment,1% will be charged for redemption within 1 months.!
AUM (Fund size)275 Cr
Lock-in PeriodNil
Age15 yrs 3 m since May 24, 2010
BenchmarkNIFTY 50 Hybrid Composite Debt 15:85 Conservative
Min. investment

SIP: 1000 & Lumpsum: 1

RiskModerately HighModerately High Risk
Tax on your gainsProfits are added to your income and taxed as per your slab rate

Axis Conservative Hybrid Fund Returns calculator

Investment type
Investment period
Investment period
Disclaimer: Products compared like fixed deposits may provide fixed guaranteed returns. Mutual Funds investments are subject to market risk, read all scheme related documents carefully. Past performance is not an indicator of future returns.
  • Total investment ₹ 12 lakh
  • Profit ₹12 lakhs
  • Total corpus ₹1 lakh
  • Absolute return 52.69%

Trailing returns as on Sep 04, 2025

PeriodThis fundCategory average
1 Month -0.75% -0.43%
3 Months -0.65% 0.04%
6 Months 4.97% 5.71%
1 Year 3.78% 4.47%
2 Years 7.4% 9.13%
3 Years 6.75% 8.69%
4 Years 5.42% 7.64%
5 Years 7.65% 9.07%
7 Years 6.54% 7.68%
10 Years 6.81% 7.75%

Asset allocationas on Apr 30, 2025

Large Cap 19.48%

Mid Cap 0.86%

Small Cap 1.12%

Other Cap 0%

Top sectors

Financial 7.05%

Energy 2.82%

Technology 2.06%

Healthcare 1.58%

SOV 43.91235649%

AAA 18.58725078%

AA+ 3.64501751%

AA- 3.63086591%

Top Debt Holdings

GOI 32.07%

Reserve Bank of India 15.18%

Power Finance Corporation Ltd. 5.51%

National Bank For Agriculture & Rural Development 3.62%

Allocation by Instruments

Bifurcation by Instrument is not available for this fund

Other Holdings

Others 0.04%

Peer comparison

Fund nameETM RankAUMFund ageExpense ratio
Axis Conservative Hybrid FundN.A.275 Cr15 yrs 3 m2.19%
ICICI Prudential Regular Savings FundN.A.3,188 Cr21 yrs 6 m1.72%
SBI Conservative Hybrid FundN.A.9,643 Cr24 yrs 6 m1.55%
Canara Robeco Conservative Hybrid FundN.A.953 Cr22 yrs 11 m1.84%
Baroda BNP Paribas Conservative Hybrid FundN.A.824 Cr21 yrs2.0%
HDFC Hybrid Debt FundN.A.3,406 Cr21 yrs 9 m1.74%
Fund name1M6M1Y3Y5Y10Y
Axis Conservative Hybrid Fund-0.75%4.97%3.78%6.75%7.65%6.81%
ICICI Prudential Regular Savings Fund0.52%7.25%6.45%10.03%9.91%9.54%
SBI Conservative Hybrid Fund-0.05%6.83%4.59%9.85%11.01%9.04%
Canara Robeco Conservative Hybrid Fund-0.13%6.57%5.02%8.33%8.44%8.09%
Baroda BNP Paribas Conservative Hybrid Fund-0.47%5.35%4.01%8.05%7.54%7.31%
HDFC Hybrid Debt Fund-0.99%4.65%2.71%9.88%10.91%8.92%
Fund nameStd. deviationBetaSharpeSortino
Axis Conservative Hybrid Fund3.670.930.040.07
ICICI Prudential Regular Savings Fund3.00.741.061.73
SBI Conservative Hybrid Fund3.360.790.921.58
Canara Robeco Conservative Hybrid Fund3.60.890.460.76
Baroda BNP Paribas Conservative Hybrid Fund3.430.840.40.58
HDFC Hybrid Debt Fund4.060.980.771.44

Key risk & return ratios Compared to other funds in the category

Alpha -2.15 vs. 2.73 Underperformed at beating benchmark
Sharpe 0.04 vs. 2.71 Poor risk-adjusted returns
Beta 0.93 vs. 0.91 More sensitive to market's ups & downs
Standard deviation 3.67 vs. 3.57 More volatile performance

Compare Axis Conservative Hybrid Fund in detail with

ET Money rank

in Conservative Hybrid
#NA
Ranking for this fund is unavailable.
  • 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.
  • 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.