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Home Mf Research Axis Conservative Hybrid Fund Regular Plan Growth
AXIS MUTUAL FUND

Mutual Fund Research

Axis Conservative Hybrid Fund - Regular Plan - Growth

AXIS MUTUAL FUND Hybrid Hybrid Conservative Hybrid

Fund Performance

-
-
Historical NAV
  • 1W
  • 2W
  • 1M
  • 3M
  • 6M
  • 1Y
  • 3Y
  • 5Y
  • 10Y
  • SI

SIP Returns

Historical performance of a ₹1,000 monthly SIP

Historical data
Investment Period SIP Start Date Amount Invested Current Value Absolute Return
One Week 2026-10-27 ₹1,000.00 ₹1,014.34 +1.43%
Two Week 2026-10-19 ₹1,000.00 ₹1,010.93 +1.09%
One Month 2026-10-05 ₹1,000.00 ₹1,009.10 +0.91%
Three Months 2026-08-05 ₹3,000.00 ₹2,984.29 -0.52%
Six Months 2026-05-07 ₹6,000.00 ₹5,986.22 -0.23%
One Year 2025-11-03 ₹12,000.00 ₹11,998.60 -0.01%
Three Year 2023-11-06 ₹36,000.00 ₹37,623.90 +4.51%
Five Year 2021-11-08 ₹60,000.00 ₹67,176.01 +11.96%
Ten Year 2016-11-07 ₹120,000.00 ₹161,702.67 +34.75%
Since Inception 2010-07-16 ₹199,000.00 ₹351,554.76 +76.66%

Past returns are historical, not guaranteed. SIP values depend on the dates and NAVs used.

Return Calculator

Explore SIP and one-time investment scenarios

₹1,000₹50,000
Investment Duration

Projection uses the selected fund return as an annualized assumption. It does not predict future performance.

Estimated Investment Summary

Investment
₹0
Maturity Value
₹0
Abs. Returns
₹0
Assumed Annual Return
0%

Illustrative values only. Market returns are not fixed or guaranteed.

Portfolio Allocation

Explore asset allocation, sector exposure and company holdings.

Equity
N/A
Debt
N/A
Others
N/A

Sector Allocation

Distribution across different sectors

Sovereign 48.90%
CRISIL AAA 9.10%
Other 7.63%
Banks 5.17%
CRISIL AA+ 4.57%
CARE AA 3.29%
CRISIL AA- 2.45%
ICRA A+(CE) 2.31%
CARE A+ 2.28%
IT - Software 2.11%
Pharmaceuticals & Biotechnology 1.92%
Petroleum Products 1.83%
CARE AA- 1.54%
Finance 1.33%
Power 0.91%
Telecom - Services 0.84%
Diversified FMCG 0.66%
Construction 0.55%
Automobiles 0.54%
Insurance 0.49%
Healthcare Services 0.49%
Food Products 0.47%
Consumer Durables 0.47%
Transport Services 0.14%
Agricultural, Commercial & Construction Vehicles 0.03%

Top Holdings

Company-wise portfolio exposure

Reliance Industries Limited 1.76%
ICICI Bank Limited 1.59%
HDFC Bank Limited 1.51%
Cholamandalam Investment and Finance Company Ltd 1.12%
Infosys Limited 1.12%
Cipla Limited 1.01%
NTPC Limited 0.91%
Kotak Mahindra Bank Limited 0.90%
State Bank of India 0.84%
Bharti Airtel Limited 0.84%
Divi's Laboratories Limited 0.63%
Larsen & Toubro Limited 0.55%
Mahindra & Mahindra Limited 0.54%
ITC Limited 0.51%
HDFC Life Insurance Company Limited 0.49%
Apollo Hospitals Enterprise Limited 0.49%
Britannia Industries Limited 0.47%
Titan Company Limited 0.47%
LTM Limited 0.44%
Axis Bank Limited 0.33%
Sun Pharmaceutical Industries Limited 0.28%
Tech Mahindra Limited 0.24%
Tata Consultancy Services Limited 0.22%
Bajaj Finance Limited 0.18%
Hindustan Unilever Limited 0.15%
InterGlobe Aviation Limited 0.14%
HCL Technologies Limited 0.09%
Bharat Petroleum Corporation Limited 0.07%
Sundaram Finance Limited 0.03%
Tata Motors Ltd 0.03%
7.18% Government of India (14/08/2033) 15.71%
6.94% Government of India (11/05/2036) 13.59%
6.79% Government of India (07/10/2034) 11.70%
7.64% Power Finance Corporation Limited (22/02/2033) ** 6.82%
7.18% Government of India (24/07/2037) 4.13%
5% GMR Airports Limited (13/02/2027) ** 2.45%
Bamboo Hotel And Global Centre (Delhi) Private limited (31/01/2028) ** 2.31%
Muthoot Finance Limited (26/07/2029) (FRN) ** 2.30%
7.1% Government of India (08/04/2034) 2.30%
7.44% National Bank For Agriculture and Rural Development (17/07/2029) 2.28%
9.01% Hiranandani Financial Services Private Limited (30/03/2029) ** 2.28%
8.11% Pilani Investment and Industries Corporation Limited (24/04/2029) ** 2.27%
8.75% Aptus Value Housing Finance India Limited (11/03/2030) ** 1.85%
9.4% IKF Finance Limited (12/08/2027) ** 1.54%
8.95% Aptus Finance India Private Limited (06/03/2029) ** 1.44%
7.23% Government of India (15/04/2039) 1.38%
6.19% Government of India (16/09/2034) 0.09%
SBI - Corporate Debt Market Development Fund (CDMDF) - Class A2 0.60%
Clearing Corporation of India Ltd 5.13%
Net Receivables / (Payables) 1.90%

Risk Ratios & Analysis

Understand the fund’s volatility, benchmark exposure and redemption characteristics.

σ
Standard Deviation
4.41%
Return volatility
β
Beta
1.14
Benchmark sensitivity
S
Sharpe Ratio
-0.01
Risk-adjusted return
↗
Lock-in Period
N/A
Redemption restriction
◷
Residual Maturity
5.91 years
Time to maturity

Scheme Riskometer

Published risk classification for this scheme

Principal risk level

Investors understand that their principal will be at

Moderately High Risk

Low
Low to Moderate
Moderate
Moderately High
High
Very High

Riskometer is a scheme risk classification, not a prediction of future performance.

Peer Comparison

Compare similar mutual funds by performance, fundamentals and risk.

Fund Name 1Y Return 3Y Return Since Inception
Nippon India Conservative Hybrid Fund - Regular Plan - Growth 4.54% 7.76% 8.32%
Aditya Birla Sun Life Conservative Hybrid Fund - Monthly Payment - Regular Plan 3.56% 7.78% 9.06%
SBI Conservative Hybrid Fund - Regular Plan - Growth 1.99% 7.50% 6.64%
Parag Parikh Conservative Hybrid Fund - Regular Plan - Growth 1.90% 8.43% 8.58%
Canara Robeco Conservative Hybrid Fund - Regular Plan - Growth 1.72% 6.63% 9.29%
DSP Conservative Hybrid Fund - Regular Plan - Growth 1.58% 7.56% 8.35%
Franklin India Conservative Hybrid Fund - Plan B - Regular Plan - Growth 1.55% 7.16% 8.93%
Aditya Birla Sun Life Conservative Hybrid Fund - Regular Plan - Growth 1.36% 7.48% 8.96%
Baroda Bnp Paribas Conservative Hybrid Fund - Regular Plan - Growth 1.34% 6.54% 7.14%
Bandhan Conservative Hybrid Fund - Regular Plan - Growth 0.96% 6.09% 7.36%

Returns are historical and do not guarantee future performance.

View All Hybrid Conservative Hybrid Funds

Fund Family

Compare schemes from AXIS MUTUAL FUND by performance, fundamentals and risk.

Fund Name 1Y Return 3Y Return Since Inception
Axis Silver Fund Of Fund - Regular Plan - Growth 22.28% 33.75% 31.20%
Axis Silver ETF - Regular Plan - Growth 20.47% 34.69% 31.53%
Axis Nasdaq 100 US Specific Equity Passive FOF - Regular Plan - Growth 17.34% 30.44% 29.72%
Axis Global Equity Alpha Fund Of Fund - Regular Plan - Growth 12.87% 21.89% 15.73%
Axis Gold ETF - Regular Plan - Growth 12.66% 29.53% -16.58%
Axis Nifty Healthcare ETF - Regular Plan - Growth 12.28% 20.57% 13.54%
Axis Gold Fund - Regular Plan - Growth 11.79% 28.87% 9.51%
Axis Global Innovation Fund Of Fund - Regular Plan - Growth 10.78% 22.54% 11.52%
Axis India Manufacturing Fund - Regular Plan - Growth 6.90% 0.00% 16.14%
Axis Greater China Equity Fund Of Fund - Regular Plan - Growth 6.72% 16.84% 1.09%

Returns are historical and do not guarantee future performance.

View All AXIS MUTUAL FUND Funds

Scheme Objective

The investment mandate and purpose of this scheme

The Scheme seeks to generate regular income through investments in debt & money market instruments, along with capital appreciation through limited exposure to equity and equity related instruments. There is no assurance that the investment objective of the Scheme will be achieved.

Scheme Details

Investment requirements and key fund information

Fund Information

Min. SIP Amount
N/A
Min. Lumpsum Amount
N/A
AUM (in Cr.)
N/A
Expense Ratio (Regular)
2.18%
Expense Ratio (Direct)
1.16%
Lock-in Period
N/A
Fund Age
N/A
Benchmark
NIFTY 50 Hybrid Composite Debt 15:85 Index

Exit Load

Charges that may apply when you redeem units

If redeemed/switch out within 1 month from the date of allotment - For 10% of investment : Nil - For remaining investment : 1% If redeemed/switch out after 1 month from the date of allotment: Nil
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