
A
Axis Conservative Hybrid Fund Direct - Growth
5 Year Absolute Returns
NAV (₹) on 09 Mar 2026
35.6272
1 Day NAV Change (₹)
-0.11683
Morningstar
2
Value Research
About Fund
NAV
NIFTY50
NAV
NIFTY50
Returns Calculator
Based on Annualised Returns
Investment Type
SIP Amount
Investment Period
5Y
₹ 32.73 L
3.50%
₹ 36.98 L
8.00%
₹ 36.64 L
7.65%
Total Investment
₹ 30,00,000
Returns
₹ 6,63,728 (22.12%)
Maturity Value
₹ 36,63,728
Disclaimer: Fixed deposits offer guaranteed returns. Mutual fund investments carry market risks; read all scheme-related documents carefully. Past performance does not guarantee future returns.
Returns Comparison
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*The above returns are absolute.
Historical Returns
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Start SIP with as Low as ₹100.
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Asset Allocation
AUM
₹232.25 Cr
Cash Holding
-
Equity
-
Cash
-
Debt
-
Other
-
Sector Holdings
Sorry, No Data Available at this Moment!
Stock Holdings
Sorry, No Data Available at this Moment!
Fund Comparison
Fund Details
52W High NAV
₹ 36.0631
Min. SIP Amount
₹ 100.00
Min. Lumpsum Amount
₹ 500.00
AUM (in Cr.)
₹ 232.25
Expense Ratio
1.11%
Lock-in Period
No Lock in Period
52W Low NAV
₹ 33.3479
Inception Date
01 Jan 2013
Fund Age
13 Yrs
Benchmark
NIFTY 50 Hybrid Composite Debt 15:85 Index
Scheme Type
Open Ended
Stamp Duty
0.005% (from July 1st 2020)
Exit Load
- If Redeemed/switched Out Within 1 Months From The Date Of Allotment: - For 10% Of Investment:nil
- for Remaining Investment : 1%
Tax Implication
- If you redeem within 1 year, STCG are taxed at 20%; If you redeem after 1 year, and returns exceed ₹1.25 Lakhs in a financial year, LTCG are taxed at 12.5%
Fund Managers
Name
Devang Shah
Qualification
B.Com., A.C.A.
Name
Sachin Jain
Qualification
PGDM, B.TECH
Name
Jayesh Sundar
Qualification
Chartered Accountant
Name
Krishnaa N
Qualification
Chartered Accountant and Bachelor of Commerce
Fund Objective
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. It also aims to manage risk thorough active asset allocation.
Risk-O-Meter
Investors understand that their principal will be at
Moderately High Risk
Risk Scale
Low
Moderately Low
Moderate
Moderately High
High
Very High
AMC Information
Axis Mutual Fund
Funds Managed
72
Assets Managed (₹ Cr)
₹ 3,58,627.39
Contact Details
Registered Address
One Lodha Place. 22nd & 23rd Floor,Senapati Bapat Marg, Lower Parel, Maharashtra, Mumbai - 400013.
Open NFOs
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View AllFAQs
When was Axis Conservative Hybrid Fund launched?
What is the current NAV of Axis Conservative Hybrid Fund?
What is the AUM of Axis Conservative Hybrid Fund?
What is the rate of return of Axis Conservative Hybrid Fund?
- In the past 1Y: 7.25%
- In the past 3Y: 8.67%
- In the past 5Y: 7.65%
What is the expense ratio of Axis Conservative Hybrid Fund?
What is exit load of Axis Conservative Hybrid Fund?
What is the portfolio of Axis Conservative Hybrid Fund?
No data to show right now!
Top 3 sectoral holdings include:
How risky is investing in Axis Conservative Hybrid Fund?
Who is the fund manager Axis Conservative Hybrid Fund?
What is the minimum investment required in Axis Conservative Hybrid Fund?
How to invest in Axis Conservative Hybrid Fund directly?
- Open Demat Account on Dhan if you don't have one.
- Analyze the fund performance.
- Invest via SIP or Lumpsum.



