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Axis Conservative Hybrid Fund Direct Growth
+8.10%
3Y annualised
+1.11% 1D
NAV: 09 Apr '26
₹35.35
Min. for SIP
₹100
Fund size (AUM)
₹214.78 Cr
Expense ratio
1.17%
Rating
2
Return calculator
Monthly investment
₹5,000
| Over the past | Total investment | Would've become | Historic returns | Returns |
|---|---|---|---|---|
| 1 year | ₹60,000 | ₹60,005 | +0.01% | |
| 3 years | ₹1,80,000 | ₹1,95,280 | +8.49% | |
| 5 years | ₹3,00,000 | ₹3,52,081 | +17.36% | |
| 10 years | ₹6,00,000 | ₹8,79,171 | +46.53% |
Holdings (52)
| Name | Sector | Instruments | Assets |
|---|---|---|---|
| GOI | Sovereign | GOI Sec | 16.38% |
| GOI | Sovereign | GOI Sec | 11.90% |
| GOI | Sovereign | GOI Sec | 10.87% |
| Power Finance Corporation Ltd. | Financial | Debenture | 6.98% |
| GOI | Sovereign | GOI Sec | 4.18% |
| GMR Airports Ltd. | Construction | Bonds | 2.41% |
| GOI | Sovereign | GOI Sec | 2.34% |
| Bamboo Hotel And Global Centre (Delhi) Pvt Ltd. Class A | Services | Debenture | 2.34% |
| Aadhar Housing Finance Ltd | Financial | Debenture | 2.33% |
| IndiGrid Infrastructure Trust | Capital Goods | NCD | 2.32% |
| IKF Finance Ltd. | Financial | Debenture | 2.32% |
| Hiranandani Financial Services Pvt. Ltd. | Financial | Debenture | 2.30% |
| Reliance Industries Ltd. | Energy | Equity | 2.02% |
| Aptus Value Housing Finance India Ltd. | Financial | Debenture | 1.87% |
| Aptus Finance India Pvt. Ltd. | Financial | Debenture | 1.75% |
| HDFC Bank Ltd. | Financial | Equity | 1.58% |
| ICICI Bank Ltd. | Financial | Equity | 1.55% |
| Infosys Ltd. | Technology | Equity | 1.42% |
| GOI | Sovereign | GOI Sec | 1.39% |
| Larsen & Toubro Ltd. | Construction | Equity | 1.13% |
| NTPC Ltd. | Energy | Equity | 1.06% |
| Cipla Ltd. | Healthcare | Equity | 0.93% |
| State Bank of India | Financial | Equity | 0.86% |
| Bharti Airtel Ltd. | Communication | Equity | 0.86% |
| Cholamandalam Investment and Finance Company Ltd. | Financial | Debenture | 0.80% |
| Kotak Mahindra Bank Ltd. | Financial | Equity | 0.77% |
| ITC Ltd. | Consumer Staples | Equity | 0.56% |
| HDFC Life Insurance Co Ltd. | Insurance | Equity | 0.56% |
| Mahindra & Mahindra Ltd. | Automobile | Equity | 0.55% |
| Apollo Hospitals Enterprise Ltd. | Healthcare | Equity | 0.45% |
| LTIMindtree Ltd. | Technology | Equity | 0.44% |
| Britannia Industries Ltd. | Consumer Staples | Equity | 0.43% |
| Titan Company Ltd. | Consumer Discretionary | Equity | 0.41% |
| Divi's Laboratories Ltd. | Healthcare | Equity | 0.41% |
| Bank Of Baroda | Financial | Equity | 0.38% |
| PI Industries Ltd. | Chemicals | Equity | 0.37% |
| Sun Pharmaceutical Industries Ltd. | Healthcare | Equity | 0.31% |
| Cholamandalam Investment and Finance Company Ltd. | Financial | Equity | 0.28% |
| Tata Consultancy Services Ltd. | Technology | Equity | 0.26% |
| Tech Mahindra Ltd. | Technology | Equity | 0.22% |
| Sona BLW Precision Forgings Ltd. | Automobile | Equity | 0.22% |
| ICICI Securities Primary Dealership Ltd. | Financial | IRS | 0.19% |
| Axis Bank Ltd. | Financial | Equity | 0.18% |
| Hindustan Unilever Ltd. | Consumer Staples | Equity | 0.17% |
| Bajaj Finance Ltd. | Financial | Equity | 0.15% |
| Interglobe Aviation Ltd. | Services | Equity | 0.14% |
| HCL Technologies Ltd. | Technology | Equity | 0.10% |
| GOI | Sovereign | GOI Sec | 0.09% |
| Bharat Petroleum Corporation Ltd. | Energy | Equity | 0.06% |
| Nestle India Ltd. | Consumer Staples | Equity | 0.05% |
| Sundaram Finance Ltd. | Financial | Equity | 0.03% |
| Tata Motors Ltd. | Automobile | Equity | 0.03% |
See All
Minimum investments
Min. for 1st investment
₹500
Min. for 2nd investment
₹100
Min. for SIP
₹100
Returns and rankings
Annualised returns
Absolute returns
| Name | 3Y | 5Y | 10Y | All |
|---|---|---|---|---|
| Fund returns | +8.1% | +7.3% | +7.9% | +8.7% |
| Category average (Hybrid Conservative Hybrid) | +9.1% | +8.0% | +7.8% | -- |
| Rank (Hybrid Conservative Hybrid) | 23 | 21 | 18 | -- |
Exit load, stamp duty and tax
Exit load
Exit Load for units in excess of 10% of the investment,1% will be charged for redemption within 1 months.
Stamp duty on investment: 0.005% (from July 1st, 2020)
from July 1st 2020
Tax implication
Returns are taxed as per your Income Tax slab.
Check past data
Compare similar funds
| Name | 1Y | 3Y | Fund Size(Cr) | |
|---|---|---|---|---|
Parag Parikh Conservative Hybrid Fund Direct Growth | +6.34% | +11.07% | 3,354.03 | |
ICICI Prudential Regular Savings Fund Direct Growth | +7.24% | +10.40% | 3,224.67 | |
DSP Regular Savings Fund Direct Growth | +5.00% | +9.85% | 175.80 | |
HDFC Hybrid Debt Fund Direct Growth | +3.91% | +9.55% | 3,198.34 | |
Nippon India Conservative Hybrid Fund Direct Growth | +9.22% | +9.12% | 947.83 | |
| Compare | ||||
Fund management
DSDevang ShahJun 2016 - PresentView details
DS
Devang Shah
Jun 2016 - Present
View details
SJSachin JainSep 2020 - PresentView details
SJ
Sachin Jain
Sep 2020 - Present
View details
JSJayesh SundarSep 2023 - PresentView details
JS
Jayesh Sundar
Sep 2023 - Present
View details
About Axis Conservative Hybrid Fund Direct Growth
Axis Conservative Hybrid Fund Direct Growth is a Hybrid Mutual Fund Scheme launched by Axis Mutual Fund. This scheme was made available to investors on 04 Sep 2009. Devang Shah is the Current Fund Manager of Axis Conservative Hybrid Fund Direct Growth fund. The fund currently has an Asset Under Management(AUM) of ₹3,66,904 Cr and the Latest NAV as of 09 Apr 2026 is ₹35.35.
The Axis Conservative Hybrid Fund Direct Growth is rated Moderately High risk. Minimum SIP Investment is set to ₹100. Minimum Lumpsum Investment is ₹500. Exit Load for units in excess of 10% of the investment,1% will be charged for redemption within 1 months.
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Investment Objective
The fund seeks to generate regular income through investments in debt and money market securities.
Fund benchmarkNIFTY 50 Hybrid Composite Debt 15:85 Conservative Index
Fund house
Rank (total assets)#7 in India
Total AUM₹3,66,904.00 Cr
Date of Incorporation04 Sep 2009
Launch Date04 Sep 2009
Address23rd Floor, One Lodha Place,S. B. Road, Lower Parel. Mumbai 400013
Websitewww.karvymfs.com
AddressKarvy House, No. 46, 8-2-609/K, Avenue 4, Street No.1 Banjara Hills,