Axis Conservative Hybrid Fund(G)-Direct Plan
+5.56%
5Y annualised
+5.56%
5Y annualised
+0.20% 1D
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Buy, Hold or Sell?
Unlock our SEBI-RIA verdict on this fund.
NAV : 09 Oct 2026
₹35.52
Min. SIP amount
₹100
Fund size (AUM)
217 Cr
Expense ratio
1.05%
Launched on
04 Jan 2013
Lock-in period
N/A
Benchmark
Nifty 50
Fund Plan
Direct
NAV : 09 Oct 2026
₹35.52
Min. SIP amount
₹100
Fund size (AUM)
217 Cr
Expense ratio
1.05%
Launched on
04 Jan 2013
Lock-in period
N/A
Benchmark
Nifty 50
Fund Plan
Direct
SIP Calculator + Returns
Monthly investment
₹8,000
Stock Allocation
Fund Composition
Large Cap
17.93%
Mid Cap
0.03%
Others
82.05%
Sector Allocation
Government Securities
48.89%
Corporate Debt
23.23%
Cash & Cash Equivalents And Net Assets
7.02%
Bank
5.16%
Healthcare
2.41%
Floating Rate Instruments
2.30%
It
2.11%
Crude Oil
1.83%
Others
5.91%
Minimum investments
Returns vs rankings
Exit load, stamp duty and tax
Exit load
Nil upto 10% of investments and 1% for remaining investments on or before 1M, Nil after 1M
No exit load after holding period
Stamp duty on investment: 0.005% (from July 1st, 2020)
from July 1st 2020
Tax implication
If you redeem within less than 1 year, returns are taxed as per your Income Tax slab. If you redeem after more than 1 year, returns are taxed at 12.5%.
Fund management
Devang Shah
Present
Sachin Jain
Present
Jayesh Sundar
Present
Krishnaa N
Present
Similar/Peer Fund Comparison
Nippon India Conservative Hybrid Fund(G)-Direct Plan
SBI Conservative Hybrid Fund(G)-Direct Plan
Baroda BNP Paribas Conservative Hybrid Fund(G)-Direct Plan
Parag Parikh Conservative Hybrid Fund(G)-Direct Plan
Aditya Birla SL Conservative Hybrid Fund(G)-Direct Plan
Aditya Birla SL Conservative Hybrid Fund(Payment)-Direct Plan
DSP Conservative Hybrid Fund(G)-Direct Plan
Bank of India Conservative Hybrid Fund(G)-Direct Plan
FAQs
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