
Axis Conservative Hybrid Fund(G)-Direct Plan
+6.45%
5Y annualised
+6.45%
5Y annualised
-0.00% 1D
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Buy, Hold or Sell?
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NAV : 28 Aug 2026
₹36.25
Min. SIP amount
₹100
Fund size (AUM)
219 Cr
Expense ratio
1.05%
Launched on
04 Jan 2013
Lock-in period
N/A
Benchmark
Nifty 50
Fund Plan
Direct
NAV : 28 Aug 2026
₹36.25
Min. SIP amount
₹100
Fund size (AUM)
219 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
18.11%
Mid Cap
0.40%
Small Cap
0.34%
Others
81.15%
Sector Allocation
Government Securities
33.76%
Corporate Debt
20.73%
Bank
20.42%
Cash & Cash Equivalents And Net Assets
6.46%
Finance
5.27%
It
1.91%
Healthcare
1.75%
Crude Oil
1.71%
Others
6.12%
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
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Aditya Birla SL Conservative Hybrid Fund(Payment)-Direct Plan
Parag Parikh Conservative Hybrid Fund(G)-Direct Plan
LIC MF Conservative Hybrid Fund(G)-Direct Plan
Kotak Debt Hybrid Fund(G)-Direct Plan
FAQs
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