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Axis Conservative Hybrid Fund(G)-Direct Plan

Axis Conservative Hybrid Fund(G)-Direct Plan

HybridDirect GrowthMedium Risk

+6.70%

5Y annualised

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NAV : 24 Jul 2026

₹36.01

Min. SIP amount

₹100

Fund size (AUM)

220 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

3M6M1Y3Y
Total investment
2,88,000
Would've become
3,21,170

Stock Allocation

Stock nameSectorAllocation
Kotak Mahindra Bank LimitedBank12.98%
7.18% Government Of India (14/08/2033)Government Securities11.78%
6.79% Government Of India (07/10/2034)Government Securities8.80%

Fund Composition

220 Cr

Large Cap

18.59%

Mid Cap

1.02%

Small Cap

1.61%

Others

118.42%

Sector Allocation

220 Cr

Government Securities

32.63%

Bank

21.71%

Corporate Debt

20.22%

Cash & Cash Equivalents And Net Assets

6.63%

Finance

5.66%

It

1.87%

Healthcare

1.68%

Crude Oil

1.68%

Others

6.26%

Minimum investments

Min. for SIP100
Min. for Lumpsum--

Returns vs rankings

Absolute returns
Name1Y3Y5Y
Fund returns------
Rank (Income)

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

DS

Devang Shah

Present

SJ

Sachin Jain

Present

JS

Jayesh Sundar

Present

KN

Krishnaa N

Present

Similar/Peer Fund Comparison

Fund name
N

Nippon India Conservative Hybrid Fund(G)-Direct Plan

+8.70%
A

Aditya Birla SL Regular Savings Fund(G)-Direct Plan

+9.01%
A

Aditya Birla SL Regular Savings Fund(Payment)-Direct Plan

+9.01%
P

Parag Parikh Conservative Hybrid Fund(G)-Direct Plan

+10.72%
S

SBI Conservative Hybrid Fund(G)-Direct Plan

+8.93%
I

ICICI Pru Regular Savings Fund(G)-Direct Plan

+9.45%
B

Baroda BNP Paribas Conservative Hybrid Fund(G)-Direct Plan

+8.73%
H

HSBC Conservative Hybrid Fund(G)-Direct Plan

+9.63%

FAQs

Axis Conservative Hybrid Fund(G)-Direct Plan is a part of Axis Asset Management Company Ltd., it was incepted on 04 Jan 2013. This fund is managed by Devang Shah, Sachin Jain, Jayesh Sundar and Krishnaa N. It is a Hybrid type of fund.

The current NAV of Axis Conservative Hybrid Fund(G)-Direct Plan is ₹36.01 (as of 24 Jul 2026).

Axis Conservative Hybrid Fund(G)-Direct Plan has delivered 2.07% in 1 year, 6.97% in 3 years, and 6.70% in 5 years (annualised).

The minimum SIP amount for Axis Conservative Hybrid Fund(G)-Direct Plan is ₹100.

The expense ratio of Axis Conservative Hybrid Fund(G)-Direct Plan is 1.05%.

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