
Axis Conservative Hybrid Fund(G)-Direct Plan
+6.70%
5Y annualised
+6.70%
5Y annualised
+0.02% 1D
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Buy, Hold or Sell?
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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
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
Stock Allocation
Fund Composition
Large Cap
18.59%
Mid Cap
1.02%
Small Cap
1.61%
Others
118.42%
Sector Allocation
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
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 Regular Savings Fund(Payment)-Direct Plan
Parag Parikh Conservative Hybrid Fund(G)-Direct Plan
SBI Conservative Hybrid Fund(G)-Direct Plan
ICICI Pru Regular Savings Fund(G)-Direct Plan
Baroda BNP Paribas Conservative Hybrid Fund(G)-Direct Plan
HSBC Conservative Hybrid Fund(G)-Direct Plan
FAQs
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