Axis Conservative Hybrid Fund - Regular Plan - Growth Option
Fund House: Axis Mutual Fund
Category: Hybrid: Conservative
Status: Open Ended Schemes
Launch Date: 16-07-2010
Minimum Investment: 500.0
Asset Class: Mixed Asset
Minimum Topup: 500.0
Benchmark: NIFTY 50 Hybrid Composite Debt 15:85 Conservative Index
Total Assets: 272.1 As on (31-03-2025)
Expense Ratio: 2.18% As on (31-03-2025)
Turn over: 81.00% | Exit Load: If redeemed/switch out within 12 months from the date of allotment: - For 10% of investment : Nil FIFO basis For remaining investment : 1% w.e.f., 15/06/2015. 1% if redeemed or Switched out within 2 year from the date of allotment. 1% if redeemed or Switched out within 12 months from the date of allotment W.e.f 05th May, 2014. Axis Income Saver has been renamed as Axis Regular Saver Fund with effect from 18th May 2018.If redeemed/switch out within 1 month from the date of allotment: - For 10% of investment : Nil FIFO basis For remaining investment : 1% w.e.f., 29/10/2021
NAV as on 25-04-2025
29.7082
-0.0968
CAGR Since Inception
7.64%
NIFTY 50 Hybrid Composite Debt 15:85 Conservative Index 11.41%
PERFORMANCE
| Scheme Performance (%) | 1-Year Ret (%) | 3-Yrs Ret (%) | 5-Yrs Ret (%) | 10-Yrs Ret (%) | Since Launch Ret (%) |
|---|---|---|---|---|---|
| Axis Conservative Hybrid Fund - Regular Plan - Growth Option | 9.76 | 7.15 | 9.36 | 6.95 | 7.64 |
| Benchmark | - | - | - | - | - |
| Hybrid: Conservative | 8.78 | 8.84 | 10.56 | 7.69 | 8.75 |
Funds Manager
Devang Shah, Ashish Naik, Sachin Jain, Jayesh Sundar
RETURNS CALCULATORS for Axis Conservative Hybrid Fund - Regular Plan - Growth Option
Growth of 10000 In SIP (Fund vs Benchmark)
Amount
Period
Start
End
Growth of 10000 In LUMPSUM (Fund vs Benchmark)
Amount
Start
PORTFOLIO ANALYSIS of Axis Conservative Hybrid Fund - Regular Plan - Growth Option
Portfolio Holdings
Sector Allocation
PEER COMPARISION of Axis Conservative Hybrid Fund - Regular Plan - Growth Option
| Scheme Name | Inception Date | 1 Year Rtn (%) | 2 Year Rtn (%) | 3 Year Rtn (%) | 5 Year Rtn (%) | 10 Year Rtn (%) |
|---|---|---|---|---|---|---|
| Axis Conservative Hybrid Reg Gr | 16-07-2010 | 9.76 | 9.41 | 7.15 | 9.36 | 6.95 |
| UTI Conservative Hybrid Fund Reg Gr | 16-12-2003 | 11.15 | 12.35 | 9.93 | 12.4 | 8.32 |
| DSP Reg Savings Reg Gr | 11-06-2004 | 11.04 | 12.43 | 9.68 | 10.51 | 7.21 |
| Parag Parikh Conservative Hybrid Fund Reg Gr | 05-05-2021 | 10.6 | 13.44 | 11.57 | 0.0 | 0.0 |
| ABSL Reg Savings Gr Payment Reg | 22-05-2004 | 10.26 | 10.73 | 8.59 | 12.51 | 8.51 |
| HSBC Conservative Hybrid Fund Gr | 24-02-2004 | 9.8 | 12.24 | 9.47 | 9.85 | 7.51 |
| Kotak Debt Hybrid Gr | 02-12-2003 | 9.76 | 12.94 | 10.59 | 12.56 | 9.55 |
| ICICI Pru Reg Savings Gr | 10-03-2004 | 9.49 | 12.06 | 9.85 | 10.92 | 9.29 |
| Bandhan Conservative Hybrid Reg Gr | 05-02-2010 | 9.18 | 9.6 | 7.2 | 7.75 | 6.71 |
| Franklin India Debt Hybrid Gr | 28-09-2000 | 9.13 | 11.8 | 9.56 | 9.89 | 7.5 |
Asset Allocation (%)
Key Performance and Risk Statistics of Axis Conservative Hybrid Fund - Regular Plan - Growth Option
| Key Statistics | Volatility | Sharpe Ratio | Alpha | Beta | Yield to Maturity | Average Maturity |
|---|---|---|---|---|---|---|
| Axis Conservative Hybrid Fund - Regular Plan - Growth Option | 3.83 | -0.25 | -2.39 | 0.55 | 7.67 | 11.61 |
| Hybrid: Conservative | - | - | - | - | - | - |