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Axis Mutual Fund · Hybrid: Conservative
Axis Conservative Hybrid Fund - Regular Plan - Growth Option
The scheme seeks to generate regular income through investments in debt & money market instruments, along with capital appreciation through limited exposure to equity and equity related instruments. It also aims to manage risk thorough active asset allocation.
Mixed AssetBenchmark · NIFTY 50 Hybrid Composite Debt 15:85 Conservative IndexTER · 2.15%Inception · 16-07-2010
NAV
₹29.99
+0.26% · as of 14-05-2026
Since inception
7.18%
CAGR
Benchmark (inception)
11.12%
CAGR
Fund size
₹2 Cr
AUM
Expense ratio
2.15%
30-04-2026
Performance
Returns vs benchmark & category
Since inception: +7.18% CAGR vs benchmark +11.12%.
Portfolio
Where the money is invested
Top holdings
07.18% GSEC MAT -14/08/203316.38%
6.79% Government of India11.90%
6.68% Government of India10.87%
NCD POWER FINANCE CORPORATION LTD.6.98%
Clearing Corporation of India Ltd6.48%
7.18% Government of India4.18%
5% GMR Airports Limited2.41%
7.1% Government of India2.34%
10.81% Bamboo Hotel And Global Centre (Delhi) Private limited2.34%
NCD AADHAR HOUSING FINANCE LIMITED2.33%
Sector allocation
Financial Services7.14%
Information Technology2.44%
Healthcare2.10%
Oil, Gas & Consumable Fuels2.08%
Fast Moving Consumer Goods1.21%
Construction1.13%
Power1.06%
Telecommunication0.86%
Automobile and Auto Components0.77%
Consumer Durables0.41%
Riskometer
LowVery High
Moderately High
What if you'd SIP'd here?
@ 7.2% p.a.₹10,000
10 years
Projected value
₹17,58,559
Invested: ₹12,00,000
Gained: ₹5,58,559
Illustration based on fund's since-inception return. Past performance is not indicative of future returns.
Risk Analysis
How this fund manages risk
Fund manager
M
Mr. Devang Shah, Mr. Sachin Jain, Mr. Jayesh Sundar
Manager since fund inception data not available
ISIN & identifiers
AMFI code
112924
ISIN (Growth)
INF846K01693
ISIN (Div Re-inv)
—
Status
Open Ended Schemes
Peers
Other Hybrid: Conservative funds
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₹60.59
1Y
+6.4%
3Y
+8.0%
5Y
+7.9%
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₹75.23
1Y
+5.3%
3Y
+9.2%
5Y
+9.2%
ICICI Pru Reg Savings Gr
₹77.67
1Y
+4.3%
3Y
+9.3%
5Y
+8.6%
ABSL Reg Savings Gr Payment Reg
₹68.71
1Y
+4.2%
3Y
+8.4%
5Y
+8.2%
Parag Parikh Conservative Hybrid Fund Reg Gr
₹15.54
1Y
+3.9%
3Y
+10.2%
5Y
+0.0%
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