Axis Conservative Hybrid Fund
Hybrid
●
Conservative Hybrid
Fund Details
- Expense Ratio: A charge to the mutual fund for handling your investments. It's a percentage of the fund's assets used for various expenses like administration and management.
- Exit Load : A fee paid to a mutual fund for leaving the investment early before a set period
- Lock In : Withdrawals are not allowed for this period
Current NAV
₹30.06
Expense Ratio
2.22%
Min SIP
₹100
Fund Size
₹215Cr
Min Investment
₹500
Lock In
NA
Scheme Information Document
Exit load: Nil upto 10% of investments and 1% for remaining investments on or before 1M, Nil after 1M
Fund Performance
- Alpha: Excess returns relative to market benchmark,
- Beta : Volatility of the scheme relative to its market benchmark
- Sharpe Ratio : Risk-adjusted returns
- Risk : Volatility of the fund
Alpha
-0.04%
Beta
0.95
Sharpe Ratio
0.045331
Risk
6.75%
Above numbers are based upon past 3 years
Returns Calculator
Would have become
₹1,49,748.59
(2.35)%
| Name | Holding(%) |
| Name | Sector(%) |
| Name | Assets(%) |
- HDFC Hybrid Debt Fund
- UTI Conservative Hybrid Fund
- Sundaram Conservative Hybrid Fund
- Bandhan Conservative Hybrid Fund
- Nippon India Conservative Hybrid Fund
- Aditya Birla Sun Life Regular Savings Fund
- HSBC Conservative Hybrid Fund
- DSP Regular Savings Fund
- Canara Robeco Conservative Hybrid Fund
- Bank of India Conservative Hybrid Fund
- Axis Conservative Hybrid Fund
- Parag Parikh Conservative Hybrid Fund
- LIC MF Conservative Hybrid Fund
- Kotak Debt Hybrid Fund
- Franklin India Conservative Hybrid Fund
- ICICI Prudential Regular Savings Fund
- Baroda BNP Paribas Conservative Hybrid Fund
- Arudha Hybrid Long-Short Fund
- SBI Conservative Hybrid Fund
- Aditya Birla Sun Life Regular Savings Fund
- HSBC Monthly Income Plan
Devang Shah
Axis Mutual FundTotal assets under management
₹327.28L Crores
Date of incorporation
13 Jan 2009
Axis Conservative Hybrid Fund FAQs
Ans.
- Open the Rupeezy app.
- If you're on the Stocks or F&O screen, switch to the Mutual Funds section.
- Tap on Explore to browse available mutual fund schemes.
- Select the Axis Conservative Hybrid Fund (or any fund you want to invest in).
- Choose your investment mode: Lumpsum or SIP.
- Enter the investment amount.
- Complete the payment using UPI, Net Banking, or other available options.
Ans. The Axis Conservative Hybrid Fund has an AUM of ₹214.78 Cr as on 4/8/2026. The scheme has delivered CAGR returns for the past 3 years against a category average of 8.28%. The risk is Moderately High against the category average of 26.97.
Ans. Mutual fund taxation depends on the scheme type and investment holding period.
Taxation on hybrid funds: If equity allocation is 65% or above: STCG of 20% is applicable if units are sold within one year of purchase. For units sold after one year of purchase, LTCG of 12.5% is levied on gains above ₹1.25 lakhs in a financial year.
If debt allocation in a hybrid fund is 65% or more, gains are added to income and taxed as per slab rate irrespective of the holding period.
Ans. There is no lock-in period applicable on Axis Conservative Hybrid Fund.
Ans. The expense ratio of Axis Conservative Hybrid Fund is 2.22%.