Hybrid
●
Conservative Hybrid
Current NAV
₹29.93
Expense Ratio
2.2%
Min SIP
₹100
Fund Size
₹276Cr
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
Alpha
-0.09%
Beta
0.82
Sharpe Ratio
0.03935
Risk
6.85%
Above numbers are based upon past 3 years
Would have become
₹1,49,748.59
(4.08)%
| Name | Holding(%) |
| Name | Sector(%) |
| Name | Assets(%) |
Devang Shah
Axis Conservative Hybrid FundTotal assets under management
₹327.28L Crores
Date of incorporation
13 Jan 2009
Ans.
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Ans. The Axis Conservative Hybrid Fund has an AUM of ₹276.20 Cr as on 9/5/2025. The scheme has delivered CAGR returns for the past 3 years against a category average of 8.81%. The risk is Moderately High against the category average of 28.81.
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 2.2%.