DS
Devang ShahLead
Since Jun 2016
AUM managed
₹1,26,974.34Cr
Tenure
Since Jun 2016
Funds
23
Axis Conservative Hybrid Gr
Conservative Hybrid FundAxis Mutual Fund
NAV
₹29.96
+0.35% today
AUM
₹219.41 Cr
Fund size
Expense
2.18%
Regular plan
Min SIP
₹100
per month
Min Lumpsum
₹500
one-time
Exit Load
1.0
on redemption
Fund snapshot
Category rank#18 of 18
Risk-o-meterVery High Risk
BenchmarkNifty Composite Debt Index TR INR (85%) + Nifty 50 TR INR (15%)
Number of holdings30
Inception16 Jul 2010
Exit load1.0
Risk metrics
Alpha-1.91
Beta1.1
Sharpe ratio-0.12
Standard deviation4.22%
Sortino ratio-0.15
Capital gains tax
Hybrid
STCG · short-term
Slab RateShort-term gains taxed at slab rate
Non-equity-oriented hybrid fund gains are taxed at your income slab rate.
LTCG · long-term
Slab RateLong-term gains taxed at slab rate
Non-equity-oriented hybrid fund gains are taxed at your income slab rate.
Hybrid fund taxation depends on equity orientation and holding period; this scheme is treated as non-equity-oriented.
Fund managers
SJ
Since Sep 2020
AUM managed
₹1,09,957.19Cr
Tenure
Since Sep 2020
Funds
17
JS
Since Sep 2023
AUM managed
₹41,462.18Cr
Tenure
Since Sep 2023
Funds
9
About Axis Conservative Hybrid Gr
Axis Conservative Hybrid Gr is an open-ended Conservative Hybrid Fund mutual fund scheme offered by Axis Mutual Fund under the regular plan with the growth option. Its latest net asset value (NAV) is ₹29.96 per unit and the scheme manages ₹219.41 Cr in assets under management. The fund charges an expense ratio of 2.18% and is benchmarked against Nifty Composite Debt Index TR INR (85%) + Nifty 50 TR INR (15%). Over the trailing 5 years, Axis Conservative Hybrid Gr has delivered +4.10% returns. SEBI's riskometer places this scheme in the Very High Risk category, so read the scheme information document before investing.
Investment objective
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.
Regular Plan · Growth option · NAV as of 15 Oct 2026
Axis Conservative Hybrid Gr returns
| Period | Fund | Category average |
|---|---|---|
| 1 month | -0.93% | -1.35% |
| 3 months | -1.83% | -1.46% |
| 6 months | -0.79% | +0.50% |
| 1 year | -1.03% | +0.57% |
| 3 years | +4.90% | +6.68% |
| 5 years | +4.10% | +6.34% |
Rolling returns
| Period | Fund | Category average |
|---|---|---|
| 1 month | -- | -1.67% |
| 3 months | +2.01% | -1.10% |
| 6 months | +0.12% | +2.56% |
| 1 year | +2.72% | +0.64% |
| 3 years | +18.38% | +16.81% |
| 5 years | +30.49% | +29.59% |
Past performance is not indicative of future returns. Mutual fund investments are subject to market risks; read all scheme related documents carefully.
Axis Conservative Hybrid Gr — frequently asked questions
What is the NAV of Axis Conservative Hybrid Gr?
The latest net asset value (NAV) of Axis Conservative Hybrid Gr is ₹29.96 per unit, +0.35% over the previous trading day. NAV is declared by the AMC at the end of every business day.
What returns has Axis Conservative Hybrid Gr delivered?
Axis Conservative Hybrid Gr has returned +4.10% over the trailing 5 years (1 year: -1.03%, 3 years: +4.90%). Returns beyond one year are annualised. Past performance does not guarantee future returns.
What is the expense ratio of Axis Conservative Hybrid Gr?
Axis Conservative Hybrid Gr charges an expense ratio of 2.18% per annum. The expense ratio is deducted from the scheme's assets, so the NAV you see is already net of it.
How risky is Axis Conservative Hybrid Gr?
SEBI's riskometer classifies Axis Conservative Hybrid Gr as Very High Risk, which is typical for a Conservative Hybrid Fund scheme. Match the scheme's risk level to your own risk tolerance and investment horizon before investing.
What is the minimum investment in Axis Conservative Hybrid Gr?
You can start a SIP in Axis Conservative Hybrid Gr from ₹100 per month, and the minimum lumpsum investment is ₹500.
Who manages Axis Conservative Hybrid Gr?
Axis Conservative Hybrid Gr is managed by Axis Mutual Fund, holds ₹219.41 Cr in assets under management and invests across 30 holdings. This page covers the regular plan with the growth option.
Scheme identifiers
- Fund house
- Axis Mutual Fund
- Scheme category
- Hybrid
- Scheme sub-category
- Conservative Hybrid Fund
- Plan
- Regular plan
- Option
- Growth
- ISIN
- INF846K01693
- Scheme code
- FSUSA0AVO7