Axis Conservative Hybrid Fund Direct-IDCW Yearly Payout
Mutual Fund Details – Invest Smart, Grow Wealth
Discover a variety of mutual funds tailored to your goals, from equity and debt to hybrid options. Track performance, compare funds, and get expert insights to make informed investment decisions. Grow your wealth with Motilal Oswal’s trusted mutual fund solutions.
Hybrid, Conservative Hybrid, Principal at moderately high risk
1 Year Return 7.6% at 22 Dec 2025 06:29 PM
Fund Details
NAV 16.8659
Sub-Type Conservative Hybrid
Rating 2
Min. SIP Amount ₹100.0
Fund Age(Year) 12.97
Fund Size(in Crores) 236.35
Fund Performance
1 Month 0.14%
3 Month 1.63%
6 Month 2.71%
1 Year 7.6%
3 Year 8.72%
5 Year 8.12%
Know This Fund
As on 22 Dec 2025
Investment strategy that balances risk & reward by dividing the investment portfolio among different types of asset classes.
Equity (96.87%) Market Cap Large Cap 59.05 Small Cap 3.96 Mid Cap 33.86 Top Sectors Financial 28.19 Services 21.73 Energy 12.06 Capital Goods 7.9 Construction 5.22 Healthcare 4.73 Automobile 4.2 Consumer Staples 3.97 Communication 2.94 Technology 1.81 Consumer Discretionary 1.25 Metals & Mining 1.08 Textiles 0.96 Insurance 0.83 Top Holding Hindustan Petroleum Corporation 2.83 HDFC AMC 1.79 Power Grid Corporation Of India 0.45 Kotak Mahindra Bank 2.11 LG Electronics India 1.25 ICICI Bank 5.37 Honeywell Automation India 0.26 State Bank of India 1.97 KPIT Technologies 1.81 Adani Ports and Special Economic Zone 3.91 Adani Energy Solutions 0.74 HDFC Bank 5.83 Schaeffler India 0.77 Bajaj Finance 2.69 PB Fintech 1.93 Larsen & Toubro 2.11 Physicswallah 1.25 Apar Industries 0.93 MCX 2.07 UNO Minda 1.43 Motilal Oswal Financial Services 1.73 Nippon Life India Asset Management 1.06 Shriram Finance 0.96 APL Apollo Tubes 1.08 DLF 1 REC 0.87 Eternal 3.85 Siemens Energy India 1.11 Hero Motocorp 2.15 Torrent Pharmaceuticals 1.24 360 One Wam 0.93 The Phoenix Mills 2.11 ICICI Lombard Gen. Insurance 0.83 ABB India 0.61 Aditya Birla Capital 0.77 Bajaj Auto 0.62 Marico 2.14 One97 Communications 2.73 Fortis Healthcare 1.57 Apollo Hospitals Enterprise 1.39 K.P.R. Mill 0.96 Indian Oil Corporation 1.28 Varun Beverages 0.9 Interglobe Aviation 1.63 Swiggy 1.56 Vishal Mega Mart 1.66 Muthoot Finance 2.11 Cummins India 2.04 Glaxosmithkline Pharma 0.53 Bharti Airtel 2.94 Reliance Industries 4.86 The Indian Hotels Company 1.14 Bharat Electronics 2.29 Hitachi Energy India 1.93 NTPC 0.79
Debt & Others (3.13%) Sector Allocation Repo 3.34 Net Payables -0.21 Debt Credit Ratings Debt Category Others 3.13
Comparison with same funds
Charges & Taxes Expense Ratio
Returns are taxed as per your Income Tax Slab.
Expense Ratio (Inclusive of GST): 1.05%
Exit Load 0%
Stamp Duty 0.005%
Fund Management
The various expenses, charges and taxes associated with your Mutual Fund
Devang Shah
Education Mr. Shah is B.Com and ACA.
Experience Prior to joining Axis AMC he has worked with ICICI Prudential AMC, Deutsche Asset Management (India) Pvt. Ltd. and Pricewaterhouse Coopers.
Sachin Jain
Education Mr. Jain is a B.Tech, AGMP (Management)
Experience Prior to joining Axis Asset Management Company Ltd., he has worked with Sundaram Mutual Fund, I- Cap, Sunidhi securities and Finance Ltd.
Jayesh Sundar
Education Mr. Sundar is a Chartered Accountant
Experience Prior to joining Axis MF, he has worked with Aviva Life Insurance Company, Tata Securities Ltd., Collins Stewart India Pvt. Ltd., IL&FS Investsmart and CRISIL
Ashish Naik
Education Mr. Naik is a B.E from Mumbai University and MBA from XLRI, Jamshedpur.
Experience Prior to joining Axis Mutual Fund he was associated with organizations such as Goldman Sachs and has over 7 years of experience as an Equity Analyst.
Krishnaa Narayan
Education She is a Chartered Accountant
Experience Prior to joining Axis Mutual Fund, she has worked with Price Waterhouse Coopers
Riskometer
Mutual Fund Investments are subject to market risk. Read all scheme related documents carefully.
Principal at moderately high risk
AMC and Fund details
Rank (total sets) 5
Date of Incorporation 2013-01-01
Total AUM 2025-11-30
The Scheme Seeks to generate returns from a portfolio of pure debt oriented funds accessed through the diverse investment styles of underlying schemes selected in accordance with the BSLAMC process.
Take Your Next Step
