Axis Conservative Hybrid Fund Regular-IDCW Half Yearly Reinvestment

Axis Conservative Hybrid Fund Regular-IDCW Half Yearly Reinvestment: Mutual Fund Overview

Axis Conservative Hybrid Fund Regular-IDCW Half Yearly Reinvestment is an Conservative Hybrid mutual fund with over 15.66 years of performance history. The scheme manages an AUM of ₹231.54 Cr and has a NAV of ₹12.9031. It is rated '2' stars by analysts. Investors can begin a SIP with as little as ₹100.0, making it accessible for all types of investors. In the last 1 year, the fund has delivered a return of 5.64%.

Hybrid, Conservative Hybrid, Principal at moderately high risk

1 Year Return 5.64% at 12 Mar 2026 06:52 PM

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Fund Details

NAV 12.9031

Sub-Type Conservative Hybrid

Rating 2

Min. SIP Amount ₹100.0

Fund Age(Year) 15.66

Fund Size(in Crores) 231.54

Fund Performance

1 Month -0.97%

3 Month -0.81%

6 Month 0.82%

1 Year 5.64%

3 Year 7.34%

5 Year 6.14%

Know This Fund

As on 12 Mar 2026

Investment strategy that balances risk & reward by dividing the investment portfolio among different types of asset classes.

Equity (99.29%) Market Cap Mid Cap 11.78 Small Cap 18.33 Large Cap 69.18 Top Sectors Financial 32.72 Services 10.87 Healthcare 8.92 Consumer Staples 7.8 Technology 7.29 Automobile 7.15 Energy 6.48 Capital Goods 3.7 Communication 3.38 Construction 3.25 Consumer Discretionary 2.21 Metals & Mining 2.08 Chemicals 1.46 Materials 1.25 Insurance 0.73 Top Holding Infosys 4.47 Biocon 0.33 Thyrocare Technologies 0.89 Persistent Systems 0.71 Hindustan Unilever 1.01 Varun Beverages 1.47 Kwality Wall's (India) 0.01 Glaxosmithkline Pharma 0.15 Urban Company (UrbanClap) 0.26 Whirlpool Of India 0.46 Avenue Supermarts 1.6 ZF Commercial 2.01 NTPC 1.46 Gillette India 1.34 Emcure Pharmaceuticals 1.33 SBFC Finance 0.62 Balrampur Chini Mills 0.8 Nippon Life India Asset Management 0.48 Bharti Airtel 3.38 Thomas Cook (India) 0.73 Mahindra & Mahindra 2.72 Suraksha Diagnostic 0.3 Sai Life Sciences 0.47 SBI Cards 0.77 Adani Ports and Special Economic Zone 2.57 Kirloskar Brothers 0.47 Chalet Hotels 0.53 Titan Company 1.38 Dixon Technologies (India) 0.87 CAMS 1.38 Sun Pharmaceutical Industries 2.32 Max Financial Services 1.16 Adani Power 1 Go Digit General Insurance 0.73 Fortis Healthcare 3.13 LG Electronics India 0.37 Eternal 2.17 Tech Mahindra 2.11 Reliance Industries 4.02 Ultratech Cement 1.25 Meesho 0.97 Medi Assist Healthcare Services 0.9 Bajaj Finance 1.73 Home First Finance Company India 0.34 Godrej Consumer 2.04 Cholamandalam Investment and Finance Company 1.58 Aditya Birla Capital 0.19 Hindalco Industries 2.08 Aditya Birla Real Estate 0.88 Vinati Organics 0.77 Larsen & Toubro 2.72 The Federal Bank 2.49 Prestige Estates Projects 0.53 Sumitomo Chemical India 0.69 ICICI Bank 7.22 State Bank of India 4.47 Cummins India 2.36 TVS Holdings 2.41 Axis Bank 4.74 HDFC Bank 6.93

Debt & Others (0.71%) Sector Allocation Net Receivables 0.05 Reverse Repo 0.66 Debt Credit Ratings Debt Category Others 0.71

Comparison with same funds

Equity, Flexi Cap funds 360 ONE ELSS Tax Saver Nifty 50 Index Fund Regular - Growth Ret 1M -7.99% Ret 1Y 6.7% Ret 3Y 11.67% Ret 5Y 0%

Equity, Flexi Cap funds 360 ONE ELSS Tax Saver Nifty 50 Index Fund Regular - IDCW Ret 1M -7.99% Ret 1Y 6.7% Ret 3Y 11.67% Ret 5Y 0%

Equity, Flexi Cap funds Aditya Birla Sun Life ELSS Tax Saver Regular-Growth Ret 1M -8.13% Ret 1Y 10.54% Ret 3Y 14.2% Ret 5Y 7.62%

Equity, Flexi Cap funds Aditya Birla Sun Life ELSS Tax Saver Regular-IDCW Ret 1M -8.13% Ret 1Y 10.54% Ret 3Y 14.2% Ret 5Y 7.62%

Equity, Flexi Cap funds Aditya Birla Sun Life ELSS Tax Saver Regular-IDCW Reinvestment Ret 1M -8.13% Ret 1Y 10.54% Ret 3Y 14.2% Ret 5Y 7.62%

Equity, Flexi Cap funds Axis ELSS Tax Saver Fund-Growth Ret 1M -7.14% Ret 1Y 5.72% Ret 3Y 13.98% Ret 5Y 7.51%

Equity, Flexi Cap funds Axis ELSS Tax Saver Fund-IDCW Payout Ret 1M -7.14% Ret 1Y 5.72% Ret 3Y 13.98% Ret 5Y 7.51%

Equity, Flexi Cap funds Axis ELSS Tax Saver Fund-IDCW Reinvestment Ret 1M -7.14% Ret 1Y 5.72% Ret 3Y 13.98% Ret 5Y 7.51%

Equity, Flexi Cap funds Bajaj Finserv ELSS Tax Saver Fund Regular-Growth Ret 1M -7.18% Ret 1Y 5.7% Ret 3Y 0% Ret 5Y 0%

Equity, Flexi Cap funds Bajaj Finserv ELSS Tax Saver Fund Regular-IDCW Ret 1M -7.18% Ret 1Y 5.7% Ret 3Y 0% Ret 5Y 0%

Equity, Flexi Cap funds Bandhan ELSS Tax Saver Fund Regular-Growth Ret 1M -6.5% Ret 1Y 9.56% Ret 3Y 14.29% Ret 5Y 13.96%

Charges & Taxes Expense Ratio

Returns are taxed as per your Income Tax Slab.

Expense Ratio (Inclusive of GST): 2.22%

Exit Load 0%

Stamp Duty 0.005%

Fund Management

The various expenses, charges and taxes associated with your Mutual Fund

Krishnaa Narayan

Education She is a Chartered Accountant

Experience Prior to joining Axis Mutual Fund, she has worked with Price Waterhouse 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.

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.

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.

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

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) 14

Date of Incorporation 2010-07-16

Total AUM 366904.0

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.

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