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
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 (20.06%) Market Cap Large Cap 19.36 Mid Cap 0.48 Small Cap 0.22 Top Sectors Financial 6.59 Energy 3.14 Technology 2.39 Healthcare 2.08 Construction 1.4 Consumer Staples 1.24 Communication 0.84 Automobile 0.84 Insurance 0.63 Consumer Discretionary 0.42 Chemicals 0.4 Services 0.1 Top Holding Tata Motors 0.03 PI Industries 0.4 Sun Pharmaceutical Industries 0.28 HCL Technologies 0.1 Tata Consultancy 0.27 Divi's Laboratories 0.41 Cipla 0.95 State Bank of India 1.09 Kotak Mahindra Bank 0.77 Mahindra & Mahindra 0.58 HDFC Bank 1.77 Interglobe Aviation 0.1 Sona BLW Precision Forgings 0.22 NTPC 1.01 Bajaj Finance 0.28 Reliance Industries 1.94 Bank of Baroda 0.46 Cholamandalam Investment and Finance Company 0.33 HDFC Life Insurance 0.63 Larsen & Toubro 1.4 Bharat Petroleum Corporation 0.18 Sundaram Finance 0.08 Infosys 1.37 LTIMindtree 0.45 Nestle India 0.05 Axis Bank 0.15 ITC 0.57 Britannia Industries 0.44 ICICI Bank 1.64 Bharti Airtel 0.84 Titan Company 0.42 Apollo Hospitals Enterprise 0.44 Hindustan Unilever 0.18 Tech Mahindra 0.2
Debt & Others (79.94000000000001%) Sector Allocation GOI Securities 44.98 Alternative Investment Fund 0.55 CBLO 11.05 Debt Credit Ratings SOV 44.98 Cash & Call Money 12.23 AAA 8.74 A+ 6.57 AA 6.09 Debt Category Bamboo Hotel And Global Centre (Delhi) Pvt Ltd. Class A 2.18 IKF Finance 2.15 Aadhar Housing Fin 2.16 GOI 44.98
Comparison with same funds
Equity, Flexi Cap funds Aditya Birla Sun Life Conservative Hybrid Active FoF Regular-Growth Ret 1M -0.9% Ret 1Y 8.27% Ret 3Y 11.32% Ret 5Y 9.22%
Equity, Flexi Cap funds Aditya Birla Sun Life Conservative Hybrid Active FoF Regular-IDCW Quarterly Ret 1M -0.9% Ret 1Y 8.27% Ret 3Y 11.32% Ret 5Y 9.22%
Equity, Flexi Cap funds Aditya Birla Sun Life Conservative Hybrid Active FoF Regular-IDCW Quarterly Payout Ret 1M -0.9% Ret 1Y 8.27% Ret 3Y 11.32% Ret 5Y 9.22%
Equity, Flexi Cap funds Aditya Birla Sun Life Regular Savings Fund Regular-Growth Ret 1M -1.21% Ret 1Y 8.01% Ret 3Y 9.03% Ret 5Y 8.01%
Equity, Flexi Cap funds Aditya Birla Sun Life Regular Savings Fund Regular-Growth Monthly Payment Ret 1M -1.21% Ret 1Y 8.01% Ret 3Y 9.03% Ret 5Y 8.01%
Equity, Flexi Cap funds Aditya Birla Sun Life Regular Savings Fund Regular-IDCW Monthly Ret 1M -1.21% Ret 1Y 8.01% Ret 3Y 9.03% Ret 5Y 8.01%
Equity, Flexi Cap funds Aditya Birla Sun Life Regular Savings Fund Regular-IDCW Monthly Reinvestment Ret 1M -1.21% Ret 1Y 8.01% Ret 3Y 9.03% Ret 5Y 8.01%
Equity, Flexi Cap funds Aditya Birla Sun Life Retirement Fund - The 50s Plan Regular-Growth Ret 1M -1.25% Ret 1Y 7.18% Ret 3Y 8.34% Ret 5Y 5.74%
Equity, Flexi Cap funds Aditya Birla Sun Life Retirement Fund - The 50s Plan Regular-IDCW Ret 1M -1.25% Ret 1Y 7.18% Ret 3Y 8.34% Ret 5Y 5.74%
Equity, Flexi Cap funds Aditya Birla Sun Life Retirement Fund - The 50s Plan Regular-IDCW Reinvestment Ret 1M -1.25% Ret 1Y 7.18% Ret 3Y 8.34% Ret 5Y 5.74%
Equity, Flexi Cap funds Axis Conservative Hybrid Fund Regular-Growth Ret 1M -0.97% Ret 1Y 5.64% Ret 3Y 7.34% Ret 5Y 6.14%
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.