Axis Conservative Hybrid Fund Regular-IDCW Yearly Reinvestment
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 5.93% at 16 Feb 2026 03:45 PM
Fund Details
NAV 14.2101
Sub-Type Conservative Hybrid
Rating 2
Min. SIP Amount ₹100.0
Fund Age(Year) 15.59
Fund Size(in Crores) 232.52
Fund Performance
1 Month -0.09%
3 Month -0.05%
6 Month 2.04%
1 Year 5.93%
3 Year 7.4%
5 Year 6.34%
Know This Fund
As on 16 Feb 2026
Investment strategy that balances risk & reward by dividing the investment portfolio among different types of asset classes.
Equity (20.85%) Market Cap Mid Cap 0.48 Small Cap 0.21 Large Cap 20.15 Top Sectors Financial 7.24 Energy 3.28 Technology 2.9 Healthcare 1.87 Construction 1.28 Consumer Staples 1.1 Communication 0.88 Automobile 0.87 Insurance 0.64 Chemicals 0.4 Consumer Discretionary 0.38 Top Holding Reliance Industries 1.94 Nestle India 0.05 Bank of Baroda 0.7 Tech Mahindra 0.25 Larsen & Toubro 1.28 HDFC Life Insurance 0.64 ITC 0.44 Bharti Airtel 0.88 Bajaj Finance 0.26 Mahindra & Mahindra 0.64 Tata Motors 0.03 Kwality Wall's (India) 0 Kotak Mahindra Bank 0.73 Sun Pharmaceutical Industries 0.26 Tata Consultancy 0.32 Cholamandalam Investment and Finance Company 0.31 Divi's Laboratories 0.38 ICICI Bank 1.61 Titan Company 0.38 Sundaram Finance 0.08 State Bank of India 1.7 HDFC Bank 1.85 Infosys 1.73 Apollo Hospitals Enterprise 0.3 Cipla 0.93 Bharat Petroleum Corporation 0.4 PI Industries 0.4 Hindustan Unilever 0.18 NTPC 0.94 LTIMindtree 0.6 Sona BLW Precision Forgings 0.21 Britannia Industries 0.43
Debt & Others (79.15%) Sector Allocation Alternative Investment Fund 0.55 Interest Rate Swap 0.04 Net Receivables 1.73 Debt Credit Ratings SOV 44.56 Cash & Call Money 12.02 AAA 8.68 A+ 6.51 AA 6.04 Debt Category Bamboo Hotel And Global Centre (Delhi) Pvt Ltd. Class A 2.17 Cholamandalam Investment and Finance Company 0.75 Aadhar Housing Fin 2.15 Others 12.57
Comparison with same funds
Equity, Flexi Cap funds Aditya Birla Sun Life Conservative Hybrid Active FoF Regular-Growth Ret 1M 0.36% Ret 1Y 8.48% Ret 3Y 11.51% Ret 5Y 9.4%
Equity, Flexi Cap funds Aditya Birla Sun Life Conservative Hybrid Active FoF Regular-IDCW Quarterly Ret 1M 0.36% Ret 1Y 8.48% Ret 3Y 11.51% Ret 5Y 9.4%
Equity, Flexi Cap funds Aditya Birla Sun Life Conservative Hybrid Active FoF Regular-IDCW Quarterly Payout Ret 1M 0.36% Ret 1Y 8.48% Ret 3Y 11.51% Ret 5Y 9.4%
Equity, Flexi Cap funds Aditya Birla Sun Life Regular Savings Fund Regular-Growth Ret 1M 0.63% Ret 1Y 8.73% Ret 3Y 9.34% Ret 5Y 8.47%
Equity, Flexi Cap funds Aditya Birla Sun Life Regular Savings Fund Regular-Growth Monthly Payment Ret 1M 0.63% Ret 1Y 8.73% Ret 3Y 9.34% Ret 5Y 8.47%
Equity, Flexi Cap funds Aditya Birla Sun Life Regular Savings Fund Regular-IDCW Monthly Ret 1M 0.63% Ret 1Y 8.73% Ret 3Y 9.34% Ret 5Y 8.47%
Equity, Flexi Cap funds Aditya Birla Sun Life Regular Savings Fund Regular-IDCW Monthly Reinvestment Ret 1M 0.63% Ret 1Y 8.73% Ret 3Y 9.34% Ret 5Y 8.47%
Equity, Flexi Cap funds Aditya Birla Sun Life Retirement Fund - The 50s Plan Regular-Growth Ret 1M 0.85% Ret 1Y 7.98% Ret 3Y 8.58% Ret 5Y 5.89%
Equity, Flexi Cap funds Aditya Birla Sun Life Retirement Fund - The 50s Plan Regular-IDCW Ret 1M 0.85% Ret 1Y 7.98% Ret 3Y 8.58% Ret 5Y 5.89%
Equity, Flexi Cap funds Aditya Birla Sun Life Retirement Fund - The 50s Plan Regular-IDCW Reinvestment Ret 1M 0.85% Ret 1Y 7.98% Ret 3Y 8.58% Ret 5Y 5.89%
Equity, Flexi Cap funds Axis Conservative Hybrid Fund Regular-Growth Ret 1M -0.09% Ret 1Y 5.93% Ret 3Y 7.4% Ret 5Y 6.34%
Charges & Taxes Expense Ratio
Returns are taxed as per your Income Tax Slab.
Expense Ratio (Inclusive of GST): 2.21%
Exit Load 0%
Stamp Duty 0.005%
Fund Management
The various expenses, charges and taxes associated with your Mutual Fund
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
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.
Krishnaa Narayan
Education She is a Chartered Accountant
Experience Prior to joining Axis Mutual Fund, she has worked with Price Waterhouse Coopers
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.
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) 21
Date of Incorporation 2010-07-16
Total AUM 2026-01-31
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
