Axis Conservative Hybrid Fund Direct-IDCW Quarterly Reinvestment
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Hybrid, Conservative Hybrid, Principal at moderately high risk
1 Year Return 7.6% at 22 Dec 2025 06:28 PM
Fund Details
NAV 13.3396
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 (100.06%) Market Cap Large Cap 98.72 Mid Cap 1.34 Top Sectors Financial 35.43 Energy 12 Technology 10.24 Automobile 6.81 Consumer Staples 6.49 Services 5.06 Communication 4.8 Healthcare 4.32 Construction 4 Materials 3.84 Metals & Mining 3.05 Insurance 1.43 Consumer Discretionary 1.35 Capital Goods 1.24 Top Holding Reliance Industries 8.89 Apollo Hospitals Enterprise 0.62 Wipro 0.6 Bharat Electronics 1.24 Hindustan Unilever 1.83 HCL Technologies 1.44 Tata Consumer Products 0.64 Titan Company 1.35 HDFC Bank 12.89 Mahindra & Mahindra 2.79 Adani Enterprises 0.5 NTPC 1.3 Bajaj Auto 0.84 Max Healthcare Institute 0.72 Shriram Finance 1 Cipla 0.72 Sun Pharmaceutical Industries 1.62 Ultratech Cement 1.15 Eicher Motors 0.81 Eternal 1.75 Bajaj Finserv 1 JIO Financial 0.84 ICICI Bank 8.3 Bharti Airtel 4.8 Infosys 4.71 Grasim Industries 0.88 Tech Mahindra 0.81 Power Grid Corporation Of India 1.02 Kotak Mahindra Bank 2.62 SBI Life Insurance Company 0.74 Maruti Suzuki India 1.75 Tata Steel 1.16 ONGC 0.79 ITC 3.26 State Bank of India 3.4 Asian Paints 1.09 JSW Steel 0.91 HDFC Life Insurance 0.69 Bajaj Finance 2.31 Hindalco Industries 0.98 Tata Consultancy 2.68 Larsen & Toubro 4 Trent 0.79 Interglobe Aviation 1.08 Tata Motors Passenger Vehicles 0.62 Axis Bank 3.07 Nestle India 0.76 Coal India 0.72 Dr. Reddy's Laboratories 0.64 Adani Ports and Special Economic Zone 0.94
Debt & Others (-0.06%) Sector Allocation Repo 0.16 Net Payables -0.22 Debt Credit Ratings Debt Category Others -0.06
Comparison with same funds
Equity, Flexi Cap funds Aditya Birla Sun Life CRISIL IBX 50:50 Gilt Plus SDL Apr 2028 Index Fund Regular-Growth Ret 1M 0.43% Ret 1Y 8.13% Ret 3Y 7.91% Ret 5Y 0%
Equity, Flexi Cap funds Aditya Birla Sun Life CRISIL IBX 50:50 Gilt Plus SDL Apr 2028 Index Fund Regular-IDCW Ret 1M 0.43% Ret 1Y 8.13% Ret 3Y 7.91% Ret 5Y 0%
Equity, Flexi Cap funds Aditya Birla Sun Life CRISIL IBX 60:40 SDL+AAA PSU-Apr 2025 Index Fund Regular-Growth Ret 1M 0.47% Ret 1Y 6.94% Ret 3Y 6.08% Ret 5Y 0%
Equity, Flexi Cap funds Aditya Birla Sun Life CRISIL IBX 60:40 SDL+AAA PSU-Apr 2025 Index Fund Regular-IDCW Ret 1M 0.47% Ret 1Y 6.94% Ret 3Y 6.08% Ret 5Y 0%
Equity, Flexi Cap funds Aditya Birla Sun Life CRISIL IBX 60:40 SDL+ AAA PSU Apr 2026 Index Fund Regular-Growth Ret 1M 0.42% Ret 1Y 6.89% Ret 3Y 6.98% Ret 5Y 0%
Equity, Flexi Cap funds Aditya Birla Sun Life CRISIL IBX 60:40 SDL+ AAA PSU Apr 2026 Index Fund Regular-IDCW Ret 1M 0.42% Ret 1Y 6.89% Ret 3Y 6.98% Ret 5Y 0%
Equity, Flexi Cap funds Aditya Birla Sun Life CRISIL IBX 60:40 SDL+AAA PSU-Apr 2027 Index Fund Regular-Growth Ret 1M 0.44% Ret 1Y 7.75% Ret 3Y 7.39% Ret 5Y 0%
Equity, Flexi Cap funds Aditya Birla Sun Life CRISIL IBX 60:40 SDL+AAA PSU-Apr 2027 Index Fund Regular-IDCW Ret 1M 0.44% Ret 1Y 7.75% Ret 3Y 7.39% Ret 5Y 0%
Equity, Flexi Cap funds Aditya Birla Sun Life CRISIL-IBX AAA Financial Services Index-Sep 2027 Fund Regular-Growth Ret 1M 0.23% Ret 1Y 8.2% Ret 3Y 0% Ret 5Y 0%
Equity, Flexi Cap funds Aditya Birla Sun Life CRISIL-IBX AAA Financial Services Index-Sep 2027 Fund Regular-IDCW Ret 1M 0.23% Ret 1Y 8.2% Ret 3Y 0% Ret 5Y 0%
Equity, Flexi Cap funds Aditya Birla Sun Life CRISIL-IBX AAA NBFC-HFC Index-Dec 2025 Fund Regular-Growth Ret 1M 0.42% Ret 1Y 7.26% Ret 3Y 0% Ret 5Y 0%
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
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.
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
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.
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) 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.
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