Axis Conservative Hybrid Fund Direct-Growth

Fund Details

NAV 35.6523

Sub-Type Conservative Hybrid

Rating 2

Min. SIP Amount ₹100.0

Fund Age(Year) 13.19

Fund Size(in Crores) 231.54

Fund Performance

1 Month -0.89%

3 Month -0.54%

6 Month 1.39%

1 Year 6.91%

3 Year 8.72%

5 Year 7.51%

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 (98.04%) Market Cap Mid Cap 14.95 Small Cap 36.12 Large Cap 46.97 Top Sectors Financial 25.56 Capital Goods 14.62 Services 13.85 Construction 6.92 Materials 6.73 Consumer Discretionary 6.05 Energy 5.08 Automobile 4.77 Metals & Mining 4.43 Unclassified 3.85 Chemicals 3.06 Textiles 2.1 Consumer Staples 1.02 Top Holding Ganesha Ecosphere 0.32 ABB India 1.25 Jyoti CNC Automation 1.16 Time Technoplast 1.37 Paradeep Phosphates 1.44 Bansal Wire Industries 0.6 Bharat Electronics 2.72 Gujarat Fluorochemicals 1 Cholamandalam Investment and Finance Company 0.83 ICICI Bank 5.32 Indian Hume Pipe Company 1.01 MCX 3.13 Blue Star 1.54 Amara Raja Energy & Mobility 0.46 Wakefit Innovations 1.25 Piramal Finance 1.18 Tata Steel 1.35 Eternal 1.44 Lenskart Solutions 0.67 Pine Labs 0.81 Ultratech Cement 2.26 GE Vernova T&D 2.06 Pitti Engineering 0.49 TVS Motor Company - Pref. Shares 0.02 TBO Tek 0.83 State Bank of India 2.5 Indo Count Industries 0.76 HDFC Bank 3.98 Amber Enterprises India 1.45 Electronics Mart India 0.78 ICICI Prudential Asset Management Company 2.4 Swiggy 1.75 Kirloskar Pneumatic 0.54 Mold-Tek Packaging 0.96 Larsen & Toubro 2.58 Birla Corporation 0.52 EIH 0.75 Kajaria Ceramics 0.61 RBL Bank 2.06 Prudent Corporate Advisory Services 0.64 Bharat Bijlee 0.4 Power Fin. Corp. 2.27 TVS Motor Company 1.76 PNC Infratech 0.37 Motherson Wiring 0.59 Shadowfax Technologies 0.53 Motilal Oswal Financial Services 1.32 Kotak Mahindra Bank 2.08 PB Fintech 1.6 Meesho 0.19 Hindalco Industries 1.76 Reliance Industries 5.08 Epigral 0.62 PG Electroplast 0.38 Devyani International 0.75 Tata Motors 1.38 Ahluwalia Contracts (India) 1.93 Titan Company 1.14 Gokaldas Exports 1.02 APL Apollo Tubes 0.51 Titagarh Rail Systems 1.02 Hindustan Aero 2.27 Aditya Birla Real Estate 1.02 Hi-Tech Pipes 0.21 Canara Robeco Asset Management Company 1.45 MTAR Technologies 2.04 Sobha 1.04 Awfis Space Solutions 0.13 Home First Finance Company India 0.48 Bank of Baroda 0.63 Power Mech Projects 1 PNB Housing Finance 1.46 Interglobe Aviation 1.97 KEC International 0.85

Debt & Others (1.96%) Sector Allocation Repo 2.71 Net Payables -0.75 Debt Credit Ratings Debt Category Others 1.96

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): 1.17%

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.

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.

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

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 2013-01-01

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.