Axis Conservative Hybrid Fund Regular-IDCW Yearly Reinvestment
Axis Conservative Hybrid Fund Regular-IDCW Yearly Reinvestment: Mutual Fund Overview
Axis Conservative Hybrid Fund Regular-IDCW Yearly Reinvestment is an Conservative Hybrid mutual fund with over 15.69 years of performance history. The scheme manages an AUM of ₹231.54 Cr and has a NAV of ₹13.8832. 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 2.37%.
Hybrid, Conservative Hybrid, Principal at moderately high risk
1 Year Return 2.37% at 24 Mar 2026 04:00 PM
Fund Details
NAV 13.8832
Sub-Type Conservative Hybrid
Rating 2
Min. SIP Amount ₹100.0
Fund Age(Year) 15.69
Fund Size(in Crores) 231.54
Fund Performance
1 Month -2.64%
3 Month -2.49%
6 Month -1.09%
1 Year 2.37%
3 Year 6.85%
5 Year 5.87%
Know This Fund
As on 24 Mar 2026
Investment strategy that balances risk & reward by dividing the investment portfolio among different types of asset classes.
Equity (20.21%) Market Cap Small Cap 0.54 Large Cap 19.67 Top Sectors Technology 4.54 Financial 4.51 Communication 4.27 Energy 3.52 Healthcare 2.06 Materials 1.03 Services 0.28 Top Holding Coal India 1.03 Axis Bank 1.58 Bharti Airtel 4.01 HCL Technologies 1.88 Bharti Airtel Ltd. - (Partly Paid up Equity Shares (Rights Issue)) 0.26 Jubilant FoodWorks 0.28 Sun Pharmaceutical Industries 2.06 Reliance Industries 3.52 JIO Financial 0.49 ICICI Bank 2.44 Infosys 2.66
Debt & Others (79.79%) Sector Allocation Non Convertible Debenture 19.05 Cash/Net Current Assets 12.75 Alternative Investment Fund 0.34 Debt Credit Ratings SOV 29.87 AAA 22.83 Cash & Call Money 12.75 A1+ 7.48 AA+ 6.52 Debt Category Others 13.09 Muthoot Finance 6.52 State Bank of India 7.48 Reserve Bank of India 29.87
Comparison with same funds
Equity, Flexi Cap funds Aditya Birla Sun Life Conservative Hybrid Active FoF Regular-Growth Ret 1M -1.93% Ret 1Y 5.41% Ret 3Y 10.89% Ret 5Y 9.19%
Equity, Flexi Cap funds Aditya Birla Sun Life Conservative Hybrid Active FoF Regular-IDCW Quarterly Ret 1M -1.93% Ret 1Y 5.41% Ret 3Y 10.89% Ret 5Y 9.19%
Equity, Flexi Cap funds Aditya Birla Sun Life Conservative Hybrid Active FoF Regular-IDCW Quarterly Payout Ret 1M -1.93% Ret 1Y 5.41% Ret 3Y 10.89% Ret 5Y 9.19%
Equity, Flexi Cap funds Aditya Birla Sun Life Regular Savings Fund Regular-Growth Ret 1M -3.01% Ret 1Y 4.88% Ret 3Y 8.51% Ret 5Y 7.76%
Equity, Flexi Cap funds Aditya Birla Sun Life Regular Savings Fund Regular-Growth Monthly Payment Ret 1M -3.01% Ret 1Y 4.88% Ret 3Y 8.51% Ret 5Y 7.76%
Equity, Flexi Cap funds Aditya Birla Sun Life Regular Savings Fund Regular-IDCW Monthly Ret 1M -3.01% Ret 1Y 4.88% Ret 3Y 8.51% Ret 5Y 7.76%
Equity, Flexi Cap funds Aditya Birla Sun Life Regular Savings Fund Regular-IDCW Monthly Reinvestment Ret 1M -3.01% Ret 1Y 4.88% Ret 3Y 8.51% Ret 5Y 7.76%
Equity, Flexi Cap funds Aditya Birla Sun Life Retirement Fund - The 50s Plan Regular-Growth Ret 1M -3.44% Ret 1Y 3.6% Ret 3Y 7.67% Ret 5Y 5.25%
Equity, Flexi Cap funds Aditya Birla Sun Life Retirement Fund - The 50s Plan Regular-IDCW Ret 1M -3.44% Ret 1Y 3.6% Ret 3Y 7.67% Ret 5Y 5.25%
Equity, Flexi Cap funds Aditya Birla Sun Life Retirement Fund - The 50s Plan Regular-IDCW Reinvestment Ret 1M -3.44% Ret 1Y 3.6% Ret 3Y 7.67% Ret 5Y 5.25%
Equity, Flexi Cap funds Axis Conservative Hybrid Fund Regular-Growth Ret 1M -2.64% Ret 1Y 2.37% Ret 3Y 6.85% Ret 5Y 5.87%
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
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.
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.
Krishnaa Narayan
Education She is a Chartered Accountant
Experience Prior to joining Axis Mutual Fund, she has worked with Price Waterhouse 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) 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.
Take Your Next Step
Axis Conservative Hybrid Fund Regular-IDCW Yearly Reinvestment FAQs
How to invest in Axis Conservative Hybrid Fund Regular-IDCW Yearly Reinvestment?
Investing in Axis Conservative Hybrid Fund Regular-IDCW Yearly Reinvestment through Motilal Oswal is simple and completely online. You just need to follow the step-by-step process below to get started in a few minutes.
- Log in to your Motilal Oswal account via the app or website
- Go to the Mutual Funds section
- Search for Axis Conservative Hybrid Fund Regular-IDCW Yearly Reinvestment in the search bar
- Select your preferred investment mode – Lumpsum or SIP
- Enter investment details such as amount and linked bank account
- Complete your KYC, if not already done
- Review and confirm details including fund name, plan type, amount, and bank account
- Make the payment using Net Banking, UPI, or other available options
- Receive transaction confirmation via email or SMS
What is the expense ratio of Axis Conservative Hybrid Fund Regular-IDCW Yearly Reinvestment?
The term expense ratio for Axis Conservative Hybrid Fund Regular-IDCW Yearly Reinvestment or any other mutual fund is the annual fee charged by the fund house for managing your investment scheme. The expense ratio of Axis Conservative Hybrid Fund Regular-IDCW Yearly Reinvestment is 2.22% as of 24 Mar 2026.
What is the NAV of Axis Conservative Hybrid Fund Regular-IDCW Yearly Reinvestment?
The NAV of Axis Conservative Hybrid Fund Regular-IDCW Yearly Reinvestment is ₹13.8832 as of 24 Mar 2026.
What is the AUM of Axis Conservative Hybrid Fund Regular-IDCW Yearly Reinvestment?
The AUM (Assets Under Management) of Axis Conservative Hybrid Fund Regular-IDCW Yearly Reinvestment is the total value of assets managed by the fund at a given time, which is updated regularly. The AUM of Axis Conservative Hybrid Fund Regular-IDCW Yearly Reinvestment is ₹231.54 Cr as of 24 Mar 2026.
What is the PE and PB ratio of Axis Conservative Hybrid Fund Regular-IDCW Yearly Reinvestment?
The PE ratio of Axis Conservative Hybrid Fund Regular-IDCW Yearly Reinvestment shows how much investors are paying for the fund's underlying earnings, while the PB ratio indicates how the fund's holdings are valued compared to their book value.
Can I invest in SIP and Lump Sum in Axis Conservative Hybrid Fund Regular-IDCW Yearly Reinvestment?
Yes, you can invest in Axis Conservative Hybrid Fund Regular-IDCW Yearly Reinvestment through both SIP (Systematic Investment Plan) and lump sum options, depending on your investment preference and financial goals.
What is the return of Axis Conservative Hybrid Fund Regular-IDCW Yearly Reinvestment in the last 5 years?
The return of Axis Conservative Hybrid Fund Regular-IDCW Yearly Reinvestment in the last 5 years is 5.87%.
What is the minimum SIP investment required in Axis Conservative Hybrid Fund Regular-IDCW Yearly Reinvestment?
The minimum SIP investment in Axis Conservative Hybrid Fund Regular-IDCW Yearly Reinvestment depends on the fund's scheme rules and usually starts at a small amount. For Axis Conservative Hybrid Fund Regular-IDCW Yearly Reinvestment, the minimum SIP amount is ₹100.0.
What is the current NAV of Axis Conservative Hybrid Fund Regular-IDCW Yearly Reinvestment?
The NAV of Axis Conservative Hybrid Fund Regular-IDCW Yearly Reinvestment, as of 24 Mar 2026, is ₹13.8832.
Who manages the Axis Conservative Hybrid Fund Regular-IDCW Yearly Reinvestment?
The fund managers responsible for Axis Conservative Hybrid Fund Regular-IDCW Yearly Reinvestment are:
- Jayesh Sundar
- Sachin Jain
- Ashish Naik
- Devang Shah
- Krishnaa Narayan