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Scheme Overview

Axis Conservative Hybrid Fund - Regular Plan - Growth Option

(Erstwhile Axis Income Saver -Growth Option)

Category: Hybrid: Conservative
Launch Date: 16-07-2010
Asset Class: Mixed Asset
Benchmark: NIFTY 50 Hybrid Composite Debt 15:85 Conservative Index
Expense Ratio: 2.19% As on (31-05-2025)
Status: Open Ended Schemes
Minimum Investment: 500.0
Minimum Topup: 100.0
Total Assets: 28.24 Cr As on (30-05-2025)
Turn over:
NAV as on 13-06-2025

29.8953

-0.05 (-0.1679%)

CAGR Since Inception

7.62%

NIFTY 50 Hybrid Composite Debt 15:85 Conservative Index 11.41%

PERFORMANCE of Axis Conservative Hybrid Fund - Regular Plan - Growth Option

Scheme Performance (%) Data as on - 13-06-2025

1-Year Ret (%) 3-Yrs Ret (%) 5-Yrs Ret (%) 10-Yrs Ret (%) Since Launch Ret (%)
Axis Conservative Hybrid Fund - Regular Plan - Growth Option 7.6 8.59 8.8 7.03 7.62
Benchmark - - - - -
Hybrid: Conservative 7.51 10.17 10.28 7.93 8.76

Fund Managers

Mr. Devang Shah, Mr. Sachin Jai, Mr. Jayesh Sundar, Ms. Krishnaa N

Investment Objective

The scheme seeks to generate regular income through investments in debt & money market instruments, along with capital appreciation through limited exposure to equity and equity related instruments. It also aims to manage risk thorough active asset allocation.

RETURNS CALCULATOR for Axis Conservative Hybrid Fund - Regular Plan - Growth Option

Growth of 10000 In SIP (Fund vs Benchmark)

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Growth of 10000 In LUMPSUM (Fund vs Benchmark)

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Rolling Returns

Rolling returns are the annualized returns of the scheme taken for a specified period (rolling returns period) on every day/week/month and taken till the last day of the duration. In this chart we are showing the annualized returns over the rolling returns period on every day from the start date and comparing it with the benchmark. Rolling returns is the best measure of a fund's performance. Trailing returns have a recency bias and point to point returns are specific to the period in consideration. Rolling returns, on the other hand, measures the fund's absolute and relative performance across all timescales, without bias.

Key Performance and Risk Statistics of Axis Conservative Hybrid Fund - Regular Plan - Growth Option

Key Statistics Volatility Sharpe Ratio Alpha Beta Yield to Maturity Average Maturity
Axis Conservative Hybrid Fund - Regular Plan - Growth Option 3.83 0.5 -1.34 0.53 7.67 11.61
Hybrid: Conservative - - - - - -

PEER COMPARISION

Scheme Name Launch
Date
1-Year
Ret (%)
2-Yrs
Ret (%)
3-Yrs
Ret (%)
5-Yrs
Ret (%)
10-Yrs
Ret (%)
Axis Conservative Hybrid Reg Gr 16-07-2010 7.6 8.41 8.59 8.8 7.03
DSP Reg Savings Reg Gr 11-06-2004 10.14 11.63 11.09 9.98 7.45
Parag Parikh Conservative Hybrid Fund Reg Gr 05-05-2021 9.47 13.46 12.32 0.0 0.0
ICICI Pru Reg Savings Gr 10-03-2004 9.16 11.76 11.13 10.8 9.64
ABSL Reg Savings Gr Payment Reg 22-05-2004 8.89 10.13 10.18 12.06 8.78
UTI Conservative Hybrid Fund Reg Gr 16-12-2003 8.74 11.39 11.34 11.88 8.49
Franklin India Debt Hybrid Gr 28-09-2000 8.49 11.24 10.94 9.68 7.73
Nippon India Hybrid Bond Gr 29-12-2003 8.47 8.81 9.28 9.21 5.71
Canara Robeco Cons Hybrid Reg Gr 24-04-1988 8.17 9.73 9.62 9.47 8.18
LIC MF Conservative Hybrid Reg Gr 01-06-1998 7.72 7.82 7.9 7.08 6.57

Asset Allocation (%)

PORTFOLIO ANALYSIS of Axis Conservative Hybrid Fund - Regular Plan - Growth Option

Portfolio as on

Top 10 Sectors in portfolio (%)

Top 10 Stocks in portfolio (%)