Axis Conservative Hybrid Fund

AMC: AXIS Low Risk Hybrid Conservative

📊 Quick Summary Of This Page

Axis Conservative Hybrid Fund is a mutual fund managed by , offering diversified exposure across equities with holdings spanning key sectors and companies. Analyze its portfolio structure, sector allocation, NAV trend and SIP performance to understand its investment strategy and risk profile.
₹100
Minimum SIP
1.85%
Expense Ratio
Mr. Devang Shah
Fund Manager
Growth
Plan Type
24 May 2010
Launch Date
1%
If redeemed/switch out within 1 month from the date of allotment - For 10% of investment : Nil - For remaining investment : 1% If redeemed/switch out after 1 month from the date of allotment: Nil.
Exit Load
NAV Momentum
Fund Analysis

Axis Conservative Hybrid Fund does not yet have a 5-year performance history.

The average return for Conservative funds is 39.69% .

Holdings Insights

The fund currently owns more than 0 stocks.

The top 10 holdings account for 0.00% of total assets.

Based on portfolio allocation, this fund appears well diversified compared with peers.

Category Comparison
Metric Fund Category Avg
1 Year Return 4.01% 1.87%
2 Year Return 16.00% 9.61%
3 Year Return 24.56% 18.38%
4 Year Return 46.39% 30.63%
5 Year Return 56.47% 39.69%
6 Year Return 67.10% 55.69%
7 Year Return 93.08% 69.93%
Expense Ratio 1.85% -
NAV History
Fund Information

AMC: AXIS

Category: Hybrid • Conservative

Launch Date: 24 May 2010

Fund Manager: Mr. Devang Shah

Minimum Purchase: ₹500

Exit Load: If redeemed/switch out within 1 month from the date of allotment - For 10% of investment : Nil - For remaining investment : 1% If redeemed/switch out after 1 month from the date of allotment: Nil.

Lock-in: 0

Risk: Low Risk

About This Fund

Axis Conservative Hybrid Fund is managed by AXIS and belongs to the Hybrid category.

Investors often evaluate this fund using metrics such as portfolio holdings, diversification, expense ratio, risk profile and long-term NAV performance.

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Frequently Asked Questions

Axis Conservative Hybrid Fund is a mutual fund managed by . It invests across equities and provides exposure to diversified companies and sectors.

SIP suitability of Axis Conservative Hybrid Fund depends on its historical NAV performance, volatility, portfolio quality, expense ratio and long-term consistency.

Axis Conservative Hybrid Fund holds companies such as and other stocks based on its latest portfolio disclosure.

is currently one of the highest allocated sectors in Axis Conservative Hybrid Fund, based on the latest portfolio data.

Axis Conservative Hybrid Fund currently holds approximately stocks across multiple sectors and market caps.

The expense ratio of Axis Conservative Hybrid Fund is , which represents the annual cost charged for managing the fund.

Axis Conservative Hybrid Fund manages assets worth approximately , representing the total investor capital under management.

Axis Conservative Hybrid Fund carries a risk profile based on its portfolio composition, volatility and market exposure.

Axis Conservative Hybrid Fund performance can be evaluated using historical NAV trends, SIP returns and long-term return consistency.

Yes, Axis Conservative Hybrid Fund can be compared with other funds based on returns, holdings, overlap, sector allocation and risk metrics.

Axis Conservative Hybrid Fund is evaluated against , which represents its benchmark index for performance comparison.

is the Asset Management Company responsible for managing Axis Conservative Hybrid Fund and making investment decisions.

Yes, Axis Conservative Hybrid Fund provides company-wise exposure showing which stocks the fund is invested in and their weightage.

Axis Conservative Hybrid Fund may be suitable for long-term investors depending on risk tolerance, investment goals and portfolio diversification needs.

The SIP calculator uses historical NAV data of Axis Conservative Hybrid Fund to estimate returns and wealth creation over different time periods.