NAV as on 02-04-2025
₹ 34.15
Inception Returns
9.1%
/yr
Axis Conservative Hybrid Fund Direct Growth is a hybrid fund. This fund was started on 1 January, 2013. The fund is managed by Sachin Jain, Devang Shah. This fund gives you the benefit of diversification.
Axis Conservative Hybrid Fund Direct Growth has given a CAGR return of 9.07% since inception. Over the last 1, 3 and 5 years the fund has given a CAGR return of 9.30%, 7.61% and 10.67% respectively.
Axis Conservative Hybrid Fund Direct Growth has allocated its funds majorly in Government, Financial Services, Corporate, Tech, Energy, Consumer Cyclical, Basic Materials, Health, Cash Equivalent, Communication, Consumer Defensive, Utilities, Industrial.
As it is a conservative allocation mutual fund the taxation is as follows:If the fund is equity oriented i.e. asset allocation of more than 65% in equity instruments:For short term (less than a year) capital gains will be taxed at 20%For long term (more than 1 year) capital gains will be taxed at 12.5% without indexation benefitLong term gains up to Rs 1 lakh are exempt from taxation (more than 12 months).
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.
Minimum investment for lump sum payment is INR 500.00 and for SIP is INR 100.00. Axis Conservative Hybrid Fund Direct Growth has no lock in period.
Expense ratio | 0.95% |
Benchmark | CRISIL Hybrid 85+15 - ConservativeTR INR |
AUM | ₹267 Cr |
Inception Date | 1 January, 2013 |
Min Lumpsum/SIP | ₹500/₹100 |
Exit Load | 1.0% |
Lock In | No Lock-in |
TurnOver | 126.91% |
STCG | Selling mutual fund within 36 months, gains taxed at slab rates. |
LTCG | Holding over 3 years, gains taxed at slab rates without indexation. |
Risk | Very High Risk |
as on (02-Apr-25)
as on (28-Feb-25)
Top 3 Sectors in February were Government, Financial Services & Corporate
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Axis Conservative Hybrid Fund Direct Growth | Absolute Returns | CAGR Returns |
1 Month Returns | 2.97% | 2.97% |
6 Month Returns | 0.94% | 0.94% |
1 Year Returns | 9.3% | 9.3% |
3 Years Returns | 24.63% | 7.61% |
5 Years Returns | 66.05% | 10.67% |
AAA | 84.92 |
AA | 12.54 |
A | 2.54 |