Axis Conservative Hybrid Fund - Direct Plan
Returns
Risk
This fund has Moderately High risk.
As per SEBI's Riskometer.
Portfolio of Axis Conservative Hybrid Fund - Direct Plan
Asset Allocation
Split between different types of investments
Market Cap Weightage
Split between categories of Equity investments
We have shifted from our proprietary CapRank classification system to SEBI’s market cap classification system with effect from 14 Jan, 2026.
Peer Comparison
|
Fund name
|
Rating |
Our Opinion |
Risk
|
Return (%) |
|
Expense Ratio (%)
|
|---|---|---|---|---|---|---|
|
Axis Conservative Hybrid Fund - Direct Plan
|
Moderately High
|
loading... |
1.10 |
|||
|
High
|
loading... |
1.07 |
||||
|
Moderately High
|
loading... |
0.28 |
||||
|
High
|
loading... |
0.95 |
||||
|
Moderately High
|
loading... |
0.60 |
Other details of Axis Conservative Hybrid Fund - Direct Plan
Assets
₹215 Cr
Exit Load (Days)
1.00 (30)
Min. Investment (₹)
500
Min. Withdrawal (₹)
1,000
Min. SIP Investment (₹)
100
Min. No of Cheques
6
About Axis Conservative Hybrid Fund - Direct Plan
Axis Conservative Hybrid Fund - Direct Plan is a hybrid mutual fund scheme of Axis Mutual Fund. Launched on January 01, 2013, it is currently managed by Devang Shah, Sachin Jain and Jayesh Sundar. The fund has an expense ratio of 1.10% with an overall AUM (Assets Under Management) of ₹215 Cr.
Axis Regular Saver Fund - Direct Plan invests 75-90 per cent of its assets in bonds and the remaining 10-25 per cent in equity stocks. The fund allows minimum lumpsum investment of ₹500 and minimum SIP of ₹100.
Investment Strategy
The fund seeks to generate regular income through investments in debt and money market securities.
Suitability
Conservative Hybrid funds are suitable for investors:
- Looking to invest mostly in debt (~75%) with a small equity allocation (~25%)
- Aiming for moderately higher returns than fixed deposits, with limited volatility
- Looking to generate regular income
- With 3-5 year investment horizon
Note:
- Invest preferably through SIP
Capital Gains Taxation
- If investment is made on or after 1 April 2023: Entire amount of gain is added to the investors' income and taxed according to the applicable slab rate.
- If investment is made before 1 April 2023:
- Sold within 2 years from the date of investment: Gains are added to the investors' income and taxed according to the applicable slab rate.
- Sold after 2 years from the date of investment: Gains are taxed at the rate of 12.5%.
- No tax is to be paid as long as you continue to hold the units.
Disclaimer: The tax information has been prepared on a best-effort basis using information available in the public domain and other sources that Value Research considers reliable. This is not meant as tax advice, and we advise you to consult your tax advisor before making any decision. Value Research takes no responsibility and assumes no liability for any loss or damage arising from any investment or redemption decision based on this information.
Dividend Taxation
- Dividends are added to the income of the investors and taxed according to their respective tax slabs. Further, if an investor's dividend income exceeds Rs 10,000 in a financial year, the fund house also deducts a TDS of 10% before distributing the dividend.
Latest news on Axis Conservative Hybrid Fund - Direct Plan
Name change of few schemes of Axis Mutual Fund
1 min read•By News Desk
FAQ for Axis Conservative Hybrid Fund - Direct Plan
How to Invest in Axis Conservative Hybrid Fund - Direct Plan?
Subscribers of Value Research Fund Advisor can conveniently invest in the low-cost direct plan of Axis Conservative Hybrid Fund - Direct Plan through the Value Research Fund Advisor website.
Alternatively, mutual funds can also be purchased directly from the respective fund house’s website. For example, Axis Conservative Hybrid Fund - Direct Plan can be bought from the Axis Mutual Fund website. In such a case, if you are investing in multiple funds from different fund houses, you will need to transact separately on each fund house’s website.
The third option is to invest offline, by seeking assistance from a mutual fund distributor. Most banks also act as mutual fund distributors, and you can approach your bank for help in completing your investment.
What is the current NAV of Axis Conservative Hybrid Fund - Direct Plan Today?
The latest declared NAV of Axis Conservative Hybrid Fund - Direct Plan, is ₹35.6702 as of 08-May-2026.
What are the top holdings of Axis Conservative Hybrid Fund - Direct Plan?
| Company | Percentage of Portfolio |
|---|---|
|
GOI Sec 7.18 14/08/2033 |
16.38
|
|
GOI Sec 6.79 07/10/2034 |
11.90
|
|
GOI Sec 6.68 07/07/2040 |
10.87
|
|
Power Finance Corporation Ltd SR 223 Debenture 7.64 22/02/2033 |
6.98
|
|
GOI Sec 7.18 24/07/2037 |
4.18
|
What is the return of Axis Conservative Hybrid Fund - Direct Plan in the last 5 years?
Over the past five years, Axis Conservative Hybrid Fund - Direct Plan has delivered an annualised return of 7.29% as of 08-May-2026.
What is the minimum investment required in Axis Conservative Hybrid Fund - Direct Plan?
The minimum investment required to start investing in Axis Conservative Hybrid Fund - Direct Plan is ₹500 for the lump sum option and ₹100 for the SIP (Systematic Investment Plan) option.


