| Category: Hybrid: Conservative |
| Launch Date: 16-07-2010 |
| Asset Class: Mixed Asset |
| Benchmark: NIFTY 50 Hybrid Composite Debt 15:85 Conservative Index |
| Expense Ratio: 2.2% As on (31-10-2025) |
| Status: Open Ended Schemes |
| Minimum Investment: 500.0 |
| Minimum Topup: 100.0 |
| Total Assets: 272.87 Cr As on (31-10-2025) |
| Turn over: |
| 1-Year Ret (%) | 3-Yrs Ret (%) | 5-Yrs Ret (%) | 10-Yrs Ret (%) | Since Launch Ret (%) | |
|---|---|---|---|---|---|
| Axis Conservative Hybrid Fund - Regular Plan - Half Yearly IDCW | 5.69 | 7.18 | 6.79 | 5.85 | 6.39 |
| Benchmark | - | - | - | - | - |
| Hybrid: Conservative | 4.96 | 8.64 | 8.49 | 7.78 | 8.62 |
Mr. Devang Shah, Mr. Sachin Jai, Mr. Jayesh Sundar, Ms. Krishnaa N
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.
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 Statistics | Volatility | Sharpe Ratio | Alpha | Beta | Yield to Maturity | Average Maturity |
|---|---|---|---|---|---|---|
| Axis Conservative Hybrid Fund - Regular Plan - Half Yearly IDCW | 3.83 | 0.14 | -1.7 | 0.64 | 7.67 | 11.61 |
| Hybrid: Conservative | - | - | - | - | - | - |
Portfolio as on