Axis Conservative Hybrid Fund Direct dividend reinvestment
Hybrid • Conservative • Direct dividend reinvestment
Average credit rating
AA
CAGR
₹1,000 invested for 5 years
Fund Info
Hybrid
Conservative
Direct dividend reinvestment
Launched On
21 Jan 2013
13.2 years ago
Lock-in Period
No lock-in
NAV
as of 16 Apr 2026
₹12.83
-0.0304% (0.00)
AUM
₹232 Cr
Expense ratio
1.17%
Benchmark
Fund Plan
Quarterly
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Tax info and exit load
Taxes
Units sold anytime
As per tax slab
Exit Load
If units sold before 1M
1%
If units sold after 1M
0%
What's in this fund?
Credit Rating
Sectors
Holdings
Financial Services
35.99%
Technology
11.90%
Energy
10.61%
Healthcare
10.38%
Industrials
7.45%
Fund House
Axis
Inc: 09 Oct 2009 • Total AUM: ₹3,22,099 Cr • Rank #7
Axis Mutual Fund, started in 2009, has Axis Bank Limited as its sponsor. The fund house is headed by Gop Kumar Bhaskaran as the CEO. As of 31 March 2024, it has an AUM of ₹ 2,74,000 Cr. It functions under the holding company Schroder Singapore Holdings Private Limited. The fund house has more than 1.26 Crore active investor accounts and a presence in over 100 cities.
Fund Managers
Sachin Jain
Experience: 5.60 yrs • Total AUM: 15,21,567 Cr
Devang Shah
Experience: 13.44 yrs • Total AUM: 19,73,419 Cr
Jayesh Sundar
Experience: 2.54 yrs • Total AUM: 2,55,075 Cr
Risk
Category risk
Very high
As provided by the fund house document, this risk is specific to this fund category (Hybrid). To know the risk of this fund particularly, check 'Risk vs Category'.
Disclaimer: Top rated funds do not constitute any advice. Research data is powered by Morningstar. Please read the offer documents carefully before investing. Upstox shall not accept any liability arising out of your investments.