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Scheme Information
Axis Conservative Hybrid Gr
as of 22 May 2026, 16:36 PM
Scheme Asset Size₹217.81 Cr
Expense Ratio2.15%
Cash Holding7.59929%
Fund TypeOpen-End
PlanDividend
BenchmarkNifty 50 TR INR
Launch Date2010-07-16
Exit LoadExit load of 1.00% for investments if redeemed within 1 Months
SIP Calculator
12%
₹5,000
₹500₹10,00,000
10 Years
1 Year40 Years
Invested Amount
Estimated Return
Invested Amount
₹6,00,000
Est. Return
₹5,61,695
Total Value
₹11,61,695
Invested Amount
Estimated Return
Scheme Ratings
2
rated by Value Research
Scheme Riskometer
Your principal will be at Very High Risk
Investment Returns
Absolute Returns
CAGR
In the last 1 months -1.28%
In the last 3 months -2.06%
In the last 6 months -2.03%
In the last 1 Years -0.60%
In the last 3 Years 0.19%
In the last 5 Years 0.31%
Company Holdings
Company Name | Sector | Instrument | Assets |
|---|---|---|---|
| 7.18% Govt Stock 2033 | - | BT | 16.24% |
| 6.79% Govt Stock 2034 | - | BT | 11.74% |
| 6.68% Govt Stock 2040 | - | BT | 10.82% |
| Power Finance Corporation Limited | - | B | 6.87% |
| 7.18% Govt Stock 2037 | - | BT | 4.15% |
| GMR Airports Limited | - | B | 2.39% |
| Bamboo Hotel And Global Centre (Delhi) Private Limited | - | B | 2.31% |
| 7.1% Govt Stock 2034 | - | BT | 2.30% |
| Aadhar Housing Finance Limited | - | B | 2.30% |
| Indigrid Infrastructure Trust | - | B | 2.29% |
| IKF Finance Limited | - | B | 2.29% |
| National Bank For Agriculture And Rural Development | - | B | 2.28% |
| Hiranandani Financial Services Private Limited | - | B | 2.26% |
| Reliance Industries Ltd | Energy | E | 2.12% |
| APtus Value Housing Finance India Limited | - | B | 1.84% |
| APtus Finance India Private Limited | - | B | 1.72% |
| HDFC Bank Ltd | Financial Services | E | 1.64% |
| ICICI Bank Ltd | Financial Services | E | 1.60% |
| 7.23% Govt Stock 2039 | - | BT | 1.38% |
| Infosys Ltd | Technology | E | 1.33% |
| Larsen & Toubro Ltd | Industrials | E | 1.27% |
| NTPC Ltd | Utilities | E | 1.13% |
| Cipla Ltd | Healthcare | E | 0.98% |
| State Bank of India | Financial Services | E | 0.93% |
| Bharti Airtel Ltd | Communication Services | E | 0.90% |
| Kotak Mahindra Bank Ltd | Financial Services | E | 0.82% |
| Cholamandalam Investment And Finance Company Limited | - | B | 0.81% |
| ITC Ltd | Consumer Defensive | E | 0.61% |
| Sbi - Corporate Debt Market Development Fund (Cdmdf) - Class A2 | - | EX | 0.59% |
| Mahindra & Mahindra Ltd | Consumer Cyclical | E | 0.57% |
| HDFC Life Insurance Co Ltd | Financial Services | E | 0.55% |
| LTM Ltd | Technology | E | 0.46% |
| Apollo Hospitals Enterprise Ltd | Healthcare | E | 0.46% |
| Britannia Industries Ltd | Consumer Defensive | E | 0.45% |
| Titan Co Ltd | Consumer Cyclical | E | 0.45% |
| Divi's Laboratories Ltd | Healthcare | E | 0.44% |
| PI Industries Ltd | Basic Materials | E | 0.41% |
| Bank of Baroda | Financial Services | E | 0.40% |
| Cholamandalam Investment and Finance Co Ltd | Financial Services | E | 0.32% |
| Sun Pharmaceuticals Industries Ltd | Healthcare | E | 0.31% |
| Sona BLW Precision Forgings Ltd | Consumer Cyclical | E | 0.27% |
| Tata Consultancy Services Ltd | Technology | E | 0.27% |
| Tech Mahindra Ltd | Technology | E | 0.23% |
| Axis Bank Ltd | Financial Services | E | 0.19% |
| Hindustan Unilever Ltd | Consumer Defensive | E | 0.18% |
| Bajaj Finance Ltd | Financial Services | E | 0.18% |
| InterGlobe Aviation Ltd | Industrials | E | 0.15% |
| HCL Technologies Ltd | Technology | E | 0.09% |
| 6.19% Govt Stock 2034 | - | BT | 0.09% |
| Bharat Petroleum Corp Ltd | Energy | E | 0.07% |
| Nestle India Ltd | Consumer Defensive | E | 0.06% |
| Sundaram Finance Ltd | Financial Services | E | 0.03% |
| Tata Motors Ltd | Consumer Cyclical | E | 0.03% |
| Clearing Corporation Of India Ltd | - | CR | 4.09% |
| Net Receivables / (Payables) | - | C | 1.21% |
| Interest Rate Swaps Pay Fix Receive Floating -Icisecpd (25/03/2030) (Fv 150 | - | SI | 0.17% |
Sector Holding Analysis
Equity / Debt / Cash Split
Loading chart…
Equity
19.87%
Debt
71.94%
Cash
7.6%
Others
0.59%
Equity sector allocation
Loading chart…
Basic Materials
0.41%
Communication Services
0.9%
Consumer Cyclical
1.31%
Consumer Defensive
1.3%
Energy
2.19%
Financial Services
6.65%
Healthcare
2.19%
Industrials
1.42%
Technology
2.37%
Utilities
1.13%
Others
80.13%
Fund House Contact Details
Websitewww.axismf.com
Phone8108622211
Axis Asset Management Company Limited
Asset Management Company
Funds in this Category
ICICI Pru Ret Pure Eq Plan Reg IDCW-P
Allocation
Min. Investment
₹5000
Category Returns
19.18%
23.94%
3Y Returns
+23.94%
ICICI Pru Ret Pure Eq Plan Reg Gr
Allocation
Min. Investment
₹5000
Category Returns
19.18%
23.94%
3Y Returns
+23.93%
Quant Multi Asset Allocation Gr
Allocation
Min. Investment
₹5000
Category Returns
19.18%
23.94%
3Y Returns
+23.67%
About Axis Conservative Hybrid Gr
Investment Objective of the Scheme
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.
Key Features of The Fund
5-year return
+5.52%
Fund Manager
Devang Shah
Risk Profile
Very High Risk
Expense Ratio
2.15%
Fund Size
₹217.81 Cr
FAQ's
What has been the returns generated by Axis Conservative Hybrid Gr over different time periods?
The Axis Conservative Hybrid Gr has given returns
1-Year
-0.60
3-Year
5.89
5-Year
5.52
What is the expense ratio of Axis Conservative Hybrid Gr?
The expense ratio of Axis Conservative Hybrid Gr is 2.15%.
What is the AUM (Assets Under Management) of Axis Conservative Hybrid Gr?
The AUM, short for Assets Under Management of Axis Conservative Hybrid Gr is ₹217.81 Cr as of 09 Jan 2039.
What are the top stock holdings of Axis Conservative Hybrid Gr?
The Axis Conservative Hybrid Gr has invested the majority of its money in the stocks of the following companies:
| Company | Percentage of Portfolio |
|---|---|
| 7.18% Govt Stock 2033 | 16.24% |
| 6.79% Govt Stock 2034 | 11.74% |
| 6.68% Govt Stock 2040 | 10.82% |
| Power Finance Corporation Limited | 6.87% |
| 7.18% Govt Stock 2037 | 4.15% |
| GMR Airports Limited | 2.39% |
| Bamboo Hotel And Global Centre (Delhi) Private Limited | 2.31% |
| 7.1% Govt Stock 2034 | 2.30% |
| Aadhar Housing Finance Limited | 2.30% |
| Indigrid Infrastructure Trust | 2.29% |
| IKF Finance Limited | 2.29% |
| National Bank For Agriculture And Rural Development | 2.28% |
| Hiranandani Financial Services Private Limited | 2.26% |
| Reliance Industries Ltd | 2.12% |
| APtus Value Housing Finance India Limited | 1.84% |
| APtus Finance India Private Limited | 1.72% |
| HDFC Bank Ltd | 1.64% |
| ICICI Bank Ltd | 1.60% |
| 7.23% Govt Stock 2039 | 1.38% |
| Infosys Ltd | 1.33% |
| Larsen & Toubro Ltd | 1.27% |
| NTPC Ltd | 1.13% |
| Cipla Ltd | 0.98% |
| State Bank of India | 0.93% |
| Bharti Airtel Ltd | 0.90% |
| Kotak Mahindra Bank Ltd | 0.82% |
| Cholamandalam Investment And Finance Company Limited | 0.81% |
| ITC Ltd | 0.61% |
| Sbi - Corporate Debt Market Development Fund (Cdmdf) - Class A2 | 0.59% |
| Mahindra & Mahindra Ltd | 0.57% |
| HDFC Life Insurance Co Ltd | 0.55% |
| LTM Ltd | 0.46% |
| Apollo Hospitals Enterprise Ltd | 0.46% |
| Britannia Industries Ltd | 0.45% |
| Titan Co Ltd | 0.45% |
| Divi's Laboratories Ltd | 0.44% |
| PI Industries Ltd | 0.41% |
| Bank of Baroda | 0.40% |
| Cholamandalam Investment and Finance Co Ltd | 0.32% |
| Sun Pharmaceuticals Industries Ltd | 0.31% |
| Sona BLW Precision Forgings Ltd | 0.27% |
| Tata Consultancy Services Ltd | 0.27% |
| Tech Mahindra Ltd | 0.23% |
| Axis Bank Ltd | 0.19% |
| Hindustan Unilever Ltd | 0.18% |
| Bajaj Finance Ltd | 0.18% |
| InterGlobe Aviation Ltd | 0.15% |
| HCL Technologies Ltd | 0.09% |
| 6.19% Govt Stock 2034 | 0.09% |
| Bharat Petroleum Corp Ltd | 0.07% |
| Nestle India Ltd | 0.06% |
| Sundaram Finance Ltd | 0.03% |
| Tata Motors Ltd | 0.03% |
| Clearing Corporation Of India Ltd | 4.09% |
| Net Receivables / (Payables) | 1.21% |
| Interest Rate Swaps Pay Fix Receive Floating -Icisecpd (25/03/2030) (Fv 150 | 0.17% |
In which sectors has Axis Conservative Hybrid Gr invested in?
The Axis Conservative Hybrid Gr has invested the majority of its money in the stocks of the following sectors -
| Company | Percentage of Portfolio |
|---|---|
| Basic Materials | 0.41% |
| Communication Services | 0.90% |
| Consumer Cyclical | 1.31% |
| Consumer Defensive | 1.30% |
| Energy | 2.19% |
| Financial Services | 6.65% |
| Healthcare | 2.19% |
| Industrials | 1.42% |
| Real Estate | - |
| Technology | 2.37% |
| Utilities | 1.13% |
What is the risk level of Axis Conservative Hybrid Gr?
This is a Conservative Allocation fund comes with Very High Risk.
Who are the fund managers of Axis Conservative Hybrid Gr?
Axis Conservative Hybrid Gr fund managers are Devang Shah, Sachin Jain, Jayesh Sundar.
Is there a minimum SIP amount to invest in Axis Conservative Hybrid Gr?
The minimum SIP amount to start investment in Axis Conservative Hybrid Gr is ₹100 while ₹1,000 can be invested as Lumpsum amount.
Can I invest in Axis Conservative Hybrid Gr both in SIP and lump sum?
You can opt for either SIP or Lumpsum to invest in Axis Conservative Hybrid Gr on the basis of your investment objective and risk tolerance.
How to invest in Axis Conservative Hybrid Gr?
Investing in mutual funds is easy on HDFC SKY.
Follow these simple steps to invest in Axis Conservative Hybrid Gr:
- On HDFC SKY open your demat account if you don't have one.
- Check the performance of Axis Conservative Hybrid Gr.
- Choose between SIP or Lumpsum and start your mutual fund investment journey on HDFC Sky.
Is there any exit load charges of Axis Conservative Hybrid Gr?
The exit load of Axis Conservative Hybrid Gr is as follows:
Exit load of 1.0%, if redeemed within 1 year
.What is the process to redeem my investment in HDFC SKY?
The following are the Steps to Redeem mutual funds on HDFC SKY:
1. Go to Mutual Funds > My Investments/Portfolio.
2. Select the fund and tap Redeem/Sell.
3. Choose Full, Units, or Amount.
4. Review NAV, units, and exit load.
5. Confirm. Amount (Units × NAV) is credited to the registered bank in T+1–T+3 days. ELSS has a 3-year lock-in.
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