Axis Conservative Hybrid Fund Direct Plan Quarterly Reinvst of Inc Dis cum Cap Wdrl
Get the latest NAV of Axis Conservative Hybrid Fund Direct Plan Quarterly Reinvst of Inc Dis cum Cap Wdrl. View historical returns compared to its benchmark and category average. Know which stocks and sectors the fund is investing in. Get an estimate of returns from the SIP and lump sum returns calculator. View detailed holding analysis and peer comparison. Get INDmoney ranking of the fund.
₹12.97
1D
NAV as on 13 Mar 2026
7.81%/per year
Since Inception
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Axis Conservative Hybrid Fund Direct Plan Quarterly Reinvst of Inc Dis cum Cap Wdrl Performance vs. Conservative Allocation Index
Fund returns vs Benchmark returns vs Category Average returns as on (13-Mar-26)
The fund has outperformed the benchmark (Conservative Allocation Index) over 3Y, 5Y, but underperformed over 1Y.
Peer comparison
Axis Conservative Hybrid Fund Direct Plan Quarterly Reinvst of Inc Dis cum Cap Wdrl Returns Calculator
Calculate SIP and lumpsum returns based on historical performance
Total Investment
0
Profit
Total Corpus
0
Axis Conservative Hybrid Fund Direct Plan Quarterly Reinvst of Inc Dis cum Cap Wdrl Asset Allocation
See fund asset allocation details as on (14-Mar-26)
Fund Distribution
as on (14-Mar-26)
Axis Conservative Hybrid Fund Direct Plan Quarterly Reinvst of Inc Dis cum Cap Wdrl Sector Allocation
See fund sector allocation details as on (14-Mar-26)
Sector Allocation
Top 3 Sectors in February were Government, Financial Services & Corporate
Government
57%
Financial Services
36%
Corporate
24%
Government
57%
Financial Services
38%
Corporate
27%
Axis Conservative Hybrid Fund Direct Plan Quarterly Reinvst of Inc Dis cum Cap Wdrl Holdings Details
as on (28-Feb-26)
Axis Conservative Hybrid Fund Direct Plan Quarterly Reinvst of Inc Dis cum Cap Wdrl Overview
Get key fund statistics, minimum investment details, AUM, expense ratio, exit load, and tax treatment.
| Expense ratio | 1.17% |
Benchmark | Nifty Composite Debt Index TR INR |
| AUM | ₹232 Cr |
| Inception Date | 21 January, 2013 |
| Min Lumpsum/SIP | ₹500/₹100 |
Exit Load | 1.0% |
| Lock In | No Lock-in |
TurnOver | 130.4% |
| Risk |   Very High Risk |
About Axis Conservative Hybrid Fund Direct Plan Quarterly Reinvst of Inc Dis cum Cap Wdrl
Axis Conservative Hybrid Fund Direct Plan Quarterly Reinvst of Inc Dis cum Cap Wdrl is a hybrid fund. This fund was started on 21 January, 2013. The fund is managed by Jayesh Sundar, Devang Shah, Sachin Jain. This fund gives you the benefit of diversification.
Key Parameters
- Axis Conservative Hybrid Fund Direct Plan Quarterly Reinvst of Inc Dis cum Cap Wdrl has ₹232 Cr worth of assets under management (AUM) as on Mar 2026 and is more than category average.
- The fund has an expense ratio 1.2.
Returns
Axis Conservative Hybrid Fund Direct Plan Quarterly Reinvst of Inc Dis cum Cap Wdrl has given a CAGR return of 7.81% since inception. Over the last 1, 3 and 5 years the fund has given a CAGR return of 4.58%, 7.90% and 7.75% respectively.
Holdings
Axis Conservative Hybrid Fund Direct Plan Quarterly Reinvst of Inc Dis cum Cap Wdrl has allocated its funds majorly in Government, Financial Services, Corporate, Cash Equivalent, Tech, Energy, Health, Industrial, Consumer Cyclical, Consumer Defensive, Utilities, Communication, Basic Materials.
Taxation
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).
Investment objective of Axis Conservative Hybrid Fund Direct Plan Quarterly Reinvst of Inc Dis cum Cap Wdrl
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 and lockin period
Minimum investment for lump sum payment is INR 500.00 and for SIP is INR 100.00. Axis Conservative Hybrid Fund Direct Plan Quarterly Reinvst of Inc Dis cum Cap Wdrl has no lock in period.
Fund Manager
Jayesh Sundar
Fund Manager of Axis Conservative Hybrid Fund Direct Plan Quarterly Reinvst of Inc Dis cum Cap Wdrl, since 28 September 2023
Devang Shah
Fund Manager of Axis Conservative Hybrid Fund Direct Plan Quarterly Reinvst of Inc Dis cum Cap Wdrl, since 7 June 2016
Sachin Jain
Fund Manager of Axis Conservative Hybrid Fund Direct Plan Quarterly Reinvst of Inc Dis cum Cap Wdrl, since 4 September 2020
- AUM of the fund stands at 231.5 Cr as of Feb'26
- AUM decreased by 1 Cr between Feb'26 and Jan'26
Frequently Asked Questions for Axis Conservative Hybrid Fund Direct Plan Quarterly Reinvst of Inc Dis cum Cap Wdrl
How do I invest in Axis Conservative Hybrid Fund Direct Plan Quarterly Reinvst of Inc Dis cum Cap Wdrl?
- Download the INDmoney app.
- Search for ‘Axis Conservative Hybrid Fund Direct Plan Quarterly Reinvst of Inc Dis cum Cap Wdrl’.
- Select whether you want to invest in SIP or lump sum.
- Enter the amount you wish to invest.
- Set up payments via bank mandate or UPI.