Axis Conservative Hybrid Growth Direct Plan
SIP amount
Min. ₹100
Lumpsum amount
Min. ₹500

Axis Conservative Hybrid Growth Direct Plan

NAV
₹35.9407
-0.27%
(20 Feb)
AUM
233 Cr
TER
1.11%
Risk
Very High Risk
Rating
Insights
Net Asset Value (NAV) is above its 200 days moving average
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Compare with other fund
1Y
+9.2%
+9.0%
+8.3%
+7.5%
+7.5%
+6.8%
3Y
+11.1%
+11.9%
+10.6%
+8.8%
+11.4%
+9.1%
5Y
+9.6%
NA
+8.8%
+7.7%
+10.3%
+8.1%
ALL
+10.6%
+10.2%
+8.6%
+8.9%
+10.7%
+7.5%
VOL
4.2%
3.0%
4.4%
4.4%
4.8%
-
TER
1.0%
0.3%
0.5%
1.1%
0.5%
-
AUM
₹3,334 Cr
₹3,246 Cr
₹183 Cr
₹233 Cr
₹3,072 Cr
-
INFO
2.50
3.43
1.97
2.03
2.20
-
Past performance
Past performance is no guarantee of future returns.
Had you invested
Over the last
1Y
3Y
ALL
Your returns would have been
Axis Conservative Hybrid (G)
₹1,00,00,00,000
14.0%
Fixed deposit
₹40,00,00,000
6.0%
Bank savings
₹40,00,00,000
3.0%
See fund holdings as of 31st Jan
Top holdings
7.18% Gs 2033
15.4%
6.79% Gs 2034
11.2%
6.68% Gs 2040
10.4%
Clearing Corporation Of India Ltd
10.3%
Power Finance Corporation Limited - NCD & Bonds
6.5%
7.18% Gs 2037
3.9%
GMR Airports Limited - NCD & Bonds
2.2%
7.10% Gs 2034
2.2%
Bamboo Hotel And Global Centre (Delhi) Private Limited - NCD & Bonds
2.2%
Aadhar Housing Finance Limited - NCD & Bonds
2.1%
Top industry exposure
Financial Services
7.9%
Technology
2.9%
Energy
2.3%
Healthcare
1.9%
Industrials
1.3%
Other information
Minimum SIP
₹100
Minimum lumpsum
₹500
Additional lumpsum
₹100
Portfolio turnover
-
Lock-in period
-
Exit load
• 1% for redemption within 30 days
Fund objective
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.
Fund manager(s)
Devang Shah
Sachin Jain
Jayesh Sundar

FAQs