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Axis Conservative Hybrid Fund - Regular Plan - Growth Option

(Erstwhile Axis Income Saver -Growth Option)
Fund House: Axis Mutual Fund
Invest in this Scheme
Category: Hybrid: Conservative
Launch Date: 16-07-2010
Asset Class: Mixed Asset
Benchmark: NIFTY 50 Hybrid Composite Debt 15:85 Conservative Index
TER: 2.19% As on (30-04-2025)
Status: Open Ended Schemes
Minimum Investment: 500.0
Minimum Topup: 500.0
Total Assets: 275.22 Cr As on 30-04-2025(Source:AMFI)
Turn over: - | Exit Load: If redeemed/switch out within 12 months from the date of allotment: - For 10% of investment : Nil FIFO basis For remaining investment : 1% w.e.f., 15/06/2015
NAV as on 20-05-2025

29.99

-0.05 (-0.1627%)

CAGR Since Inception

7.67%

Benchmark: 11.41%

PERFORMANCE

Returns Type:
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End : 
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This Scheme
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vs
AK Hybrid Balanced TRI
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Gold
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PPF
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RETURNS ANALYSIS

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Fund Multiplier

Time it would have taken to make your money double (2x), quadruple (4x) and quintuple (5x)

Time Taken To Multiply
2x
4x
5x
10x
FUND
9 Years 11 Months
There is no value for 4x
There is no value for 5x
There is no value for 10x
FD
11 years 10 Months
GOLD
8 years 9 Months
NIFTY
5 years 5 Months

 

Investment Objective

The fund seeks to generate regular income through investments in debt and money market securities.

Current Asset Allocation (%)

Indicators

Standard Deviation 4.33
Sharpe Ratio 0.25
Alpha -1.72
Beta 0.55
Yield to Maturity 7.67
Average Maturity 11.61

PEER COMPARISON

Scheme Name Inception
Date		 1 Year
Return(%)		 2 Year
Return(%)		 3 Year
Return(%)		 5 Year
Return(%)		 10 Year
Return(%)
Axis Conservative Hybrid Fund - Regular Plan - Growth Option 16-07-2010 9.89 9.13 8.3 9.37 6.96
UTI Conservative Hybrid Fund - Regular Plan - Growth Option 16-12-2003 11.38 12.13 11.02 12.49 8.38
DSP Regular Savings Fund- Regular Plan - Growth 11-06-2004 11.38 12.35 10.62 10.59 7.29
Parag Parikh Conservative Hybrid Fund - Regular Plan - Growth 05-05-2021 10.97 13.65 12.18 - -
Aditya Birla Sun Life Regular Savings Fund - Growth / Payment - Regular Plan 22-05-2004 10.61 10.64 9.82 12.85 8.5
ICICI Prudential Regular Savings Fund - Plan - Growth 10-03-2004 10.26 12.22 10.82 11.27 9.32
HSBC Conservative Hybrid Fund - Regular Growth 24-02-2004 9.88 12.32 11.09 10.21 7.69
Kotak Debt Hybrid - Growth 02-12-2003 9.85 12.74 11.75 12.79 9.64
Canara Robeco Conservative Hybrid Fund - Regular Plan - Growth Option 24-04-1988 9.72 10.25 9.4 10.0 7.97
Franklin India Debt Hybrid Fund - Growth 28-09-2000 9.52 11.76 10.57 10.15 7.54

Scheme Characteristics

Investment in equity & equity related instruments - between 10% and 25% of total assets; Investment in Debt instruments - between 75% and 90% of total assets.

Riskometer

riskometer

PORTFOLIO

Market Cap Distribution

Small Cap

1.13%

Others

77.98%

Large Cap

20.13%

Mid Cap

0.86%

Scheme Documents

April 2025

Monthly Portfolio Disclosure - April 2025

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