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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: 2.18% As on (31-07-2026)
Status: Open Ended Schemes
Minimum Investment: 500.0
Minimum Topup: 100.0
Total Assets: 219.84 Cr As on 31-07-2026(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 28-08-2026

30.6077

-0 (-0.0059%)

CAGR Since Inception

7.18%

Benchmark: 11.1%

PERFORMANCE

Returns Type:
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Start :  
End : 
Period:  
This Scheme
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vs
AK Hybrid Balanced TRI
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Gold
-
PPF
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Returns Type:
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  Period:  

Start :  
Period:  

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 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.

Current Asset Allocation (%)

Indicators

Standard Deviation 4.17
Sharpe Ratio 0.04
Alpha -0.13
Beta 0.17
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 2.63 3.32 5.91 5.1 6.25
Nippon India Conservative Hybrid Fund-Growth Plan 29-12-2003 6.89 7.21 8.11 7.69 5.38
SBI Conservative Hybrid Fund - Regular Plan - Growth 25-03-2001 5.9 5.25 8.29 8.56 8.35
Parag Parikh Conservative Hybrid Fund - Regular Plan - Growth 05-05-2021 5.84 5.79 10.12 9.41 -
Aditya Birla Sun Life Regular SavIngs Fund - Growth / Payment - Regular Plan 22-05-2004 5.37 6.07 8.18 7.66 7.6
Baroda BNP Paribas Conservative Hybrid Fund-Regular Plan-Growth Option 23-09-2004 5.04 4.45 7.38 6.29 6.73
LIC MF Conservative Hybrid Fund-Regular Plan-Growth 01-06-1998 4.98 3.89 6.08 4.96 5.93
Bank Of India Conservative Hybrid Fund-ECO Plan-Growth 18-03-2009 4.4 3.34 6.74 9.63 7.12
DSP Regular SavIngs Fund- Regular Plan - Growth 11-06-2004 4.31 5.15 8.39 6.99 6.51
ICICI Prudential Conservative Hybrid Fund - Regular Plan - Growth 10-03-2004 4.09 5.26 8.54 8.15 8.69

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

Others

80.62%

Large Cap

18.74%

Mid Cap

0.64%

Scheme Documents

July 2026

Monthly Portfolio Disclosure - July 2026

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