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Conservative Hybridregulargrowth📊 NIFTY 50 HYBRID COMPOSITE DEBT 15:85 INDEX

Axis Conservative Hybrid Fund - Regular Plan - Growth Option

Axis Mutual Fund

#16 of 20 (1Y)

₹29.9466

0.07 (-0.24%)

NAV as of 29 May 2026

Today's NAV — all variants

Regular · Growth

₹₹29.9466

0.07 (-0.24%)

29 May 2026

AMFI: 112924

Direct · Growth

₹₹13.1674

0.03 (-0.23%)

29 May 2026

AMFI: 120478

Regular · IDCW

₹₹10.3065

0.02 (-0.24%)

29 May 2026

AMFI: 112925

Direct · IDCW

₹₹16.1128

0.04 (-0.23%)

29 May 2026

AMFI: 120477

Returns (Lumpsum)

CAGR for periods ≥ 1 year
1 Week-0.05%
1 Month-0.88%
3 Months-1.90%
6 Months-1.88%
1 Year-0.17%
3 Years (CAGR)+5.88%
5 Years (CAGR)+5.55%
10 Years (CAGR)+6.48%
Since Inception (Jul 2010)+7.16%

SIP Returns (XIRR)

₹1,000/month SIP, annualised
1 Year SIP-1.17%
3 Year SIP+3.94%
5 Year SIP+4.91%
Since Inception (Jul 2010)+6.82%

SIP since inception — what ₹500/month became

Real NAV backtest from day one

₹95,000

Invested

₹1,67,716

Value today

6.8%

XIRR (p.a.)

500/month SIP from fund inception · Current value as of today

Try SIP Calculator with this fund's history

1,000 lumpsum at launch — value today

Invested on the fund's first NAV date

₹1,000

Invested

₹2,995

Value today

7.2%

CAGR (p.a.)

One-time investment at fund inception · Growth purely from NAV appreciation

Try Lumpsum Calculator

₹10L corpus with ₹5,000/month withdrawals since inception

Corpus is still growing despite monthly payouts

₹10,00,000

Initial corpus

₹9,50,000

Withdrawn

₹13,17,499

Corpus left

+₹12,67,499 net gain — withdrew ₹9,50,000 AND corpus grew

Plan your SWP with real NAV

₹6L corpus via 12-month STP from a liquid fund at inception

₹50K/month transferred from HDFC Liquid → this fund at launch

₹6,00,000

Invested

₹10,43,60,920

Value today

+5708.2%

vs lumpsum

STP beat direct lumpsum by 5708.2% — reduced timing risk paid off

Model your own STP with real NAV

₹1 lakh on the worst crash day — 22 Mar 2020

Worst single-day Nifty drop during this fund's life

₹1,00,000

Invested

₹1,66,029

Value today

1.7×

Multiple

Staying invested through that crash turned ₹1L into ₹1,66,029 — a 1.7× return

Read: Staying invested through crashes

Direct vs Regular — ₹500/month over 10 years

Expense ratio drag on your actual returns

Direct plan

₹88,610

Regular plan

₹82,734

Direct earns ₹5,876 more on a ₹60K investment0.98% extra return per year

Same fund, same NAV history — only the expense ratio differs. Direct plans always outperform Regular over time.

Learn about Direct vs Regular plans

Fund Details

Fund HouseAxis Mutual Fund
CategoryConservative Hybrid
Plan Typeregular
Optiongrowth
AUM₹229 Cr
Expense Ratio2.22%
Min SIP₹500
Min Lumpsum₹1,000
BenchmarkNIFTY 50 HYBRID COMPOSITE DEBT 15:85 INDEX
Launch Date16 Jul 2010
AMFI Code112924

Risk Metrics

Trailing 1 year, annualised

-0.92

Sharpe Ratio

Alpha

Beta

-0.90

Sortino

3.47%

Std Dev

-3.75%

Max Drawdown

Portfolio Holdings

Top 50 holdings · as of Mar 2026

Equity16 holdings · 73.2%
Security% NAV

7.18% Government of India (14/08/2033)

IN0020230085

16.24%

6.79% Government of India (07/10/2034)

IN0020240126

11.74%

6.68% Government of India (07/07/2040)

IN0020250042

10.82%

7.64% Power Finance Corporation Limited (22/02/2033) **

INE134E08MA1

6.87%

7.18% Government of India (24/07/2037)

IN0020230077

4.15%

5% GMR Airports Limited (13/02/2027) **

INE776C08083

2.39%

Bamboo Hotel And Global Centre (Delhi) Private limited (31/01/2028) **

INE755L07015

2.31%

7.1% Government of India (08/04/2034)

IN0020240019

2.30%

8.50% Aadhar Housing Finance Limited (26/05/2026) **

INE883F07306

2.30%

9.4% IKF Finance Limited (12/08/2027) **

INE859C07246

2.29%

6.72% IndiGrid Infrastructure Trust (14/09/2026) **

INE219X07306

2.29%

7.44% National Bank For Agriculture and Rural Development (17/07/2029)

INE261F08EU4

2.28%

9.01% Hiranandani Financial Services Private Limited (30/03/2029) **

INE07UF07034

2.26%

8.75% Aptus Value Housing Finance India Limited (11/03/2030) **

INE852O07154

1.84%

8.95% Aptus Finance India Private Limited (06/03/2029) **

INE04MH07059

1.72%

7.23% Government of India (15/04/2039)

IN0020240027

1.38%
Other34 holdings · 95.8%
Security% NAV

7.18% Government of India (14/08/2033)

IN0020230085

16.38%

6.79% Government of India (07/10/2034)

IN0020240126

11.90%

6.68% Government of India (07/07/2040)

IN0020250042

10.87%

7.64% Power Finance Corporation Limited (22/02/2033) **

INE134E08MA1

6.98%

7.18% Government of India (24/07/2037)

IN0020230077

4.18%

5% GMR Airports Limited (13/02/2027) **

INE776C08083

2.41%

Bamboo Hotel And Global Centre (Delhi) Private limited (31/01/2028) **

INE755L07015

2.34%

7.1% Government of India (08/04/2034)

IN0020240019

2.34%

8.50% Aadhar Housing Finance Limited (26/05/2026) **

INE883F07306

2.33%

9.4% IKF Finance Limited (12/08/2027) **

INE859C07246

2.32%

6.72% IndiGrid Infrastructure Trust (14/09/2026) **

INE219X07306

2.32%

9.01% Hiranandani Financial Services Private Limited (30/03/2029) **

INE07UF07034

2.30%

Reliance Industries Limited

INE002A01018

2.12%

Reliance Industries Limited

INE002A01018

2.02%

8.75% Aptus Value Housing Finance India Limited (11/03/2030) **

INE852O07154

1.87%

8.95% Aptus Finance India Private Limited (06/03/2029) **

INE04MH07059

1.75%

HDFC Bank Limited

INE040A01034

1.64%

ICICI Bank Limited

INE090A01021

1.60%

HDFC Bank Limited

INE040A01034

1.58%

ICICI Bank Limited

INE090A01021

1.55%

Infosys Limited

INE009A01021

1.42%

7.23% Government of India (15/04/2039)

IN0020240027

1.39%

Infosys Limited

INE009A01021

1.33%

Larsen & Toubro Limited

INE018A01030

1.27%

NTPC Limited

INE733E01010

1.13%

Larsen & Toubro Limited

INE018A01030

1.13%

NTPC Limited

INE733E01010

1.06%

Cipla Limited

INE059A01026

0.98%

State Bank of India

INE062A01020

0.93%

Cipla Limited

INE059A01026

0.93%

Bharti Airtel Limited

INE397D01024

0.90%

Bharti Airtel Limited

INE397D01024

0.86%

State Bank of India

INE062A01020

0.86%

Kotak Mahindra Bank Limited

INE237A01036

0.82%

Performance Comparison

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Investment Objective

Axis Conservative Hybrid Fund - Regular Plan - Growth Option invests 75-90% in debt instruments and 10-25% in equity, aiming to provide regular income with moderate capital appreciation. It is suitable for conservative investors seeking stable returns with limited equity exposure.

About This Fund

Axis Conservative Hybrid Fund - Regular Plan - Growth Option is a Conservative Hybrid mutual fund offered by Axis Mutual Fund. The fund has been operational for over 15 years. It manages assets worth ₹229 Cr, reflecting investor confidence in the fund's strategy. It benchmarks its performance against NIFTY 50 HYBRID COMPOSITE DEBT 15:85 INDEX. The current expense ratio is 2.22%.

Who Should Invest?

  • Investors with a high risk appetite seeking long-term wealth creation
  • Investors with an investment horizon of 5 years or more
  • SIP investors who can benefit from rupee cost averaging during market fluctuations