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Fund Overview of Axis Conservative Hybrid Fund Regular-idcw Half Yearly
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₹220.7 CrAUM
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₹12.73NAV
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2.18%Expense Ratio
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HybridFund Category
Minimum amount you can invest: ₹500
Maximum amount you can invest: ₹1,00,000
We have used a return rate of 15% for our calculations.
Returns of Axis Conservative Hybrid Fund Regular-idcw Half Yearly
| Tenure | Absolute(%) | Annualised(%) | Category Average(%) |
|---|---|---|---|
| 3 Months | 1.37% | NA | 0.55% |
| 6 Months | 0.44% | NA | 5.55% |
| 1 Year | 0.94% | 0.94% | 5.63% |
| 2 Years | 7.73% | 3.79% | 10.55% |
| 3 Years | 17.94% | 5.65% | 10.07% |
| 5 Years | 29.77% | 5.35% | 10.06% |
| 7 Years | 63.94% | 7.32% | NA |
| 10 Years | 83.62% | 6.27% | 8.75% |
Dividends are declared by the fund house based on the income generated from the underlying assets. While many mutual funds distribute dividends annually, the payout frequency ultimately depends on the fund house’s decision
Asset Allocation
equities
18.56%debt instruments
80.03%other assets or cash equivalents
1.42%Axis Conservative Hybrid Fund Regular-idcw Half Yearly is one Hybrid mutual fund offered by Axis Mutual Fund. Launched on 16 Jul 2010, the fund aims Capital appreciation while generating income over medium to long term. Investment in debt and money market instruments as well as equity and equity related instruments. It manages assets worth ₹220.7 crore as on Tue Jun 30, 2026. The expense ratio stands at 2.18%. Fund Manager Manager Education Fund Manager Manager Education Fund Manager Manager EducationAbout Axis Conservative Hybrid Fund Regular-idcw Half Yearly
The portfolio allocation consists of 18.56% in equities, 80.03% in debt instruments, 1.42% in other assets or cash equivalents.Managed by Devang Shah, it has delivered a return of 0.94% in the last year, a total return since inception of 7.19%.
The latest dividend was declared on 27 Mar 2026 at 2.50% of face value.
Selecting a suitable best sip to invest has a key part for long-term wealth creation.
Key Metrics of Axis Conservative Hybrid Fund Regular-idcw Half Yearly
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Standard Deviation4.21%
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Mean5.90%
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Sharpe Ratio0.02%
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Beta1.15%
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Sortino Ratio0.03%
Fund Details
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Compare Axis Conservative Hybrid Fund Regular-idcw Half Yearly with other mutual funds in the same category
Axis Conservative Hybrid Fund Regular-idcw Half Yearly
SBI Children's Fund - Savings Plan Direct-growth
SBI Children's Fund - Savings Plan Regular-growth
Top Performing Mutual Funds
| Fund Names | AUM (Cr) | 1M | 3M | 1Yr | 3Yr | 5Yr |
|---|---|---|---|---|---|---|
SBI Children's Fund - Savings Plan Direct-growth  |
₹145 | 1.07% | 5.28% | 7.18% | 12.19% | 10.64% |
| SBI Children's Fund - Savings Plan Regular-growth |
₹145 | 1.04% | 5.19% | 6.78% | 11.79% | 10.23% |
| Bank Of India Conservative Hybrid Fund Direct-growth |
₹65 | 0.13% | 0.89% | 3.13% | 7.09% | 10.09% |
| Bank Of India Conservative Hybrid Fund Direct-idcw Monthly |
₹65 | 0.13% | 0.89% | 3.13% | 7.09% | 10.09% |
| Bank Of India Conservative Hybrid Fund Direct-idcw Quarterly |
₹65 | 0.13% | 0.89% | 3.13% | 7.09% | 10.09% |
| Bank Of India Conservative Hybrid Fund Direct-idcw Yearly |
₹65 | 0.13% | 0.89% | 3.13% | 7.09% | 10.09% |
| Parag Parikh Conservative Hybrid Fund Direct-growth |
₹3,419 | 0.63% | 2.13% | 4.82% | 10.72% | 9.93% |
| Parag Parikh Conservative Hybrid Fund Direct-idcw Monthly |
₹3,419 | 0.63% | 2.13% | 4.82% | 10.72% | 9.93% |
| Parag Parikh Conservative Hybrid Fund Regular-growth |
₹3,419 | 0.60% | 2.05% | 4.49% | 10.39% | 9.60% |
| Parag Parikh Conservative Hybrid Fund Regular-idcw Monthly |
₹3,419 | 0.60% | 2.05% | 4.49% | 10.39% | 9.60% |
growth is based on 1-month returns of the funds & Top fund are based on 3Y Returns
More funds from Axis Mutual Fund
| Fund Names | AUM (Cr) | 1M | 3M | 6M | 1Yr | 3Yr |
|---|---|---|---|---|---|---|
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Axis Conservative Hybrid Fund Regular-growth
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₹221 | 0.12% | 1.37% | 0.44% | 0.94% | 5.65% |
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Axis Conservative Hybrid Fund Direct-growth
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₹221 | 0.21% | 1.64% | 0.97% | 2.07% | 6.97% |
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Axis Conservative Hybrid Fund Direct-idcw Half Yearly
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₹221 | 0.21% | 1.64% | 0.97% | 2.07% | 6.97% |
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Axis Conservative Hybrid Fund Direct-idcw Quarterly
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₹221 | 0.21% | 1.64% | 0.97% | 2.07% | 6.97% |
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Axis Conservative Hybrid Fund Regular-idcw Quarterly
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₹221 | 0.12% | 1.37% | 0.44% | 0.94% | 5.65% |
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Axis Conservative Hybrid Fund Regular-idcw Yearly
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₹221 | 0.12% | 1.37% | 0.44% | 0.94% | 5.65% |
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Axis Conservative Hybrid Fund Direct-idcw Yearly
|
₹221 | 0.21% | 1.64% | 0.97% | 2.07% | 6.97% |
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Axis Retirement Fund - Conservative Plan Regular-growth
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₹48 | 0.11% | 1.86% | -0.34% | -0.39% | 6.80% |
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Axis Retirement Fund - Conservative Plan Direct-growth
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₹48 | 0.19% | 2.09% | 0.11% | 0.57% | 8.11% |
growth is based on 1-month returns of the fundsMutual Fund Calculator
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Top Mutual Funds
| Fund Names | AUM (Cr) | NAV | 3Yr | 5Yr | 10Yr |
|---|---|---|---|---|---|
| SBI Conservative Hybrid Fund-growth |
₹10,145 | ₹76.26 | 8.40% | 8.54% | 8.47% |
| SBI Conservative Hybrid Fund Direct-growth |
₹10,145 | ₹83.71 | 8.93% | 9.09% | 9.17% |
| SBI Conservative Hybrid Fund Direct-idcw Monthly |
₹10,145 | ₹28.09 | 8.93% | 9.09% | 9.17% |
| SBI Conservative Hybrid Fund-idcw Monthly |
₹10,145 | ₹21.41 | 8.40% | 8.54% | 8.47% |
| SBI Conservative Hybrid Fund-idcw Quarterly |
₹10,145 | ₹21.99 | 8.40% | 8.54% | 8.47% |
| SBI Conservative Hybrid Fund Direct-idcw Quarterly |
₹10,145 | ₹25.58 | 8.93% | 9.09% | 9.17% |
| SBI Conservative Hybrid Fund-idcw Yearly |
₹10,145 | ₹26.90 | 8.40% | 8.54% | 8.47% |
| SBI Conservative Hybrid Fund Direct-idcw Yearly |
₹10,145 | ₹33.38 | 8.93% | 9.09% | 9.17% |
| Parag Parikh Conservative Hybrid Fund Regular-growth |
₹3,419 | ₹15.86 | 10.39% | 9.60% | - |
| Parag Parikh Conservative Hybrid Fund Direct-growth |
₹3,419 | ₹16.11 | 10.72% | 9.93% | - |
Detailed Portfolio
| Stocks | Sector | % of Holding | Value |
|---|---|---|---|
| Government Of India 36026 091 Days Tbill 28ag25 Fv Rs 100 | Financial | 13.41% | ₹37.85 Cr |
| Others Cblo | Unspecified | 17.03% | ₹37.60 Cr |
| Others Cblo | Unspecified | 17.03% | ₹37.60 Cr |
| Others Cblo | Unspecified | 17.03% | ₹37.60 Cr |
| Others Cblo | Unspecified | 17.03% | ₹37.60 Cr |
| Goi Sec 7.18 14/08/2033 | Entities | 12.97% | ₹36.61 Cr |
| Goi Sec 7.18 14/08/2033 | Entities | 15.38% | ₹36.34 Cr |
| Goi Sec 7.18 14/08/2033 | Entities | 13.30% | ₹36.29 Cr |
| Goi Sec 7.18 14/08/2033 | Entities | 13.30% | ₹36.29 Cr |
| Goi Sec 7.18 14/08/2033 | Entities | 13.36% | ₹36.15 Cr |
| Goi Sec 7.18 14/08/2033 | Entities | - | — |
| Goi Sec 7.18 14/08/2033 | Entities | 15.60% | ₹36.12 Cr |
| Goi Sec 7.18 14/08/2033 | Entities | 15.39% | ₹36.11 Cr |
| Goi Sec 7.18 14/08/2033 | Entities | 15.45% | ₹35.92 Cr |
| Goi Sec 7.18 14/08/2033 | Entities | 16.24% | ₹35.37 Cr |
| Goi Sec 7.18 14/08/2033 | Entities | 16.38% | ₹35.18 Cr |
| Goi Sec 7.18 14/08/2033 | Entities | 15.87% | ₹35.02 Cr |
| Goi Sec 7.18 14/08/2033 | Entities | 15.87% | ₹35.02 Cr |
| Goi Sec 7.18 14/08/2033 | Entities | 15.87% | ₹35.02 Cr |
| Goi Sec 7.18 14/08/2033 | Entities | 15.87% | ₹35.02 Cr |
Top Hybrid Funds
| Fund Names | NAV | 3Yr | 5Yr | 52 weeks high |
|---|---|---|---|---|
| SBI Children's Fund - Savings Plan Direct-growth |
₹129.36 | 12.19% | 10.64% | - |
| SBI Children's Fund - Savings Plan Regular-growth |
₹118.23 | 11.79% | 10.23% | - |
| Bank Of India Conservative Hybrid Fund Direct-growth |
₹37.90 | 7.09% | 10.09% | - |
| Bank Of India Conservative Hybrid Fund Direct-idcw Monthly |
₹16.88 | 7.09% | 10.09% | - |
| Bank Of India Conservative Hybrid Fund Direct-idcw Quarterly |
₹18.62 | 7.09% | 10.09% | - |
| Bank Of India Conservative Hybrid Fund Direct-idcw Yearly |
₹17.27 | 7.09% | 10.09% | - |
| Parag Parikh Conservative Hybrid Fund Direct-growth |
₹16.11 | 10.72% | 9.93% | - |
| Parag Parikh Conservative Hybrid Fund Direct-idcw Monthly |
₹11.03 | 10.72% | 9.93% | - |
| Parag Parikh Conservative Hybrid Fund Regular-growth |
₹15.86 | 10.39% | 9.60% | - |
| Parag Parikh Conservative Hybrid Fund Regular-idcw Monthly |
₹10.78 | 10.39% | 9.60% | - |
growth is based on 5Y returns of the funds
Frequently Asked Questions
Axis Conservative Hybrid Fund Regular-idcw Half Yearly
What is the current AUM of Axis Conservative Hybrid Fund Regular-idcw Half Yearly?
As of Tue Jun 30, 2026, Axis Conservative Hybrid Fund Regular-idcw Half Yearly manages assets worth ₹220.7 crore
How has Axis Conservative Hybrid Fund Regular-idcw Half Yearly performed recently?
- 3 Months: 1.37%
- 6 Months: 0.44%
What is the long-term performance of Axis Conservative Hybrid Fund Regular-idcw Half Yearly?
- 3 Years CAGR: 5.65%
- 5 Years CAGR: 5.35%
- Since Inception: 7.19%
What is the portfolio composition of Axis Conservative Hybrid Fund Regular-idcw Half Yearly?
Equity: 18.56%, Debt: 80.03%, Others: 1.42%.
Who manages Axis Conservative Hybrid Fund Regular-idcw Half Yearly?
Axis Conservative Hybrid Fund Regular-idcw Half Yearly is managed by Devang Shah from Axis Mutual Fund.
When was the last dividend declared by Axis Conservative Hybrid Fund Regular-idcw Half Yearly?
Latest dividend was declared on 27 Mar 2026 at 2.50% of face value.
What is the market-cap allocation of Axis Conservative Hybrid Fund Regular-idcw Half Yearly?
Large Cap: 96.54%, Mid Cap: 3.46%.
Which are the top companies Axis Conservative Hybrid Fund Regular-idcw Half Yearly has invested in?
- GOVERNMENT OF INDIA 36026 091 DAYS TBILL 28AG25 FV RS 100 – 13.41% of the fund's portfolio
- Others CBLO – 17.03% of the fund's portfolio
- Others CBLO – 17.03% of the fund's portfolio
- Others CBLO – 17.03% of the fund's portfolio
- Others CBLO – 17.03% of the fund's portfolio
Which are the major sectors Axis Conservative Hybrid Fund Regular-idcw Half Yearly focuses on?
- Entities – 211.83% of the fund's portfolio
- Unspecified – 68.14% of the fund's portfolio
- Financial – 13.41% of the fund's portfolio
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