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Axis Conservative Hybrid Fund - Direct Plan

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.

Suitability

This product is suitable for investors who are seeking

• 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 while managing risk through active asset allocation

Fund Info

Scheme Class	Hybrid
Scheme Category	Conservative Allocation
Expense Ratio	0.87%
Min subscription	₹ 500

Scheme Type	Open-ended
Scheme AUM (in Crs.)	₹ 275
AMC AUM (in Crs.)	₹ 89,720
Min Addition Subscription	₹ 100

Benchmark Type

CRISIL Hybrid 85+15 - ConservativeTR INR

Exit Load

Exit load of 1.0%, if redeemed between (0-1) months. No Exit load, if redeemed after 1 months.

Building Graph

Peer Comparison

Fund	Min SIP Inv.	Min Inv.	Returns 3Y
Aditya Birla Sun Life Regular Savings Fund - Direct Plan	1000	1000	10.87%
Axis Conservative Hybrid Fund - Direct Plan	100	100	9.64%
Axis Conservative Hybrid Fund - Direct Plan	100	100	9.64%
Kotak Debt Hybrid Fund - Direct Plan	1000	1000	12.9%
Baroda BNP Paribas Conservative Hybrid Fund - Direct Plan	1000	1000	11.02%
ICICI Prudential Regular Savings Fund - Direct Plan	500	500	11.75%
Sundaram Conservative Hybrid Fund - Direct Plan	500	500	9.48%

Top 10 Holdings

Company	Holding Type	Asset(%)
6.79% Govt Stock 2034	Bond - Gov't Treasury	11
7.34% Govt Stock 2064	Bond - Gov't Treasury	10
7.25% Govt Stock 2063	Bond - Gov't Treasury	6
6.92% Govt Stock 2039	Bond - Gov't Treasury	6
Power Finance Corporation Ltd.	Bond - Corporate Bond	6
7.1% Govt Stock 2034	Bond - Gov't Treasury	4
7.58% LIC Housing Finance Limited (23/03/2035)	Bond - Corporate Bond	4
National Bank For Agriculture And Rural Development	Bond - Corporate Bond	4
Motherson Sumi Systems Limited	Bond - Corporate Bond	4
7.18% Govt Stock 2037	Bond - Gov't Treasury	3

Asset Allocation(%)

Asset	Percent
Bond - Gov't Treasury	44
Bond - Corporate Bond	32
Equity	21
Cash - Collateral	2
Cash - Repurchase Agreement	1

Sector Allocation(%)

Sector	Percent
Bond - Gov't Treasury	44
Bond - Corporate Bond	32
Financial Services	10
Consumer Cyclical	2
Cash - Collateral	2

Fund Manager

Devang Shah

8+ years of experience

Sachin Jain

4+ years of experience

Jayesh Sundar

1+ years of experience

Axis Asset Mutual Fund

AUM₹89,720 Cr

About

Axis mutual fund was established in October 2009 and since then it has made a mark in the mutual fund industry. Axis mutual fund claims that the reason for it to reach the peak of success is because of the three principles they follow strictly, which is, long-term wealth creation, customers view and long-term relationship.##Axis Mutual Fund houses more than 50 schemes, it has over 20 lakh investors investing with them and is present in over 90 cities. Their main motto is to take any fund decision keeping a customer centric approach in mind. The AMC commits to keep investors at the heart of every decision.##They also aim to provide quality financial and investment solutions. Axis wants its investors to think long-term when it comes to mutual fund investing and they want their investors to optimize their money through mutual funds.

customerservice@axismf.com

Phone

1800 221 322

Address

Axis Asset Management Company Ltd.,Axis House, 1st Floor, C-2, Wadia International Centre,,Pandurang Budhkar Marg, Worli,, Mumbai - 400 025

Calculate Returns

Investment Amount

Expected Annual Return Rate(%)

Investment DurationYears6Months0

Investment Amount₹ 10000

Return Amount₹ 4185

Return Rate6 %

Duration6y 0m