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Axis Conservative Hybrid Fund Direct Plan Half Yearly Pyt of Inc Dis cum Cap Wdrl INF846K01EB6

NAV / 1-Day Return
13.82 / 0.12%
Total Assets
2.8 Bil
Inception Date
Jul 05, 2013
Expense Ratio
0.910%
Fee Level
Load
Deferred
Category
India Fund Conservative Allocation
Investment Style
Large Growth
Fixed Income Surveyed Style Box
High/Limited
Status
Open
TTM Yield
5.07%
Turnover
126.91%

Morningstar’s Analysis

Growth of 10,000

A chart contrasting Fund Growth of 10k over 10 years versus Category and Index
Manager Change : Full Partial

Returns

Growth of 10K component includes four parts: Growth of 10K chart, Manager Change, Fund Flows, and Annual Return table.
2015
2016
2017
2018
2019
2020
2021
2022
2023
2024
YTD
Investment
4.95
2.95
10.78
1.83
0.91
14.06
13.92
3.62
9.86
8.66
5.68
Category
4.92
8.66
10.03
0.27
4.82
9.03
10.16
4.25
9.79
9.81
3.92
Index
7.42
11.94
8.85
5.28
10.76
14.19
7.07
3.11
9.83
9.88
5.15
Quartile Rank
Quartile Rank is second
Quartile Rank is fourth
Quartile Rank is second
Quartile Rank is second
Quartile Rank is fourth
Quartile Rank is first
Quartile Rank is first
Quartile Rank is third
Quartile Rank is third
Quartile Rank is third
Quartile Rank is first
Percentile Rank
49
97
36
37
86
7
13
55
54
67
15
# of Invest. in Cat.
344
337
483
253
241
245
229
215
215
205
193
Category Name
IN013 India Fund Conservative Allocation
IN013 India Fund Conservative Allocation
IN013 India Fund Conservative Allocation
IN013 India Fund Conservative Allocation
IN013 India Fund Conservative Allocation
IN013 India Fund Conservative Allocation
IN013 India Fund Conservative Allocation
IN013 India Fund Conservative Allocation
IN013 India Fund Conservative Allocation
IN013 India Fund Conservative Allocation
IN013 India Fund Conservative Allocation


Asset Allocation

Asset Class Net Short Long Cat. Index
Equity 20.67 0.00 20.67 26.43
Fixed Income 57.31 0.04 57.35 65.33
Preferred 0.00 0.00 0.00 0.00
Convertible 0.00 0.00 0.00 0.00
Cash 21.59 0.00 21.59 8.13
Other 0.43 0.00 0.43 0.41

Stock Style

People

Inception Date
Jul 05, 2013
Number of Managers
3
Longest Tenure
9.1 Years
Average Tenure
5.3 Years
Advisor(s)
Axis Asset Management Company Limited

Management Team

Jun 07, 2016 –Present
Sep 04, 2020 –Present
Sep 28, 2023 –Present

Manager Timeline

  • Male
  • Female
  • Non-Binary
  • Not Disclosed
  • Not Available

Morningstar Risk & Return

Risk vs. Category
Average
Return vs. Category
Average

Holdings

Portfolio Holdings
# Long
# Short
Equity Holding
33 0
Bond Holding
17 1
Other Holding
7 0
Total Holding
57 1
Equity Holdings
33
Bond Holdings
17
Other Holdings
7
Total Holdings
57
% Assets in Top 10 Holdings
47
Reported Turnover %
126.91
As of 03 / 31 / 24
Women Directors %
17
Women Executives %
11
Holdings
% Portfolio Weight
First Bought
Market Value as of Jul 15, 2025
Cur Currency
Share Change %
1-Year Return
Forward P/E
Equity Star Rating
Economic Moat
ESG Risk Rating Assessment
Sector
2.17 Jul 31, 2011 61,808,620
INR Indian Rupee
27.07 Financial Services
1.69 Apr 30, 2019 47,951,680
INR Indian Rupee
-6.48 Energy
1.50 Jan 31, 2017 42,743,540
INR Indian Rupee
30.40 Financial Services
1.40 Apr 30, 2018 39,736,720
INR Indian Rupee
-16.79 22.12 Narrow Technology
1.34 Nov 30, 2018 38,019,220
INR Indian Rupee
23.39 20.62 Financial Services
1.14 Jul 15, 2022 32,309,050
INR Indian Rupee
10.68 26.74 Consumer Cyclical
0.93 May 31, 2017 26,386,690
INR Indian Rupee
-2.26 Industrials
0.78 Oct 31, 2024 22,071,160
INR Indian Rupee
33.07 Communication Services
0.74 Feb 28, 2025 21,023,420
INR Indian Rupee
-14.68 Utilities
0.69 Apr 30, 2016 19,562,510
INR Indian Rupee
-1.04 Basic Materials
Holdings as of Jul 15, 2025 | The top 57 largest holdings are available for display across Equity, Bond and Other.


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