Conservative Hybrid Fund
Fund Type
Open Ended
Investment Plan
Dividend Reinvestment
Expense Ratio
2%
Asset Size
445.92 Cr.
(As of 30 Apr, 2022)
Benchmark
IISL Nifty 50 TR INR
Riskometer
Investors understand that their principal will be at Moderately High Risk.
To generate regular income through investments in debt & money market instruments, along with capital appreciation through limited exposure to equity and equity related instruments.
Fund manager
Devang Shah
Exit load
1 %
(If redeemed within 30 days)Minimum sip
₹1000
Minimum investment
₹5000
This fund is been allocated in various sectors including some of the prominent ones that are widely accepted and are creating a value of trust.
5.53% Govt Stock 2033
7.81%
Tata Capital Housing Finance Limited
4.05%
5.63% Govt Stock 2026
3.26%
8.83% Govt Stock 2023
2.35%
Conservative Hybrid Funds need to invest at least 75 – 90% of their assets in debt and money market instruments, with an option to invest around 10 – 25% in equity related instruments. And because of their very high contribution to the debt domain, Conservative Hybrid funds are less volatile than equity and other hybrid funds and helps in generating consistent income.
This fund is rated 4 stars by Morning Star Ratings.
Axis Mutual Fund has grown strongly since the time it launched its first scheme in October 2009. The vision statement of Axis Mutual Fund has been to responsibly manage money and risks to help people feel financially secure and confident of a brighter and prosperous future. We attribute our success, thus far, to Axis Mutual Fund’s 3 founding principles
Our product, sales and service strategy is entirely guided by this. We, at Axis Mutual Fund, aim to provide quality financial and investment solutions to help customers feel financially secure and confident of a brighter and prosperous future. We lay a strong emphasis on risk management and planning. We encourage our investors and our partners to take a holistic view which extends beyond mere investing surpluses to investing with an underlying dream, aspiration or goal.
Investment Philosophy of Axis Mutual Fund: