Axis Conservative Hybrid Fund
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4–7 yearsInvestment Horizon
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Performance and Risk Analysis
Historical returns, volatility patterns, and how this fund has performed relative to its benchmark.
Risk Profile
Standard Deviation4.3%
Sharpe Ratio0.16
Beta1.22
Strategy Details
A closer look at the investment thesis, portfolio construction, and current holdings.
Portfolio Holdings Overview
SectoralAllocation
Geographic Allocation
Domestic100%
Top Stock Holdings
CompanySectorAllocation
91 Days Tbill (Md 28/08/2025)Utilities13.05%
7.18% Govt Stock 2033Utilities12.71%
6.79% Govt Stock 2034Utilities10.68%
Power Finance Corporation LimitedUtilities5.39%
7.1% Govt Stock 2034Utilities3.62%
National Bank For Agriculture And Rural DevelopmentUtilities3.54%
Samvardhana Motherson International LimitedUtilities3.49%
7.18% Govt Stock 2037Utilities3.26%
Clearing Corporation Of India LtdUtilities3.03%
HDFC Bank LtdFinancial Services2.15%
Operational & Regulatory Details
What it costs to invest, transaction mechanics, and regulatory disclosures you should know.
Costs and Fees
Total Expense Ratio (TER)2.19%
Regulatory & Tax Information
INF846K01750
ISINDailyDealing Frequency
CRISIL Hybrid 85+15 - ConservativeTR INRBenchmark
LTCG | >1Year 12.5%% on gain above 1.25 Lakh
STCG | <1Year 20%%
Tax Implications (India)