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Axis Conservative Hybrid Fund - Regular Plan - Growth Option is a hybrid scheme managed by Axis Mutual Fund. Over rolling three-year windows since inception, investors earned a median compounded return of 6.61%, with the bottom and top quartiles at 6.17% and 7.50% respectively. It has ranked in the top half of its category for 7 of the last 12 reported years. Risk-adjusted return (Sharpe ratio) is 0.00. The total expense ratio is 2.15% on assets of ₹218Cr. The fund is currently managed by Mr. Sachin Jain, appointed within the last year.
Lower is better.
This scheme classifies as Large-Value on the 3x3 equity style box, with 98% of its portfolio classified as of 2026-05-29.
| Holding | Sector |
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| Window | Min | P25 | Median |
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Point-in-time CAGRs cherry-pick a single start date. The chart below shows the distribution of every possible rolling start over the fund's history, so you see the range of investor outcomes — not just one date's number.
Backtested SIP outcomes across both rolling-window scenarios and named historical stress events (COVID, Election uncertainty, Russia/Ukraine, etc.), plus per-manager alpha during their tenure on this scheme.
Same fund, monthly SIPs over rolling 1/3/5-year windows.
| Scheme | AMC | AUM | TER | 3Y |
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Mutual fund investments are subject to market risks. Read all scheme-related documents carefully. Past performance is not indicative of future results. MintByte is an AMFI-registered Mutual Fund Distributor (ARN-314872) and APMI member (APRN-01658). MintByte does not issue buy/sell recommendations on specific securities — the site is an educational data and analytics platform. Star ratings on this page reflect a 3-year category-quartile position computed in-house and are educational only.
Mutual fund schemes are subject to market risk. Read all scheme-related documents carefully before investing. Past performance is not indicative of future results. MintByte is an AMFI-registered mutual fund distributor (ARN-314872). MintByte does not issue buy/sell recommendations on specific securities — the site is an educational data and analytics platform. Not investment advice. Methodology · How we earn.
In-house derivations using 3-year daily NAV vs benchmark. See methodology.
| Weight |
|---|
| POWER FINANCE CORPORATION LTD. | Financial Services | 6.87% |
| AADHAR HOUSING FINANCE LIMITED | Financial Services | 2.30% |
| RELIANCE INDUSTRIES LIMITED | Energy | 2.12% |
| HDFC BANK LIMITED | Financial Services | 1.64% |
| ICICI BANK LIMITED | Financial Services | 1.60% |
| INFOSYS LIMITED | Technology | 1.33% |
| LARSEN AND TOUBRO LIMITED | Industrials | 1.27% |
| NTPC LIMITED | Utilities | 1.13% |
| CIPLA LIMITED | Healthcare | 0.98% |
| STATE BANK OF INDIA | Financial Services | 0.93% |
| BHARTI AIRTEL LIMITED | Communication Services | 0.90% |
| ITC LIMITED | Consumer Defensive | 0.61% |
| MAHINDRA AND MAHINDRA LIMITED | Consumer Cyclical | 0.57% |
| HDFC LIFE INSURANCE COMPANY LIMITED | Financial Services | 0.55% |
| APOLLO HOSPITALS ENTERPRISE LIMITED | Healthcare | 0.46% |
| TITAN COMPANY LIMITED | Consumer Cyclical | 0.45% |
| BRITANNIA INDUSTRIES LIMITED | Consumer Defensive | 0.45% |
| PI INDUSTRIES LIMITED | Basic Materials | 0.41% |
| BANK OF BARODA | Financial Services | 0.40% |
| SUN PHARMACEUTICAL INDUSTRIES LTD. | Healthcare | 0.31% |
| TATA CONSULTANCY SERVICES LIMITED | Technology | 0.27% |
| SONA BLW PRECISION FORGINGS LIMITED | Consumer Cyclical | 0.27% |
| TECH MAHINDRA LIMITED | Technology | 0.23% |
| AXIS BANK LIMITED | Financial Services | 0.19% |
| HINDUSTAN UNILEVER LIMITED | Consumer Defensive | 0.18% |
| Sector | Holdings | Weight |
|---|---|---|
| Financial Services | 9 | 7.47% |
| Information Technology | — | 2.38% |
| Healthcare | 3 | 2.19% |
| Oil, Gas & Consumable Fuels | — | 2.19% |
| Fast Moving Consumer Goods | — | 1.30% |
| Construction | — | 1.27% |
| Power | — | 1.13% |
| Telecommunication | — | 0.90% |
| Automobile and Auto Components | — | 0.84% |
| Consumer Durables | — | 0.45% |
Active bets vs the average Hybrid fund. Biggest deviations shown first.
Accent bar = fund's actual sector weight. Vertical black tick = category average for the same sector. Green overlay = overweight, dashed red = underweight. The biggest active bets show first.
How crowded into the same stocks is this fund vs the largest fund in its category?
Category leader = highest-AUM scheme in the same SEBI category. A high overlap-of-weight number means the fund is concentrated into the same names as the leader (crowded); a low one means it's genuinely differentiated.
| P75 |
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| Max |
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| Positive % |
|---|
| 1Y | -0.89% | 3.79% | 7.15% | 9.79% | 19.52% | 96.4% |
| 3Y | 4.80% | 6.17% | 6.61% | 7.50% | 9.17% | 100.0% |
| 5Y | 5.29% | 6.31% | 7.05% | 7.82% | 9.08% | 100.0% |
Each cell is one year. Q1 = top quartile within the AMFI category for that period. Cell label is the last two digits of the year.
Top-10 weight 20.2% means the portfolio is broad — even the top names don't dominate. Effective-N is the inverse Herfindahl index — a measure of "how many positions effectively drive the fund" after weighting. Category: Hybrid.
Compounding maths on a notional ₹10 lakh lumpsum at 12% gross annual return. Green bar is what you'd have without the fee; red overlay is the fee drag. Fee is constant in this scenario — actual outcomes depend on real returns and any future TER changes.
Each row is a back-tested SIP — monthly contribution over the regime's duration, no fees adjustment beyond NAV-baked TER. XIRR is the annualised IRR of those cashflows; Abs return is the absolute cash-on-cash; Max DD is the deepest drawdown experienced mid-investment. Past performance is not indicative of future results.
Alpha is the annualised excess return vs benchmark over the manager's tenure on this scheme. Beat-benchmark = total return beat the index over the same window.
Does the fund get worse as it gets bigger? Each dot is one historical manager-tenure: AUM at tenure-end vs alpha delivered during that tenure.
The data points trend upward — alpha was stronger in larger-AUM periods. No evidence of capacity-induced decay in the available history.
Each dot is one manager-tenure: X = AUM at tenure end, Y = alpha during that tenure. Connecting line in chronological order. Pearson r measures the linear relationship between AUM and alpha across the historical record. n = 3 data points.
| 5Y |
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| Star |
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