Overview

Scheme Name	Axis Conservative Hybrid Fund - Regular Plan - Growth Option	Parag Parikh Conservative Hybrid Fund Regular - Growth
Fund	Axis Conservative Hybrid Fund - Regular Plan - Growth Option	Parag Parikh Conservative Hybrid Fund Regular - Growth
Investment Plan	Growth	Growth
Level of Risk	Moderately High	Moderately High
Asset Size (Cr)	₹273 Cr	₹3097 Cr
Min Investment	₹500	₹5000
Min SIP Invesment	₹100	₹1000
Min Addl Investment	₹100	₹1000
Launch Date	16 Jul 2010	26 May 2021
Category	Conservative	Conservative
Fund Type	Open Ended	Open Ended
Benchmark	NIFTY 50 Hybrid Composite Debt 15:85	CRISIL Hybrid 85+15 Conservative TRI
Turn Over	64.15%	%
Expense Ratio	2.2	0.65
Manager	Devang Shah	Rajeev Thakkar
ISIN Code	INF846K01693	INF879O01209
Exits Load	Axis Conservative Hybrid Fund - Growth charges 1.0% of sell value; if fund sold before 30 days. There are no other charges./365	Parag Parikh Conservative Hybrid Fund - Regular Plan - Growth charges 1.0% of sell value; if fund sold before 365 days. There are no other charges./365

Trailing Lumpsum Returns

Scheme Name	Axis Conservative Hybrid Fund - Regular Plan - Growth Option	Parag Parikh Conservative Hybrid Fund Regular - Growth
1 Month	0.85%	0.39%
6 Month	1.92%	2.34%
1 Year	5.75%	7.48%
3 Year	7.3%	11.19%
5 Year	7.01%	-

Scheme Name	Axis Conservative Hybrid Fund - Regular Plan - Growth Option	Parag Parikh Conservative Hybrid Fund Regular - Growth
6 Month	1.77%	1.67%
1 Year	7.12%	7.57%
3 Year	7.57%	10.27%
5 Year	6.96%	-

Scheme Name	Axis Conservative Hybrid Fund - Regular Plan - Growth Option	Parag Parikh Conservative Hybrid Fund Regular - Growth
1 Year	7.33%	9.94%
3 Year	7.32%	11.23%
5 Year	7.84%	-

Scheme Name	Axis Conservative Hybrid Fund - Regular Plan - Growth Option	Parag Parikh Conservative Hybrid Fund Regular - Growth
Standard Deviation	3.83%	3.09%
Sharp	0.4%	1.53%
Beta	0.52%	0.80%
Alpha	-1.4%	2.72%

Scheme Name	Axis Conservative Hybrid Fund - Regular Plan - Growth Option	Parag Parikh Conservative Hybrid Fund Regular - Growth
Name	Devang Shah	Rajeev Thakkar
Total AUM	₹60014 Cr	₹0 Cr
Funds Managed	15	5
	Axis Conservative Hybrid Fund - Regular Plan - Growth Option	Parag Parikh Conservative Hybrid Fund Regular - Growth

Scheme Name	Axis Conservative Hybrid Fund - Regular Plan - Growth Option	Parag Parikh Conservative Hybrid Fund Regular - Growth
Others	79.81	87.02
Large Cap	18.82	10.08
Mid Cap	0.96	2.1
Small Cap	0.45	0.8

Scheme Name	Axis Conservative Hybrid Fund - Regular Plan - Growth Option	Parag Parikh Conservative Hybrid Fund Regular - Growth
Others	79.81	77.36
Petroleum Products	2.09	-
IT - Software	2.12	-
Construction	1.12	-
Banks	6.26	-
Diversified FMCG	0.54	-
Pharmaceuticals & Biotechnology	1.5	-
Auto Components	0.33	-
Automobiles	0.58	-
Finance	1.85	-
Food Products	0.31	-
Fertilizers & Agrochemicals	0.9	-
Consumer Durables	0.34	-
Telecom - Services	0.86	-
Insurance	0.67	-
Power	0.76	-
Energy	-	5.01
Financial Services	-	2.05
Real Estate	-	9.66
Basic Materials	-	0.98
Consumer Defensive	-	2.07
Consumer Cyclical	-	0.8
Technology	-	0.02
Utilities	-	2.01
Industrials	-	0.04