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Axis Conservative Hybrid Fund - Regular Plan - Growth Option
Parag Parikh Conservative Hybrid Fund Regular - Growth
Chart Comparison
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) | ₹236 Cr | ₹3168 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 | 0.17% | - |
| 6 Month | 2.09% | 2.15% |
| 1 Year | 5.27% | 6.84% |
| 3 Year | 7.28% | 11.04% |
| 5 Year | 6.81% | - |
SIP Return Analysis
| Scheme Name | Axis Conservative Hybrid Fund - Regular Plan - Growth Option | Parag Parikh Conservative Hybrid Fund Regular - Growth |
|---|---|---|
| 6 Month | 1.32% | 1.29% |
| 1 Year | 6.33% | 6.99% |
| 3 Year | 7.25% | 10% |
| 5 Year | 6.76% | - |
Rolling Lumpsum Returns
| 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% | - |
Risk Management
| Scheme Name | Axis Conservative Hybrid Fund - Regular Plan - Growth Option | Parag Parikh Conservative Hybrid Fund Regular - Growth |
|---|---|---|
| Standard Deviation | 3.83% | 3.09% |
| Sharp | 0.42% | 1.37% |
| Beta | 0.53% | 0.80% |
| Alpha | -1.09% | 2.50% |
Fund Managers
| 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 |
Market Cap
| Scheme Name |
Axis Conservative Hybrid Fund - Regular Plan - Growth Option |
Parag Parikh Conservative Hybrid Fund Regular - Growth |
|---|---|---|
| Others | 79.27 | 87.04 |
| Large Cap | 20.03 | 10.08 |
| Mid Cap | 0.7 | 2.08 |
| Small Cap | 0 | 0.8 |
Sector Allocation
| Scheme Name |
Axis Conservative Hybrid Fund - Regular Plan - Growth Option |
Parag Parikh Conservative Hybrid Fund Regular - Growth |
|---|---|---|
| Others | 78.97 | 77.73 |
| Energy | 2.44 | 5.04 |
| Technology | 2.45 | 0.02 |
| Industrials | 1.26 | 0.04 |
| Financial Services | 8.62 | 2.01 |
| Consumer Defensive | 0.95 | 2.02 |
| Healthcare | 1.72 | - |
| Consumer Cyclical | 1.31 | 0.8 |
| Basic Materials | 0.44 | 0.96 |
| Communication Services | 1 | 0.08 |
| Utilities | 0.84 | 2 |
| Real Estate | - | 9.31 |
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