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OmniAsset › Mutual funds › Axis Conservative Hybrid Fund

Axis Conservative Hybrid Fund

Conservative Hybrid fund benchmarked to NIFTY 50 Hybrid Composite Debt 15:85 Index. Every figure below is read from one dated snapshot; what the snapshot cannot prove is left out, never estimated.

Latest NAV2 Sep 202630.5225
CategoryConservative Hybrid
PlanRegular · Growth
Launched24 May 2010
Risk labelthe scheme's own riskometerModerately High
Legal benchmarkSEBI Tier-1NIFTY 50 Hybrid Composite Debt 15:85 Index
Expense ratiodirect plan, a year2.18%
AUM₹198 Cr
Growth of ₹10,000₹12,6642 Sep 2021 to 2 Sep 2026
₹12,784₹11,997₹11,211₹10,425₹9,639Sep 2021Nov 2022Mar 2024Jun 2025Sep 2026
₹12,664 (+4.8% a year) Axis Conservative Hybrid Fund

Performance (trailing, annualised)

1Y annualised2.49%
3Y annualised5.67%
5Y annualised4.84%
10Y annualised6.15%

Point-to-point from the fund's own published NAV; a period the history does not span is left out.

SIP returns

SIP 1Y (₹10,000 a month)invested ₹1,20,000 → worth ₹1,21,1061.71%
SIP 3Y (₹10,000 a month)invested ₹3,60,000 → worth ₹3,82,8944.04%
SIP 5Y (₹10,000 a month)invested ₹6,00,000 → worth ₹6,81,7085.05%

₹10,000 on the first of every month, valued at the latest NAV, as an annualised rate (XIRR).

Calendar years

Calendar 202110.59%
Calendar 20220.48%
Calendar 20238.45%
Calendar 20247.46%
Calendar 20256.72%

Rolling returns

Rolling 1Y · average776 windows since 25 Jul 20117.52%
Rolling 1Y · median7.07%
Rolling 1Y · worst window-5.48%
Rolling 1Y · best window24.05%
Rolling 1Y · windows positive96%
Rolling 3Y · average673 windows since 23 Jul 20137.76%
Rolling 3Y · median7.29%
Rolling 3Y · worst window2.51%
Rolling 3Y · best window13.01%
Rolling 3Y · windows positive100%
Rolling 5Y · average571 windows since 21 Jul 20157.69%
Rolling 5Y · median7.61%
Rolling 5Y · worst window3.64%
Rolling 5Y · best window10.60%
Rolling 5Y · windows positive100%

Every window of that length in the published history, so one lucky start date cannot flatter the fund.

Risk

Volatility (3Y)3.43%
Downside deviation (3Y)2.31%
Maximum drawdown-3.75%

Management

Fund managerMr. Devang Shah, Mr. Sachin Jai, Mr. Jayesh Sundar, Ms. Krishnaa N
Managing since2 Sep 2026

Related

Source: the OmniAsset signed reference snapshot, as of 4 Sep 2026. Figures are deterministic; missing data is withheld, never estimated. See methodology and data sources. Not investment advice.

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