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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 202610.4044
CategoryConservative Hybrid
PlanRegular · Idcw
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₹4.24 Cr
Growth of ₹10,000₹8,3402 Sep 2021 to 2 Sep 2026
₹10,091₹9,603₹9,116₹8,628₹8,141Sep 2021Nov 2022Mar 2024Jun 2025Sep 2026
₹8,340 (-3.6% a year) Axis Conservative Hybrid Fund

Performance (trailing, annualised)

1Y annualised-4.06%
3Y annualised-2.61%
5Y annualised-3.57%
10Y annualised-0.90%

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 ₹1,17,902-3.21%
SIP 3Y (₹10,000 a month)invested ₹3,60,000 → worth ₹3,43,150-3.09%
SIP 5Y (₹10,000 a month)invested ₹6,00,000 → worth ₹5,58,186-2.84%

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

Calendar years

Calendar 20213.59%
Calendar 2022-7.90%
Calendar 2023-0.85%
Calendar 2024-2.57%
Calendar 2025-0.83%

Rolling returns

Rolling 1Y · average776 windows since 25 Jul 20110.45%
Rolling 1Y · median-1.15%
Rolling 1Y · worst window-8.91%
Rolling 1Y · best window21.54%
Rolling 1Y · windows positive39%
Rolling 3Y · average673 windows since 23 Jul 20130.53%
Rolling 3Y · median0.27%
Rolling 3Y · worst window-4.33%
Rolling 3Y · best window5.89%
Rolling 3Y · windows positive51%
Rolling 5Y · average571 windows since 21 Jul 20150.56%
Rolling 5Y · median0.89%
Rolling 5Y · worst window-3.61%
Rolling 5Y · best window3.16%
Rolling 5Y · windows positive76%

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

Risk

Volatility (3Y)5.42%
Downside deviation (3Y)4.79%
Maximum drawdown-12.57%

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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