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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 202613.7215
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₹0.75 Cr
Growth of ₹10,000₹10,4802 Sep 2021 to 2 Sep 2026
₹10,905₹10,497₹10,089₹9,681₹9,273Sep 2021Nov 2022Mar 2024Jun 2025Sep 2026
₹10,480 (+0.9% a year) Axis Conservative Hybrid Fund

Performance (trailing, annualised)

1Y annualised-1.21%
3Y annualised1.85%
5Y annualised0.94%
10Y annualised1.07%

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 ₹1,18,563-2.20%
SIP 3Y (₹10,000 a month)invested ₹3,60,000 → worth ₹3,60,9200.17%
SIP 5Y (₹10,000 a month)invested ₹6,00,000 → worth ₹6,17,2271.12%

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

Calendar years

Calendar 202110.59%
Calendar 2022-3.33%
Calendar 20234.19%
Calendar 20243.49%
Calendar 20252.94%

Rolling returns

Rolling 1Y · average776 windows since 25 Jul 20112.22%
Rolling 1Y · median1.04%
Rolling 1Y · worst window-13.31%
Rolling 1Y · best window20.33%
Rolling 1Y · windows positive55%
Rolling 3Y · average673 windows since 23 Jul 20132.18%
Rolling 3Y · median2.68%
Rolling 3Y · worst window-5.77%
Rolling 3Y · best window7.26%
Rolling 3Y · windows positive75%
Rolling 5Y · average571 windows since 21 Jul 20151.98%
Rolling 5Y · median2.26%
Rolling 5Y · worst window-3.88%
Rolling 5Y · best window6.45%
Rolling 5Y · windows positive84%

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

Risk

Volatility (3Y)5.20%
Downside deviation (3Y)4.52%
Maximum drawdown-7.22%

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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