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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 202616.4687
CategoryConservative Hybrid
PlanDirect · 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 year1.16%
AUM₹0.03 Cr
Growth of ₹10,000₹11,4282 Sep 2021 to 2 Sep 2026
₹11,742₹11,158₹10,574₹9,990₹9,407Sep 2021Nov 2022Mar 2024Jun 2025Sep 2026
₹11,428 (+2.7% a year) Axis Conservative Hybrid Fund

Performance (trailing, annualised)

1Y annualised0.47%
3Y annualised3.63%
5Y annualised2.71%
10Y annualised2.80%

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 ₹1,19,656-0.53%
SIP 3Y (₹10,000 a month)invested ₹3,60,000 → worth ₹3,70,7981.93%
SIP 5Y (₹10,000 a month)invested ₹6,00,000 → worth ₹6,45,7622.90%

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

Calendar years

Calendar 202111.81%
Calendar 2022-1.66%
Calendar 20236.03%
Calendar 20245.30%
Calendar 20254.75%

Rolling returns

Rolling 1Y · average604 windows since 16 Sep 20143.50%
Rolling 1Y · median3.07%
Rolling 1Y · worst window-12.08%
Rolling 1Y · best window21.43%
Rolling 1Y · windows positive66%
Rolling 3Y · average503 windows since 15 Sep 20163.09%
Rolling 3Y · median3.91%
Rolling 3Y · worst window-3.85%
Rolling 3Y · best window8.75%
Rolling 3Y · windows positive80%
Rolling 5Y · average399 windows since 14 Sep 20183.03%
Rolling 5Y · median3.12%
Rolling 5Y · worst window-2.33%
Rolling 5Y · best window8.08%
Rolling 5Y · windows positive83%

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

Risk

Volatility (3Y)4.80%
Downside deviation (3Y)4.04%
Maximum drawdown-6.44%

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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