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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 202613.4582
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₹0.05 Cr
Growth of ₹10,000₹10,2222 Sep 2021 to 2 Sep 2026
₹10,580₹10,244₹9,909₹9,574₹9,239Sep 2021Nov 2022Mar 2024Jun 2025Sep 2026
₹10,222 (+0.4% a year) Axis Conservative Hybrid Fund

Performance (trailing, annualised)

1Y annualised-1.65%
3Y annualised1.47%
5Y annualised0.44%
10Y annualised0.89%

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 ₹1,19,700-0.46%
SIP 3Y (₹10,000 a month)invested ₹3,60,000 → worth ₹3,63,1910.57%
SIP 5Y (₹10,000 a month)invested ₹6,00,000 → worth ₹6,15,7301.02%

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

Calendar years

Calendar 20217.49%
Calendar 2022-3.98%
Calendar 20232.63%
Calendar 20243.26%
Calendar 20252.59%

Rolling returns

Rolling 1Y · average624 windows since 7 Jul 20142.18%
Rolling 1Y · median0.85%
Rolling 1Y · worst window-10.73%
Rolling 1Y · best window18.98%
Rolling 1Y · windows positive58%
Rolling 3Y · average522 windows since 7 Jul 20161.51%
Rolling 3Y · median1.73%
Rolling 3Y · worst window-4.28%
Rolling 3Y · best window6.87%
Rolling 3Y · windows positive70%
Rolling 5Y · average419 windows since 11 Jul 20181.47%
Rolling 5Y · median1.39%
Rolling 5Y · worst window-3.39%
Rolling 5Y · best window5.60%
Rolling 5Y · windows positive82%

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

Risk

Volatility (3Y)5.18%
Downside deviation (3Y)4.49%
Maximum drawdown-7.12%

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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