Should I invest in Axis Conservative Hybrid Fund?

We don't give personal investment advice. Axis Conservative Hybrid Fund - Direct Plan - Growth Option is suitable for an investor whose:horizon is 3-5 years — too short for pure equity, too long for pure debtwants a single fund that automatically rebalances between equity and debtis comfortable trading some upside for lower volatility vs a pure equity fundCross-check the numbers above against alternatives before deciding. Worst 5-year drawdown: 5.9%. 5-year CAGR: 6.85%.

Axis

Axis Conservative Hybrid Fund - Direct Plan - Growth Option

Latest NAV

₹36.1803

As of

17 Jul 2026

3,273 NAV records on file

NAV history & peer comparison

All NAVs split-adjusted and normalised to 100 at the start of the selected period, so funds with very different absolute NAV scales can be compared on one axis.

Period

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Returns matrix

Fund return alongside the category average and peer rank for every standard window. Returns under one year are absolute; one year and longer are compound annualised (CAGR).

Window	Fund	Category avg	+/− vs avg	Rank	Quartile
1D	+0.17%	+0.11%	+0.06	3 / 17	Q1
1W	+0.11%	+0.01%	+0.10	4 / 17	Q1
2W	+0.23%	+0.07%	+0.16	2 / 17	Q1
1M	+0.98%	+0.99%	-0.01	9 / 17	Q3
3M	+1.52%	+1.92%	-0.40	13 / 17	Q4
6M	+0.93%	+2.27%	-1.34	16 / 17	Q4
YTD	+0.45%	+1.77%	-1.32	16 / 17	Q4
1Y	+2.60%	+3.80%	-1.20	14 / 17	Q4
2Y	+5.30%	+5.86%	-0.56	10 / 17	Q3
3Y	+7.15%	+8.60%	-1.45	15 / 17	Q4
4Y	+7.83%	+9.12%	-1.29	14 / 17	Q4
5Y	+6.85%	+8.25%	-1.40	14 / 16	Q4
7Y	+8.64%	+8.75%	-0.11	10 / 15	Q3
10Y	+7.66%	+8.24%	-0.57	10 / 15	Q3
Inception	+8.65%	+9.10%	-0.45	11 / 16	Q3

Quartile legend: Q1 top 25% Q2 25-50% Q3 50-75% Q4 bottom 25%

Calendar-year returns

Full-year performance vs category average. Current year is partial (year-to-date).

Year	Fund	Category avg	+/− vs avg	Rank
2026 YTD	+0.45%	+1.77%	-1.32	16 / 17
2025	+7.97%	+6.91%	+1.06	4 / 17
2024	+8.89%	+11.24%	-2.35	15 / 17
2023	+9.77%	+11.79%	-2.01	16 / 17
2022	+1.86%	+4.39%	-2.53	14 / 16
2021	+11.80%	+11.56%	+0.24	7 / 15
2020	+14.85%	+10.27%	+4.58	3 / 15
2019	+2.80%	+7.64%	-4.84	14 / 15
2018	+4.49%	+2.08%	+2.41	3 / 15
2017	+13.23%	+10.89%	+2.34	2 / 15
2016	+5.62%	+10.70%	-5.07	15 / 15

Rolling returns

Removes start-date bias by averaging CAGR over every overlapping N-year window in the fund's history. Higher average plus tight min/max plus high "% positive" = consistent.

1-Year rolling

+9.25%

153 windows

min -3.4% · max 25.3%

97% positive

3-Year rolling

+8.74%

129 windows

min 4.0% · max 14.5%

100% positive

5-Year rolling

+8.52%

104 windows

min 5.3% · max 12.3%

100% positive

7-Year rolling

+8.39%

80 windows

min 7.4% · max 10.3%

100% positive

SIP returns — historical "what if"

If you had invested every month in this fund over the chosen period, this is what your investment would be worth today.

Period

Total invested

₹ —

Today's value

₹ —

XIRR

Annualised

Wealth multiplier

Period	Total invested	Today's value	XIRR	Wealth multiplier

XIRR is the annualised internal rate of return on the SIP cash flow — invariant to the monthly amount. "Today's value" and "Total invested" scale linearly with the slider. Past performance does not guarantee future returns. Excludes exit load and taxes.

Risk profile

Risk-adjusted return and volatility, computed from monthly NAV returns over the trailing 3-year and 5-year windows.

Std deviation

3.48%

3-year · annualised

Sharpe ratio

0.14

vs risk-free 6.5%

Sortino ratio

0.35

Downside-only deviation

Max drawdown

-3.51%

Jan 2026 → Mar 2026

% positive months

72.2%

Share of monthly returns > 0 over the 3-year window

Sharpe / Sortino use a risk-free rate of 6.5% (1-year T-bill proxy). Higher Sharpe = more return per unit of total risk; higher Sortino = more return per unit of downside risk.

Peers in Conservative Hybrid Fund

Scheme	Fund house	NAV	As of
HDFC Hybrid Debt Fund - Growth Option - Direct Plan	HDFC	₹90.0707	17 Jul 2026
Nippon India Conservative Hybrid Fund - Direct Plan Growth Plan - Growth Option	Nippon India	₹68.7236	17 Jul 2026
SBI Conservative Hybrid Fund - Direct Plan - Growth	SBI	₹84.0111	17 Jul 2026
ICICI Prudential Regular Savings Fund - Direct Plan - Growth	ICICI Prudential	₹87.8731	17 Jul 2026
BANDHAN Conservative Hybrid Fund-Direct Plan-Growth	Bandhan	₹37.1622	17 Jul 2026
Aditya Birla Sun Life Regular Savings Fund - Growth / Payment - Direct Plan	Aditya Birla Sun Life	₹79.1779	17 Jul 2026
Franklin India Conservative Hybrid Fund - Direct - GROWTH	Franklin India	₹102.3696	17 Jul 2026
Kotak Debt Hybrid - Growth - Direct	Kotak	₹69.9432	17 Jul 2026
Parag Parikh Conservative Hybrid Fund - Direct Plan - Growth	Parag Parikh	₹16.1304	17 Jul 2026
DSP Regular Savings Fund - Direct Plan - Growth	DSP	₹69.2221	17 Jul 2026

Recent NAVs

Date	NAV
17 Jul 2026	₹36.1803
16 Jul 2026	₹36.1186
15 Jul 2026	₹36.0959
14 Jul 2026	₹36.0352
13 Jul 2026	₹36.1574
10 Jul 2026	₹36.1413
9 Jul 2026	₹36.0169
8 Jul 2026	₹35.9790
7 Jul 2026	₹36.1829
6 Jul 2026	₹36.1833

Frequently asked questions

These answers are generated from this fund's live metrics — NAV, returns, peer rank, drawdown, SIP backtest. Numbers refresh nightly after AMFI's NAV feed lands.

As of 17 Jul 2026, the NAV of Axis Conservative Hybrid Fund - Direct Plan - Growth Option is ₹36.1803. It's a Conservative Hybrid Fund from Axis, run as a Direct plan Growth option. NAVs update once per business day from the AMFI feed.

Axis Conservative Hybrid Fund - Direct Plan - Growth Option has NAV history starting from 07 Jan 2013, a track record of about 13 years 6 months. That's enough history to evaluate the fund across one or two market cycles. Look at rolling returns rather than point-to-point to judge consistency.

Axis Conservative Hybrid Fund - Direct Plan - Growth Option is managed by Axis. It's classified by AMFI under the 'Conservative Hybrid Fund' SEBI category, which determines its peer set and tax treatment.

Over the trailing 1-year window, Axis Conservative Hybrid Fund - Direct Plan - Growth Option has delivered a absolute return of 2.60% — -1.2 pp behind the Conservative Hybrid Fund category average of 3.80%. The fund ranks #14 of 17 in its category — the bottom (Q4) quartile.

Over the trailing 3-year window, Axis Conservative Hybrid Fund - Direct Plan - Growth Option has delivered a CAGR of 7.15% — -1.45 pp behind the Conservative Hybrid Fund category average of 8.60%. The fund ranks #15 of 17 in its category — the bottom (Q4) quartile.

Over the trailing 5-year window, Axis Conservative Hybrid Fund - Direct Plan - Growth Option has delivered a CAGR of 6.85% — -1.4 pp behind the Conservative Hybrid Fund category average of 8.25%. The fund ranks #14 of 16 in its category — the bottom (Q4) quartile.

₹1 lakh invested in Axis Conservative Hybrid Fund - Direct Plan - Growth Option exactly 10 years ago would be worth approximately ₹209,199 today — a multiplier of 2.09×, based on the 10-year CAGR of 7.66%. The category average over the same window would have grown ₹1 lakh to ₹220,638.

A ₹10,000 monthly SIP in Axis Conservative Hybrid Fund - Direct Plan - Growth Option over the last 5 years — total invested ₹600,000 — would be worth ₹711,010 today. That's an XIRR (money-weighted annualised return) of 6.72%.

A ₹10,000 monthly SIP for 10 years in Axis Conservative Hybrid Fund - Direct Plan - Growth Option = ₹1,200,000 invested. It would currently be worth ₹1,775,464 (multiplier 1.48×). XIRR: 7.60%. Long-horizon SIP results matter more than point-to-point returns because they smooth out entry timing.

On a 5-year basis, Axis Conservative Hybrid Fund - Direct Plan - Growth Option ranks #14 out of 16 funds in the Conservative Hybrid Fund category — that places it in the bottom quartile (Q4) — material underperformance. The category average return over the same window is 8.25%; this fund delivered 6.85%.

The worst peak-to-trough decline Axis Conservative Hybrid Fund - Direct Plan - Growth Option has experienced over the last 5-year window is 5.86% — its NAV fell from a high on 17 Jan 2022 to a low on 17 Jun 2022. Drawdown is a useful gauge of how much short-term pain you'd have endured to capture the long-term return.

Across all 5-year rolling windows, Axis Conservative Hybrid Fund - Direct Plan - Growth Option averaged 8.52% (best 12.28%, worst 5.26%). 100% of rolling windows ended positive. The 5-year Sharpe ratio is 0.06 — weak risk-adjusted performance.

In calendar year 2025, Axis Conservative Hybrid Fund - Direct Plan - Growth Option returned 7.97% — beating the Conservative Hybrid Fund category average of 6.91% by 1.06 pp. It ranked #4 of 17 in its category that year.

Axis Conservative Hybrid Fund - Direct Plan - Growth Option is a Hybrid scheme. Tax treatment follows its actual equity allocation as disclosed by the AMC: at least 65% equity behaves like an equity fund (12.5% LTCG over 12 months, 20% STCG); 35-65% equity often gets an equity-style treatment with a 24-month threshold; under 35% equity is taxed at slab rate like a debt fund. Check the AMC's latest factsheet for the current classification.

We don't give personal investment advice. Axis Conservative Hybrid Fund - Direct Plan - Growth Option is suitable for an investor whose:

horizon is 3-5 years — too short for pure equity, too long for pure debt
wants a single fund that automatically rebalances between equity and debt
is comfortable trading some upside for lower volatility vs a pure equity fund

Cross-check the numbers above against alternatives before deciding. Worst 5-year drawdown: 5.9%. 5-year CAGR: 6.85%.

Educational content only — not investment advice. Tax rules summarised above reflect Budget 2024; consult a qualified adviser before transacting.

Axis Conservative Hybrid Fund - Direct Plan - Growth Option

NAV history & peer comparison

Returns matrix

Calendar-year returns

Rolling returns

SIP returns — historical "what if"

Risk profile

Peers in Conservative Hybrid Fund

Recent NAVs

Frequently asked questions

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