Should I invest in Axis Conservative Hybrid Fund - Half Yearly?

We don't give personal investment advice. Axis Conservative Hybrid Fund - Direct Plan - Half Yearly 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: 9.7%. 5-year CAGR: 0.95%.

Axis

Axis Conservative Hybrid Fund - Direct Plan - Half Yearly

Latest NAV

₹13.1495

As of

3 Jun 2026

3,122 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	+0.14%	+28.60%	-28.46	13 / 44	Q2
1W	-0.21%	+25.50%	-25.71	19 / 45	Q2
2W	+0.12%	+25.90%	-25.78	24 / 45	Q3
1M	-0.32%	+25.25%	-25.57	20 / 44	Q2
3M	-3.87%	+27.70%	-31.57	41 / 43	Q4
6M	-4.07%	+20.63%	-24.70	28 / 41	Q3
YTD	-4.33%	+16.85%	-21.18	35 / 42	Q4
1Y	-4.36%	+22.20%	-26.56	27 / 41	Q3
2Y	+0.20%	+6.89%	-6.69	20 / 41	Q2
3Y	+1.55%	+2.36%	-0.82	19 / 38	Q2
4Y	+1.16%	+2.88%	-1.72	27 / 38	Q3
5Y	+0.95%	+2.44%	-1.49	23 / 36	Q3
7Y	+2.71%	+2.63%	+0.08	13 / 34	Q2
10Y	+1.08%	+2.19%	-1.11	19 / 32	Q3
Inception	+1.88%	+18.00%	-16.12	21 / 40	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	-4.33%	-2.43%	-1.90	29 / 35
2025	+2.53%	+0.75%	+1.78	10 / 37
2024	+3.26%	+4.66%	-1.40	23 / 37
2023	+2.51%	+5.35%	-2.85	30 / 37
2022	-3.98%	+22.58%	-26.56	34 / 38
2021	+7.39%	+1.59%	+5.80	11 / 38
2020	+9.67%	+4.76%	+4.90	8 / 35
2019	-3.84%	+0.47%	-4.31	30 / 35
2018	-4.16%	-3.59%	-0.57	25 / 35
2017	+3.91%	+4.34%	-0.42	13 / 35
2016	-3.27%	+3.67%	-6.94	33 / 33

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

+2.39%

146 windows

min -10.1% · max 19.6%

63% positive

3-Year rolling

+1.51%

121 windows

min -3.9% · max 6.6%

69% positive

5-Year rolling

+1.46%

97 windows

min -2.9% · max 4.7%

81% positive

7-Year rolling

+1.48%

73 windows

min 0.4% · max 2.7%

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

5.16%

3-year · annualised

Sharpe ratio

-0.94

vs risk-free 6.5%

Sortino ratio

-1.19

Downside-only deviation

Max drawdown

-7.12%

Sep 2024 → Mar 2026

% positive months

66.7%

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 - IDCW Monthly - Direct Plan	HDFC	₹14.9578	3 Jun 2026
NIPPON INDIA CONSERVATIVE HYBRID FUND - SEGREGATED PORTFOLIO 2 - DIRECT Plan - MONTHLY IDCW Option	Nippon India	₹0.0000	3 Jun 2026
SBI Conservative Hybrid Fund - Direct Plan - Quarterly Income Distribution cum Capital Withdrawal Option (IDCW)	SBI	₹25.1501	3 Jun 2026
ICICI Prudential Regular Savings Fund - Direct Plan - Half Yearly IDCW	ICICI Prudential	₹16.5400	3 Jun 2026
BANDHAN Conservative Hybrid Fund-Direct Plan-IDCW	Bandhan	₹12.9865	3 Jun 2026
Aditya Birla Sun Life Regular Savings Fund - DIRECT - MONTHLY IDCW	Aditya Birla Sun Life	₹26.6729	3 Jun 2026
Franklin India Conservative Hybrid Fund - Plan A - Direct - Monthly - IDCW	Franklin India	₹14.1894	3 Jun 2026
Kotak Debt Hybrid - Monthly Payout of Income Distribution cum capital withdrawal option - Direct	Kotak	₹13.2775	3 Jun 2026
Parag Parikh Conservative Hybrid Fund - Direct Plan - Monthly IDCW	Parag Parikh	₹10.8153	3 Jun 2026
DSP Regular Savings Fund - Direct Plan - IDCW - Monthly	DSP	₹13.9942	3 Jun 2026

Recent NAVs

Date	NAV
3 Jun 2026	₹13.1495
2 Jun 2026	₹13.1709
1 Jun 2026	₹13.1525
31 May 2026	₹13.1699
29 May 2026	₹13.1674
27 May 2026	₹13.1983
26 May 2026	₹13.1987
25 May 2026	₹13.2107
22 May 2026	₹13.1579
21 May 2026	₹13.1371

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 03 Jun 2026, the NAV of Axis Conservative Hybrid Fund - Direct Plan - Half Yearly is ₹13.1495. It's a Conservative Hybrid Fund from Axis, run as a Direct plan IDCW (dividend) option. NAVs update once per business day from the AMFI feed.

Axis Conservative Hybrid Fund - Direct Plan - Half Yearly has NAV history starting from 05 Jul 2013, a track record of about 12 years 10 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 - Half Yearly 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 - Half Yearly has delivered a absolute return of -4.36% — -26.56 pp behind the Conservative Hybrid Fund category average of 22.20%. The fund ranks #27 of 41 in its category — the third (Q3) quartile.

Over the trailing 3-year window, Axis Conservative Hybrid Fund - Direct Plan - Half Yearly has delivered a CAGR of 1.55% — -0.82 pp behind the Conservative Hybrid Fund category average of 2.36%. The fund ranks #19 of 38 in its category — the second (Q2) quartile.

Over the trailing 5-year window, Axis Conservative Hybrid Fund - Direct Plan - Half Yearly has delivered a CAGR of 0.95% — -1.49 pp behind the Conservative Hybrid Fund category average of 2.44%. The fund ranks #23 of 36 in its category — the third (Q3) quartile.

₹1 lakh invested in Axis Conservative Hybrid Fund - Direct Plan - Half Yearly exactly 10 years ago would be worth approximately ₹111,327 today — a multiplier of 1.11×, based on the 10-year CAGR of 1.08%. The category average over the same window would have grown ₹1 lakh to ₹124,160.

A ₹10,000 monthly SIP in Axis Conservative Hybrid Fund - Direct Plan - Half Yearly over the last 5 years — total invested ₹600,000 — would be worth ₹604,384 today. That's an XIRR (money-weighted annualised return) of 0.29%.

A ₹10,000 monthly SIP for 10 years in Axis Conservative Hybrid Fund - Direct Plan - Half Yearly = ₹1,200,000 invested. It would currently be worth ₹1,282,053 (multiplier 1.07×). XIRR: 1.31%. 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 - Half Yearly ranks #23 out of 36 funds in the Conservative Hybrid Fund category — that places it in the third quartile (Q3) — below the median. The category average return over the same window is 2.44%; this fund delivered 0.95%.

The worst peak-to-trough decline Axis Conservative Hybrid Fund - Direct Plan - Half Yearly has experienced over the last 5-year window is 9.70% — its NAV fell from a high on 17 Jan 2022 to a low on 28 Mar 2023. 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 - Half Yearly averaged 1.46% (best 4.73%, worst -2.92%). 81% of rolling windows ended positive. The 5-year Sharpe ratio is -0.95 — negative risk-adjusted performance.

In calendar year 2025, Axis Conservative Hybrid Fund - Direct Plan - Half Yearly returned 2.53% — beating the Conservative Hybrid Fund category average of 0.75% by 1.78 pp. It ranked #10 of 37 in its category that year.

Axis Conservative Hybrid Fund - Direct Plan - Half Yearly 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 - Half Yearly 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: 9.7%. 5-year CAGR: 0.95%.

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