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: 1.07%.

Axis

Axis Conservative Hybrid Fund - Direct Plan - Half Yearly

Latest NAV

₹13.4676

As of

17 Jul 2026

3,153 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%	+0.08%	+0.09	6 / 38	Q1
1W	+0.11%	-0.01%	+0.12	10 / 38	Q2
2W	+0.23%	+0.09%	+0.14	7 / 38	Q1
1M	+0.98%	+0.32%	+0.66	7 / 38	Q1
3M	+1.52%	+0.69%	+0.83	10 / 38	Q2
6M	-1.70%	-0.19%	-1.52	29 / 38	Q4
YTD	-2.18%	-0.75%	-1.43	28 / 38	Q3
1Y	-2.62%	-1.32%	-1.30	24 / 38	Q3
2Y	-0.03%	+0.31%	-0.34	20 / 38	Q3
3Y	+1.62%	+2.57%	-0.94	20 / 38	Q3
4Y	+1.57%	+3.17%	-1.60	27 / 38	Q3
5Y	+1.07%	+2.64%	-1.57	24 / 36	Q3
7Y	+3.07%	+2.98%	+0.08	12 / 34	Q2
10Y	+1.12%	+2.17%	-1.06	19 / 32	Q3
Inception	+2.03%	+2.83%	-0.80	15 / 35	Q2

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	-2.18%	-0.87%	-1.31	26 / 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%	-0.93%	-3.05	31 / 35
2021	+7.39%	+6.09%	+1.29	11 / 34
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

+2.26%

147 windows

min -10.6% · max 18.0%

57% positive

3-Year rolling

+1.52%

123 windows

min -4.0% · max 6.6%

70% positive

5-Year rolling

+1.49%

99 windows

min -3.1% · max 5.6%

83% positive

7-Year rolling

+1.52%

74 windows

min 0.5% · max 3.1%

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

4.68%

3-year · annualised

Sharpe ratio

-1.02

vs risk-free 6.5%

Sortino ratio

-1.41

Downside-only deviation

Max drawdown

-7.12%

Sep 2024 → Mar 2026

% positive months

63.9%

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	₹15.2730	17 Jul 2026
NIPPON INDIA CONSERVATIVE HYBRID FUND - SEGREGATED PORTFOLIO 2 - DIRECT Plan - MONTHLY IDCW Option	Nippon India	₹0.0000	17 Jul 2026
SBI Conservative Hybrid Fund - Direct Plan - Quarterly Income Distribution cum Capital Withdrawal Option (IDCW)	SBI	₹25.6685	17 Jul 2026
ICICI Prudential Regular Savings Fund - Direct Plan - Half Yearly IDCW	ICICI Prudential	₹16.9038	17 Jul 2026
BANDHAN Conservative Hybrid Fund-Direct Plan-IDCW	Bandhan	₹13.2876	17 Jul 2026
Aditya Birla Sun Life Regular Savings Fund - DIRECT - MONTHLY IDCW	Aditya Birla Sun Life	₹27.2234	17 Jul 2026
Franklin India Conservative Hybrid Fund - Plan A - Direct - Monthly - IDCW	Franklin India	₹14.4078	17 Jul 2026
Kotak Debt Hybrid - Monthly Payout of Income Distribution cum capital withdrawal option - Direct	Kotak	₹13.4782	17 Jul 2026
Parag Parikh Conservative Hybrid Fund - Direct Plan - Monthly IDCW	Parag Parikh	₹11.0406	17 Jul 2026
DSP Regular Savings Fund - Direct Plan - IDCW - Monthly	DSP	₹14.2269	17 Jul 2026

Recent NAVs

Date	NAV
17 Jul 2026	₹13.4676
16 Jul 2026	₹13.4447
15 Jul 2026	₹13.4362
14 Jul 2026	₹13.4136
13 Jul 2026	₹13.4591
10 Jul 2026	₹13.4531
9 Jul 2026	₹13.4068
8 Jul 2026	₹13.3927
7 Jul 2026	₹13.4686
6 Jul 2026	₹13.4688

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 - Half Yearly is ₹13.4676. 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 13 years. 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 -2.62% — -1.3 pp behind the Conservative Hybrid Fund category average of -1.32%. The fund ranks #24 of 38 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 1.62% — -0.94 pp behind the Conservative Hybrid Fund category average of 2.57%. The fund ranks #20 of 38 in its category — the third (Q3) quartile.

Over the trailing 5-year window, Axis Conservative Hybrid Fund - Direct Plan - Half Yearly has delivered a CAGR of 1.07% — -1.57 pp behind the Conservative Hybrid Fund category average of 2.64%. The fund ranks #24 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 ₹111,765 today — a multiplier of 1.12×, based on the 10-year CAGR of 1.12%. The category average over the same window would have grown ₹1 lakh to ₹123,989.

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 ₹615,559 today. That's an XIRR (money-weighted annualised return) of 1.01%.

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 ₹1,306,686 (multiplier 1.09×). XIRR: 1.68%. 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 #24 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 2.64%; this fund delivered 1.07%.

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 1.49% (best 5.60%, worst -3.10%). 83% of rolling windows ended positive. The 5-year Sharpe ratio is -0.98 — 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: 1.07%.

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