Should I invest in Axis Conservative Hybrid Fund - Quarterly?

We don't give personal investment advice. Axis Conservative Hybrid Fund - Direct Plan - Quarterly 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: 12.5%. 5-year CAGR: -1.53%.

Axis

Axis Conservative Hybrid Fund - Direct Plan - Quarterly

Latest NAV

₹12.7271

As of

3 Jun 2026

3,232 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	14 / 44	Q2
1W	-0.21%	+25.50%	-25.71	21 / 45	Q2
2W	+0.12%	+25.90%	-25.78	26 / 45	Q3
1M	-0.32%	+25.25%	-25.57	22 / 44	Q2
3M	-2.83%	+27.70%	-30.53	35 / 43	Q4
6M	-4.49%	+20.63%	-25.12	33 / 41	Q4
YTD	-3.30%	+16.85%	-20.14	29 / 42	Q3
1Y	-5.20%	+22.20%	-27.40	33 / 41	Q4
2Y	-1.97%	+6.89%	-8.86	34 / 41	Q4
3Y	-1.63%	+2.36%	-3.99	37 / 38	Q4
4Y	-1.12%	+2.88%	-4.00	37 / 38	Q4
5Y	-1.53%	+2.44%	-3.97	35 / 36	Q4
7Y	-0.08%	+2.63%	-2.71	30 / 34	Q4
10Y	-0.24%	+2.19%	-2.43	30 / 32	Q4
Inception	+1.34%	+18.00%	-16.66	27 / 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	-3.30%	-2.43%	-0.87	23 / 35
2025	+1.62%	+0.75%	+0.88	15 / 37
2024	-1.33%	+4.66%	-5.99	36 / 37
2023	-0.56%	+5.35%	-5.91	37 / 37
2022	-5.52%	+22.58%	-28.10	38 / 38
2021	+3.91%	+1.59%	+2.32	20 / 38
2020	+5.90%	+4.76%	+1.13	14 / 35
2019	-4.83%	+0.47%	-5.30	33 / 35
2018	-3.12%	-3.59%	+0.47	15 / 35
2017	+8.42%	+4.34%	+4.08	5 / 35
2016	-2.56%	+3.67%	-6.23	31 / 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

+2.04%

151 windows

min -11.4% · max 21.4%

60% positive

3-Year rolling

+1.24%

127 windows

min -3.0% · max 9.2%

56% positive

5-Year rolling

+1.06%

103 windows

min -1.8% · max 6.1%

64% positive

7-Year rolling

+0.87%

78 windows

min -0.9% · max 3.6%

68% 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

4.78%

3-year · annualised

Sharpe ratio

-1.68

vs risk-free 6.5%

Sortino ratio

-2.07

Downside-only deviation

Max drawdown

-8.74%

Sep 2024 → Mar 2026

% positive months

50.0%

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	₹12.7271
2 Jun 2026	₹12.7477
1 Jun 2026	₹12.7299
31 May 2026	₹12.7468
29 May 2026	₹12.7444
27 May 2026	₹12.7743
26 May 2026	₹12.7747
25 May 2026	₹12.7862
22 May 2026	₹12.7352
21 May 2026	₹12.7151

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 - Quarterly is ₹12.7271. 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 - Quarterly has NAV history starting from 21 Jan 2013, a track record of about 13 years 4 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 - Quarterly 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 - Quarterly has delivered a absolute return of -5.20% — -27.4 pp behind the Conservative Hybrid Fund category average of 22.20%. The fund ranks #33 of 41 in its category — the bottom (Q4) quartile.

Over the trailing 3-year window, Axis Conservative Hybrid Fund - Direct Plan - Quarterly has delivered a CAGR of -1.63% — -3.99 pp behind the Conservative Hybrid Fund category average of 2.36%. The fund ranks #37 of 38 in its category — the bottom (Q4) quartile.

Over the trailing 5-year window, Axis Conservative Hybrid Fund - Direct Plan - Quarterly has delivered a CAGR of -1.53% — -3.97 pp behind the Conservative Hybrid Fund category average of 2.44%. The fund ranks #35 of 36 in its category — the bottom (Q4) quartile.

₹1 lakh invested in Axis Conservative Hybrid Fund - Direct Plan - Quarterly exactly 10 years ago would be worth approximately ₹97,601 today — a multiplier of 0.98×, based on the 10-year CAGR of -0.24%. 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 - Quarterly over the last 5 years — total invested ₹600,000 — would be worth ₹574,017 today. That's an XIRR (money-weighted annualised return) of -1.74%.

A ₹10,000 monthly SIP for 10 years in Axis Conservative Hybrid Fund - Direct Plan - Quarterly = ₹1,200,000 invested. It would currently be worth ₹1,155,904 (multiplier 0.96×). XIRR: -0.74%. 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 - Quarterly ranks #35 out of 36 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 2.44%; this fund delivered -1.53%.

The worst peak-to-trough decline Axis Conservative Hybrid Fund - Direct Plan - Quarterly has experienced over the last 5-year window is 12.52% — its NAV fell from a high on 23 Sep 2021 to a low on 30 Mar 2026. 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 - Quarterly averaged 1.06% (best 6.13%, worst -1.75%). 64% of rolling windows ended positive. The 5-year Sharpe ratio is -1.50 — negative risk-adjusted performance.

In calendar year 2025, Axis Conservative Hybrid Fund - Direct Plan - Quarterly returned 1.62% — beating the Conservative Hybrid Fund category average of 0.75% by 0.88 pp. It ranked #15 of 37 in its category that year.

Axis Conservative Hybrid Fund - Direct Plan - Quarterly 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 - Quarterly 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: 12.5%. 5-year CAGR: -1.53%.

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