Should I invest in Axis Conservative Hybrid Fund - Annual IDCW?

We don't give personal investment advice. Axis Conservative Hybrid Fund - Regular Plan - Annual IDCW 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: 10.0%. 5-year CAGR: 1.58%.

Axis

Axis Conservative Hybrid Fund - Regular Plan - Annual IDCW

Latest NAV

₹13.7500

As of

17 Jul 2026

3,869 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%	+0.07%	+0.09	5 / 15	Q2
1W	+0.09%	+0.05%	+0.03	8 / 15	Q3
2W	+0.19%	+0.19%	+0.00	6 / 15	Q2
1M	+0.89%	+0.40%	+0.49	2 / 15	Q1
3M	+1.26%	+0.46%	+0.80	5 / 15	Q2
6M	-3.22%	-0.61%	-2.60	15 / 15	Q4
YTD	-3.73%	-1.20%	-2.53	15 / 15	Q4
1Y	-2.20%	-1.84%	-0.36	7 / 15	Q2
2Y	+0.33%	-0.87%	+1.20	4 / 15	Q2
3Y	+2.00%	+1.01%	+0.99	4 / 15	Q2
4Y	+2.55%	+1.67%	+0.88	4 / 15	Q2
5Y	+1.58%	+1.53%	+0.04	6 / 13	Q2
7Y	+3.76%	+1.62%	+2.14	3 / 11	Q2
10Y	+1.29%	+0.69%	+0.60	3 / 11	Q2
Inception	+1.99%	+1.56%	+0.43	2 / 12	Q1

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	-3.73%	-1.58%	-2.15	12 / 12
2025	+2.88%	-0.79%	+3.67	3 / 14
2024	+3.50%	+1.77%	+1.74	3 / 14
2023	+4.06%	+3.34%	+0.72	3 / 14
2022	-3.33%	-2.02%	-1.31	7 / 12
2021	+10.49%	+4.94%	+5.55	3 / 11
2020	+8.44%	+4.02%	+4.42	3 / 12
2019	-6.57%	-0.56%	-6.01	12 / 12
2018	-4.97%	-3.29%	-1.69	7 / 12
2017	+2.85%	+3.23%	-0.38	5 / 12
2016	-4.23%	+0.92%	-5.14	10 / 12

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

+2.21%

183 windows

min -12.2% · max 19.5%

56% positive

3-Year rolling

+2.19%

159 windows

min -5.5% · max 6.9%

74% positive

5-Year rolling

+2.01%

135 windows

min -3.6% · max 6.5%

84% positive

7-Year rolling

+1.48%

110 windows

min -0.5% · max 3.8%

98% 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

4.27%

3-year · annualised

Sharpe ratio

-1.04

vs risk-free 6.5%

Sortino ratio

-1.44

Downside-only deviation

Max drawdown

-7.22%

Jan 2026 → Mar 2026

% positive months

61.1%

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
ICICI Prudential Regular Savings Fund - Plan - Half Yearly IDCW	ICICI Prudential	₹13.1634	17 Jul 2026
BANDHAN Conservative Hybrid Fund - Regular Plan - IDCW	Bandhan	₹11.2536	17 Jul 2026
Parag Parikh Conservative Hybrid Fund - Regular Plan - Monthly IDCW	Parag Parikh	₹10.7948	17 Jul 2026
BARODA BNP PARIBAS Conservative hybrid Fund-Regular Plan-Monthly IDCW Option	Baroda BNP Paribas	₹10.6875	17 Jul 2026
CANARA ROBECO CONSERVATIVE HYBRID FUND - REGULAR PLAN - QUARTERLY IDCW (Payout/Reinvestment)	Canara Robeco	₹13.4607	17 Jul 2026
Axis Conservative Hybrid Fund - Regular Plan - Half Yearly IDCW	Axis	₹12.7888	17 Jul 2026
Sundaram Conservative Hybrid Fund (Formerly Known as Sundaram Debt Oriented Hybrid Fund) Regular Plan -Income Distribution cum Capital Withdrawal (IDCW)	Sundaram	₹18.4064	17 Jul 2026

Recent NAVs

Date	NAV
17 Jul 2026	₹13.7500
16 Jul 2026	₹13.7270
15 Jul 2026	₹13.7187
14 Jul 2026	₹13.6961
13 Jul 2026	₹13.7429
10 Jul 2026	₹13.7380
9 Jul 2026	₹13.6911
8 Jul 2026	₹13.6771
7 Jul 2026	₹13.7550
6 Jul 2026	₹13.7556

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 - Regular Plan - Annual IDCW is ₹13.7500. It's a Conservative Hybrid Fund from Axis, run as a Regular plan IDCW (dividend) option. NAVs update once per business day from the AMFI feed.

Axis Conservative Hybrid Fund - Regular Plan - Annual IDCW has NAV history starting from 21 Jul 2010, a track record of about 15 years 11 months. Long-tenured funds like this have weathered multiple market cycles — the 2008 crash, 2013 taper tantrum, 2020 COVID drawdown — which makes their returns more credible than a 3-year track record alone.

Axis Conservative Hybrid Fund - Regular Plan - Annual IDCW 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 - Regular Plan - Annual IDCW has delivered a absolute return of -2.20% — -0.36 pp behind the Conservative Hybrid Fund category average of -1.84%. The fund ranks #7 of 15 in its category — the second (Q2) quartile.

Over the trailing 3-year window, Axis Conservative Hybrid Fund - Regular Plan - Annual IDCW has delivered a CAGR of 2.00% — +0.99 pp ahead of the Conservative Hybrid Fund category average of 1.01%. The fund ranks #4 of 15 in its category — the second (Q2) quartile.

Over the trailing 5-year window, Axis Conservative Hybrid Fund - Regular Plan - Annual IDCW has delivered a CAGR of 1.58% — +0.04 pp ahead of the Conservative Hybrid Fund category average of 1.53%. The fund ranks #6 of 13 in its category — the second (Q2) quartile.

₹1 lakh invested in Axis Conservative Hybrid Fund - Regular Plan - Annual IDCW exactly 10 years ago would be worth approximately ₹113,714 today — a multiplier of 1.14×, based on the 10-year CAGR of 1.29%. The category average over the same window would have grown ₹1 lakh to ₹107,144.

A ₹10,000 monthly SIP in Axis Conservative Hybrid Fund - Regular Plan - Annual IDCW over the last 5 years — total invested ₹600,000 — would be worth ₹618,747 today. That's an XIRR (money-weighted annualised return) of 1.21%.

A ₹10,000 monthly SIP for 10 years in Axis Conservative Hybrid Fund - Regular Plan - Annual IDCW = ₹1,200,000 invested. It would currently be worth ₹1,326,294 (multiplier 1.11×). XIRR: 1.97%. 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 - Regular Plan - Annual IDCW ranks #6 out of 13 funds in the Conservative Hybrid Fund category — that places it in the second quartile (Q2) — above the median. The category average return over the same window is 1.53%; this fund delivered 1.58%.

The worst peak-to-trough decline Axis Conservative Hybrid Fund - Regular Plan - Annual IDCW has experienced over the last 5-year window is 9.95% — 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 - Regular Plan - Annual IDCW averaged 2.01% (best 6.45%, worst -3.60%). 84% 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 - Regular Plan - Annual IDCW returned 2.88% — beating the Conservative Hybrid Fund category average of -0.79% by 3.67 pp. It ranked #3 of 14 in its category that year.

Axis Conservative Hybrid Fund - Regular Plan - Annual IDCW 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 - Regular Plan - Annual IDCW 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: 10.0%. 5-year CAGR: 1.58%.

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