Should I invest in Axis Conservative Hybrid Fund?

We don't give personal investment advice. Axis Conservative Hybrid Fund - Regular 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: 6.4%. 5-year CAGR: 5.49%.

Axis

Axis Conservative Hybrid Fund - Regular Plan - Growth Option

Latest NAV

₹30.5859

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%	+0.15%	+0.02	3 / 5	Q3
1W	+0.09%	+0.06%	+0.03	3 / 5	Q3
2W	+0.19%	+0.12%	+0.07	2 / 5	Q2
1M	+0.89%	+0.83%	+0.07	2 / 5	Q2
3M	+1.26%	+1.36%	-0.11	3 / 5	Q3
6M	+0.40%	+1.14%	-0.74	4 / 5	Q4
YTD	-0.13%	+0.62%	-0.75	4 / 5	Q4
1Y	+1.46%	+2.27%	-0.81	4 / 5	Q4
2Y	+4.05%	+4.35%	-0.30	3 / 5	Q3
3Y	+5.83%	+7.01%	-1.19	4 / 5	Q4
4Y	+6.48%	+7.43%	-0.95	4 / 5	Q4
5Y	+5.49%	+6.71%	-1.22	3 / 4	Q3
7Y	+7.34%	+6.68%	+0.65	1 / 3	Q2
10Y	+6.38%	+6.19%	+0.19	1 / 3	Q2
Inception	+7.22%	+7.78%	-0.57	3 / 4	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	-0.13%	+0.62%	-0.75	4 / 5
2025	+6.66%	+6.03%	+0.64	3 / 5
2024	+7.47%	+9.09%	-1.62	5 / 5
2023	+8.32%	+10.24%	-1.92	5 / 5
2022	+0.48%	+2.74%	-2.26	3 / 4
2021	+10.49%	+10.29%	+0.20	2 / 3
2020	+13.75%	+9.81%	+3.94	1 / 3
2019	+1.89%	+3.68%	-1.79	2 / 3
2018	+3.32%	+1.32%	+2.01	1 / 3
2017	+11.75%	+10.83%	+0.93	1 / 3
2016	+4.05%	+7.53%	-3.48	3 / 3

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

+7.59%

183 windows

min -4.3% · max 23.2%

94% positive

3-Year rolling

+7.80%

159 windows

min 2.9% · max 12.9%

100% positive

5-Year rolling

+7.73%

135 windows

min 3.9% · max 10.7%

100% positive

7-Year rolling

+7.47%

110 windows

min 6.1% · max 9.3%

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

3.47%

3-year · annualised

Sharpe ratio

-0.22

vs risk-free 6.5%

Sortino ratio

-0.49

Downside-only deviation

Max drawdown

-3.75%

Jan 2026 → Mar 2026

% positive months

69.4%

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
BANDHAN Conservative Hybrid Fund - Regular Plan - Growth	Bandhan	₹32.8772	17 Jul 2026
Parag Parikh Conservative Hybrid Fund - Regular Plan - Growth	Parag Parikh	₹15.8821	17 Jul 2026
BARODA BNP PARIBAS Conservative Hybrid Fund-Regular Plan-Growth Option	Baroda BNP Paribas	₹46.4369	17 Jul 2026
Sundaram Conservative Hybrid Fund (Formerly Known as Sundaram Debt Oriented Hybrid Fund) Regular Plan - Growth	Sundaram	₹29.4748	17 Jul 2026

Recent NAVs

Date	NAV
17 Jul 2026	₹30.5859
16 Jul 2026	₹30.5347
15 Jul 2026	₹30.5164
14 Jul 2026	₹30.4660
13 Jul 2026	₹30.5702
10 Jul 2026	₹30.5592
9 Jul 2026	₹30.4549
8 Jul 2026	₹30.4238
7 Jul 2026	₹30.5971
6 Jul 2026	₹30.5984

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 - Growth Option is ₹30.5859. It's a Conservative Hybrid Fund from Axis, run as a Regular plan Growth option. NAVs update once per business day from the AMFI feed.

Axis Conservative Hybrid Fund - Regular Plan - Growth Option 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 - 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 - Regular Plan - Growth Option has delivered a absolute return of 1.46% — -0.81 pp behind the Conservative Hybrid Fund category average of 2.27%. The fund ranks #4 of 5 in its category — the bottom (Q4) quartile.

Over the trailing 3-year window, Axis Conservative Hybrid Fund - Regular Plan - Growth Option has delivered a CAGR of 5.83% — -1.19 pp behind the Conservative Hybrid Fund category average of 7.01%. The fund ranks #4 of 5 in its category — the bottom (Q4) quartile.

Over the trailing 5-year window, Axis Conservative Hybrid Fund - Regular Plan - Growth Option has delivered a CAGR of 5.49% — -1.22 pp behind the Conservative Hybrid Fund category average of 6.71%. The fund ranks #3 of 4 in its category — the third (Q3) quartile.

₹1 lakh invested in Axis Conservative Hybrid Fund - Regular Plan - Growth Option exactly 10 years ago would be worth approximately ₹185,688 today — a multiplier of 1.86×, based on the 10-year CAGR of 6.38%. The category average over the same window would have grown ₹1 lakh to ₹182,398.

A ₹10,000 monthly SIP in Axis Conservative Hybrid Fund - Regular Plan - Growth Option over the last 5 years — total invested ₹600,000 — would be worth ₹687,737 today. That's an XIRR (money-weighted annualised return) of 5.40%.

A ₹10,000 monthly SIP for 10 years in Axis Conservative Hybrid Fund - Regular Plan - Growth Option = ₹1,200,000 invested. It would currently be worth ₹1,658,842 (multiplier 1.38×). XIRR: 6.30%. 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 - Growth Option ranks #3 out of 4 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 6.71%; this fund delivered 5.49%.

The worst peak-to-trough decline Axis Conservative Hybrid Fund - Regular Plan - Growth Option has experienced over the last 5-year window is 6.40% — 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 - Growth Option averaged 7.73% (best 10.70%, worst 3.95%). 100% of rolling windows ended positive. The 5-year Sharpe ratio is -0.25 — negative risk-adjusted performance.

In calendar year 2025, Axis Conservative Hybrid Fund - Regular Plan - Growth Option returned 6.66% — beating the Conservative Hybrid Fund category average of 6.03% by 0.64 pp. It ranked #3 of 5 in its category that year.

Axis Conservative Hybrid Fund - Regular 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 - Regular 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: 6.4%. 5-year CAGR: 5.49%.

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

Axis Conservative Hybrid Fund - Regular 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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