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

We don't give personal investment advice. Axis Conservative Hybrid Fund - Regular Plan - Quarterly 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: 19.4%. 5-year CAGR: -3.28%.

Axis

Axis Conservative Hybrid Fund - Regular Plan - Quarterly IDCW

Latest NAV

₹10.2911

As of

3 Jun 2026

3,838 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%	+48.26%	-48.13	6 / 18	Q2
1W	-0.23%	+48.12%	-48.35	11 / 18	Q3
2W	+0.08%	+48.53%	-48.45	13 / 18	Q3
1M	-0.40%	+48.57%	-48.98	11 / 18	Q3
3M	-3.44%	+48.40%	-51.84	15 / 18	Q4
6M	-5.66%	+49.45%	-55.11	18 / 18	Q4
YTD	-4.08%	+46.71%	-50.79	15 / 18	Q4
1Y	-7.53%	+52.85%	-60.38	18 / 18	Q4
2Y	-4.13%	+13.97%	-18.10	17 / 18	Q4
3Y	-2.97%	+0.79%	-3.76	14 / 15	Q4
4Y	-2.77%	+1.39%	-4.15	14 / 15	Q4
5Y	-3.28%	+1.28%	-4.56	12 / 13	Q4
7Y	+0.28%	+1.32%	-1.04	8 / 11	Q3
10Y	-0.84%	+0.69%	-1.53	9 / 11	Q4
Inception	+0.17%	+19.56%	-19.38	12 / 15	Q4

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	-4.08%	-3.03%	-1.04	9 / 12
2025	-0.89%	-0.79%	-0.10	10 / 14
2024	-2.56%	+1.77%	-4.33	14 / 14
2023	-0.98%	+3.34%	-4.31	14 / 14
2022	-7.90%	+56.80%	-64.70	15 / 15
2021	+3.49%	+0.49%	+3.00	7 / 14
2020	+12.23%	+4.02%	+8.20	2 / 12
2019	-0.98%	-0.56%	-0.42	6 / 12
2018	-3.21%	-3.29%	+0.07	4 / 12
2017	+2.03%	+3.23%	-1.20	7 / 12
2016	-4.96%	+0.92%	-5.88	12 / 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

+0.59%

182 windows

min -8.8% · max 18.3%

40% positive

3-Year rolling

+0.60%

157 windows

min -4.1% · max 5.9%

52% positive

5-Year rolling

+0.63%

133 windows

min -3.3% · max 3.0%

77% positive

7-Year rolling

+0.48%

109 windows

min -0.5% · max 1.8%

79% 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

4.84%

3-year · annualised

Sharpe ratio

-1.94

vs risk-free 6.5%

Sortino ratio

-2.24

Downside-only deviation

Max drawdown

-12.57%

Sep 2024 → Mar 2026

% positive months

47.2%

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	₹12.8911	3 Jun 2026
BANDHAN Conservative Hybrid Fund - Regular Plan - IDCW	Bandhan	₹11.0108	3 Jun 2026
Parag Parikh Conservative Hybrid Fund - Regular Plan - Monthly IDCW	Parag Parikh	₹10.5758	3 Jun 2026
BARODA BNP PARIBAS Conservative hybrid Fund-Regular Plan-Monthly IDCW Option	Baroda BNP Paribas	₹10.5476	3 Jun 2026
CANARA ROBECO CONSERVATIVE HYBRID FUND - REGULAR PLAN - QUARTERLY IDCW (Payout/Reinvestment)	Canara Robeco	₹13.2855	3 Jun 2026
Axis Conservative Hybrid Fund - Regular Plan - Annual IDCW	Axis	₹13.4424	3 Jun 2026
Sundaram Conservative Hybrid Fund (Formerly Known as Sundaram Debt Oriented Hybrid Fund) Regular Plan -Income Distribution cum Capital Withdrawal (IDCW)	Sundaram	₹18.1133	3 Jun 2026

Recent NAVs

Date	NAV
3 Jun 2026	₹10.2911
2 Jun 2026	₹10.3080
1 Jun 2026	₹10.2939
31 May 2026	₹10.3079
29 May 2026	₹10.3065
27 May 2026	₹10.3313
26 May 2026	₹10.3319
25 May 2026	₹10.3416
22 May 2026	₹10.3012
21 May 2026	₹10.2852

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 - Regular Plan - Quarterly IDCW is ₹10.2911. 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 - Quarterly IDCW has NAV history starting from 21 Jul 2010, a track record of about 15 years 10 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 - Quarterly 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 - Quarterly IDCW has delivered a absolute return of -7.53% — -60.38 pp behind the Conservative Hybrid Fund category average of 52.85%. The fund ranks #18 of 18 in its category — the bottom (Q4) quartile.

Over the trailing 3-year window, Axis Conservative Hybrid Fund - Regular Plan - Quarterly IDCW has delivered a CAGR of -2.97% — -3.76 pp behind the Conservative Hybrid Fund category average of 0.79%. The fund ranks #14 of 15 in its category — the bottom (Q4) quartile.

Over the trailing 5-year window, Axis Conservative Hybrid Fund - Regular Plan - Quarterly IDCW has delivered a CAGR of -3.28% — -4.56 pp behind the Conservative Hybrid Fund category average of 1.28%. The fund ranks #12 of 13 in its category — the bottom (Q4) quartile.

₹1 lakh invested in Axis Conservative Hybrid Fund - Regular Plan - Quarterly IDCW exactly 10 years ago would be worth approximately ₹91,907 today — a multiplier of 0.92×, based on the 10-year CAGR of -0.84%. The category average over the same window would have grown ₹1 lakh to ₹107,072.

A ₹10,000 monthly SIP in Axis Conservative Hybrid Fund - Regular Plan - Quarterly IDCW over the last 5 years — total invested ₹600,000 — would be worth ₹548,921 today. That's an XIRR (money-weighted annualised return) of -3.49%.

A ₹10,000 monthly SIP for 10 years in Axis Conservative Hybrid Fund - Regular Plan - Quarterly IDCW = ₹1,200,000 invested. It would currently be worth ₹1,119,142 (multiplier 0.93×). XIRR: -1.39%. 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 - Quarterly IDCW ranks #12 out of 13 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 1.28%; this fund delivered -3.28%.

The worst peak-to-trough decline Axis Conservative Hybrid Fund - Regular Plan - Quarterly IDCW has experienced over the last 5-year window is 19.43% — 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 - Regular Plan - Quarterly IDCW averaged 0.63% (best 2.96%, worst -3.28%). 77% of rolling windows ended positive. The 5-year Sharpe ratio is -1.78 — negative risk-adjusted performance.

In calendar year 2025, Axis Conservative Hybrid Fund - Regular Plan - Quarterly IDCW returned -0.89% — lagging the Conservative Hybrid Fund category average of -0.79% by 0.10 pp. It ranked #10 of 14 in its category that year.

Axis Conservative Hybrid Fund - Regular Plan - Quarterly 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 - Quarterly 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: 19.4%. 5-year CAGR: -3.28%.

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