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: -2.96%.

Axis

Axis Conservative Hybrid Fund - Regular Plan - Quarterly IDCW

Latest NAV

₹10.4261

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	4 / 15	Q2
1W	+0.09%	+0.05%	+0.03	7 / 15	Q2
2W	+0.19%	+0.19%	+0.00	5 / 15	Q2
1M	-0.07%	+0.40%	-0.47	10 / 15	Q3
3M	+0.29%	+0.46%	-0.17	10 / 15	Q3
6M	-2.46%	-0.61%	-1.85	14 / 15	Q4
YTD	-2.98%	-1.20%	-1.78	13 / 15	Q4
1Y	-5.02%	-1.84%	-3.17	15 / 15	Q4
2Y	-3.74%	-0.87%	-2.87	14 / 15	Q4
3Y	-2.47%	+1.01%	-3.48	14 / 15	Q4
4Y	-2.05%	+1.67%	-3.72	14 / 15	Q4
5Y	-2.96%	+1.53%	-4.49	12 / 13	Q4
7Y	+0.57%	+1.62%	-1.06	8 / 11	Q3
10Y	-0.67%	+0.69%	-1.36	9 / 11	Q4
Inception	+0.24%	+1.56%	-1.32	9 / 12	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	-2.98%	-1.58%	-1.40	11 / 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%	-2.02%	-5.88	12 / 12
2021	+3.49%	+4.94%	-1.44	7 / 11
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

+0.49%

183 windows

min -8.6% · max 17.4%

39% positive

3-Year rolling

+0.56%

159 windows

min -4.0% · max 5.6%

52% positive

5-Year rolling

+0.61%

135 windows

min -3.3% · max 3.2%

76% positive

7-Year rolling

+0.47%

110 windows

min -0.7% · max 2.1%

76% 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

5.05%

3-year · annualised

Sharpe ratio

-1.76

vs risk-free 6.5%

Sortino ratio

-2.13

Downside-only deviation

Max drawdown

-12.57%

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
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 - Annual IDCW	Axis	₹13.7500	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	₹10.4261
16 Jul 2026	₹10.4086
15 Jul 2026	₹10.4023
14 Jul 2026	₹10.3852
13 Jul 2026	₹10.4207
10 Jul 2026	₹10.4170
9 Jul 2026	₹10.3814
8 Jul 2026	₹10.3708
7 Jul 2026	₹10.4299
6 Jul 2026	₹10.4303

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 - Quarterly IDCW is ₹10.4261. 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 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 - 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 -5.02% — -3.17 pp behind the Conservative Hybrid Fund category average of -1.84%. The fund ranks #15 of 15 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 -2.47% — -3.48 pp behind the Conservative Hybrid Fund category average of 1.01%. 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 -2.96% — -4.49 pp behind the Conservative Hybrid Fund category average of 1.53%. 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 ₹93,478 today — a multiplier of 0.93×, based on the 10-year CAGR of -0.67%. 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 - Quarterly IDCW over the last 5 years — total invested ₹600,000 — would be worth ₹555,299 today. That's an XIRR (money-weighted annualised return) of -3.04%.

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 ₹1,130,605 (multiplier 0.94×). XIRR: -1.19%. 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 1.53%; this fund delivered -2.96%.

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 0.61% (best 3.17%, worst -3.32%). 76% of rolling windows ended positive. The 5-year Sharpe ratio is -1.81 — 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: -2.96%.

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