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Axis Mutual Fund

Axis Conservative Hybrid Fund - Regular Plan - Growth Option

Open Ended Schemes(Hybrid Scheme - Conservative Hybrid Fund)Very High Risk★★★★★ISIN INF846K01693
NAV · 06-Jul-2026
30.5984
1M
+2.09%
6M
-0.44%
1Y (CAGR)
+1.37%
3Y (CAGR)
+5.97%
5Y (CAGR)
+5.67%
Since inception (CAGR)
+7.23%

NAV history

26.7328.1429.5504-07-202303-07-202630.53
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Risk & SIP analytics

Q2 · 3Y in category
Volatility (3y)
3.39%
Downside dev (3y)
2.46%
Max drawdown (3y)
-3.8%
Sharpe (3y)
-0.16
SIP XIRR (3y)
+4.60%
SIP XIRR (5y)
+5.41%
Calendar-year returns
2020 +13.8%2021 +10.6%2022 +0.5%2023 +8.4%2024 +7.5%2025 +6.7%

Fund facts

AUM₹2,180 Cr
TER · AMFI officialDirect 1.11% · Regular 2.16% (2026-06-30)
Launch date24-May-2010
Plan typeOpen Ended · Hybrid
Min lumpsumRs.5000 and in multiples of Re. 1/- thereafter
Lock-inNone
Volatility6.60
AMCAxis Asset Management Co. Ltd.

Objective · The scheme seeks to generate regular income through investments in debt & money market instruments, along with capital appreciation through limited exposure to equity and equity related instruments. It also aims to manage risk thorough active asset allocation.

scheme documents ↗