← Axis Mutual Fund
Axis Conservative Hybrid Fund - Regular Plan - Half Yearly IDCW
Open Ended Schemes(Hybrid Scheme - Conservative Hybrid Fund)Very High Risk★★★★★ISIN INF846K01727
NAV · 06-Jul-2026
₹12.7940
1M
+2.09%
6M
-2.40%
1Y (CAGR)
-2.54%
3Y (CAGR)
+1.85%
5Y (CAGR)
+0.67%
Since inception (CAGR)
+1.52%
NAV history
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Risk & SIP analytics
Q3 · 3Y in categoryVolatility (3y)
4.49%
Downside dev (3y)
4.81%
Max drawdown (3y)
-6.4%
Sharpe (3y)
-1.04
SIP XIRR (3y)
+0.62%
SIP XIRR (5y)
+0.83%
Calendar-year returns
2020 +12.8%2021 +7.5%2022 -5.5%2023 +1.8%2024 +3.3%2025 +2.6%
Fund facts
Fund managerDevang Shah · Sachin Jain · Jayesh Sundar
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 ↗