Axis Conservative Hybrid Fund - Direct Plan - Quarterly

Open Ended Schemes(Hybrid Scheme - Conservative Hybrid Fund)Very High Risk★★★★★ISIN INF846K01ED2

NAV · 06-Jul-2026

₹12.8349

+0.60%

-2.99%

1Y (CAGR)

-3.60%

3Y (CAGR)

-1.07%

5Y (CAGR)

-1.20%

Since inception (CAGR)

+1.36%

NAV history

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Risk & SIP analytics

Q4 · 3Y in category

Volatility (3y)

5.38%

Downside dev (3y)

6.33%

Max drawdown (3y)

-8.7%

Sharpe (3y)

-1.41

SIP XIRR (3y)

-1.87%

SIP XIRR (5y)

-1.57%

Calendar-year returns

2020 +6.0%2021 +4.0%2022 -5.5%2023 -0.4%2024 -1.3%2025 +1.7%

Fund facts

Fund managerDevang Shah · Sachin Jain · Jayesh Sundar

AUM₹2,180 Cr

Expense ratio1.1% · 2026-05-31

TER · AMFI officialDirect 1.11% · Regular 2.16% (2026-06-30)

Launch date24-May-2010

Plan typeOpen Ended · Hybrid

Min lumpsum₹500

Min SIP₹100

Lock-inNone

Volatility5.58

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 ↗