Axis Conservative Hybrid Fund - Direct Plan - Growth Option

Open Ended Schemes(Hybrid Scheme - Conservative Hybrid Fund)Very High Risk★★★★★ISIN INF846K01EA8

NAV · 06-Jul-2026

₹36.1833

+2.18%

+0.09%

1Y (CAGR)

+2.52%

3Y (CAGR)

+7.30%

5Y (CAGR)

+7.03%

Since inception (CAGR)

+8.66%

NAV history

hover for values

Risk & SIP analytics

Q2 · 3Y in category

Volatility (3y)

3.39%

Downside dev (3y)

2.46%

Max drawdown (3y)

-3.5%

Sharpe (3y)

0.24

SIP XIRR (3y)

+5.86%

SIP XIRR (5y)

+6.74%

Calendar-year returns

2020 +14.9%2021 +11.9%2022 +1.9%2023 +9.9%2024 +8.9%2025 +8.0%

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

Volatility4.36

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 ↗