Investment 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.
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At a glance
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Portfolio
As of 8 Oct 2026
Asset class
Market cap
Key figures
How it compares
Trailing Returns
| 1M | 3M | 6M | YTD | 1Y | 3Y | 5Y | 7Y | 10Y | |
|---|---|---|---|---|---|---|---|---|---|
| This fund | -1.71% | -1.93% | +0.94% | -1.95% | -0.46% | +5.02% | +4.30% | +6.78% | +5.87% |
Calendar Year Returns vs Benchmark
Comparison with NIFTY 50 Hybrid Composite Debt 15:85 Index
More detail
Monthly returns, rolling returns, risk measures and the full NAV history.
Axis Conservative Hybrid Fund Regular Plan Growth Option is a Conservative Hybrid Fund hybrid fund from Axis Asset Management Company Ltd., launched on 16 Jul 2010. Its benchmark is the NIFTY 50 Hybrid Composite Debt 15:85 Index. The expense ratio is 2.18% a year. It manages ₹219 crore. The NAV was ₹29.89 on 8 Oct 2026.
| Period | Return | Volatility a year |
|---|---|---|
| Last 1 year | -0.46% | 4.82% |
| Last 3 years | +5.02% a year | 4.37% |
| Last 5 years | +4.30% a year | 4.23% |
| Last 10 years | +5.87% a year | 4.85% |
Returns over 3 years and longer are compounded annual returns. Volatility is the annualised standard deviation of returns over the same period. Figures as of 7 Oct 2026.
From 2017 to 2026, the fund returned more than the NIFTY 50 Hybrid Composite Debt 15:85 Index in 2 of 10 calendar years. The 2026 figure is year to date.
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| 2026 YTD |
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| This fund | +12.10% | +3.19% | +1.93% | +13.81% | +10.59% | +0.48% | +8.45% | +7.46% | +6.72% | -1.95% |
| Benchmark | +8.83% | +5.31% | +10.76% | +14.19% | +7.07% | +3.09% | +9.86% | +9.86% | +7.29% | +78.99% |
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