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InvestVerdict

Axis Conservative Hybrid Fund

Regular Plan · Half Yearly IDCW Option · Conservative Hybrid · Scheme code 112926

NAV₹12.7979as on 28 Aug 2026
Fund houseAxis Mutual Fund
CategoryConservative Hybrid
Plan & optionRegular · Half Yearly IDCW Option
History16.1 years

Returns (%)

 1M3M6M1Y3Y5Y7Y10YLaunch
This scheme -0.052.21-1.65 -1.321.810.14 3.390.801.53
Conservative Hybrid
category median		 ——— 3.647.336.92 —7.17—

Over a year annualised (CAGR), under a year absolute. Computed from AMFI's published NAV history for this scheme.

Risk

 VolatilitySharpeSortinoBetaAlphaMax fallR²
This scheme 6.0% -0.78 -0.90 — — -21.2% —

Risk-free rate 6.5%. Beta, alpha and R² are regressed on the — months this scheme and its benchmark share.

Growth of ₹100 since launch

9710912113420122014201620182020202220242026InvestVerdict

Drawdown from peak (%)

0%-7%-15%-22%20122014201620182020202220242026

Every one-year period it has lived through

WindowsWorstMedianBestPeriods that lost money
731 -11.9% 0.1% 22.9% 49%

Every one-year holding period in this scheme's history, not just the last one — the spread a real investor would have met depending only on when they started.

InvestVerdict

Axis Conservative Hybrid Fund

Regular Plan · Half Yearly IDCW Option

Allocation

By asset

Debt72.86%
Equity19.87%
Cash & Equivalents6.70%
AIF Units0.59%

By market cap

Concentration

Number of stocks53
Top 5 stocks49.88%
Top 10 stocks61.42%
Top 20 stocks79.20%
Largest holding15.73%
Largest sectorSovereign 46.83%
Effective stocks15.4
Cash6.70%
InvestVerdict

Axis Conservative Hybrid Fund

Regular Plan · Half Yearly IDCW Option · holdings

Top 18 holdings

#CompanySector% of fund
1— Sovereign15.73%
2— Sovereign11.74%
3— Sovereign11.43%
4— CRISIL AAA6.82%
5— Unclassified5.56%
6— Sovereign4.16%
7— CRISIL A+2.38%
8— Sovereign2.30%
9— CRISIL AAA2.29%
10— ICRA A+(CE)2.29%
11— CRISIL AA+2.28%
12— CRISIL AAA2.27%
13— CARE A+2.26%
14— Petroleum Products1.96%
15— CARE A+1.90%
16— CARE AA1.83%
17— CARE AA1.71%
18— Banks1.59%

Sector split

Sovereign — 46.8%CRISIL AAA — 11.4%Cash & Equivalents — 6.7%Banks — 5.4%CARE A+ — 4.2%CARE AA — 3.5%Other — 22.0%Sovereign46.8%CRISIL AAA11.4%Cash & Equivalents6.7%Banks5.4%CARE A+4.2%CARE AA3.5%Other22.0%
Sovereign46.83%
CRISIL AAA11.38%
Cash & Equivalents6.70%
Banks5.43%
CARE A+4.16%
CARE AA3.54%
CRISIL A+2.38%
IT - Software2.31%
ICRA A+(CE)2.29%
CRISIL AA+2.28%

A ₹10,000 monthly SIP over five years

InvestedValueGainXIRR
₹600,000 ₹615,086 ₹15,086 0.98%

XIRR, not CAGR — a SIP's money arrives over sixty months, so each instalment has been invested for a different length of time.

Not investment advice. InvestVerdict is not a SEBI-registered Investment Adviser or Research Analyst. Every figure is computed from AMFI's published NAV history and the portfolio the AMC filed with AMFI; none of it is a recommendation to buy, hold or sell. Past returns do not predict future ones. Generated 30 Aug 2026.