Axis Conservative Hybrid Fund
Direct · Growth ₹36.07
04 Nov 2026
NAV
8.7%
3Y CAGR
8.4%
5Y CAGR
8.5%
10Y CAGR
8.6%
Weighted CAGR
?
Weighted Mean CAGR
Gives more importance to longer time periods (10Y, 20Y) than shorter ones (1Y, 3Y). This balances out recent outperformance and gives a more realistic picture of what long-term returns might look like.
Gives more importance to longer time periods (10Y, 20Y) than shorter ones (1Y, 3Y). This balances out recent outperformance and gives a more realistic picture of what long-term returns might look like.
3.05
Sharpe
-9.4%
Max Drawdown
?
Max Drawdown
The largest peak-to-trough decline in the fund's NAV. Shows the worst-case loss an investor would have experienced at any point in the fund's history.
The largest peak-to-trough decline in the fund's NAV. Shows the worst-case loss an investor would have experienced at any point in the fund's history.
1.10%
TER
If you invested ₹1,00,000 every month via SIP, here's how this fund has historically performed across different time horizons.
| Duration | Invested | Median Value | XIRR | Min XIRR | Max XIRR |
|---|---|---|---|---|---|
| 1 Year | ₹12.00 L | ₹12.45 L | 9.0% | -11.1% | 28.6% |
| 3 Years | ₹36.00 L | ₹40.67 L | 8.4% | -1.3% | 14.2% |
| 5 Years | ₹60.00 L | ₹73.47 L | 8.1% | 2.4% | 11.1% |
| 7 Years | ₹84.00 L | ₹1.12 Cr | 8.2% | 4.8% | 9.9% |
| 10 Years | ₹1.20 Cr | ₹1.82 Cr | 8.2% | 6.8% | 9.0% |
| 12 Years | ₹1.44 Cr | ₹2.42 Cr | 8.2% | 7.0% | 8.9% |
SIP returns vs benchmark & category
Annualised SIP return (XIRR) over each rolling horizon — like-for-like, not lump-sum.
| Duration | Fund SIP XIRR | Category avg |
|---|---|---|
| 1 Year | 9.0% | 6.7% |
| 3 Years | 8.4% | 9.2% |
| 5 Years | 8.1% | 8.9% |
| 7 Years | 8.2% | 8.6% |
| 10 Years | 8.2% | 8.8% |
| 12 Years | 8.2% | 8.8% |
| Duration | Mean | Median | Min | Max | Sharpe | Sortino | % Positive | Cat. Mean | Cat. Median |
|---|---|---|---|---|---|---|---|---|---|
| 1 Year | 9.1% | 8.7% | -6.0% | 26.3% | 0.45 | 1.11 | 96% | — | — |
| 3 Years | 8.7% | 8.4% | 3.0% | 14.8% | 1.05 | 4.83 | 100% | — | — |
| 5 Years | 8.4% | 8.2% | 4.7% | 12.4% | 1.30 | 11.18 | 100% | — | — |
| 10 Years | 8.5% | 8.3% | 7.0% | 9.7% | 3.05 | — | 100% | — | — |
-9.4%
Max Drawdown
1 mo
Drawdown Duration
3 mo
Recovery Time
-0.9%
Avg Drawdown
Calmar Ratio by Duration
0.96
1Y
0.92
3Y
0.90
5Y
0.89
7Y
0.91
10Y
0.95
12Y
30
Total Holdings
11.6%
Top 10 Weight
16
Sectors
| # | Stock | % of NAV |
|---|---|---|
| 1 | Reliance Industries Limited | 1.76% |
| 2 | ICICI Bank Limited | 1.59% |
| 3 | HDFC Bank Limited | 1.51% |
| 4 | Infosys Limited | 1.12% |
| 5 | Cholamandalam Investment and Finance Company Ltd | 1.12% |
| 6 | Cipla Limited | 1.01% |
| 7 | NTPC Limited | 0.91% |
| 8 | Kotak Mahindra Bank Limited | 0.90% |
| 9 | Bharti Airtel Limited | 0.84% |
| 10 | State Bank of India | 0.84% |