HybridConservative Hybrid FundDirect · Growth
Axis Conservative Hybrid Fund - Direct Plan - Half Yearly
Axis · Scheme 120478
₹13.53▼ 0.10%NAV · 2026-08-05
Weak FundScore
AUM
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Expense ratio
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3Y CAGR
1.9%
Risk level
Moderate
Min SIP
—
Benchmark
CRISIL Hybrid 85+15 - Conservative Index
NAV Growth
Loading NAV history…
Historical returns
| Period | Return |
|---|---|
| 1 Month | +0.73% |
| 3 Months | +2.44% |
| 6 Months | -1.22% |
| 1 Year | -1.95% |
| 3 Years (CAGR) | +1.85% |
| 5 Years (CAGR) | +0.92% |
| 10 Years (CAGR) | +1.04% |
| Since Launch | +2.07% |
Returns ≥ 1 year are annualised (CAGR); shorter periods are absolute. Past performance does not guarantee future returns.
FundScore breakdown
Six explainable dimensions. How the score works →
Returns0
Consistency38
Risk-adjusted25
Downside protection87
Cost efficiency80
Portfolio quality50
Why this fund scores well
- ✓ Return stability: rolling-return std 2.5%
- ✓ Volatility: 6% annualised
- ✓ Max drawdown: -18%
- ✓ Direct plan: no distributor commission
What to watch
- • 3Y CAGR: +1.9%
- • 3Y CAGR vs category: -6.8% vs category avg
- • Positive 3Y windows: 70% of rolling 3Y windows positive
- • Beat category: beat category in 0% of windows
Risk metrics
Sharpe ratio
0.66
Sortino ratio
0.54
Volatility
6.35%
Max drawdown
-17.62%
Downside capture
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SIP return calculator
Back-tested on this fund's actual historical NAVs. Past performance ≠ future returns.
Portfolio & holdings
Top holdings, sector allocation and market-cap split require a paid factsheet feed and are coming soon. Everything above is computed from official daily NAV history and is fully real.