HybridConservative Hybrid FundDirect · Growth
Axis Conservative Hybrid Fund - Direct Plan - Half Yearly
Axis · Scheme 120478
₹13.52▼ 0.22%NAV · 2026-09-18
Weak FundScore
AUM
—
Expense ratio
—
3Y CAGR
1.9%
Risk level
Moderate
Min SIP
—
Benchmark
CRISIL Hybrid 85+15 - Conservative Index
Below average · 41/100
Lags peers on our factors — weigh the risks carefully.
🎯 A middle-ground option — some growth with a cushion, good for moderate risk appetite.
📈 Why it could do well
- ✓Protects capital well — worst-ever fall was only 18%.
- ✓Return stability: rolling-return std 2.5%
- ✓Volatility: 6% annualised
- ✓Max drawdown: -18%
📉 What could drag it down
- •Down 1.5% over the last year — currently out of favour.
- •Returns have been uneven across periods — less predictable than peers.
- •Weak risk-adjusted returns (Sharpe -0.66) — took on risk without enough payoff.
- •3Y CAGR: +1.9%
- •3Y CAGR vs category: -6.7% vs category avg
FundScore breakdown
41/100 · Weak
Returns
Weak
Consistency
Weak
Risk-adjusted
Weak
Downside protection
Excellent
Cost efficiency
Excellent
Portfolio quality
Average
Each dial rates the fund 0–100 on one factor, computed from real NAV history. Fuller & greener = stronger.
SIP return calculator
Back-tested on this fund's actual historical NAVs. Past performance ≠ future returns.