Analytics, not advice. Rankings and scores describe past performance and are not recommendations.
Conservative Hybrid
Axis Conservative Hybrid Fund - Direct Plan - Half Yearly
Axis Mutual Fund · Managed by Devang Shah; Sachin Jain; Jayesh Sundar
31slipping
Latest NAV
₹13.5177
as of 18 Aug 2026
AUM
—
Expense ratio
1.11%
as of 30 Jun 2026
Inception
05 Jul 2013
FundScore
31/100slipping
Rank #102 of 136 in Conservative Hybrid · top 69%
A daily percentile of this fund’s past performance within its SEBI category — analytics, not advice, and not a prediction or recommendation.
Trailing returns
Annualised returns to the latest NAV. Refreshed nightly.
1M
0.37%
3M
2.76%
6M
-1.79%
1Y
-1.54%
3Y CAGR
1.91%
5Y CAGR
0.81%
Since incep.
2.05%
Fund details
- Fund manager
- Devang Shah; Sachin Jain; Jayesh Sundar
- Riskometer
- Very High Risk
- Type
- Open Ended
- Portfolio turnover
- —
- Volatility (3Y)
- 6.3%
- Rating (external)
- ★★★☆☆as of 31 Jul 2026
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. It also aims to manage risk thorough active asset allocation.
NAV history
Zoom and pan · ranges from 1M to since-inception.
Rolling returns
Every 30-day step. The true distribution, not cherry-picked.
Rank history
Percentile within category over the last 2 years.
FundScore components
Pro-only breakdown of consistency, recency, and volatility scores.
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Stock holdings
Latest portfolio disclosure for this scheme.
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