MonitorDirect · Growth
Axis Conservative Hybrid Fund
Axis Mutual FundHybrid Schemes - Conservative Hybrid Fund13.7 years
- NAV
- 35.8328
- 15 Sept 2026
- 1Y
- +2.3%
- Trailing CAGR
- AUM
- ₹219.41 Cr
- 31 Aug 2026
- Volatility
- Low
- 4.3% annualized
NAV
Path not in current snapshots
n/a
Returns
Trailing CAGR and simulated monthly SIP XIRR from daily NAV. Category comparison uses the median of comparable share classes in the peer set.
Trailing CAGR
Point-to-point, calendar-day annualized
- 1Y+2.3%
- 3Y+6.6%
- 5Y+6.0%
- 10Y+7.3%
- SI+8.5%
SIP XIRR
Equal monthly instalments to latest NAV
- 1Y+1.3%
- 3Y+4.9%
- 5Y+6.1%
- 10Y+7.3%
- Since inception
- +8.5%
- Calendar-day CAGR
- Excess 1Y
- -1.2%
- Category median, same plan and option
- 3Y win rate
- +18%
- Windows beating the median
- 3Y percentile
- 0
- Vs comparable share classes
- Worst rolling 3Y
- +3.0%
- 2592 daily-ending windows
- Median rolling 3Y
- +8.4%
- Calendar-day CAGR
- Positive rolling 5Y
- +100%
- 2109 daily-ending windows
- SIP 3Y XIRR
- +4.9%
- Simulated monthly SIP
Drawdown
Peak to trough from a running NAV high. Move across the path to read a date.
Drawdown
Path not in current snapshots
n/a
- Average recovery
- 9 days
- 252 recovered episodes
- Longest recovery
- 172 days
- Trough to prior peak
- Current spell
- 32 days
- Days below latest peak
- Time below peak
- +78%
- NAV observations
13 Feb 2020 – 22 Jun 2020
Trough 23 Mar 2020 · recovered in 91 days
-9.4%
3 Jun 2019 – 24 Jan 2020
Trough 5 Aug 2019 · recovered in 172 days
-6.0%
17 Jan 2022 – 8 Sept 2022
Trough 17 Jun 2022 · recovered in 83 days
-5.9%
20 May 2013 – 11 Oct 2013
Trough 28 Aug 2013 · recovered in 44 days
-4.5%
Dimensions
0–100 reads of named metrics. The mean is unweighted and only uses dimensions with data.
Returns
0
Vs category
43
Consistency
28
Risk-adjusted
63
Drawdown
77
Mean
42
Portfolio
31 Aug 2026 · 52 holdings · top 10 are 62.2%.
- Top 5
- 50.3%
- Top 10
- 62.2%
- Largest holding
- 15.8%
- Effective holdings
- 13.9
GOI Sec 7.18 14/08/2033
Entities
15.8%
GOVERNMENT OF INDIA 37426 GOI 11MY36 6.94 FV RS 100
Entities
13.7%
GOVERNMENT OF INDIA 35031 GOI 07OT34 6.79 FV RS 100
Entities
11.8%
POWER FINANCE CORPORATION LTD. SR 223 7.64 BD 22FB33 FVRS1LAC
Financial
6.8%
GOI Sec 7.18 24/07/2037
Entities
4.2%
Decision
Quantitative read of the live evidence. An explanation can only restate what is already here.
As of 11 Sept 2026
Monitor
Engine status
Monitor
Recent evidence
Why this status
- Three-year return sits below the 25th percentile of comparable share classes.
Supporting reads
- Risk-adjusted return sits above the documented risk-free proxy.
- Peak-to-trough drawdown has stayed shallower than 15%.
Worth investigating
Same-category peers with enough history to inspect beside this fund.
ICICI Prudential Conservative Hybrid Fund
ICICI Prudential Mutual Fund
- 1Y
- +2.7%
- 3Y
- +8.5%
- Vol
- 4.2%
- Max DD
- -8.8%
- Sharpe
- 1.17
- 3Y win
- +89%
- Lower volatility
- Shallower drawdown
- Higher win rate vs category
- Higher trailing returns
Canara Robeco Conservative Hybrid Fund
Canara Robeco Mutual Fund
- 1Y
- +2.4%
- 3Y
- +7.5%
- Vol
- 4.3%
- Max DD
- -10.2%
- Sharpe
- 0.96
- 3Y win
- +36%
- Lower volatility
- Higher win rate vs category
- Lower TER
- Higher trailing returns
Caveat: Deeper drawdown
BARODA BNP PARIBAS CONSERVATIVE HYBRID FUND
Baroda BNP Paribas Mutual Fund
- 1Y
- +4.7%
- 3Y
- +8.3%
- Vol
- 3.6%
- Max DD
- -4.5%
- Sharpe
- 0.85
- 3Y win
- +2%
- Lower volatility
- Shallower drawdown
- Lower TER
- Higher trailing returns
Kotak Conservative Hybrid Fund
Kotak Mahindra Mutual Fund
- 1Y
- +3.6%
- 3Y
- +8.6%
- Vol
- 4.8%
- Max DD
- -11.8%
- Sharpe
- 1.05
- 3Y win
- +96%
- Higher win rate vs category
- Lower TER
- Higher trailing returns
Caveat: Higher volatility · Deeper drawdown
Aditya Birla Sun Life Conservative Hybrid Fund
Aditya Birla Sun Life Mutual Fund
- 1Y
- +5.0%
- 3Y
- +8.7%
- Vol
- 5.0%
- Max DD
- -14.2%
- Sharpe
- 0.99
- 3Y win
- +58%
- Higher win rate vs category
- Higher trailing returns
Caveat: Higher volatility · Deeper drawdown