MonitorDirect · GrowthWatch before adding
Axis Conservative Hybrid Fund
Axis Mutual FundHybrid Schemes - Conservative Hybrid Fund13.8 years
The fund seeks to generate regular income through investments in debt and money market securities.
- NAV
- 35.5887
- 30 Oct 2026
- 1Y
- -0.4%
- Trailing CAGR
- AUM
- ₹217.15 Cr
- 30 Sept 2026
- Volatility
- Low
- 4.3% annualized
Buying brief
Should you add this fund?
Evidence on this desk, framed as a purchase checklist - not SEBI-registered advice.
As of 29 Oct 2026
Stance
Watch before adding
Recent evidence is mixed. Compare peers before increasing exposure.
In three lines
Fits if · Risk-adjusted return sits above the documented risk-free proxy.
Fits if · Peak-to-trough drawdown has stayed shallower than 15%.
Prefer peers if · Prefer BARODA BNP PARIBAS CONSERVATIVE HYBRID FUND if you want a same-category peer with stronger evidence.
Buy checklist
History depth
Pass
13.8 years of path to read.
Engine status
Watch
Recent evidence is mixed. Compare peers before increasing exposure.
Expense ratio
Pass
1.15% TER (Direct). Lower cost compounds on long SIPs.
Drawdown vs peers
Pass
Peak-to-trough -9.4%. Ask whether you can hold through a similar fall.
Vs category
Fail
19% of rolling 3Y windows beat the category median, same plan and option.
Manager tenure
Pass
Jayesh Sundar · 3.1 years on the scheme.
Exit load
n/a
No exit-load summary on file.
Tax / wrapper
Pass
Direct Growth, no ELSS lock flagged. Equity LTCG rules still apply after one year - not tax advice.
Portfolio concentration
Watch
Top 10 holdings ≈ 66.4% of the portfolio.
Browse category
Same-category peers are preloaded into compare when available.
Before you buy or SIP
Behaviour and wrappers - the usual India MF failure modes - not a buy instruction.
Drawdown rehearsal
This scheme’s worst fall on file is about 9%. Before you SIP, ask whether you would keep contributing through a similar drop - pausing on fear is the usual India MF failure mode.
SIP discipline
Monitor is recent mixed evidence - keep the SIP unless the buying brief says prefer peers, then swap with intent.
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-0.4%
- 3Y+6.5%
- 5Y+5.6%
- 10Y+7.1%
- SI+8.3%
SIP XIRR
Equal monthly instalments to latest NAV
- 1Y-0.8%
- 3Y+3.5%
- 5Y+5.4%
- 10Y+6.9%
- Since inception
- +8.3%
- Calendar-day CAGR
- Excess 1Y
- -1.1%
- Category median, same plan and option
- 3Y win rate
- +19%
- Windows beating the median
- 3Y percentile
- 10
- Vs comparable share classes
- SIP 3Y XIRR
- +3.5%
- Simulated monthly SIP
- Worst rolling 3Y
- +3.0%
- 2609 daily-ending windows
- Median rolling 3Y
- +8.4%
- Calendar-day CAGR
- Positive rolling 5Y
- +100%
- 2126 daily-ending windows
Drawdown
Peak to trough from a running NAV high, with the path and recovery episodes.
- Max drawdown
- -9.4%
- Worst peak-to-trough
- Current
- -2.5%
- Below last peak
- Current spell
- 80 days
- Days below latest peak
- Time below peak
- +78%
- NAV observations
Drawdown
Path not in current snapshots
n/a
- Average recovery
- 9 days
- 252 recovered episodes
- Longest recovery
- 172 days
- Trough to prior peak
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
10
Vs category
43
Consistency
31
Risk-adjusted
54
Drawdown
77
Mean
43
Decision
Quantitative engine reasons behind the buying stance. An explanation can only restate what is already here.
Monitor
Buying stance
Watch before adding
Recent evidence is mixed. Compare peers before increasing exposure.
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%.
Portfolio
30 Sept 2026 · 50 holdings · top 10 are 66.4%.
- Top 5
- 52.9%
- Top 10
- 66.4%
- Largest holding
- 15.7%
- Effective holdings
- 13.8
GOI Sec 7.18 14/08/2033
Entities
15.7%
GOVERNMENT OF INDIA 37426 GOI 11MY36 6.94 FV RS 100
Entities
13.6%
GOVERNMENT OF INDIA 35031 GOI 07OT34 6.79 FV RS 100
Entities
11.7%
POWER FINANCE CORPORATION LTD. SR 223 7.64 BD 22FB33 FVRS1LAC
Financial
6.8%
Others CBLO
Unspecified
5.1%
Worth investigating
Same-category peers with enough history to inspect beside this fund - including tradeoffs.
BARODA BNP PARIBAS CONSERVATIVE HYBRID FUND
Baroda BNP Paribas Mutual Fund
- 1Y
- +2.4%
- 3Y
- +8.1%
- Vol
- 3.6%
- Max DD
- -4.5%
- Sharpe
- 0.56
- 3Y win
- +29%
- Lower volatility
- Shallower drawdown
- Higher win rate vs category
- Lower TER
- Higher trailing returns
ICICI Prudential Conservative Hybrid Fund
ICICI Prudential Mutual Fund
- 1Y
- +0.9%
- 3Y
- +8.5%
- Vol
- 4.2%
- Max DD
- -8.8%
- Sharpe
- 0.98
- 3Y win
- +86%
- Lower volatility
- Shallower drawdown
- Higher win rate vs category
- Lower TER
- Higher trailing returns
Canara Robeco Conservative Hybrid Fund
Canara Robeco Mutual Fund
- 1Y
- +0.6%
- 3Y
- +7.4%
- Vol
- 4.3%
- Max DD
- -10.2%
- Sharpe
- 0.76
- 3Y win
- +38%
- Lower volatility
- Higher win rate vs category
- Lower TER
- Higher trailing returns
Caveat: Deeper drawdown
Aditya Birla Sun Life Conservative Hybrid Fund
Aditya Birla Sun Life Mutual Fund
- 1Y
- +1.5%
- 3Y
- +8.4%
- Vol
- 5.0%
- Max DD
- -14.2%
- Sharpe
- 0.82
- 3Y win
- +59%
- Higher win rate vs category
- Lower TER
- Higher trailing returns
Caveat: Higher volatility · Deeper drawdown
Kotak Conservative Hybrid Fund
Kotak Mahindra Mutual Fund
- 1Y
- -0.1%
- 3Y
- +8.3%
- Vol
- 4.8%
- Max DD
- -11.8%
- Sharpe
- 0.87
- 3Y win
- +95%
- Higher win rate vs category
- Lower TER
- Higher trailing returns
Caveat: Higher volatility · Deeper drawdown