Axis Conservative Hybrid Fund (Direct)
Axis Mutual Fund · benchmark: 20% Nifty 50 TRI + 80% bond funds · 13.8 years old · AMFI code 120480
Tax: Taxed at your income-tax slab rate on all gains, however long you hold (more than 65% of the fund is in debt).
C (bottom 30%), score 26.4 out of 100. Describes the past, not a forecast.
Returns against the index
| Period | Fund | Index (TRI) | Difference | Rank in category |
|---|---|---|---|---|
| 6 months | 2.4% | 3.0% | -0.7% | 9 / 17 |
| 1 year | 2.2% | 3.4% | -1.2% | 15 / 17 |
| 3 years (a year) | 7.1% | 7.8% | -0.7% | 15 / 17 |
| 5 years (a year) | 6.0% | 6.7% | -0.7% | 15 / 16 |
Growth option, point to point to 6 Nov 2026; periods over a year are annualised (CAGR). Index returns use the total-return index, which includes dividends.
Risk
Portfolio
Holdings for this scheme are not available yet; its rating uses the track record only.
Common questions
What is the NAV of Axis Conservative Hybrid Fund (Direct plan)?
₹36.46 on 6 Nov 2026 (Growth option).
What is the expense ratio of Axis Conservative Hybrid Fund (Direct)?
1.16% a year; the Regular plan's is 2.15%.
What return has Axis Conservative Hybrid Fund given over 3 years?
7.1% a year (Direct plan) over the 3 years to 6 Nov 2026, against 7.8% for its composite benchmark (20% Nifty 50 TRI + 80% bond funds).
How is Axis Conservative Hybrid Fund taxed?
Taxed at your income-tax slab rate on all gains, however long you hold (more than 65% of the fund is in debt).
How is Axis Conservative Hybrid Fund rated?
C: 15 of 17 Direct plans in Conservative Hybrid, on its track record. This describes the past and is not a recommendation.
Data as of 8 Nov 2026: NAVs from AMFI, index data from NSE Indices, portfolios from Axis Mutual Fund's monthly disclosure. Updated every weekday. Read the scheme documents before investing.