Aeterna Wealth
Conservative Hybrid · Regular plan · Growth

Axis Conservative Hybrid Fund (Regular)

Axis Mutual Fund · benchmark: 20% Nifty 50 TRI + 80% bond funds · 16.3 years old · AMFI code 112924

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
Track-record rating: 16 of 17 in Conservative Hybrid

C (bottom 30%), score 18.0 out of 100. Describes the past, not a forecast.

Returns against the index

PeriodFundIndex (TRI)DifferenceRank in category
6 months1.9%2.9%-1.1%12 / 17
1 year1.1%3.1%-2.1%15 / 17
3 years (a year)5.8%7.5%-1.7%15 / 17
5 years (a year)4.7%6.4%-1.7%16 / 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

Volatility, 3Y3.9%
Max fall, 5Y-6.4%
Up capture, 3Y96
Down capture, 3Y146
Information ratio, 3Y-1.25
Jensen's alpha, 3Y-1.7%
Beta, 3Y1.10
Sharpe, 3Y-0.17

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 (Regular plan)?

₹30.73 on 6 Nov 2026 (Growth option).

What is the expense ratio of Axis Conservative Hybrid Fund (Regular)?

2.15% a year; the Direct plan's is 1.16%.

What return has Axis Conservative Hybrid Fund given over 3 years?

5.8% a year (Regular plan) over the 3 years to 6 Nov 2026, against 7.5% 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: 16 of 17 Regular 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.