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Axis Conservative Hybrid Fund - Direct Plan - Quarterly
★★★★★ TopFund est.
TopFund Score (fallback rating)
- Calculated by: TopFund — used only when no third-party rating exists for this fund
- Formula: 3-year trailing return percentile within category, adjusted ±1 star for expense ratio
- Refresh frequency: Whenever TopFund re-syncs this fund's data
- Limitations: A simplified 2-factor estimate, not equivalent to a rating agency's full analysis
TopFund Score: 78/100 · Good
How this score is calculated
- Star rating (35%)5/5
- 3Y CAGR (30%)9.64%
- Expense ratio (20%)0.47%
- AUM (15%)₹18 Cr
Not investment advice — an analytical read of public fund data. Methodology →
Axis Mutual Fund · Hybrid · Conservative Hybrid
₹38.14
AUM: ₹18 Cr
NAV updated 22 days ago
Plan
Direct
Option
Growth
Risk
High
Expense Ratio
0.47%
Exit Load
Exit load of 1% if redeemed within 1 year.
Fund Manager
Shravan Kumar Sreenivasula
Inception
Jan 2013
Benchmark
CRISIL Hybrid 85+15 Conservative Index
Sharpe Ratio
-1.78
Std Dev (1Y)
4.66%
Historical Returns (CAGR)
Annualized trailing returns computed from NAV history — past performance only, not a guarantee of future results.
1m
-0.02%
3m
+3.11%
6m
+3.47%
1y
+5.49%
3y
+9.64%
5y
+8.87%
10y
+8.98%
since inception
+1.36%
TopFund's Take on Axis Conservative Hybrid Fund - Direct Plan - Quarterly
Axis Conservative Hybrid Fund - Direct Plan - Quarterly holds up reasonably well within the Conservative Hybrid category, backed by a 5-star rating. It has delivered steady, if unspectacular, returns over a full market cycle. TopFund's composite Health Score, which weighs rating, 3-year CAGR, expense ratio and fund size, puts it at 78/100.
Cost: At 0.47%, the expense ratio is meaningfully cheaper — about 43% below the Conservative Hybrid category average of 0.83% (based on 131 comparable funds). Lower costs compound in your favour over long holding periods.
Risk-adjusted performance: Over the trailing 1-year period, the fund shows a negative Sharpe ratio of -1.78 — over the past year, returns haven't kept pace with the volatility involved, even before accounting for the risk-free rate. Separately, annualised volatility of 4.66% is on the lower side for a Conservative Hybrid fund, suggesting a comparatively smoother ride.
Who should invest: This fund is best suited to investors who want a single fund blending equity growth with debt-driven stability. The High risk rating means near-term volatility should be expected — this isn't a fund to check daily.
This is an automated, data-driven analysis based on the fund's own metrics and its category peers — not personalized investment advice. Consult a SEBI-registered advisor before investing.
Sector Allocation
Asset Allocation
Fund Snapshot
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Tools & Guides for This Fund
Frequently Asked Questions about Axis Conservative Hybrid Fund - Direct Plan - Quarterly
The current NAV (Net Asset Value) of Axis Conservative Hybrid Fund - Direct Plan - Quarterly is ₹38.14. NAV is updated every business day after market close by AMFI.
1Y: 5.49% · 3Y CAGR: 9.64% · 5Y CAGR: 8.87%
The expense ratio of Axis Conservative Hybrid Fund - Direct Plan - Quarterly is 0.47% per annum. This is the annual fee charged by the fund to manage your investment.
Axis Conservative Hybrid Fund - Direct Plan - Quarterly is managed by Shravan Kumar Sreenivasula at Axis Mutual Fund.
Axis Conservative Hybrid Fund - Direct Plan - Quarterly is classified as a High risk fund. It is suitable for investors with a long-term horizon of 3+ years.
Axis Conservative Hybrid Fund - Direct Plan - Quarterly is a Conservative Hybrid fund. SIP suitability depends on your investment goal and risk profile.
You can start a SIP in Axis Conservative Hybrid Fund - Direct Plan - Quarterly with as little as ₹500 per month through most mutual fund platforms. The minimum lump sum investment is typically ₹1,000.
The Assets Under Management (AUM) of Axis Conservative Hybrid Fund - Direct Plan - Quarterly is ₹18 crore. AUM indicates the total market value of assets managed by the fund.
* Past performance is not indicative of future results. Mutual fund investments are subject to market risks.
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