MF Gyan
hybridLow risk13 years oldCooling recently (last 6m ≈ -4% p.a.)

Axis Conservative Hybrid Fund - Direct Plan - Half Yearly IDCW Option

Combines equity and debt in one fund. Aims for a smoother ride than pure equity funds. From Axis Mutual Fund. It's been running since 5 Jul 2013.

Latest price per unit
₹13.4783
▲ 0.06% today
As of 1 Sep 2026 · updated once each business day

What ₹1 lakh would have become

Based on past returns
Invested 1 year ago
₹98.5k
▼ ₹1.5k loss · -1.5% / year
Invested 3 years ago
₹1.05 L
▲ ₹4.6k gain · 1.5% / year
Invested 5 years ago
₹1.03 L
▲ ₹2.6k gain · 0.5% / year

These are calculations from the fund's past prices, not a prediction. Real future returns can and often do differ.

SIP simulator

Play with a monthly investment

Slide the amount and switch the duration. Left column uses real past prices. Right column projects forward using this fund's historical rate — a calculation, not a prediction.

₹5.0k
Looking back · real
You would have invested₹1.80 L
Value today₹1.82 L
Gain / loss+₹1.7k
XIRR (annualised)0.65%
Looking forward · hypothetical
You would invest₹1.80 L
Would become*₹1.82 L
Projected gain*+₹1.8k
*at this fund's historical rate of 0.65% per year. Actual future returns can be different — sometimes very different.
Value Cumulative invested
Reality check. The backward SIP is real math on real past NAVs. The forward projection assumes the fund keeps up its historical rate — which rarely happens exactly. Past performance is not a promise. MF Gyan does not recommend any specific investment.
How it compares to peers

Vs 27 other funds in Hybrid Schemes - Conservative Hybrid Fund

Same plan
1-year return
-1.52%median 0.24% (-1.76%)
Rank #17 of 28Beats 41% of peers
3-year return
1.52%median 2.53% (-1.01%)
Rank #18 of 28Beats 37% of peers
5-year return
0.52%median 2.15% (-1.63%)
Rank #21 of 28Beats 26% of peers
Bumpiness (3Y)
5.18%median 4.48% (+0.70%)
Rank #21 of 28Less risky than 26% of peers
Worst-ever drop
-17.62%median -14.44% (-3.18%)
Rank #10 of 28Less risky than 67% of peers

Descriptive rankings within the same category and plan. Not a recommendation — one fund beating another historically does not mean it will continue to do so.

Year by year

Calendar-year returns. 5 of last 7 years were positive.

+10%
2020
+7%
2021
-4%
2022
+3%
2023
+3%
2024
+3%
2025
-2%
2026
Best year
2020 · 9.67%
Worst year
2022 · -4.33%

Price over time

How the per-unit price has moved. Tap a range to zoom in.

Bumpiness & worst drops

Day-to-day bumpiness
5.2%

The value swings roughly 5% up or down in a typical year. Finance-speak calls this volatility.

Worst drop ever
-17.62%

A lump sum invested at the previous peak would have temporarily lost about this much before recovering. Finance-speak calls this max drawdown.

Similar funds you might want to look at

Same category, same plan, sorted by 3-year return. Not recommendations — just neighbours.

Head-to-head comparisons

Side-by-side comparisons of Axis Conservative Hybrid Fund - Direct Plan - Half Yearly IDCW Option against other hybrid funds.

Technical details (for the pros)
CAGR — 1 year-1.52%
CAGR — 3 years1.52%
CAGR — 5 years0.52%
CAGR — since launch2.02%
Volatility — 1 year (annualised)5.43%
Volatility — 3 years (annualised)5.18%
Max drawdown — 1 year-6.50%
Max drawdown — 3 years-7.12%
Sharpe ratio — 1 year (rf=6%)-1.39
Sharpe ratio — 3 years (rf=6%)-0.86

Fund info

Fund house
Axis Mutual Fund
Category
Hybrid Schemes - Conservative Hybrid Fund
Plan
Direct
Option
IDCW
ISIN (Growth)
INF846K01EB6
ISIN (Div re-invest)
INF846K01EC4
Fund code
120478
First price on record
5 Jul 2013 · 3,184 daily prices

About Axis Conservative Hybrid Fund - Direct Plan - Half Yearly IDCW Option

Axis Conservative Hybrid Fund - Direct Plan - Half Yearly IDCW Option is a Hybrid Schemes - Conservative Hybrid Fund offered by Axis Mutual Fund under the Direct plan with the IDCW option. It has approximately 13 years of NAV track record. The fund falls in the hybrid category — Combines equity and debt in one fund. Aims for a smoother ride than pure equity funds.

The current NAV of Axis Conservative Hybrid Fund - Direct Plan - Half Yearly IDCW Option is ₹13.4783 (as of 1 Sep 2026). Historically, it has delivered -1.51% over the last year, 1.52% CAGR over 3 years, 0.52% CAGR over 5 years. Returns are historical and don't predict future performance.

Over the last three years, the fund's prices have moved with 5.2% annualised volatility — a "low" level of bumpiness; its deepest peak-to-trough fall on record was 17.6%. Being mentally prepared for drawdowns of this size is what separates long-term investors from reactive traders.

Frequently asked

What is the latest NAV of Axis Conservative Hybrid Fund - Direct Plan - Half Yearly IDCW Option?+

The latest NAV of Axis Conservative Hybrid Fund - Direct Plan - Half Yearly IDCW Option is ₹13.4783 as of 1 Sep 2026, up 0.06% from the previous day. NAV is updated once a business day after the market close.

What are the returns of Axis Conservative Hybrid Fund - Direct Plan - Half Yearly IDCW Option?+

Axis Conservative Hybrid Fund - Direct Plan - Half Yearly IDCW Option has delivered 1-year return -1.51%, 3-year CAGR 1.52%, 5-year CAGR 0.52%, since-inception CAGR 2.02%. Returns are historical and don't predict future performance — markets move in cycles.

What category does Axis Conservative Hybrid Fund - Direct Plan - Half Yearly IDCW Option belong to?+

Axis Conservative Hybrid Fund - Direct Plan - Half Yearly IDCW Option is categorised as Hybrid Schemes - Conservative Hybrid Fund. Combines equity and debt in one fund. Aims for a smoother ride than pure equity funds.

How risky is Axis Conservative Hybrid Fund - Direct Plan - Half Yearly IDCW Option?+

Based on its 3-year annualised volatility of 5.2%, Axis Conservative Hybrid Fund - Direct Plan - Half Yearly IDCW Option sits in the "low" risk bucket. Volatility measures how much prices swing — higher means bigger ups and downs along the way.

Is Axis Conservative Hybrid Fund - Direct Plan - Half Yearly IDCW Option a direct plan?+

Axis Conservative Hybrid Fund - Direct Plan - Half Yearly IDCW Option is a Direct plan (no distributor commission — lower expense ratio) with the IDCW option (periodic distributions, taxable at your slab rate).

How old is Axis Conservative Hybrid Fund - Direct Plan - Half Yearly IDCW Option?+

Axis Conservative Hybrid Fund - Direct Plan - Half Yearly IDCW Option has NAV history available from 5 Jul 2013 — approximately 13 years of track record and 3,184 daily NAV observations.

Numbers are computed from stored daily prices from mfapi.in/AMFI. This is descriptive analytics, not investment advice. Past performance is not indicative of future returns.