MF Gyan
hybridLow risk14 years oldSteady vs its 3-year pace

Axis Conservative Hybrid Fund - Direct Plan - Quarterly 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 21 Jan 2013.

Latest price per unit
₹12.844
▲ 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
₹97.6k
▼ ₹2.4k loss · -2.4% / year
Invested 3 years ago
₹96.1k
▼ ₹3.9k loss · -1.3% / year
Invested 5 years ago
₹90.8k
▼ ₹9.2k loss · -1.9% / 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₹1.76 L
Gain / loss-₹3.7k
XIRR (annualised)-1.41%
Looking forward · hypothetical
You would invest₹1.80 L
Would become*₹1.76 L
Projected gain*+-₹3.9k
*at this fund's historical rate of -1.41% 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
-2.43%median 0.24% (-2.67%)
Rank #20 of 28Beats 30% of peers
3-year return
-1.30%median 2.53% (-3.83%)
Rank #28 of 28Beats 0% of peers
5-year return
-1.90%median 2.15% (-4.06%)
Rank #28 of 28Beats 0% of peers
Bumpiness (3Y)
5.40%median 4.48% (+0.92%)
Rank #25 of 28Less risky than 11% of peers
Worst-ever drop
-15.38%median -14.44% (-0.94%)
Rank #14 of 28Less risky than 52% 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. 3 of last 7 years were positive.

+6%
2020
+4%
2021
-6%
2022
-1%
2023
-1%
2024
+2%
2025
-3%
2026
Best year
2020 · 5.90%
Worst year
2022 · -5.87%

Price over time

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

Bumpiness & worst drops

Day-to-day bumpiness
5.4%

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

Worst drop ever
-15.38%

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 - Quarterly Option against other hybrid funds.

Technical details (for the pros)
CAGR — 1 year-2.43%
CAGR — 3 years-1.30%
CAGR — 5 years-1.90%
CAGR — since launch1.37%
Volatility — 1 year (annualised)4.88%
Volatility — 3 years (annualised)5.40%
Max drawdown — 1 year-6.31%
Max drawdown — 3 years-8.74%
Sharpe ratio — 1 year (rf=6%)-1.75
Sharpe ratio — 3 years (rf=6%)-1.36

Fund info

Fund house
Axis Mutual Fund
Category
Hybrid Schemes - Conservative Hybrid Fund
Plan
Direct
Option
—
ISIN (Growth)
INF846K01ED2
ISIN (Div re-invest)
INF846K01EE0
Fund code
120479
First price on record
21 Jan 2013 · 3,293 daily prices

About Axis Conservative Hybrid Fund - Direct Plan - Quarterly Option

Axis Conservative Hybrid Fund - Direct Plan - Quarterly Option is a Hybrid Schemes - Conservative Hybrid Fund offered by Axis Mutual Fund under the Direct. It has approximately 14 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 - Quarterly Option is ₹12.8440 (as of 1 Sep 2026). Historically, it has delivered -2.43% over the last year, -1.30% CAGR over 3 years, -1.90% 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 5.4% annualised volatility — a "low" level of bumpiness; its deepest peak-to-trough fall on record was 15.4%. 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 - Quarterly Option?+

The latest NAV of Axis Conservative Hybrid Fund - Direct Plan - Quarterly Option is ₹12.8440 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 - Quarterly Option?+

Axis Conservative Hybrid Fund - Direct Plan - Quarterly Option has delivered 1-year return -2.43%, 3-year CAGR -1.30%, 5-year CAGR -1.90%, since-inception CAGR 1.37%. Returns are historical and don't predict future performance — markets move in cycles.

What category does Axis Conservative Hybrid Fund - Direct Plan - Quarterly Option belong to?+

Axis Conservative Hybrid Fund - Direct Plan - Quarterly 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 - Quarterly Option?+

Based on its 3-year annualised volatility of 5.4%, Axis Conservative Hybrid Fund - Direct Plan - Quarterly 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 - Quarterly Option a direct plan?+

Axis Conservative Hybrid Fund - Direct Plan - Quarterly Option is a Direct plan (no distributor commission — lower expense ratio).

How old is Axis Conservative Hybrid Fund - Direct Plan - Quarterly Option?+

Axis Conservative Hybrid Fund - Direct Plan - Quarterly Option has NAV history available from 21 Jan 2013 — approximately 14 years of track record and 3,293 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.