Axis Conservative Hybrid Fund - Direct Plan - Half Yearly
Axis Mutual Fund Hybrid Conservative Hybrid Fund
Expense Ratio
0.99%
AUM
₹7.33 Lakh
Plan Type
Direct
Market Cap
NA
Risk Level
Moderate
Performance Analysis
NAV trends and returns overview
Returns Performance
Compound Annual Growth Rate (CAGR) across different periods
1 Month
-10.57%
Poor
6 Months
-2.19%
Poor
1 Year
+1.63%
Poor
3 Years
+2.59%
Poor
5 Years
+2.14%
Poor
AUM Growth Analysis
Assets under management trends and growth patterns
Quarterly AUM Trend
Last 20 quarters
AUM Metrics
Key indicators
Current AUM
₹7.33 Lakh
Recent Trend
Growing
Stability Score
4.2
Growth Assessment
Declining
Growth Performance
Historical returns
1Y
Annual Growth
-5.66%
3Y
3Y CAGR
-7.22%
5Y
5Y CAGR
+61.81%
Growth Assessment: Declining
• Temporary outflows - monitor performance
• Monitor flow patterns for liquidity risk
Risk Analysis
Volatility metrics and risk assessment indicators
Risk level: Low - Stable investment with occasional price movements
Volatility
5.30%
Annualized standard deviation
Sharpe Ratio
-0.493
Very Poor - Risk-adjusted return
Max Drawdown
-9.70%
Low - Worst decline
Consistency
61.9%
Performance consistency
Volatility Breakdown
Daily Volatility
0.33%
Average daily price movement
Annualized Volatility
5.30%
Expected annual price range
Risk Assessment Guide
• Volatility: Higher volatility means greater price fluctuations and investment risk
• Sharpe Ratio: Higher values indicate better risk-adjusted returns (>1.0 is good)
• Max Drawdown: Shows the largest peak-to-trough decline in value
• Consistency: Higher percentages indicate more predictable performance