Axis Children's Fund vs Axis Conservative Hybrid Fund
Direct Plan, Growth option · Data as on 30-10-2026
Axis Children's Fund is a Solution fund and Axis Conservative Hybrid Fund is a Conservative Hybrid fund. In the 3 years to 30-10-2026, Axis Children's Fund (Direct) returned 8.8% a year and Axis Conservative Hybrid Fund (Direct) returned 6.5% a year. Axis Children's Fund charges 1.49% a year and Axis Conservative Hybrid Fund 1.16% (Direct plans). Their portfolios overlap 26.1%: they hold 33 of the same securities.
Axis Conservative Hybrid Fund
Conservative Hybrid
- 3 year return
- 6.5%
- Expense ratio
- 1.16%
- NAV
- ₹35.59
Which is better, Axis Children's or Axis Conservative Hybrid? Key differences
It depends on what you want from the fund. These are the differences in numbers, from the data on this page.
- Axis Conservative Hybrid returned more over 5 years: 5.7% a year against 5.5%.
- Axis Children's returned more over 3 years: 8.8% a year against 6.5%.
- Axis Conservative Hybrid costs less: 1.16% a year against 1.49% (Direct plans).
- Axis Conservative Hybrid swung less over 3 years: a standard deviation of 3.4% a year against 10.1%.
- Axis Conservative Hybrid fell less in its worst fall since 14-12-2015: −9.4% against −27.1%.
- Axis Children's holds more in large companies: 49.3% of the fund in large caps against 17.9%.
- Axis Children's is the larger fund: ₹863 Cr against ₹217 Cr.
- Their portfolios overlap 26.1%: 33 of the same holdings.
Past returns do not promise future returns. This page is information, not investment advice.
Key facts
From each fund's scheme summary document and AMFI
| Fact | Axis Children's Fund | Axis Conservative Hybrid Fund |
|---|---|---|
| Fund house | Axis Mutual Fund | Axis Mutual Fund |
| Category | Solution | Conservative Hybrid |
| AUM | ₹863 Cr (30-09-2026) | ₹217 Cr (30-09-2026) |
| NAV | ₹29.19 (Direct) | ₹35.59 (Direct) |
| Expense ratio (Direct) | 1.49% | 1.16% |
| Expense ratio (Regular) | 2.39% | 2.15% |
| Riskometer | Very High | Moderately High |
| Benchmark | NIFTY 50 Hybrid Composite Debt 65:35 Index | Nifty 50 Hybrid Composite Debt 15:85 Conservative Index |
| Launch date | 08-12-2015 | 16-07-2010 |
| Minimum investment | ₹5,000 | ₹500 |
| Lock in | 5 years, or until the child turns 18 if earlier | None |
| Fund managers | Jayesh Sundar, Devang Shah, Hardik Shah, Krishnaa N | Devang Shah, Sachin Jai, Jayesh Sundar |
| Exit load | Exit Load - Under Compulsory Lock-in: No exit load post lock-in period. Under No Lock-in: An Exit Load of 3% is payable if Units are redeemed / switched-out upto 1 year from the date of allotment, An Exit Load of 2% is payable if Units are redeemed / switched-out after 1 year and upto 2 years from the date of allotment An Exit Load of 1% is payable if Units are redeemed / switched-out after 2 years and upto 3 years from the date of allotment Nil if Units are redeemed / switched-out after 3 years from the date of allotment. | Exit Load for units in excess of 10% of the investment,1% will be charged for redemption within 1 months. |
Axis Children's vs Axis Conservative Hybrid: Returns Comparison
Returns as on 30-10-2026. Up to one year they are absolute returns. Longer periods are a rate per year.
| Fund | 1M | 3M | 6M | 1Y | 3Y | 5Y | 10Y |
|---|---|---|---|---|---|---|---|
| Axis Children's Fund (Direct) | +0.04% | −3.31% | +0.04% | −3.95% | +8.75% | +5.45% | +10.17% |
| Axis Conservative Hybrid Fund (Direct) | −0.01% | −1.82% | +0.41% | −0.11% | +6.52% | +5.66% | +7.13% |
| Conservative Hybrid average | −0.46% | −1.48% | +0.87% | +1.02% | +7.61% | +7.13% | +7.52% |
Category average: the average of the 18 Conservative Hybrid funds, same plan type.
Axis Children's vs Axis Conservative Hybrid: Year-wise Returns
| Year | Children'sAxis Children's | Conservative HybridAxis Conservative Hybrid |
|---|---|---|
| 2026to date | −3.55% | −1.12% |
| 2025 | +6.17% | +8.03% |
| 2024 | +15.66% | +8.89% |
| 2023 | +14.72% | +9.91% |
| 2022 | −6.22% | +1.86% |
| 2021 | +28.04% | +11.91% |
Axis Children's vs Axis Conservative Hybrid: Rolling Returns
Every holding period of both funds
Rolling returns
Every 3-year holding period, 1,948 of them, one for each trading day from 14-12-2018 to 30-10-2026: the yearly return (CAGR) of each, plotted on the day it ended. One lucky or unlucky start day cannot flatter or hide a fund.
Axis Children's Fund (Direct)
Axis Conservative Hybrid Fund (Direct)
to
Aug 2019Dec 2017
to
Dec 2020Apr 2019
to
Apr 2022Aug 2020
to
Aug 2023Dec 2021
to
Dec 2024Mar 2023
to
Mar 2026
How the periods spread
| Fund | Below 0% | 0-5% | 5-10% | 10-15% | 15-20% | 20-25% | Above 25% | Mean | Median | Lowest | Highest |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Axis Children's | 0.0 | 2.7 | 26.3 | 54.2 | 13.4 | 3.4 | 0.0 | 11.8% | 11.2% | 1.0% | 22.8% |
| Axis Conservative Hybrid | 0.0 | 4.9 | 85.2 | 9.9 | 0.0 | 0.0 | 0.0 | 8.0% | 8.0% | 3.0% | 11.9% |
The table shows the % of periods in each return band; a darker cell holds more of them. Lumpsum: the yearly rate (CAGR) from a period's first NAV to its last. SIP: the XIRR of the monthly instalments. Every fund is measured over the days all of them have, from 14-12-2015. Past returns do not promise future returns.
Axis Children's vs Axis Conservative Hybrid: SIP and Lumpsum Returns
What the same monthly or one-time investment would be worth in each fund today, from their own NAV history
Growth of an investment
₹10,000 on the first trading day of every month, from 14-12-2015 to 30-10-2026: 131 instalments, ₹13,10,000 in all.
| Investment | Invested | Value now | Gain | Return a year |
|---|---|---|---|---|
| Axis Children'sAxis Children's Fund (Direct) | ₹13,10,000 | ₹22,66,409 | ₹9,56,409 | 9.7% |
| Axis Conservative HybridAxis Conservative Hybrid Fund (Direct) | ₹13,10,000 | ₹19,40,923 | ₹6,30,923 | 7.0% |
Axis Children'sAxis Children's Fund (Direct)
Axis Conservative HybridAxis Conservative Hybrid Fund (Direct)
Amount invested
From each plan's published NAV (Growth option), over the same days. Return a year: XIRR for a SIP, CAGR for a lumpsum, shown for a year or more. It does not include exit load, stamp duty or tax. Past returns do not promise future returns.
Axis Children's vs Axis Conservative Hybrid: Risk and Drawdowns
How much each fund swings, and the worst fall over the same days
Risk and return
| Measure | Axis Children's Fund (Direct) | Axis Conservative Hybrid Fund (Direct) |
|---|---|---|
| Return (CAGR) | −3.95% | −0.11% |
| Standard deviation | 10.34% | 3.51% |
| Sharpe ratio | -0.89 | -1.53 |
| Sortino ratio | -1.19 | -2.01 |
| Maximum drawdown | −10.4% (30-03-2026) | −3.5% (30-03-2026) |
| Beta | -- | -- |
| Alpha | -- | -- |
From daily NAVs, 30-10-2025 to 30-10-2026. Standard deviation: how much the daily value swings, scaled to a year. Sharpe: return above the risk-free rate (NSE's overnight rate index) per unit of swing. Sortino: the same, counting only the falls. Beta and alpha compare each fund with its own benchmark's TRI.
| Measure | Axis Children's Fund (Direct) | Axis Conservative Hybrid Fund (Direct) |
|---|---|---|
| Return (CAGR) | +8.75% | +6.52% |
| Standard deviation | 10.11% | 3.42% |
| Sharpe ratio | 0.27 | 0.14 |
| Sortino ratio | 0.37 | 0.20 |
| Maximum drawdown | −12.3% (28-02-2025) | −3.5% (30-03-2026) |
| Beta | -- | -- |
| Alpha | -- | -- |
From daily NAVs, 30-10-2023 to 30-10-2026. Standard deviation: how much the daily value swings, scaled to a year. Sharpe: return above the risk-free rate (NSE's overnight rate index) per unit of swing. Sortino: the same, counting only the falls. Beta and alpha compare each fund with its own benchmark's TRI.
| Measure | Axis Children's Fund (Direct) | Axis Conservative Hybrid Fund (Direct) |
|---|---|---|
| Return (CAGR) | +5.45% | +5.66% |
| Standard deviation | 10.29% | 3.53% |
| Sharpe ratio | -0.03 | -0.04 |
| Sortino ratio | -0.05 | -0.05 |
| Maximum drawdown | −18.2% (17-06-2022) | −5.9% (17-06-2022) |
| Beta | -- | -- |
| Alpha | -- | -- |
From daily NAVs, 29-10-2021 to 30-10-2026. Standard deviation: how much the daily value swings, scaled to a year. Sharpe: return above the risk-free rate (NSE's overnight rate index) per unit of swing. Sortino: the same, counting only the falls. Beta and alpha compare each fund with its own benchmark's TRI.
| Measure | Axis Children's Fund (Direct) | Axis Conservative Hybrid Fund (Direct) |
|---|---|---|
| Return (CAGR) | +10.33% | +8.34% |
| Standard deviation | 10.97% | 4.26% |
| Sharpe ratio | 0.44 | 0.54 |
| Sortino ratio | 0.59 | 0.71 |
| Maximum drawdown | −27.1% (23-03-2020) | −9.4% (23-03-2020) |
| Beta | -- | -- |
| Alpha | -- | -- |
From daily NAVs, 14-12-2015 to 30-10-2026. Standard deviation: how much the daily value swings, scaled to a year. Sharpe: return above the risk-free rate (NSE's overnight rate index) per unit of swing. Sortino: the same, counting only the falls. Beta and alpha compare each fund with its own benchmark's TRI.
Drawdowns
How far below its previous high each one was on every day: the falls an investor had to sit through. 0% means it was at a new high.
Axis Children's Fund (Direct)
Axis Conservative Hybrid Fund (Direct)
| Fund | Worst fall | High before it | Bottom | Back at the high | Time to climb back | Below its high today |
|---|---|---|---|---|---|---|
| Axis Children's Fund (Direct) | −27.1% | 12-02-2020 | 23-03-2020 | 05-11-2020 | 7 months | −5.1% |
| Axis Conservative Hybrid Fund (Direct) | −9.4% | 13-02-2020 | 23-03-2020 | 22-06-2020 | 3 months | −2.4% |
From daily values since 14-12-2015, the first day every fund has.
Rolling standard deviation
Whether the swings have grown or calmed over time: the standard deviation of daily changes over every 1-year window, scaled to a year, plotted on the window's last day. Higher means a bumpier ride.
Axis Children's Fund (Direct)
Axis Conservative Hybrid Fund (Direct)
Whether the swings have grown or calmed over time: the standard deviation of daily changes over every 3-year window, scaled to a year, plotted on the window's last day. Higher means a bumpier ride.
Axis Children's Fund (Direct)
Axis Conservative Hybrid Fund (Direct)
Whether the swings have grown or calmed over time: the standard deviation of daily changes over every 5-year window, scaled to a year, plotted on the window's last day. Higher means a bumpier ride.
Axis Children's Fund (Direct)
Axis Conservative Hybrid Fund (Direct)
Axis Children's vs Axis Conservative Hybrid: Portfolio Overlap
From each fund's latest monthly portfolio: Axis Children's Fund, September 2026; Axis Conservative Hybrid Fund, September 2026
Holdings in common
- Overlap
- 26.1%
- Held by both
- 33
- Only in Axis Children's
- 80
- Only in Axis Conservative Hybrid
- 15
| Security | % of Axis Children's | % of Axis Conservative Hybrid |
|---|---|---|
| 7.18% Government of India (14/08/2033) | 4.07% | 15.71% |
| 7.1% Government of India (08/04/2034) | 8.67% | 2.30% |
| Reliance Industries Limited | 4.50% | 1.76% |
| ICICI Bank Limited | 4.81% | 1.59% |
| HDFC Bank Limited | 4.36% | 1.51% |
| 5% GMR Airports Limited (13/02/2027) | 1.48% | 2.45% |
| 7.64% Power Finance Corporation Limited (22/02/2033) | 1.14% | 6.82% |
| Infosys Limited | 1.76% | 1.12% |
| Cholamandalam Investment and Finance Company Ltd | 1.41% | 1.12% |
| NTPC Limited | 1.37% | 0.91% |
| Kotak Mahindra Bank Limited | 2.20% | 0.90% |
| Bharti Airtel Limited | 2.15% | 0.84% |
| State Bank of India | 2.11% | 0.84% |
| Divi's Laboratories Limited | 1.30% | 0.63% |
| Larsen & Toubro Limited | 1.95% | 0.55% |
| Mahindra & Mahindra Limited | 2.04% | 0.54% |
| Apollo Hospitals Enterprise Limited | 1.29% | 0.49% |
| HDFC Life Insurance Company Limited | 0.71% | 0.49% |
| Britannia Industries Limited | 0.67% | 0.47% |
| Titan Company Limited | 0.56% | 0.47% |
| LTM Limited | 0.47% | 0.44% |
| Cipla Limited | 0.44% | 1.01% |
| Axis Bank Limited | 1.28% | 0.33% |
| Sun Pharmaceutical Industries Limited | 0.77% | 0.28% |
| ITC Limited | 0.28% | 0.51% |
| Tech Mahindra Limited | 0.45% | 0.24% |
| Tata Consultancy Services Limited | 0.46% | 0.22% |
| Bajaj Finance Limited | 1.62% | 0.18% |
| Hindustan Unilever Limited | 0.27% | 0.15% |
| InterGlobe Aviation Limited | 0.80% | 0.14% |
| 6.19% Government of India (16/09/2034) | 0.55% | 0.09% |
| HCL Technologies Limited | 0.10% | 0.09% |
| Tata Motors Ltd | 0.28% | 0.03% |
Overlap: for each holding both funds own, the smaller of its two weights, added up. 26.1% means 26.1% of each fund's money sits in positions the other also holds. Matched by ISIN. Cash and hedged positions are left out.
Largest holdings only in Axis Children's Fund
| Security | % of fund |
|---|---|
| 8.4% Muthoot Finance Limited (28/08/2028) | 2.30% |
| Eternal Limited | 1.40% |
| PNB Housing Finance Limited | 1.21% |
| 7.48% National Bank For Agriculture and Rural Development (15/09/2028) | 1.15% |
| 8.20% Adani Power Limited (25/01/2029) | 1.15% |
Largest holdings only in Axis Conservative Hybrid Fund
| Security | % of fund |
|---|---|
| 6.94% Government of India (11/05/2036) | 13.59% |
| 6.79% Government of India (07/10/2034) | 11.70% |
| 7.18% Government of India (24/07/2037) | 4.13% |
| Bamboo Hotel And Global Centre (Delhi) Private limited (31/01/2028) | 2.31% |
| Muthoot Finance Limited (26/07/2029) (FRN) | 2.30% |
Asset and sector split
Share of each fund, from its latest monthly portfolio
Asset allocation
| Asset | Axis Children's | Axis Conservative Hybrid |
|---|---|---|
| Equity | 70.0% | 18.0% |
| Debt | 27.1% | 74.4% |
| Cash and others | 2.8% | 7.6% |
Market cap of stocks
| Market cap | Axis Children's | Axis Conservative Hybrid |
|---|---|---|
| Large Cap | 49.3% | 17.9% |
| Mid Cap | 9.5% | 0.0% |
| Small Cap | 11.2% | 0.0% |
Share of the whole fund. Groups follow AMFI's latest list: Large Cap is the 100 largest companies, Mid Cap the next 150, Small Cap the rest.
Largest sectors
| Sector | Axis Children's | Axis Conservative Hybrid |
|---|---|---|
| Banks | 15.2% | 5.2% |
| Finance | 5.6% | 1.3% |
| Petroleum Products | 4.5% | 1.8% |
| IT - Software | 4.1% | 2.1% |
| Auto Components | 3.5% | 0.0% |
| Pharmaceuticals & Biotechnology | 3.5% | 1.9% |
| Power | 2.0% | 0.9% |
The six largest sectors of each fund's stocks, % of the fund.
Axis Children's vs Axis Conservative Hybrid: Expense Ratio
What each plan charges a year, from AMFI's expense ratio file
| Charge | Axis Children's Fund | Axis Conservative Hybrid Fund |
|---|---|---|
| Total expense ratio (Direct) | 1.49% | 1.16% |
| Base expense ratio (Direct) | 1.21% | 0.98% |
| Total expense ratio (Regular) | 2.39% | 2.15% |
| Base expense ratio (Regular) | 1.98% | 1.85% |
The expense ratio comes out of the fund's assets every day, so every return on this page is already after it. Base expense ratio: the fund house's own fee. The total adds brokerage, transaction costs, and levies with GST.
More comparisons
Each fund against the others of its category
Compare Axis Conservative Hybrid with
- Axis Conservative Hybrid vs Parag Parikh Conservative Hybrid
- Axis Conservative Hybrid vs HSBC Conservative Hybrid
- Axis Conservative Hybrid vs ICICI Prudential Conservative Hybrid
- Axis Conservative Hybrid vs Nippon India Conservative Hybrid
- Axis Conservative Hybrid vs Aditya Birla Sun Life Conservative Hybrid
Axis Children's Fund vs Axis Conservative Hybrid Fund: Frequently Asked Questions
What is the difference between Axis Children's Fund and Axis Conservative Hybrid Fund?
Axis Children's Fund is a Solution fund, Axis Conservative Hybrid Fund is a Conservative Hybrid fund, run by Axis Mutual Fund. Their portfolios overlap 26.1%. Axis Children's Fund charges 1.49% a year and Axis Conservative Hybrid Fund 1.16%.
Which has given higher returns, Axis Children's Fund or Axis Conservative Hybrid Fund?
Over 1 year: Axis Children's Fund −3.95%, Axis Conservative Hybrid Fund −0.11%. Over 3 years: Axis Children's Fund +8.75% a year, Axis Conservative Hybrid Fund +6.52% a year. Over 5 years: Axis Children's Fund +5.45% a year, Axis Conservative Hybrid Fund +5.66% a year. As on 30-10-2026. Past returns do not promise future returns.
Which has the lower expense ratio, Axis Children's Fund or Axis Conservative Hybrid Fund?
Axis Conservative Hybrid Fund charges less: 1.16% a year against 1.49%. These are the Direct plans' total expense ratios reported to AMFI.
How much do Axis Children's Fund and Axis Conservative Hybrid Fund overlap?
26.1%. They hold 33 of the same securities, the largest shared ones being 7.18% Government of India (14/08/2033), 7.1% Government of India (08/04/2034), RELIANCE. From each fund's latest monthly portfolio.
Which is riskier, Axis Children's Fund or Axis Conservative Hybrid Fund?
On SEBI's riskometer, Axis Children's Fund is rated Very High and Axis Conservative Hybrid Fund Moderately High. Over 3 years, the standard deviation of daily returns was 10.11% and 3.42% a year.
Which is better for SIP, Axis Children's Fund or Axis Conservative Hybrid Fund?
Over the last 5 years, a monthly SIP of ₹10,000 from 01-10-2021 to 30-10-2026 grew to ₹7,10,715 in Axis Children's Fund (XIRR 6.0% a year) and ₹7,00,374 in Axis Conservative Hybrid Fund (XIRR 5.4% a year). Both received 61 instalments. Past returns do not promise future returns.
Can I invest in both Axis Children's Fund and Axis Conservative Hybrid Fund?
Yes. 26.1% of each fund's money sits in the same holdings, so some of the two investments would move together.
Who manages Axis Children's Fund and Axis Conservative Hybrid Fund?
Axis Children's Fund: Jayesh Sundar, Devang Shah, Hardik Shah, Krishnaa N. Axis Conservative Hybrid Fund: Devang Shah, Sachin Jai, Jayesh Sundar.
Sources: NAV and expense ratio from AMFI. Holdings from each fund house's monthly portfolio statement. Fund facts from each scheme summary document.
This page is information, not investment advice. Mutual fund investments are subject to market risks; read all scheme related documents carefully. Past returns do not promise future returns. Figures come from AMFI, NSE, BSE and each fund house's own documents.