Aditya Birla Sun Life Conservative Hybrid Fund - Regular Plan - Growth
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Fund Manager: Mr. Mohit Sharma, Mr. Harshil Suvarnkar |
Hybrid: Conservative |
CRISIL Hybrid 85+15 Conservative Index
NAV as on 14-10-2026
AUM as on
Rtn ( Since Inception )
9.01%
Inception Date
May 22, 2004
Expense Ratio
1.8%
Fund Status
Open Ended Schemes
Min. Investment
500
Min. Topup
500
Min. SIP Amount
100
Risk Status
moderately high
Investment Objective : The primary objective of the scheme is to generate regular income so as to make monthly payments or distribution to unit holders, with the secondary objective being growth of capital. There can be no assurance that the Scheme objectives will be realised.
Fund Performance
3 and 6 Months returns are absolute
Returns (%)
| 3 Mon | 6 Mon | 1 Yr | 3 Yrs | 5 Yrs | 10 Yrs | |
|---|---|---|---|---|---|---|
| Fund | -1.33 | 1.06 | 1.51 | 7.23 | 6.57 | 7.1 |
| AK Hybrid Conservative TRI | -3.16 | -1.07 | -2.26 | 6.2 | 5.2 | 7.1 |
| Hybrid: Conservative | -1.15 | 0.88 | 0.9 | 6.5 | 6.24 | 6.62 |
| Rank within Category | 11 | 9 | 7 | 7 | 7 | 6 |
| Number of Funds within Category | 19 | 19 | 19 | 19 | 19 | 18 |
Peer Comparison
| Return (%) | ||||||
|---|---|---|---|---|---|---|
| Scheme Name | AUM (crore) |
Expense Ratio |
1 Yr | 3 Yrs | 5 Yrs | 10 Yrs |
| Aditya Birla Sun Life Conservative Hybrid Fund - Regular Plan - Growth | 1,467.08 | 1.8 | 1.51 | 7.23 | 6.57 | 7.1 |
Yearly Performance (%)
Historical Returns (%)
| 2010 | 2011 | 2012 | 2013 | 2014 | 2015 | 2016 | 2017 | 2018 | 2019 | |
|---|---|---|---|---|---|---|---|---|---|---|
| Fund | 13.12 | 15.52 | -2.16 | 5.83 | 9.23 | 13.36 | 5.33 | 9.62 | 10.47 | 0.93 |
Returns Calculator
Growth of 10000 In SIP (Fund vs Benchmark)
Growth of 10000 In LUMPSUM (Fund vs Benchmark)
Rolling Returns
Rolling returns are the annualized returns of the scheme taken for a specified period (rolling returns period) on every day/week/month and taken till the last day of the duration. In this chart we are showing the annualized returns over the rolling returns period on every day from the start date and comparing it with the benchmark. Rolling returns is the best measure of a fund's performance. Trailing returns have a recency bias and point to point returns are specific to the period in consideration. Rolling returns, on the other hand, measures the fund's absolute and relative performance across all timescales, without bias.
Fund Multiplier
Riskometer
Asset Allocation
Top 10 Holdings
| Company | Instrument | Credit Rating | Holdings (%) |
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