InvestVerdict
Aditya Birla Sun Life Regular Savings Fund
Direct Plan · GROWTH · Conservative Hybrid · Scheme code 120705
Fund houseAditya Birla Sun Life Mutual Fund
CategoryConservative Hybrid
Plan & optionDirect · GROWTH
History13.6 years
Returns (%)
| 1M | 3M | 6M | 1Y | 3Y | 5Y | 7Y | 10Y | Launch | |
|---|---|---|---|---|---|---|---|---|---|
| This scheme | 0.39 | 2.80 | 2.60 | 6.29 | 9.16 | 8.65 | 9.70 | 8.62 | 10.24 |
| Conservative Hybrid category median |
— | — | — | 4.69 | 8.52 | 7.88 | — | 7.96 | — |
Over a year annualised (CAGR), under a year absolute. Computed from AMFI's published NAV history for this scheme.
Risk
| Volatility | Sharpe | Sortino | Beta | Alpha | Max fall | R² | |
|---|---|---|---|---|---|---|---|
| This scheme | 4.9% | 0.54 | 0.77 | — | — | -14.2% | — |
Risk-free rate 6.5%. Beta, alpha and R² are regressed on the — months this scheme and its benchmark share.
Growth of ₹100 since launch
Drawdown from peak (%)
Every one-year period it has lived through
| Windows | Worst | Median | Best | Periods that lost money |
|---|---|---|---|---|
| 611 | -7.6% | 9.9% | 32.7% | 7% |
Every one-year holding period in this scheme's history, not just the last one — the spread a real investor would have met depending only on when they started.