InvestVerdict

Aditya Birla Sun Life Conservative Hybrid Active FOF

Direct Plan · IDCW-Re-investment · Mutual fund · Scheme code 132184

NAV₹25.9026as on 27 Aug 2026

Fund houseAditya Birla Sun Life Mutual Fund

CategoryMutual fund

Plan & optionDirect · IDCW-Re-investment

History11.9 years

Returns (%)

	1M	3M	6M	1Y	3Y	5Y	7Y	10Y	Launch
This scheme	0.37	3.13	2.68	5.95	10.05	9.14	10.56	9.04	6.48

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	7.5%	0.47	0.52	—	—	-22.1%	—

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
510	-21.8%	8.0%	28.0%	10%

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.

InvestVerdict

Aditya Birla Sun Life Conservative Hybrid Active FOF

Direct Plan · IDCW-Re-investment

Allocation

By asset

Mutual Fund Units	99.35%
Cash & Equivalents	0.65%

By market cap

Unclassified	99.35%

Concentration

Number of stocks	8
Top 5 stocks	90.14%
Top 10 stocks	99.35%
Top 20 stocks	99.35%

Largest holding	39.88%
Largest sector	Unclassified 99.35%
Effective stocks	3.3
Cash	0.65%

InvestVerdict

Aditya Birla Sun Life Conservative Hybrid Active FOF

Direct Plan · IDCW-Re-investment · holdings

Top 18 holdings

#	Company	Sector	% of fund
1	—	Unclassified	39.88%
2	—	Unclassified	36.33%
3	—	Unclassified	5.72%
4	—	Unclassified	4.29%
5	—	Unclassified	3.91%
6	—	Unclassified	3.69%
7	—	Unclassified	3.18%
8	—	Unclassified	2.34%
9	—	Unclassified	0.92%

Sector split

Unclassified	99.35%
Cash & Equivalents	0.65%

A ₹10,000 monthly SIP over five years

Invested	Value	Gain	XIRR
₹600,000	₹757,665	₹157,665	9.27%

XIRR, not CAGR — a SIP's money arrives over sixty months, so each instalment has been invested for a different length of time.

Not investment advice. InvestVerdict is not a SEBI-registered Investment Adviser or Research Analyst. Every figure is computed from AMFI's published NAV history and the portfolio the AMC filed with AMFI; none of it is a recommendation to buy, hold or sell. Past returns do not predict future ones. Generated 29 Aug 2026.