Aditya Birla Sun Life Conservative Hybrid Active FOF Direct-Growth

  • 3 Months
  • 6 Months
  • 1 Year
  • 3 Years
  • 5 Years
  • RSI
3 Months Returns : -0.30%
NAV: ₹38.08 as on Thu Nov 05, 2026
Fund NAV

Fund Overview of Aditya Birla Sun Life Conservative Hybrid Active FOF Direct-Growth

  • ₹18.3 Cr
    AUM
  • ₹38.08
    NAV
  • 0.47%
    Expense Ratio
  • Hybrid
    Fund Category
As on Thu Nov 05, 2026
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Minimum amount you can invest: ₹500

Maximum amount you can invest: ₹1,00,000

We have used a return rate of 15% for our calculations.

The total value of your investment after 10 years will be
₹ 1,39,328.64
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Aditya Birla Sun Life Conservative Hybrid Active FOF Direct-Growth Return Comparison

Tenure Absolute(%) Annualised(%) Category Average(%)
3 Months -0.30% NA 0.55%
6 Months 2.95% NA 5.55%
1 Year 3.25% 3.25% 5.63%
2 Years 10.95% 5.33% 10.55%
3 Years 31.39% 9.53% 10.07%
5 Years 51.33% 8.64% 10.06%
7 Years 95.95% 10.09% NA
10 Years 134.59% 8.90% 8.75%
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As on Thu Nov 05, 2026

Asset Allocation of Aditya Birla Sun Life Conservative Hybrid Active FOF Direct-Growth

equities

21.21%

debt instruments

70.38%

other assets or cash equivalents

8.41%
Large Cap: 46.89%
Mid Cap: 27.69%
Small Cap: 25.42%
Other: 0.00%
Top Holdings
Aditya Birla Sun Life Short Term Direct Fund Direct-growth
38.14%
Aditya Birla Sun Life Short Term Direct Fund Direct-growth
38.14%
Aditya Birla Sun Life Short Term Direct Fund Direct-growth
38.14%
Aditya Birla Sun Life Short Term Direct Fund Direct-growth
38.14%
Aditya Birla Sun Life Short Term Direct Fund Direct-growth
38.49%
 
Top Sectors
Unspecified
769.40%
Detailed Portfolio Analysis
As on Thu Nov 05, 2026
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About Fund

About Aditya Birla Sun Life Conservative Hybrid Active FOF Direct-Growth

Aditya Birla Sun Life Conservative Hybrid Active FOF Direct-Growth is one Hybrid mutual fund offered by Aditya Birla Sun Life Mutual Fund. Launched on 01 Jan 2013, the fund aims Capital appreciation through strategic asset allocation which is based on satisfying the needs of investors looking for conservative risk return profile in the long term. investments predominantly in debt and money market schemes as well as equity mutual fund schemes. It manages assets worth ₹18.3 crore as on Wed Sep 30, 2026. The expense ratio stands at 0.47%.
The portfolio allocation consists of 21.21% in equities, 70.38% in debt instruments, 8.41% in other assets or cash equivalents.Managed by Vinod Bhat, it has delivered a return of 3.25% in the last year, a total return since inception of 8.90%.
While planning wealth creation strategies many investors often look at best sip investment depending on performance consistency.

Read more
  • Dhaval Joshi

    Fund Manager

  • Mr. Joshi has done B.Com, M.Com. and MBA (Finance)

    Manager Education

  • Vinod Bhat

    Fund Manager

  • Vinod is a CFA (USA) and has done his MBA in Finance from Wharton University of Pennsylvania (USA). He is an M.S. in Industrial Engineering from Pennsylvania State University (USA) and holds a B.Tech degree in Mechanical Engineering from IIT Bombay.

    Manager Education

Key Metrics of Aditya Birla Sun Life Conservative Hybrid Active FOF Direct-Growth

  • Standard Deviation
    5.24%
  • Mean
    8.86%
  • Sharpe Ratio
    0.63%
  • Sortino Ratio
    0.93%

Aditya Birla Sun Life Conservative Hybrid Active FOF Direct-Growth Fund Details

Fund Names Aditya Birla Sun Life Conservative Hybrid Active FOF Direct-Growth
Inception Date 01 Jan 2013
Lock In No Lock-in
 
Risk Principal at moderately high risk
Category Average Annual Returns 5.63
More Details
Highest NAV in last 52 weeks & Lowest NAV in last 52 weeks

Compare Mutual Funds
Aditya Birla Sun Life Conservative Hybrid Active FOF Direct-Growth Fund Returns Comparison

Compare Aditya Birla Sun Life Conservative Hybrid Active FOF Direct-Growth with other mutual funds in the same category

Aditya Birla Sun Life Conservative Hybrid Active FOF Direct-Growth

SBI Children's Fund - Savings Plan Direct-Growth

SBI Children's Fund - Savings Plan Regular-Growth

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Top Performing Mutual Funds

Fund Names AUM (Cr) 1M 3M 1Yr 3Yr 5Yr
SBI Children's Fund - Savings Plan Direct-Growth trend ₹149 -0.33% 0.35% 8.43% 11.26% 10.24%
SBI Children's Fund - Savings Plan Regular-Growth trend ₹149 -0.36% 0.26% 8.03% 10.86% 9.84%
Bank Of India Conservative Hybrid Fund Direct-Growth trend ₹68 1.27% 0.18% 2.53% 6.73% 9.67%
Bank Of India Conservative Hybrid Fund Direct-IDCW Monthly trend ₹68 1.27% 0.18% 2.53% 6.73% 9.67%
Bank Of India Conservative Hybrid Fund Direct-IDCW Quarterly trend ₹68 1.27% 0.18% 2.53% 6.73% 9.67%
Bank Of India Conservative Hybrid Fund Direct-IDCW Yearly trend ₹68 1.27% 0.18% 2.53% 6.73% 9.67%
Parag Parikh Conservative Hybrid Fund Direct-Growth trend ₹3,395 0.42% -0.63% 3.33% 9.15% 9.11%
Parag Parikh Conservative Hybrid Fund Direct-IDCW Monthly trend ₹3,395 0.42% -0.63% 3.33% 9.15% 9.11%
Bank Of India Conservative Hybrid Fund Regular-Growth trend ₹68 1.18% -0.07% 1.57% 5.77% 8.87%
Bank Of India Conservative Hybrid Fund Regular-IDCW Monthly trend ₹68 1.18% -0.07% 1.57% 5.77% 8.87%
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increase growth is based on 1-month returns of the funds & Top fund are based on 3Y Returns

More funds from Aditya Birla Sun Life Mutual Fund

Fund Names AUM (Cr) 1M 3M 6M 1Yr 3Yr
Aditya Birla Sun Life Conservative Hybrid Fund Direct-Growth increase ₹1,446 1.31% -0.52% 2.62% 3.39% 8.85%
Aditya Birla Sun Life Conservative Hybrid Fund Regular-Growth increase ₹1,446 1.24% -0.73% 2.19% 2.50% 7.89%
Aditya Birla Sun Life Conservative Hybrid Fund Regular-IDCW Monthly increase ₹1,446 1.24% -0.73% 2.19% 2.50% 7.89%
Aditya Birla Sun Life Conservative Hybrid Fund Direct-IDCW Monthly increase ₹1,446 1.31% -0.52% 2.62% 3.39% 8.85%
Aditya Birla Sun Life Retirement Fund - The 50s Plan Regular-Growth increase ₹26 1.29% -1.03% 1.89% 1.86% 6.81%
Aditya Birla Sun Life Retirement Fund - The 50s Plan Direct-Growth increase ₹26 1.40% -0.70% 2.58% 3.22% 8.24%
Aditya Birla Sun Life Retirement Fund - The 50s Plan Direct-IDCW increase ₹26 1.40% -0.70% 2.58% 3.22% 8.24%
Aditya Birla Sun Life Retirement Fund - The 50s Plan Regular-IDCW increase ₹26 1.29% -1.03% 1.89% 1.86% 6.81%
Aditya Birla Sun Life Conservative Hybrid Active FOF Regular-Growth increase ₹18 0.96% -0.40% 2.74% 2.83% 9.07%
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increase growth is based on 1-month returns of the funds

Aditya Birla Sun Life Conservative Hybrid Active FOF Direct-Growth Calculator

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Top 25% of investors consistently generate more than 12% return
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Top Mutual Funds

Fund Names AUM (Cr) NAV 3Yr 5Yr 10Yr
SBI Conservative Hybrid Fund-Growth trend ₹10,107 ₹76.61 7.93% 7.61% 8.15%
SBI Conservative Hybrid Fund Direct-Growth trend ₹10,107 ₹84.22 8.46% 8.14% 8.83%
SBI Conservative Hybrid Fund-IDCW Monthly trend ₹10,107 ₹20.91 7.93% 7.61% 8.15%
SBI Conservative Hybrid Fund Direct-IDCW Monthly trend ₹10,107 ₹27.50 8.46% 8.14% 8.83%
SBI Conservative Hybrid Fund-IDCW Quarterly trend ₹10,107 ₹22.10 7.93% 7.61% 8.15%
SBI Conservative Hybrid Fund Direct-IDCW Quarterly trend ₹10,107 ₹25.73 8.46% 8.14% 8.83%
SBI Conservative Hybrid Fund-IDCW Yearly trend ₹10,107 ₹27.02 7.93% 7.61% 8.15%
SBI Conservative Hybrid Fund Direct-IDCW Yearly trend ₹10,107 ₹33.59 8.46% 8.14% 8.83%
Parag Parikh Conservative Hybrid Fund Regular-Growth trend ₹3,395 ₹15.83 8.82% 8.77% -
Parag Parikh Conservative Hybrid Fund Direct-Growth trend ₹3,395 ₹16.09 9.15% 9.11% -
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Top funds are based on Fund AUM

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Aditya Birla Sun Life Conservative Hybrid Active FOF Direct-Growth Detailed Portfolio

Stocks Sector % of Holding Value
Aditya Birla Sun Life Short Term Direct Fund Direct-growthUnspecified38.14%₹6.97 Cr
Aditya Birla Sun Life Short Term Direct Fund Direct-growthUnspecified38.14%₹6.97 Cr
Aditya Birla Sun Life Short Term Direct Fund Direct-growthUnspecified38.14%₹6.97 Cr
Aditya Birla Sun Life Short Term Direct Fund Direct-growthUnspecified38.14%₹6.97 Cr
Aditya Birla Sun Life Short Term Direct Fund Direct-growthUnspecified38.49%₹6.96 Cr
Aditya Birla Sun Life Short Term Direct Fund Direct-growthUnspecified38.49%₹6.96 Cr
Aditya Birla Sun Life Short Term Direct Fund Direct-growthUnspecified38.49%₹6.96 Cr
Aditya Birla Sun Life Short Term Direct Fund Direct-growthUnspecified38.49%₹6.96 Cr
Aditya Birla Sun Life Short Term Direct Fund Direct-growthUnspecified39.88%₹6.93 Cr
Aditya Birla Sun Life Short Term Direct Fund Direct-growthUnspecified39.88%₹6.93 Cr
Aditya Birla Sun Life Short Term Direct Fund Direct-growthUnspecified39.88%₹6.93 Cr
Hdfc Medium Term Opportunities Direct Plan-growthUnspecified38.00%₹6.87 Cr
Hdfc Medium Term Opportunities Direct Plan-growthUnspecified38.00%₹6.87 Cr
Hdfc Medium Term Opportunities Direct Plan-growthUnspecified38.00%₹6.87 Cr
Hdfc Medium Term Opportunities Direct Plan-growthUnspecified38.00%₹6.87 Cr
Hdfc Medium Term Opportunities Direct Plan-growthUnspecified37.54%₹6.86 Cr
Hdfc Medium Term Opportunities Direct Plan-growthUnspecified37.54%₹6.86 Cr
Hdfc Medium Term Opportunities Direct Plan-growthUnspecified37.54%₹6.86 Cr
Hdfc Medium Term Opportunities Direct Plan-growthUnspecified37.54%₹6.86 Cr
Aditya Birla Sun Life Short Term Direct Fund Direct-growthUnspecified41.07%₹6.86 Cr
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Frequently Asked Questions

Aditya Birla Sun Life Conservative Hybrid Active FOF Direct-Growth

What is the current AUM of Aditya Birla Sun Life Conservative Hybrid Active FOF Direct-Growth?

As of Wed Sep 30, 2026, Aditya Birla Sun Life Conservative Hybrid Active FOF Direct-Growth manages assets worth ₹18.3 crore

How has Aditya Birla Sun Life Conservative Hybrid Active FOF Direct-Growth performed recently?

  • 3 Months: -0.30%
  • 6 Months: 2.95%

What is the long-term performance of Aditya Birla Sun Life Conservative Hybrid Active FOF Direct-Growth?

  • 3 Years CAGR: 9.53%
  • 5 Years CAGR: 8.64%
  • Since Inception: 8.90%

What is the portfolio composition of Aditya Birla Sun Life Conservative Hybrid Active FOF Direct-Growth?

Equity: 21.21%, Debt: 70.38%, Others: 8.41%.

Who manages Aditya Birla Sun Life Conservative Hybrid Active FOF Direct-Growth?

Aditya Birla Sun Life Conservative Hybrid Active FOF Direct-Growth is managed by Vinod Bhat from Aditya Birla Sun Life Mutual Fund.

What is the market-cap allocation of Aditya Birla Sun Life Conservative Hybrid Active FOF Direct-Growth?

Large Cap: 46.89%, Mid Cap: 27.69%, Small Cap: 25.42%.

Which are the top companies Aditya Birla Sun Life Conservative Hybrid Active FOF Direct-Growth has invested in?

  • Aditya Birla Sun Life Short Term Direct Fund Direct-Growth – 38.14% of the fund's portfolio
  • Aditya Birla Sun Life Short Term Direct Fund Direct-Growth – 38.14% of the fund's portfolio
  • Aditya Birla Sun Life Short Term Direct Fund Direct-Growth – 38.14% of the fund's portfolio
  • Aditya Birla Sun Life Short Term Direct Fund Direct-Growth – 38.14% of the fund's portfolio
  • Aditya Birla Sun Life Short Term Direct Fund Direct-Growth – 38.49% of the fund's portfolio

Which are the major sectors Aditya Birla Sun Life Conservative Hybrid Active FOF Direct-Growth focuses on?

  • Unspecified – 769.40% of the fund's portfolio
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