Aditya Birla Sun Life Conservative Hybrid Active FOF- Regular Plan - Growth Option

(Erstwhile Aditya Birla Sun life Financial Planning Fund - Conservative Plan - Regular Plan - Growth Option)
Fund House: Aditya Birla Sun Life Mutual Fund
Category: Fund of Funds-Domestic-Hybrid
Launch Date: 09-05-2011
Asset Class: Mixed Asset
Benchmark: CRISIL Short Term Debt Hybrid 75+25 Index
TER: 0.96% As on (31-12-2025)
Status: Open Ended Schemes
Minimum Investment: 100.0
Minimum Topup: 100.0
Total Assets: 17 Cr As on 31-12-2025(Source:AMFI)
Turn over: - | Exit Load: For redemption /switchout of units within 365 days from the date of allotment: 1.00% of applicable NAV For redemption/switch out of units after 365 days from the date of allotment: Nil

34.4733

8.77%

PERFORMANCE

Returns Type:
of  
Start :  
End : 
Period:  
This Scheme
-
vs
AK Hybrid Conservative TRI
-
Gold
-
PPF
-
Returns Type:
of  
  Period:  

Start :  
Period:  

RETURNS ANALYSIS

Fund Multiplier

Time it would have taken to make your money double (2x), quadruple (4x) and quintuple (5x)

Time Taken To Multiply
2x
4x
5x
10x
FUND
9 Years 3 Months
There is no value for 4x
There is no value for 5x
There is no value for 10x
FD
11 years 10 Months
GOLD
8 years 9 Months
NIFTY
5 years 5 Months

 

Investment Objective

The Scheme aims to generate returns by investing in portfolio of equity schemes, ETFs and debt schemes as per the risk-return profile of investors. The Plan under the Scheme has a strategic asset allocation which is based on satisfying the needs to a specific risk-return profile of investors. There can be no assurance that the investment objective of the Scheme will be realized.

Current Asset Allocation (%)

Indicators

Standard Deviation -
Sharpe Ratio -
Alpha -
Beta -
Yield to Maturity -
Average Maturity -

PEER COMPARISON

Scheme Name Inception
Date
1 Year
Return(%)
2 Year
Return(%)
3 Year
Return(%)
5 Year
Return(%)
10 Year
Return(%)
Aditya Birla Sun Life Conservative Hybrid Active FOF- Regular Plan - Growth Option 09-05-2011 6.93 9.08 11.06 9.52 9.11
Aditya Birla Sun Life Multi Asset Omni FoF- Regular Plan - Growth Option 17-08-2006 23.22 19.05 20.16 15.72 13.89
HSBC Multi Asset Active FOF - Growth 30-04-2014 21.41 18.1 20.32 16.74 15.38
Kotak Multi Asset Omni FOF - Growth- Regular 01-08-2004 20.16 18.6 19.92 18.93 16.01
Nippon India Multi - Asset Omni FoF - Regular Plan - Growth Option 07-02-2021 19.88 17.01 21.11 - -
ICICI Prudential Passive Multi-Asset Fund of Funds - Growth 13-01-2022 18.34 15.51 14.7 - -
HDFC Multi-Asset Active FOF - Growth Option 01-05-2021 16.33 14.01 16.61 - -
Motilal Oswal Asset Allocation FOF- A- Regular Growth 10-03-2021 16.02 16.22 17.52 - -
Quantum Multi Asset Active FOF - Regular Plan Growth Option 05-04-2017 15.85 14.39 13.51 10.78 -
Motilal Oswal Asset Allocation FOF- C- Regular Growth 12-03-2021 15.3 14.3 14.43 - -

Scheme Characteristics

Minimum investment in the underlying fund - 95% of total assets.

Riskometer

riskometer

PORTFOLIO

Market Cap Distribution

Others

100.01%

Scheme Documents

There are no scheme documents available

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