Aditya Birla Sun Life Conservative Hybrid Active FOF-Direct - IDCW
(Erstwhile Aditya Birla Sun Life Financial Planning Fund - Conservative Plan -Direct - IDCW)
Fund House: Aditya Birla Sun Life Mutual Fund| Category: Fund of Funds-Domestic-Hybrid |
| Launch Date: 01-01-2013 |
| Asset Class: Mixed Asset |
| Benchmark: CRISIL Short Term Debt Hybrid 75+25 Index |
| TER: 0.47% As on (31-07-2026) |
| Status: Open Ended Schemes |
| Minimum Investment: 500.0 |
| Minimum Topup: 500.0 |
| Total Assets: 18.09 Cr As on 31-07-2026(Source:AMFI) |
| Turn over: - | Exit Load: 1% on or before 1Y, Nil after 1Y |
25.9021
-0.02 (-0.0598%)
6.65%
Benchmark: 9.56%
PERFORMANCE
Returns Type:
of :
Start :
End :
Period:
This Scheme
-
vs
AK Hybrid Conservative TRI
-
Gold
-
PPF
-
Returns Type:
of :
Period:
Start :
Period:
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
10 Years 11 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 Characteristics
Minimum investment in the underlying fund - 95% of total assets.
Riskometer
PORTFOLIO
Market Cap Distribution
Others
100.0%
