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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: 0.89% As on (31-07-2026)
Status: Open Ended Schemes
Minimum Investment: 100.0
Minimum Topup: 100.0
Total Assets: 18.09 Cr As on 31-07-2026(Source:AMFI)
Turn over: - | Exit Load: 1% on or before 1Y, Nil after 1Y
NAV as on 31-08-2026

35.7112

-0.01 (-0.021%)

CAGR Since Inception

8.66%

Benchmark: 9.53%

PERFORMANCE

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

Start :  
Period:  

RETURNS ANALYSIS

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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 5.71 4.66 9.38 8.53 8.47
HSBC Multi Asset Active FOF - Growth 30-04-2014 21.86 12.96 18.65 15.01 14.56
Aditya Birla Sun Life Multi Asset Omni FoF- Regular Plan - Growth Option 17-08-2006 18.34 10.23 16.99 12.97 12.53
Nippon India Multi - Asset Omni FoF - Regular Plan - Growth Option 07-02-2021 13.59 10.04 16.41 15.13 -
Baroda BNP Paribas Multi Asset Active FOF Regular Growth 30-05-2025 12.89 - - - -
Bandhan Aggressive Hybrid Passive FOF - Regular Plan - Growth 20-02-2010 12.67 6.1 13.54 10.4 9.97
Kotak Multi Asset Omni FOF - Growth- Regular 01-08-2004 12.67 8.54 15.55 14.8 14.65
Motilal Oswal Asset Allocation Fund of Fund- Conservative- Regular Growth 12-03-2021 11.16 9.55 13.22 10.25 -
HSBC Aggressive Hybrid Active FOF - Growth 30-04-2014 10.81 3.82 12.61 10.69 11.67
ICICI Prudential Passive Multi-Asset Fund of Funds - Growth 13-01-2022 10.67 10.47 13.56 - -

Scheme Characteristics

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

Riskometer

riskometer

PORTFOLIO

Market Cap Distribution

Others

100.0%

Scheme Documents

August 2026

Monthly Portfolio Disclosure - July 2026

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