Aditya Birla Sun Life Conservative Hybrid Active Fund of Funds
Direct · Growth ₹37.93
03 Jul 2026
NAV
9.6%
3Y CAGR
9.3%
5Y CAGR
9.4%
10Y CAGR
9.5%
Weighted CAGR
?
Weighted Mean CAGR
Gives more importance to longer time periods (10Y, 20Y) than shorter ones (1Y, 3Y). This balances out recent outperformance and gives a more realistic picture of what long-term returns might look like.
Gives more importance to longer time periods (10Y, 20Y) than shorter ones (1Y, 3Y). This balances out recent outperformance and gives a more realistic picture of what long-term returns might look like.
7.88
Sharpe
-11.5%
Max Drawdown
?
Max Drawdown
The largest peak-to-trough decline in the fund's NAV. Shows the worst-case loss an investor would have experienced at any point in the fund's history.
The largest peak-to-trough decline in the fund's NAV. Shows the worst-case loss an investor would have experienced at any point in the fund's history.
NA
TER
If you invested ₹1,00,000 every month via SIP, here's how this fund has historically performed across different time horizons.
| Duration | Invested | Median Value | XIRR | Min XIRR | Max XIRR |
|---|---|---|---|---|---|
| 1 Year | ₹12.00 L | ₹12.48 L | 9.8% | -14.4% | 27.5% |
| 3 Years | ₹36.00 L | ₹41.09 L | 9.5% | -1.6% | 16.9% |
| 5 Years | ₹60.00 L | ₹75.50 L | 9.4% | 2.2% | 14.4% |
| 7 Years | ₹84.00 L | ₹1.17 Cr | 9.6% | 4.2% | 12.8% |
| 10 Years | ₹1.20 Cr | ₹2.00 Cr | 9.9% | 8.3% | 11.3% |
| 12 Years | ₹1.44 Cr | ₹2.68 Cr | 9.9% | 9.1% | 10.4% |
SIP returns vs benchmark & category
Annualised SIP return (XIRR) over each rolling horizon — like-for-like, not lump-sum.
| Duration | Fund SIP XIRR | NIFTY 50 | Category avg | Fund edge |
|---|---|---|---|---|
| 1 Year | 9.8% | 14.5% | 22.8% | -4.7% |
| 3 Years | 9.5% | 11.2% | 20.0% | -1.6% |
| 5 Years | 9.4% | 10.4% | 13.3% | -1.0% |
| 7 Years | 9.6% | 10.6% | 12.9% | -1.0% |
| 10 Years | 9.9% | 11.5% | 12.2% | -1.6% |
| 12 Years | 9.9% | 11.4% | 12.5% | -1.5% |
| Duration | Mean | Median | Min | Max | Sharpe | Sortino | % Positive | Cat. Mean | Cat. Median |
|---|---|---|---|---|---|---|---|---|---|
| 1 Year | 9.7% | 9.3% | -4.8% | 29.0% | 0.61 | 1.91 | 99% | — | — |
| 3 Years | 9.6% | 10.0% | 2.5% | 13.9% | 1.47 | 7.46 | 100% | — | — |
| 5 Years | 9.3% | 9.0% | 4.5% | 14.0% | 1.62 | 17.83 | 100% | — | — |
| 10 Years | 9.4% | 9.5% | 8.4% | 10.1% | 7.88 | — | 100% | — | — |
-11.5%
Max Drawdown
1 mo
Drawdown Duration
4 mo
Recovery Time
-0.8%
Avg Drawdown
Calmar Ratio by Duration
0.85
1Y
0.83
3Y
0.81
5Y
0.80
7Y
0.82
10Y
0.84
12Y
Compared against NIFTY 50
| Duration | Alpha | Beta | Upside Capture | Downside Capture | Fund CAGR | Bench CAGR |
|---|---|---|---|---|---|---|
| 1 Year | +0.34 | 0.24 | 27.5% | 20.4% | 4.9% | -1.6% |
| 3 Years | +3.38 | 0.32 | 35.8% | 25.4% | 10.1% | 7.3% |
| 5 Years | +2.02 | 0.28 | 31.5% | 23.4% | 9.2% | 8.9% |
| 7 Years | +2.65 | 0.25 | 30.5% | 23.1% | 10.5% | 11.9% |
| 10 Years | +1.45 | 0.25 | 29.3% | 22.4% | 9.0% | 10.9% |
| 12 Years | +1.88 | 0.24 | 28.4% | 20.9% | 9.2% | 10.1% |
| 15 Years | +0.90 | 0.23 | 27.2% | 20.2% | 8.2% | 9.8% |