Aditya Birla Sun Life Conservative Hybrid Fund
Direct · Growth ₹79.78
11 Nov 2026
NAV
10.3%
3Y CAGR
9.8%
5Y CAGR
10.1%
10Y CAGR
10.2%
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.
4.20
Sharpe
-14.2%
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 | ₹12.53 L | 11.1% | -21.9% | 36.4% |
| 3 Years | ₹36.00 L | ₹41.79 L | 10.0% | -5.5% | 18.5% |
| 5 Years | ₹60.00 L | ₹75.92 L | 9.3% | 0.8% | 15.4% |
| 7 Years | ₹84.00 L | ₹1.17 Cr | 9.3% | 4.7% | 10.8% |
| 10 Years | ₹1.20 Cr | ₹1.95 Cr | 9.5% | 8.3% | 10.1% |
| 12 Years | ₹1.44 Cr | ₹2.64 Cr | 9.6% | 8.5% | 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 | Category avg |
|---|---|---|
| 1 Year | 11.1% | 6.7% |
| 3 Years | 10.0% | 9.2% |
| 5 Years | 9.3% | 8.9% |
| 7 Years | 9.3% | 8.6% |
| 10 Years | 9.5% | 8.8% |
| 12 Years | 9.6% | 8.8% |
| Duration | Mean | Median | Min | Max | Sharpe | Sortino | % Positive | Cat. Mean | Cat. Median |
|---|---|---|---|---|---|---|---|---|---|
| 1 Year | 11.0% | 9.8% | -8.8% | 33.1% | 0.55 | 1.55 | 94% | — | — |
| 3 Years | 10.3% | 10.2% | 0.2% | 19.8% | 1.02 | 3.05 | 100% | — | — |
| 5 Years | 9.8% | 9.5% | 4.8% | 15.4% | 1.48 | 21.05 | 100% | — | — |
| 10 Years | 10.1% | 10.0% | 8.0% | 11.7% | 4.20 | — | 100% | — | — |
-14.2%
Max Drawdown
1 mo
Drawdown Duration
7 mo
Recovery Time
-1.1%
Avg Drawdown
Calmar Ratio by Duration
0.77
1Y
0.73
3Y
0.69
5Y
0.67
7Y
0.71
10Y
0.75
12Y
45
Total Holdings
10.2%
Top 10 Weight
24
Sectors
| # | Stock | % of NAV |
|---|---|---|
| 1 | ICICI Bank Ltd. | 1.99% |
| 2 | HDFC Bank Ltd. | 1.44% |
| 3 | Bharti Airtel Ltd. | 1.23% |
| 4 | Hindalco Industries Ltd. | 1.16% |
| 5 | Bajaj Finserv Ltd. | 0.86% |
| 6 | The Federal Bank Ltd. | 0.82% |
| 7 | S.J.S. Enterprises Ltd. | 0.72% |
| 8 | Tech Mahindra Ltd. | 0.68% |
| 9 | State Bank of India | 0.66% |
| 10 | Axis Bank Ltd. | 0.65% |