Should I invest in Aditya Birla Sun Life Conservative Hybrid Active FOF?

We don't give personal investment advice. Aditya Birla Sun Life Conservative Hybrid Active FOF- Direct Plan - Growth Option is suitable for an investor whose:understands what asset class this scheme actually invests in (check the factsheet)matches that asset class's volatility profile to their goal horizonCross-check the numbers above against alternatives before deciding. Worst 5-year drawdown: 4.4%. 5-year CAGR: 9.29%.

Aditya Birla Sun Life

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

Latest NAV

₹37.9153

As of

17 Jul 2026

2,841 NAV records on file

NAV history & peer comparison

All NAVs split-adjusted and normalised to 100 at the start of the selected period, so funds with very different absolute NAV scales can be compared on one axis.

Period

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Returns matrix

Fund return alongside the category average and peer rank for every standard window. Returns under one year are absolute; one year and longer are compound annualised (CAGR).

Window	Fund	Category avg	+/− vs avg	Rank	Quartile
1D	+0.06%	-0.19%	+0.25	44 / 141	Q2
1W	-0.09%	-4.11%	+4.02	47 / 146	Q2
2W	-0.04%	-4.91%	+4.86	59 / 146	Q2
1M	+1.10%	-5.57%	+6.67	31 / 146	Q1
3M	+2.27%	-4.67%	+6.94	35 / 146	Q1
6M	+2.61%	-5.06%	+7.67	54 / 135	Q2
YTD	+1.95%	-1.86%	+3.81	69 / 130	Q3
1Y	+4.11%	+16.71%	-12.60	86 / 117	Q3
2Y	+5.69%	+9.84%	-4.15	56 / 86	Q3
3Y	+10.34%	+11.21%	-0.87	52 / 78	Q3
4Y	+10.93%	+9.00%	+1.93	49 / 69	Q3
5Y	+9.29%	+3.02%	+6.26	37 / 53	Q3
7Y	+10.35%	-0.04%	+10.39	24 / 39	Q3
10Y	+9.16%	-3.78%	+12.94	23 / 36	Q3
Inception	+9.18%	+10.47%	-1.30	82 / 146	Q3

Quartile legend: Q1 top 25% Q2 25-50% Q3 50-75% Q4 bottom 25%

Calendar-year returns

Full-year performance vs category average. Current year is partial (year-to-date).

Year	Fund	Category avg	+/− vs avg	Rank
2026 YTD	+1.95%	+2.06%	-0.11	68 / 124
2025	+8.02%	+36.63%	-28.61	58 / 86
2024	+12.17%	+17.92%	-5.75	55 / 74
2023	+16.18%	+19.60%	-3.42	36 / 70
2022	+4.59%	-5.29%	+9.88	22 / 60
2021	+10.99%	+15.46%	-4.47	27 / 48
2020	+14.58%	+14.30%	+0.29	22 / 41
2019	+6.39%	+11.39%	-5.01	32 / 38
2018	+3.67%	+3.51%	+0.17	22 / 36
2017	+11.29%	+12.36%	-1.07	20 / 36
2016	+8.46%	+9.81%	-1.36	27 / 36

Rolling returns

Removes start-date bias by averaging CAGR over every overlapping N-year window in the fund's history. Higher average plus tight min/max plus high "% positive" = consistent.

1-Year rolling

+9.38%

132 windows

min -3.3% · max 23.4%

99% positive

3-Year rolling

+9.52%

107 windows

min 3.1% · max 13.7%

100% positive

5-Year rolling

+9.45%

83 windows

min 4.8% · max 14.0%

100% positive

7-Year rolling

+9.39%

59 windows

min 8.1% · max 10.9%

100% positive

Limited basis — fund is young, so this average may be skewed by which 7Y windows happen to be available.

SIP returns — historical "what if"

If you had invested every month in this fund over the chosen period, this is what your investment would be worth today.

Period

Total invested

₹ —

Today's value

₹ —

XIRR

Annualised

Wealth multiplier

Period	Total invested	Today's value	XIRR	Wealth multiplier

XIRR is the annualised internal rate of return on the SIP cash flow — invariant to the monthly amount. "Today's value" and "Total invested" scale linearly with the slider. Past performance does not guarantee future returns. Excludes exit load and taxes.

Risk profile

Risk-adjusted return and volatility, computed from monthly NAV returns over the trailing 3-year and 5-year windows.

Std deviation

4.92%

3-year · annualised

Sharpe ratio

0.71

vs risk-free 6.5%

Sortino ratio

1.66

Downside-only deviation

Max drawdown

-4.43%

Sep 2024 → Feb 2025

% positive months

75.0%

Share of monthly returns > 0 over the 3-year window

Sharpe / Sortino use a risk-free rate of 6.5% (1-year T-bill proxy). Higher Sharpe = more return per unit of total risk; higher Sortino = more return per unit of downside risk.

Peers in Fund of Funds - Domestic

Scheme	Fund house	NAV	As of
HDFC Diversified Equity All Cap Active FOF - Direct Plan - Growth Plan	HDFC	₹10.2128	17 Jul 2026
Nippon India Diversified Equity Flexicap Passive FoF - Direct Plan - Growth Option	Nippon India	₹21.4179	17 Jul 2026
SBI Dynamic Asset Allocation Active FoF - Direct Plan - Growth	SBI	₹10.3241	17 Jul 2026
ICICI Prudential Aggressive Hybrid Active FOF - Direct Plan - Growth	ICICI Prudential	₹244.4292	17 Jul 2026
Invesco India Gold ETF Fund of Fund - Direct Plan - Growth	Invesco	₹40.6924	17 Jul 2026
Bandhan Aggressive Hybrid Passive FOF - Direct Plan - Growth	Bandhan	₹53.5565	17 Jul 2026
Quantum Gold Savings Fund - Direct Plan Growth Option	Quantum	₹53.7762	17 Jul 2026
Aditya Birla Sun Life Aggressive Hybrid Omni FOF- Direct Plan - Growth Option	Aditya Birla Sun Life	₹47.0216	17 Jul 2026
Motilal Oswal 5 Year G-Sec Fund Of Fund Direct -Growth	Motilal Oswal	₹13.2552	17 Jul 2026
Franklin India Dynamic Asset Allocation Active Fund Of Funds - Direct - Growth	Franklin India	₹190.8012	17 Jul 2026

Recent NAVs

Date	NAV
17 Jul 2026	₹37.9153
16 Jul 2026	₹37.8937
15 Jul 2026	₹37.8895
14 Jul 2026	₹37.8373
13 Jul 2026	₹37.9595
10 Jul 2026	₹37.9500
9 Jul 2026	₹37.8223
8 Jul 2026	₹37.7468
7 Jul 2026	₹37.9680
6 Jul 2026	₹37.9930

Frequently asked questions

These answers are generated from this fund's live metrics — NAV, returns, peer rank, drawdown, SIP backtest. Numbers refresh nightly after AMFI's NAV feed lands.

As of 17 Jul 2026, the NAV of Aditya Birla Sun Life Conservative Hybrid Active FOF- Direct Plan - Growth Option is ₹37.9153. It's a Fund of Funds - Domestic from Aditya Birla Sun Life, run as a Direct plan Growth option. NAVs update once per business day from the AMFI feed.

Aditya Birla Sun Life Conservative Hybrid Active FOF- Direct Plan - Growth Option has NAV history starting from 13 Oct 2014, a track record of about 11 years 9 months. That's enough history to evaluate the fund across one or two market cycles. Look at rolling returns rather than point-to-point to judge consistency.

Aditya Birla Sun Life Conservative Hybrid Active FOF- Direct Plan - Growth Option is managed by Aditya Birla Sun Life. It's classified by AMFI under the 'Fund of Funds - Domestic' SEBI category, which determines its peer set and tax treatment.

Over the trailing 1-year window, Aditya Birla Sun Life Conservative Hybrid Active FOF- Direct Plan - Growth Option has delivered a absolute return of 4.11% — -12.6 pp behind the Fund of Funds - Domestic category average of 16.71%. The fund ranks #86 of 117 in its category — the third (Q3) quartile.

Over the trailing 3-year window, Aditya Birla Sun Life Conservative Hybrid Active FOF- Direct Plan - Growth Option has delivered a CAGR of 10.34% — -0.87 pp behind the Fund of Funds - Domestic category average of 11.21%. The fund ranks #52 of 78 in its category — the third (Q3) quartile.

Over the trailing 5-year window, Aditya Birla Sun Life Conservative Hybrid Active FOF- Direct Plan - Growth Option has delivered a CAGR of 9.29% — +6.26 pp ahead of the Fund of Funds - Domestic category average of 3.02%. The fund ranks #37 of 53 in its category — the third (Q3) quartile.

₹1 lakh invested in Aditya Birla Sun Life Conservative Hybrid Active FOF- Direct Plan - Growth Option exactly 10 years ago would be worth approximately ₹240,327 today — a multiplier of 2.40×, based on the 10-year CAGR of 9.16%. The category average over the same window would have grown ₹1 lakh to ₹68,052.

A ₹10,000 monthly SIP in Aditya Birla Sun Life Conservative Hybrid Active FOF- Direct Plan - Growth Option over the last 5 years — total invested ₹600,000 — would be worth ₹759,349 today. That's an XIRR (money-weighted annualised return) of 9.35%.

A ₹10,000 monthly SIP for 10 years in Aditya Birla Sun Life Conservative Hybrid Active FOF- Direct Plan - Growth Option = ₹1,200,000 invested. It would currently be worth ₹1,979,114 (multiplier 1.65×). XIRR: 9.66%. Long-horizon SIP results matter more than point-to-point returns because they smooth out entry timing.

On a 5-year basis, Aditya Birla Sun Life Conservative Hybrid Active FOF- Direct Plan - Growth Option ranks #37 out of 53 funds in the Fund of Funds - Domestic category — that places it in the third quartile (Q3) — below the median. The category average return over the same window is 3.02%; this fund delivered 9.29%.

The worst peak-to-trough decline Aditya Birla Sun Life Conservative Hybrid Active FOF- Direct Plan - Growth Option has experienced over the last 5-year window is 4.43% — its NAV fell from a high on 26 Sep 2024 to a low on 28 Feb 2025. Drawdown is a useful gauge of how much short-term pain you'd have endured to capture the long-term return.

Across all 5-year rolling windows, Aditya Birla Sun Life Conservative Hybrid Active FOF- Direct Plan - Growth Option averaged 9.45% (best 14.03%, worst 4.84%). 100% of rolling windows ended positive. The 5-year Sharpe ratio is 0.52 — reasonable risk-adjusted performance.

In calendar year 2025, Aditya Birla Sun Life Conservative Hybrid Active FOF- Direct Plan - Growth Option returned 8.02% — lagging the Fund of Funds - Domestic category average of 36.63% by 28.61 pp. It ranked #58 of 86 in its category that year.

Aditya Birla Sun Life Conservative Hybrid Active FOF- Direct Plan - Growth Option doesn't fit cleanly into the standard Equity/Debt buckets in our taxonomy. Tax treatment depends on actual asset allocation as disclosed by the AMC — check the factsheet or AMFI's classification table.

We don't give personal investment advice. Aditya Birla Sun Life Conservative Hybrid Active FOF- Direct Plan - Growth Option is suitable for an investor whose:

understands what asset class this scheme actually invests in (check the factsheet)
matches that asset class's volatility profile to their goal horizon

Cross-check the numbers above against alternatives before deciding. Worst 5-year drawdown: 4.4%. 5-year CAGR: 9.29%.

Educational content only — not investment advice. Tax rules summarised above reflect Budget 2024; consult a qualified adviser before transacting.

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

NAV history & peer comparison

Returns matrix

Calendar-year returns

Rolling returns

SIP returns — historical "what if"

Risk profile

Peers in Fund of Funds - Domestic

Recent NAVs

Frequently asked questions

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