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- Regular 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: 4.6%. 5-year CAGR: 8.58%.

Aditya Birla Sun Life

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

Latest NAV

₹34.6466

As of

2 Jun 2026

2,809 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	+0.13%	+0.30%	-0.17	70 / 109	Q3
1W	-0.15%	-0.70%	+0.54	41 / 109	Q2
2W	+0.32%	-0.35%	+0.66	19 / 109	Q1
1M	-0.17%	+2.29%	-2.46	86 / 109	Q4
3M	-0.29%	-0.25%	-0.04	48 / 106	Q2
6M	-0.40%	+9.88%	-10.28	69 / 92	Q3
YTD	-0.77%	+5.17%	-5.94	71 / 94	Q4
1Y	+1.84%	+33.10%	-31.26	60 / 76	Q4
2Y	+5.78%	+22.95%	-17.17	39 / 53	Q3
3Y	+9.82%	+21.56%	-11.74	33 / 46	Q3
4Y	+9.85%	+17.07%	-7.21	26 / 36	Q3
5Y	+8.58%	+13.33%	-4.74	19 / 26	Q3
7Y	+9.37%	+14.80%	-5.42	12 / 16	Q3
10Y	+8.63%	+11.19%	-2.55	9 / 12	Q3
Inception	+8.52%	+17.13%	-8.61	58 / 109	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	-0.77%	+5.20%	-5.97	70 / 93
2025	+7.59%	+38.72%	-31.14	41 / 58
2024	+11.67%	+18.45%	-6.78	34 / 47
2023	+15.76%	+18.51%	-2.75	20 / 43
2022	+4.16%	+0.21%	+3.95	8 / 31
2021	+10.34%	+11.59%	-1.25	11 / 23
2020	+14.02%	+19.23%	-5.21	10 / 17
2019	+5.85%	+13.31%	-7.46	15 / 16
2018	+3.13%	+2.19%	+0.94	7 / 15
2017	+10.70%	+11.24%	-0.54	6 / 12
2016	+7.88%	+8.65%	-0.77	7 / 12

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

+8.81%

130 windows

min -4.5% · max 26.2%

99% positive

3-Year rolling

+8.88%

106 windows

min 2.2% · max 13.0%

100% positive

5-Year rolling

+8.86%

82 windows

min 4.1% · max 12.6%

100% positive

7-Year rolling

+8.81%

57 windows

min 7.4% · max 10.3%

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

4.82%

3-year · annualised

Sharpe ratio

0.63

vs risk-free 6.5%

Sortino ratio

1.24

Downside-only deviation

Max drawdown

-4.60%

Sep 2024 → Feb 2025

% positive months

77.8%

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 - Regular Plan - Growth Plan	HDFC	₹9.5833	3 Jun 2026
Nippon India Diversified Equity Flexicap Passive FoF - Regular Plan - Growth Option	Nippon India	₹20.1044	3 Jun 2026
SBI GOLD FUND REGULAR PLAN - GROWTH	SBI	₹45.0074	3 Jun 2026
Invesco India Gold ETF Fund of Fund - Regular Plan - Growth	Invesco	₹42.9701	3 Jun 2026
Bandhan Aggressive Hybrid Passive FOF - Regular Plan - Growth	Bandhan	₹48.2908	3 Jun 2026
Quantum Gold Savings Fund - Regular Plan Growth Option	Quantum	₹58.2494	3 Jun 2026
Aditya Birla Sun Life Silver ETF FOF-Regular Growth	Aditya Birla Sun Life	₹39.3335	3 Jun 2026
Motilal Oswal 5 Year G-Sec Fund Of Fund Regular -Growth	Motilal Oswal	₹12.8724	3 Jun 2026
Mirae Asset BSE 200 Equal Weight ETF Fund of Fund - Regular Plan - Growth	Mirae Asset	₹11.2810	3 Jun 2026
Kotak Gold Silver Passive FOF - Regular Plan - Growth	Kotak	₹16.2720	3 Jun 2026

Recent NAVs

Date	NAV
2 Jun 2026	₹34.6466
1 Jun 2026	₹34.6021
29 May 2026	₹34.6715
27 May 2026	₹34.7416
26 May 2026	₹34.7000
25 May 2026	₹34.7035
22 May 2026	₹34.5808
21 May 2026	₹34.5381
20 May 2026	₹34.5431
19 May 2026	₹34.5374

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 02 Jun 2026, the NAV of Aditya Birla Sun Life Conservative Hybrid Active FOF- Regular Plan - Growth Option is ₹34.6466. It's a Fund of Funds - Domestic from Aditya Birla Sun Life, run as a Regular plan Growth option. NAVs update once per business day from the AMFI feed.

Aditya Birla Sun Life Conservative Hybrid Active FOF- Regular Plan - Growth Option has NAV history starting from 13 Oct 2014, a track record of about 11 years 7 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- Regular 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- Regular Plan - Growth Option has delivered a absolute return of 1.84% — -31.26 pp behind the Fund of Funds - Domestic category average of 33.10%. The fund ranks #60 of 76 in its category — the bottom (Q4) quartile.

Over the trailing 3-year window, Aditya Birla Sun Life Conservative Hybrid Active FOF- Regular Plan - Growth Option has delivered a CAGR of 9.82% — -11.74 pp behind the Fund of Funds - Domestic category average of 21.56%. The fund ranks #33 of 46 in its category — the third (Q3) quartile.

Over the trailing 5-year window, Aditya Birla Sun Life Conservative Hybrid Active FOF- Regular Plan - Growth Option has delivered a CAGR of 8.58% — -4.74 pp behind the Fund of Funds - Domestic category average of 13.33%. The fund ranks #19 of 26 in its category — the third (Q3) quartile.

₹1 lakh invested in Aditya Birla Sun Life Conservative Hybrid Active FOF- Regular Plan - Growth Option exactly 10 years ago would be worth approximately ₹228,902 today — a multiplier of 2.29×, based on the 10-year CAGR of 8.63%. The category average over the same window would have grown ₹1 lakh to ₹288,801.

A ₹10,000 monthly SIP in Aditya Birla Sun Life Conservative Hybrid Active FOF- Regular Plan - Growth Option over the last 5 years — total invested ₹600,000 — would be worth ₹740,280 today. That's an XIRR (money-weighted annualised return) of 8.33%.

A ₹10,000 monthly SIP for 10 years in Aditya Birla Sun Life Conservative Hybrid Active FOF- Regular Plan - Growth Option = ₹1,200,000 invested. It would currently be worth ₹1,899,539 (multiplier 1.58×). XIRR: 8.88%. 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- Regular Plan - Growth Option ranks #19 out of 26 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 13.32%; this fund delivered 8.58%.

The worst peak-to-trough decline Aditya Birla Sun Life Conservative Hybrid Active FOF- Regular Plan - Growth Option has experienced over the last 5-year window is 4.60% — 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- Regular Plan - Growth Option averaged 8.86% (best 12.58%, worst 4.08%). 100% of rolling windows ended positive. The 5-year Sharpe ratio is 0.43 — weak risk-adjusted performance.

In calendar year 2025, Aditya Birla Sun Life Conservative Hybrid Active FOF- Regular Plan - Growth Option returned 7.59% — lagging the Fund of Funds - Domestic category average of 38.72% by 31.14 pp. It ranked #41 of 58 in its category that year.

Aditya Birla Sun Life Conservative Hybrid Active FOF- Regular 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- Regular 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: 4.6%. 5-year CAGR: 8.58%.

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- Regular 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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