Aditya Birla Sun Life Conservative Hybrid Fund
Open in live screener →Key metrics
Further reading: Median maximum drawdown by fund category, measured across 1,767 funds
Trailing returns
| Period | 1W | 1M | 3M | 6M | 1Y | 3Y | 5Y | 7Y | 10Y |
|---|---|---|---|---|---|---|---|---|---|
| Return | -0.53% | -1.61% | -1.63% | 0.31% | 1.45% | 8.13% | 7.58% | 9.02% | 8.01% |
NAV history
About this fund
Aditya Birla Sun Life Conservative Hybrid Fund is a hybrid fund offered by Aditya Birla Sun Life Mutual Fund, classified under Hybrid as Hybrid Scheme - Conservative Hybrid Fund. Hybrid funds sit between pure-equity and pure-debt funds on risk. Its latest NAV is ₹77.77.
Further reading: What a category rank actually tells you
Performance analysis
Over the trailing one year, Aditya Birla Sun Life Conservative Hybrid Fund has recorded a return of about 1.4%, with a three-year return of 8.1% and a five-year return of 7.6%. Its annualised volatility is 4.7% — relatively low fluctuations — and its Sharpe ratio is -1.08, a measure of return per unit of risk taken.
Further reading: Reading a fund page: what each number does and doesn't say
Rolling returns
| Window | Avg | Median | Min | Max | % Pos | % >12 |
|---|---|---|---|---|---|---|
| 1Y | 8.85 | 8.38 | -8.80 | 32.87 | 92% | 27% |
| 3Y | 8.83 | 9.52 | 0.16 | 15.63 | 100% | 8% |
| 5Y | 9.35 | 9.12 | 6.45 | 14.06 | 100% | 9% |
| 7Y | 8.86 | 8.77 | 7.84 | 10.23 | 100% | 0% |
| 10Y | 8.66 | 8.68 | 8.00 | 9.35 | 100% | 0% |
Further reading: Why a single trailing return misleads, measured across 830 funds
Frequently asked questions
Compare with peers
Further reading: Every fund measured against the best performer in its own category
| Fund | 1M | 3M | 6M | 1Y | 3Y | 5Y | 10Y | TER % |
|---|---|---|---|---|---|---|---|---|
| UTI Conservative Hybrid Fund Hybrid Scheme - Conservative Hybrid Fund | -1.78 | -2.04 | -0.45 | -1.05 | 7.22 | 6.52 | 7.67 | 1.07 |
| Parag Parikh Conservative Hybrid Fund Hybrid Scheme - Conservative Hybrid Fund | -1.66 | -1.78 | 0.25 | 1.84 | 8.65 | 8.71 | – | 0.24 |
| BARODA BNP PARIBAS CONSERVATIVE HYBRID FUND Hybrid Scheme - Conservative Hybrid Fund | -1.30 | -0.79 | 1.10 | 2.42 | 8.05 | – | – | 0.42 |
| Canara Robeco Conservative Hybrid Fund Hybrid Scheme - Conservative Hybrid Fund | -1.99 | -1.61 | 0.47 | 0.32 | 7.15 | 6.54 | 8.26 | 0.56 |
| BANDHAN CONSERVATIVE HYBRID FUND Hybrid Scheme - Conservative Hybrid Fund | -1.17 | -0.73 | 0.42 | 0.94 | 6.85 | 5.44 | 6.55 | 0.79 |
| Franklin India Conservative Hybrid Fund Hybrid Scheme - Conservative Hybrid Fund | -1.49 | -0.82 | 0.06 | -0.26 | 7.27 | 6.75 | 7.13 | 0.65 |
| DSP Conservative Hybrid Fund Hybrid Scheme - Conservative Hybrid Fund | -1.30 | -1.18 | 0.24 | 1.63 | 8.01 | 7.23 | 7.04 | – |
| HDFC Conservative Hybrid Fund Hybrid Scheme - Conservative Hybrid Fund | -1.32 | -1.87 | -0.79 | -0.73 | 6.93 | 7.13 | 7.94 | – |
| Fund | 1M | 3M | 6M | 1Y | 3Y | 5Y | 10Y | TER % |
|---|---|---|---|---|---|---|---|---|
| Aditya Birla Sun Life ELSS Tax Saver Fund Equity Scheme - ELSS | -5.42 | -7.19 | -5.88 | -8.16 | 9.46 | 6.67 | 9.68 | 0.82 |
| Aditya Birla Sun Life Banking & PSU Debt Fund Debt Scheme - Banking and PSU Fund | -0.53 | -0.07 | 1.61 | 3.41 | 6.77 | 6.09 | 6.96 | 0.33 |
| Aditya Birla Sun Life Small Cap Fund Equity Scheme - Small Cap Fund | -7.66 | -2.92 | 5.80 | 8.03 | 12.36 | 11.84 | 12.27 | 0.76 |
| Aditya Birla Sun Life Focused Fund Equity Scheme - Focused Fund | -2.84 | -4.02 | -3.03 | -3.32 | 11.75 | 9.07 | 12.26 | 0.76 |
| Aditya Birla Sun Life Liquid Fund Debt Scheme - Liquid Fund | 0.39 | 1.50 | 3.14 | 6.49 | 6.96 | 6.45 | 6.17 | 0.18 |
| Aditya Birla Sun Life Consumption Fund Sectoral/Thematic - Consumption | -6.50 | -7.23 | -6.93 | -14.03 | 6.41 | 7.56 | 12.58 | 0.70 |
| Aditya Birla Sun Life Gilt Fund Debt Scheme - Gilt Fund | -1.63 | -1.64 | 0.51 | -0.64 | 5.36 | 4.84 | 6.62 | – |
| Aditya Birla Sun Life Midcap Fund Equity Scheme - Mid Cap Fund | -7.59 | -7.09 | -2.67 | -1.67 | 12.32 | 11.54 | 12.43 | 0.86 |