Aeterna Wealth
Conservative Hybrid · Regular plan · Growth

Aditya Birla Sun Life Conservative Hybrid Fund (Regular)

Aditya Birla Sun Life Mutual Fund · benchmark: 20% Nifty 50 TRI + 80% bond funds · 20.6 years old · AMFI code 101818

Tax: Taxed at your income-tax slab rate on all gains, however long you hold (more than 65% of the fund is in debt).

A
Track-record rating: 5 of 17 in Conservative Hybrid

A (top 30%), score 75.0 out of 100. Describes the past, not a forecast.

Returns against the index

PeriodFundIndex (TRI)DifferenceRank in category
6 months2.0%2.9%-0.9%7 / 17
1 year3.0%3.1%-0.1%4 / 17
3 years (a year)7.9%7.5%+0.4%3 / 17
5 years (a year)7.0%6.4%+0.6%6 / 16

Growth option, point to point to 6 Nov 2026; periods over a year are annualised (CAGR). Index returns use the total-return index, which includes dividends.

Risk

Volatility, 3Y3.5%
Max fall, 5Y-5.0%
Up capture, 3Y102
Down capture, 3Y91
Information ratio, 3Y0.34
Jensen's alpha, 3Y+0.4%
Beta, 3Y1.02
Sharpe, 3Y0.38

Portfolio

Holdings for this scheme are not available yet; its rating uses the track record only.

Common questions

What is the NAV of Aditya Birla Sun Life Conservative Hybrid Fund (Regular plan)?

₹70.40 on 6 Nov 2026 (Growth option).

What is the expense ratio of Aditya Birla Sun Life Conservative Hybrid Fund (Regular)?

1.80% a year; the Direct plan's is 0.96%.

What return has Aditya Birla Sun Life Conservative Hybrid Fund given over 3 years?

7.9% a year (Regular plan) over the 3 years to 6 Nov 2026, against 7.5% for its composite benchmark (20% Nifty 50 TRI + 80% bond funds).

How is Aditya Birla Sun Life Conservative Hybrid Fund taxed?

Taxed at your income-tax slab rate on all gains, however long you hold (more than 65% of the fund is in debt).

How is Aditya Birla Sun Life Conservative Hybrid Fund rated?

A: 5 of 17 Regular plans in Conservative Hybrid, on its track record. This describes the past and is not a recommendation.

Data as of 8 Nov 2026: NAVs from AMFI, index data from NSE Indices, portfolios from Aditya Birla Sun Life Mutual Fund's monthly disclosure. Updated every weekday. Read the scheme documents before investing.