Aditya Birla Sun Life Conservative Hybrid Active FoF Direct Growth

Aditya Birla Sun Life Conservative Hybrid Active FoF Direct Growth

+9.17%
3Y annualised
-0.17% 1D
1M
6M
1Y
3Y
5Y
All
NAV: 11 Sep '26
₹38.00
Min. for SIP
₹500
Fund size (AUM)
₹18.08 Cr
Expense ratio
0.47%
Rating
--

Return calculator

Monthly investment
₹5,000
Over the pastTotal investmentWould've becomeHistoric returnsReturns
1 year₹60,000₹61,531
+2.55%
3 years₹1,80,000₹1,98,998
+10.55%
5 years₹3,00,000₹3,74,165
+24.72%
10 years₹6,00,000₹9,75,126
+62.52%

Holdings (10)

NameSectorInstrumentsAssets
Aditya Birla Sun Life Short Term Direct Fund Direct-GrowthUnspecifiedMutual Fund38.42%
HDFC Medium Term Opportunities Direct Plan-GrowthUnspecifiedMutual Fund37.06%
Birla Sun Life Equity Fund Direct-GrowthUnspecifiedMutual Fund5.70%
ICICI Prudential Large Cap Fund Direct-GrowthUnspecifiedMutual Fund4.21%
Kotak Multicap Fund Direct - GrowthUnspecifiedMutual Fund3.80%
Nippon India Growth Mid Cap Fund Direct- GrowthUnspecifiedMutual Fund3.59%
DSP BlackRock Micro Cap Direct Plan-GrowthUnspecifiedMutual Fund3.09%
Aditya Birla Sun Life Large Cap Direct Fund-GrowthUnspecifiedMutual Fund2.32%
RepoUnspecifiedRepo1.93%
Net PayablesUnspecifiedNet Payables-0.13%

Minimum investments

Min. for 1st investment
₹500
Min. for 2nd investment
₹500
Min. for SIP
₹500

Returns and rankings

Annualised returns
Absolute returns
Name3Y5Y10YAll
Fund returns+9.2%+8.8%+8.9%+9.0%
Category average (Hybrid Conservative Hybrid)+9.1%+8.0%+7.8%--
Rank (Hybrid Conservative Hybrid)--------

Exit load, stamp duty and tax

Exit load

Exit load of 1% if redeemed within 1 year.

Stamp duty on investment: 0.005% (from July 1st, 2020)

from July 1st 2020

Tax implication

Returns are taxed as per your Income Tax slab.
Check past data

Fund management

KS
Kartikeya Singh
Aug 2026 - Present
View details

About Aditya Birla Sun Life Conservative Hybrid Active FoF Direct Growth

Aditya Birla Sun Life Conservative Hybrid Active FoF Direct Growth is a Hybrid Mutual Fund Scheme launched by Aditya Birla Sun Life Mutual Fund. This scheme was made available to investors on 23 Dec 1994. Kartikeya Singh is the Current Fund Manager of Aditya Birla Sun Life Conservative Hybrid Active FoF Direct Growth fund. The fund currently has an Asset Under Management(AUM) of ₹4,43,789 Cr and the Latest NAV as of 11 Sep 2026 is ₹38.00. The Aditya Birla Sun Life Conservative Hybrid Active FoF Direct Growth is rated Moderately High risk. Minimum SIP Investment is set to ₹500. Minimum Lumpsum Investment is ₹500. Exit load of 1% if redeemed within 1 year. ;

Investment Objective

The Scheme aims to generate returns by investing in mutual fund schemes selected in accordance with the BSLAMC process, as per the risk-return profile of investors.
Fund benchmarkCRISIL Hybrid 85+15 Conservative Index

Fund house

Rank (total assets)#4 in India
Total AUM₹4,43,788.75 Cr
Date of Incorporation23 Dec 1994
Launch Date23 Dec 1994
AddressOne World Center, Tower 1, 17th Floor, Jupiter Mill CompoundSenapati Bapat Marg, Elphinstone Road Mumbai 400013
Custodian--
Registrar & Transfer AgentCams
Address7th Floor, Tower II, Rayala Towers, 158, Anna Salai,