Aditya Birla Sun Life Conservative Hybrid Active FoF Direct-Growth
Hybrid: Conservative Hybrid - Growth (Open ended) Factsheet
SEBI Riskometer: Moderately HighCategory: Hybrid: Conservative HybridBenchmark: CRISIL Hybrid 85+15 Conservative Index
NAV: ₹37.79-0.02%
24 Jul 2026
Similar Funds
Side-by-side comparison of Aditya Birla Sun Life Conservative Hybrid Active FoF Direct-Growth with similar funds — trailing returns, risk metrics, AUM and expense ratio.
| Period | This Fund | Category Avg | Category Rank |
|---|---|---|---|
| 1Y Return | +3.67% | 3.17% | — |
| 3Y Return | +10.13% | 8.36% | — |
| 5Y Return | +9.17% | 8.09% | — |
| 10Y Return | +9.08% | 8.27% | — |
Trailing annualised returns (%). Category rank: lower is better. Green = top third of category.
Funds in Hybrid: Conservative Hybrid
Top funds by AUM in the Hybrid: Conservative Hybrid category — see how Aditya Birla Sun Life Conservative Hybrid Active FoF Direct-Growth compares on size and returns.
Funds Tracking CRISIL Hybrid 85+15 Conservative Index
Top funds tracking the CRISIL Hybrid 85+15 Conservative Index — sorted by AUM to show the largest options available.
Frequently Asked Questions
Which funds are similar to Aditya Birla Sun Life Conservative Hybrid Active FoF Direct-Growth?
Funds similar to Aditya Birla Sun Life Conservative Hybrid Active FoF Direct-Growth in the Hybrid: Conservative Hybrid category include SBI Conservative Hybrid Fund Direct-Growth, Parag Parikh Conservative Hybrid Fund Direct-Growth, and ICICI Prudential Regular Savings Fund Direct-Growth. These funds follow a comparable investment mandate and are benchmarked against similar indices. You can compare them in detail — across returns, risk metrics, expense ratio, and portfolio composition — using the fund comparison tool on sharpely.
What is the rank of Aditya Birla Sun Life Conservative Hybrid Active FoF Direct-Growth in its category?
The category rank of Aditya Birla Sun Life Conservative Hybrid Active FoF Direct-Growth is shown in the Trailing Returns section above.
How does Aditya Birla Sun Life Conservative Hybrid Active FoF Direct-Growth's expense ratio compare to similar funds?
Aditya Birla Sun Life Conservative Hybrid Active FoF Direct-Growth has an expense ratio of 0.42%. The peers SBI Conservative Hybrid Fund Direct-Growth has an expense ratio of 0.98% and Parag Parikh Conservative Hybrid Fund Direct-Growth has 0.30%. Over the long term, a higher expense ratio can meaningfully drag on returns, so it is worth evaluating whether the fund's performance justifies the additional cost.
How does Aditya Birla Sun Life Conservative Hybrid Active FoF Direct-Growth's AUM compare to similar funds?
Aditya Birla Sun Life Conservative Hybrid Active FoF Direct-Growth has an AUM of ₹17.37 crore. The peers SBI Conservative Hybrid Fund Direct-Growth has an AUM of ₹10,144.7 crore and Parag Parikh Conservative Hybrid Fund Direct-Growth has ₹3,418.9 crore. A large AUM can sometimes limit a fund's ability to take meaningful positions in mid and small-cap stocks, as larger trades can move prices. This is particularly relevant for funds that invest outside large caps.
Which fund has the best 3-year returns in the Hybrid: Conservative Hybrid?
The top performing fund in the Hybrid: Conservative Hybrid category on a 3-year basis is SBI Childrens Fund - Savings Plan Direct-Growth with a CAGR of 12.19% as of 23 Jul 2026. Aditya Birla Sun Life Conservative Hybrid Active FoF Direct-Growth has delivered 10.13% CAGR over the same period. You can view and compare the full category ranking on sharpely.
How does Aditya Birla Sun Life Conservative Hybrid Active FoF Direct-Growth rank in risk-adjusted returns vs peers?
On a risk-adjusted basis, Aditya Birla Sun Life Conservative Hybrid Active FoF Direct-Growth has a Sharpe ratio of 0.87 compared to the Hybrid: Conservative Hybrid average of 0.64 as of 23 Jul 2026. It ranks 7 out of 29 funds in its category on Sharpe ratio.