Aditya Birla Sun Life Conservative Hybrid Active FoF Regular-Growth
The fund is rated 5 stars. The strongest areas were investment selection within each asset type, investment selection within each industry, and balance between returns and downside risk.
This fund has a good track record with Asset Selection/Timing, a good track record with Stock Selection/Timing, a good risk-reward ratio. It is important to note, however, that this fund has a 18.081 AUM and a 0.89 expense ratio. Considering all these factors, we have rated this fund as 5.0 star.
Our score weighs long-term performance, risk and consistency — not just past returns.
Returns
As of 6 Oct 2026
Risk ratios
As of 30 Sep 2026
Debt metrics
Portfolio
As of 31 Aug 2026
Market-cap split
Sector allocation
Holdings (9)
| Holding | % of fund | Value | Shares |
|---|---|---|---|
| Aditya Birla Sun Life Short Term Direct Fund Direct-Growth | 38.49% | ₹6.96 Cr | 12,61,500 |
| HDFC Corporate Bond Fund Direct Plan-Growth | 38.00% | ₹6.87 Cr | 19,52,039 |
| Aditya Birla Sun Life Flexi Cap Fund Direct-Growth | 5.80% | ₹1.05 Cr | 4,690 |
| ICICI Prudential Large Cap Fund Direct-Growth | 4.17% | ₹0.75 Cr | 62,799 |
| Kotak Multi Cap Fund Direct-Growth | 3.81% | ₹0.69 Cr | 3,18,184 |
| Nippon India Growth Mid Cap Fund Direct- Growth | 3.64% | ₹0.66 Cr | 1,302 |
| DSP Small Cap Direct Plan-Growth | 3.29% | ₹0.6 Cr | 22,883 |
| Others | 1.88% | ₹0.34 Cr | — |
| Aditya Birla Sun Life Large Cap Direct Fund-Growth | 1.33% | ₹0.24 Cr | 4,125 |
Fund details
Capital appreciation through strategic asset allocation which is based on satisfying the needs of investors looking for conservative risk return profile in the long term. investments predominantly in debt and money market schemes as well as equity mutual fund schemes.
The scheme seeks to generate returns by investing in portfolio of schemes predominantly in Debt schemes with the secondary objective being growth of capital by investing in equity-oriented schemes. The Scheme has a strategic asset allocation which is based on satisfying the needs to a conservative risk-return profile of investors.
Exit load of 1% if redeemed within 1 year.