What is the current price / NAV of Aditya Birla SL Conservative Hybrid Active FOF?
The current NAV of Aditya Birla SL Conservative Hybrid Active FOF is ₹37.00, as of 3rd December 2025.What are the returns of Aditya Birla SL Conservative Hybrid Active FOF?
The Aditya Birla SL Conservative Hybrid Active FOF was launched on 1st January 2013. This mutual fund's past returns are as follows:- 1 Year Returns: 7.15%
- 3 Year Returns: 11.84%
- 5 Year Returns: 10.84%
What are the top 5 sectoral holdings of Aditya Birla SL Conservative Hybrid Active FOF?
The top sectors Aditya Birla SL Conservative Hybrid Active FOF has invested in are as follows:- Others | 99.22%
- Investment Banking & Brokerage | 0.78%
What are the top 5 holdings of Aditya Birla SL Conservative Hybrid Active FOF?
The top 5 holdings for Aditya Birla SL Conservative Hybrid Active FOF are as follows:- Aditya Birla Sun Life Short Term Fund - Growth - Direct Plan | 26.33%
- HDFC Corporate Bond Fund - Growth Option - Direct Plan | 25.14%
- KOTAK DYNAMIC BOND FUND - GROWTH DIRECT | 13.63%
- ABSL GOVERNMENT SEC FUND-DG | 10.40%
- Aditya Birla Sun Life Frontline Equity Fund - Growth - Direct Plan | 5.45%
What is the asset allocation of Aditya Birla SL Conservative Hybrid Active FOF?
The asset allocation for Aditya Birla SL Conservative Hybrid Active FOF is as follows:- Mutual Funds | 99.37%
- Cash & Equivalents | 0.63%
What is the AUM of Aditya Birla SL Conservative Hybrid Active FOF?
The AUM (i.e. assets under management) of Aditya Birla SL Conservative Hybrid Active FOF is ₹16.66 Cr as of 3rd December 2025.What is the expense ratio of Aditya Birla SL Conservative Hybrid Active FOF?
The expense ratio of Aditya Birla SL Conservative Hybrid Active FOF Plan is 0.55 as of 3rd December 2025.What is the alpha ratio of Aditya Birla SL Conservative Hybrid Active FOF?
The alpha ratio for the Aditya Birla SL Conservative Hybrid Active FOF is -0.21
Alpha is the excess return of a fund compared to its expected return, based on its beta and the risk-free rate. Positive alpha indicates that the fund has outperformed its expected return, while negative alpha suggests underperformance.
What is the volatility or standard deviation of Aditya Birla SL Conservative Hybrid Active FOF?
The volatility or standard deviation for the Aditya Birla SL Conservative Hybrid Active FOF is 4.11
Standard deviation measures the volatility or risk associated with the returns of a mutual fund. A higher standard deviation indicates higher volatility, suggesting that the returns of the mutual fund are more spread out from the average. On the other hand, a lower standard deviation implies lower volatility and a more stable performance.
What is the sharpe ratio of Aditya Birla SL Conservative Hybrid Active FOF?
The Sharpe ratio for the Aditya Birla SL Conservative Hybrid Active FOF is 0.78
The Sharpe ratio is a measure of risk-adjusted return that evaluates the performance of a mutual fund, by adjusting for its risk. Higher Sharpe ratio indicates a better risk-adjusted performance. A positive Sharpe ratio indicates that the MF has provided a return in excess of the risk-free rate for the amount of risk taken. Conversely, a negative Sharpe ratio suggests that the MF did not adequately compensate for the risk.
What is the Sortino ratio of Aditya Birla SL Conservative Hybrid Active FOF?
The Sortino Ratio for the Aditya Birla SL Conservative Hybrid Active FOF is 0.08
The Sortino ratio of a mutual fund is a measure of its risk-adjusted return, considering only downside volatility. It helps investors evaluate how well a fund is performing relative to its downside risk. A higher Sortino ratio (value >1) means the fund generates better returns for the downside risk taken.
Add to Watchlist
Share
How to use scorecard? Learn more
Aditya Birla SL Conservative Hybrid Active FOF Direct Growth
Growth
37.000.11% (-0.04)
High
—
—
Low
—
—
Returns
0.00%
0.00%
1M
6M
1Y
3Y
5Y
Max
SIP
1M
6M
1Y
3Y
5Y
Max
SIP
Scorecard
Performance
AvgReturn has been average, nothing exciting vs others
Risk
HighStay alerted, risk is higher vs others
Cost
HighHigher costs on pocket vs others
How to use scorecard? Learn more
Aditya Birla SL Conservative Hybrid Active FOF Performance & Key Metrics
Aditya Birla SL Conservative Hybrid Active FOF Performance & Key Metrics
| Expense RatioExpense Ratio | No LabelNo Label | No LabelNo Label |
|---|---|---|
| 0.55 | — | 0.78 |
| No LabelNo Label | No LabelNo Label | No LabelNo Label |
|---|---|---|
| 0.47 | 6.80 | 1.89 |
Aditya Birla SL Conservative Hybrid Active FOF Scheme InfoAditya Birla SL Conservative Hybrid Active FOF Scheme Info
| PlanPlan | Lock inLock in | Exit LoadExit Load |
|---|---|---|
| Growth | 0 yrs | 1.00% |
| SIP Inv.SIP Inv. | Min. LumpsumMin. Lumpsum |
|---|---|
| Allowed | ₹ 100 |
| BenchmarkBenchmark |
|---|
| CRISIL Hybrid 85+15 - Conservative Index |
About FoFs (Domestic) - Hybrid
About FoFs (Domestic) - Hybrid
These are Fund of Funds that invest in a mix of equity and debt mutual funds. They aim to provide a balanced risk-return profile through diversification across asset classes.
Aditya Birla SL Conservative Hybrid Active FOF Peers
Aditya Birla SL Conservative Hybrid Active FOF Peers & Comparison
Comparing 3 mutual funds from
OtherFoFs (Domestic) - Hybrid
OtherFoFs (Domestic) - Hybrid
Returns
Scheme
Ratios
| Mutual Fund | 1Y Returns1Y Returns | 3Y CAGR3Y CAGR | Life CAGRLife CAGR |
|---|---|---|---|
| Aditya Birla SL Conservative Hybrid Active FOF | 7.15% | 11.84% | 9.34% |
| ICICI Pru Dynamic Asset Allocation Active FOF | 10.07% | 14.96% | 12.75% |
| Kotak Income Plus Arbitrage Omni FOF | 7.64% | 8.16% | 8.15% |
| HDFC Multi-Asset Active FOF | 12.98% | 16.88% | 16.55% |
Aditya Birla SL Conservative Hybrid Active FOF Returns Comparison
Compare Aditya Birla SL Conservative Hybrid Active FOF with any MF, ETF, stock or indexCompare Aditya Birla SL Conservative Hybrid Active FOF with any MF, ETF, stock or index
Aditya Birla SL Conservative Hybrid Active FOF
Hmm, looks like data is unavailable here. Please come back after some timeAditya Birla SL Conservative Hybrid Active FOF Portfolio
Aditya Birla SL Conservative Hybrid Active FOF Asset Allocation
Aditya Birla SL Conservative Hybrid Active FOF Asset Allocation
Actual
Target
Mar 2025
Jun 2025
Sep 2025
Oct 2025
Mar 2025
Jun 2025
Sep 2025
Oct 2025
Aditya Birla SL Conservative Hybrid Active FOF Sector Distribution
Aditya Birla SL Conservative Hybrid Active FOF Sector Distribution
Mar 2025
Jun 2025
Sep 2025
Oct 2025
Aditya Birla SL Conservative Hybrid Active FOF Sector Weightage
Aditya Birla SL Conservative Hybrid Active FOF Sector Weightage
Others
Others as a % of total holdings for last six quarters
Aditya Birla SL Conservative Hybrid Active FOF Current Holdings
Aditya Birla SL Conservative Hybrid Active FOF Current Holdings
Others
- ConstituentHolding Weight3M Change
- Aditya Birla Sun Life Short Term Fund - Growth - Direct Plan3M change : 4.26 %
Holdings
26.33 %
4.26 % - HDFC Corporate Bond Fund - Growth Option - Direct Plan3M change : 3.10 %
Holdings
25.14 %
3.10 % - KOTAK DYNAMIC BOND FUND - GROWTH DIRECT3M change : -0.48 %
Holdings
13.63 %
-0.48 %
AMC Profile of Aditya Birla SL Conservative Hybrid Active FOF
AMC Profile of Aditya Birla SL Conservative Hybrid Active FOF
Aditya Birla Sun Life AMC Limited, is a joint venture between the Aditya Birla Group and the Sun Life Financial Inc. of Canada. The joint venture brings together Aditya Birla Group's experience in the Indian market and Sun Life's global experience.
Aditya Birla Sun Life AMC Limited, is a joint venture between the Aditya Birla Group and the Sun Life Financial Inc. of Canada. The joint venture brings together Aditya Birla Group's experience in the Indian market and Sun Life's global experience.
No.of Schemes
95
Total AUM
₹ 4,37,364.83 Cr.
Aditya Birla SL Conservative Hybrid Active FOF Manager Details
Aditya Birla SL Conservative Hybrid Active FOF Manager Details
Aditya Birla SL Conservative Hybrid Active FOF Manager Profile
Aditya Birla SL Conservative Hybrid Active FOF Manager Profile
Vinod Narayan Bhat
AUM: ₹567.48 Cr.
|
Exp: 18yrs
Qualification
CFA (USA), MBA Finance, M.S. Industrial Engineering, B.Tech & Mechanical Engineering - IIT Bombay
Past Experience
Mr. Bhat has an overall experience of 18 years with over 12 years in the financial markets and investment banking space. He has been associated with ABSLAMC since July 2018 as Head of Investor Communications (Investments - Equity). Prior to joining ABSLAMC, he was the Vice President - Corporate Strategy and Business Development with Aditya Birla Management Corporation Pvt. Ltd. He had also worked with Ocean Park Advisors (USA) as a Senior Associate Investment Banking. He was also an Associate - Investment Banking with Credit Suisse (USA).
Funds Managed (10)
Other (10)
14.86%
14.86%
18.71%
18.71%
0.21%
0.21%
8.12%
8.12%
14.46%
14.46%
0.62%
0.62%
7.05%
7.05%
16.36%
16.36%
0.29%
0.29%
13.74%
13.74%
17.47%
17.47%
1.20%
1.20%
6.22%
6.22%
15.45%
15.45%
1.07%
1.07%
7.54%
7.54%
13.84%
13.84%
1.18%
1.18%
6.72%
6.72%
11.39%
11.39%
0.97%
0.97%
11.19%
11.19%
18.31%
18.31%
0.28%
0.28%
10.89%
10.89%
17.91%
17.91%
0.61%
0.61%
7.15%
7.15%
11.84%
11.84%
0.55%
0.55%
Aditya Birla SL Conservative Hybrid Active FOF Manager Performance (0)
Aditya Birla SL Conservative Hybrid Active FOF Manager Performance (0)
Other: FoFs (Domestic) - Hybrid
Aditya Birla SL Conservative Hybrid Active FOF Tax Implications
Aditya Birla SL Conservative Hybrid Active FOF Tax Implications
Let’s calculate your returns after tax
Investment frequency
Monthly
One Time
Monthly Investment Amt. (₹)
Investment period (years)
CAGR (%)
This CAGR is calculated based on the actual past return given by the fund during the selected investment period. This is the annualised growth rate assuming monthly compounding.
Historical
Income
As per the tax implications, in some cases, tax on MF returns depends on your annual income slab
₹10 Lakh - ₹12 Lakh
+
-
You make
Aditya Birla SL Conservative Hybrid Active FOF Review & Opinions
Aditya Birla SL Conservative Hybrid Active FOF Review & Opinions
The content here in the form of articles and videos is for information purposes only and may have been sourced from publicly available sources or otherwise. Tickertape does not guarantee the authenticity and veracity of the material shared. The User understands and agrees that Tickertape is not aware nor liable for any content shared here.
Hmm, looks like data is unavailable here. Please come back after some time.
Gains are added to taxable income and taxed according to the individual’s income tax slab
Gains are treated as long-term capital gains and taxed at 12.5%
Gains are added to taxable income and taxed according to the individual’s income tax slab
Gains are treated as long-term capital gains and taxed at 12.5%