Aditya Birla Sun Life Conservative Hybrid Active Fund of Funds Direct Growth
Scheme code: INF084M01EQ8
NAV value:
₹ 36.6656
NAV date: 18 March, 2026
TER: 0.00%
Fund option: Direct
Fund type: Growth
Asset class: Other
Asset category: FoF Domestic
Rolling returns
Summary
| Duration | Min (%) | Max (%) | Median (%) | Average return (%) | Category average return (%) |
|---|---|---|---|---|---|
| 1 year | -4.77 | 28.99 | 9.47 | 9.89 | 37.82 |
| 3 year | 2.47 | 13.92 | 9.93 | 9.52 | 23.45 |
| 5 year | 4.50 | 14.03 | 8.99 | 9.29 | 10.6 |
| 7 year | 6.53 | 10.96 | 9.12 | 9.14 | 10.34 |
| 10 year | 8.45 | 10.10 | 9.57 | 9.46 | 10.54 |
| 12 year | 9.26 | 10.12 | 9.82 | 9.77 | 10.91 |
Comparison vs benchmark returns
| Index | Metrics | ||||||||||||||||||||||||||||||||||
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| NIFTY 50 |
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| NIFTY 100 |
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| NIFTY 200 |
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| NIFTY 500 |
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SIP rolling returns
Summary
If you invest ₹1 lakh per month in this fund through SIP, here are the estimated returns over different timeframes.| Duration | Invested amount | Final value | Return | CAGR (%) |
|---|
Comparison vs benchmark returns
| Index | Metrics |
|---|
SIP return for 1 year
- Total Invested Amount: ₹12,00,000 - Final Portfolio Value: ₹12,51,014 - Absolute Returns: ₹51,014 - CAGR: %SIP return for 3 year
- Total Invested Amount: ₹36,00,000 - Final Portfolio Value: ₹41,21,341 - Absolute Returns: ₹5,21,341 - CAGR: %SIP return for 5 year
- Total Invested Amount: ₹60,00,000 - Final Portfolio Value: ₹75,62,265 - Absolute Returns: ₹15,62,265 - CAGR: %SIP return for 7 year
- Total Invested Amount: ₹84,00,000 - Final Portfolio Value: ₹1,17,30,998 - Absolute Returns: ₹33,30,998 - CAGR: %SIP return for 10 year
- Total Invested Amount: ₹1,20,00,000 - Final Portfolio Value: ₹1,99,82,992 - Absolute Returns: ₹79,82,992 - CAGR: %SIP return for 12 year
- Total Invested Amount: ₹1,44,00,000 - Final Portfolio Value: ₹2,68,62,511 - Absolute Returns: ₹1,24,62,511 - CAGR: %Drawdown Metrics
Max Drawdown
-11.47 %
Drawdown Duration
1 months
Recovery Time
4 months
Avg Drawdown
-0.78 %
Calmar Ratio by Duration
1
Y
0.8621
3
Y
0.8299
5
Y
0.8098
7
Y
0.7967
10
Y
0.8246
12
Y
0.8517
Benchmark Comparison
vs NIFTY 50
| Duration | Alpha | Beta | Upside Capture | Downside Capture | Fund CAGR | Benchmark CAGR |
|---|---|---|---|---|---|---|
| 1 year | 1.27 | 0.27 | 30.3 | 21.7 | 7.11 % | 4.00 % |
| 3 years | 3.44 | 0.33 | 37.1 | 26.1 | 11.52 % | 11.28 % |
| 5 years | 2.29 | 0.28 | 32.2 | 23.8 | 9.62 % | 9.44 % |
| 7 years | 2.41 | 0.25 | 30.6 | 23.4 | 9.97 % | 10.74 % |
| 10 years | 1.55 | 0.24 | 29.2 | 22.2 | 9.41 % | 12.06 % |
| 12 years | 0.43 | 0.24 | 29.2 | 22.2 | 7.79 % | 10.00 % |
| 15 years | -0.67 | 0.24 | 29.2 | 22.2 | 6.18 % | 7.92 % |