Aditya Birla Sun Life Conservative Hybrid Active FOF
🎯Investment Objective
“The primary objective of the Scheme is 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. The Scheme does not guarantee/indicate any returns.”
Source: Aditya Birla Sun Life Conservative Hybrid Active FOF scheme information document
Asset Allocation
Quarterly comparison data not available.
This fund has over 80% in equity — it's an aggressive allocation. Expect significant volatility but potentially higher long-term returns.
Asset Allocation — The Single Most Important Investment Decision →
Sector Allocation
⚠️ High concentration — the top 3 sectors account for 98.9% of this fund. If these sectors face headwinds simultaneously, the fund will feel it. This is common in thematic or sectoral funds but unusual for diversified funds.
Holdings-Based Style Box
This fund sits in the Mid-Growth quadrant based on its holdings characteristics.
The fund primarily holds mid-cap stocks (ranked 101–250 by market cap) — offering a balance of growth potential and relative stability. The ‘Growth’ tilt means holdings have higher valuations but stronger earnings growth — the fund manager is paying up for fast-growing companies.
📖 What do Large/Mid/Small Cap mean? →Key Metrics
Fund DNA
Portfolio Holdings8 positions
The Weight column shows how much of the fund's money is in each stock. The 3M Change reveals the fund manager's recent moves — increasing weight (↑ green) means they're buying more, decreasing (↓ red) means they're trimming. Click any stock name to see its detailed financials on Equiscale.
📖 Learn: Diversification & Asset Allocation →| # | Company | Sector | Allocation | Weight (%) | 3M Change | View |
|---|---|---|---|---|---|---|
| 1 | Aditya Birla Sun Life Short Term Fund - Growth - Direct Plan | Mutual Fund / ETF | 38.3% | — | ||
| 2 | HDFC Corporate Bond Fund - Growth Option - Direct Plan | Mutual Fund / ETF | 38.2% | — | ||
| 3 | ICICI Prudential Bluechip Fund - Direct Plan - Growth | Mutual Fund / ETF | 5.2% | — | ||
| 4 | Aditya Birla Sun Life Frontline Equity Fund - Growth - Direct Plan | Mutual Fund / ETF | 5.2% | — | ||
| 5 | Aditya Birla Sun Life Flexi Cap Fund - Growth - Direct Plan | Mutual Fund / ETF | 5.1% | — | ||
| 6 | KOTAK MULTICAP FUND-DIRECT PLAN-GROWTH | Mutual Fund / ETF | 3.8% | — | ||
| 7 | Nippon India Growth Mid Cap Fund - DR - GR | Mutual Fund / ETF | 3.2% | — | ||
| 8 | Clearing Corporation of India Limited | Other / Non-Equity | 1.1% | — |
Check Holdings Overlap
Sign in to see if this fund's holdings overlap with stocks already in your portfolio. Knowing your total exposure helps avoid accidental over-concentration.
Sign In to Check OverlapReturns
| 1M | 3M | 6M | 1Y | 3Y CAGR | 5Y CAGR |
|---|---|---|---|---|---|
| — | — | — | +10.0035% | +11.7568% | +9.6143% |
Performance
This chart shows the fund's NAV growth over time. Since inception, this fund has delivered a CAGR of 8.8%.
Investment Calculator
Estimate future value based on Aditya Birla Sun Life Conservative Hybrid Active FOF's historical returns
⚠️ Important Disclaimer
This projection uses past returns (11.7568% CAGR) which do NOT guarantee future performance. Actual returns may vary significantly.
💡 Why SIP works: Investing ₹10,000/month uses rupee cost averaging — buying more units when markets dip. Over 5 years, this smooths out volatility.
👤Fund Manager
Fund manager information is not available for this fund.
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All mutual fund data is for educational purposes only. Past performance does not guarantee future returns. Mutual fund investments are subject to market risks. Read all scheme-related documents carefully before investing. Equiscale does not provide investment advice.