MonitorDirect · Growth
Aditya Birla Sun Life Conservative Hybrid Active FOF
Aditya Birla Sun Life Mutual FundOther Scheme - FoF Domestic11.9 years
- NAV
- 37.8064
- 15 Sept 2026
- 1Y
- +4.7%
- Trailing CAGR
- AUM
- ₹18.09 Cr
- 31 Aug 2026
- Volatility
- Low
- 4.6% annualized
NAV
Path not in current snapshots
n/a
Returns
Trailing CAGR and simulated monthly SIP XIRR from daily NAV. Category comparison uses the median of comparable share classes in the peer set.
Trailing CAGR
Point-to-point, calendar-day annualized
- 1Y+4.7%
- 3Y+9.2%
- 5Y+8.8%
- 10Y+8.9%
- SI+9.1%
SIP XIRR
Equal monthly instalments to latest NAV
- 1Y+4.6%
- 3Y+6.9%
- 5Y+8.9%
- 10Y+9.5%
- Since inception
- +9.1%
- Calendar-day CAGR
- Excess 1Y
- -1.9%
- Category median, same plan and option
- 3Y win rate
- +7%
- Windows beating the median
- 3Y percentile
- 27
- Vs comparable share classes
- Worst rolling 3Y
- +2.5%
- 2158 daily-ending windows
- Median rolling 3Y
- +10.1%
- Calendar-day CAGR
- Positive rolling 5Y
- +100%
- 1677 daily-ending windows
- SIP 3Y XIRR
- +6.9%
- Simulated monthly SIP
Drawdown
Peak to trough from a running NAV high. Move across the path to read a date.
Drawdown
Path not in current snapshots
n/a
- Average recovery
- 8 days
- 231 recovered episodes
- Longest recovery
- 160 days
- Trough to prior peak
- Current spell
- 29 days
- Days below latest peak
- Time below peak
- +77%
- NAV observations
13 Feb 2020 – 6 Jul 2020
Trough 23 Mar 2020 · recovered in 105 days
-11.5%
28 Aug 2018 – 18 Mar 2019
Trough 9 Oct 2018 · recovered in 160 days
-4.9%
26 Sept 2024 – 16 Apr 2025
Trough 28 Feb 2025 · recovered in 47 days
-4.4%
5 Apr 2022 – 11 Aug 2022
Trough 20 Jun 2022 · recovered in 52 days
-4.4%
Dimensions
0–100 reads of named metrics. The mean is unweighted and only uses dimensions with data.
Returns
27
Vs category
38
Consistency
19
Risk-adjusted
67
Drawdown
71
Mean
45
Portfolio
31 Aug 2026 · 9 holdings.
- Top 5
- 90.3%
- Top 10
- n/a
- Largest holding
- 38.5%
- Effective holdings
- 3.3
Aditya Birla Sun Life Short Term Direct Fund Direct-Growth
Unspecified
38.5%
HDFC Medium Term Opportunities Direct Plan-Growth
Unspecified
38.0%
Birla Sun Life Equity Fund Direct-Growth
Unspecified
5.8%
ICICI Prudential Large Cap Fund Direct-Growth
Unspecified
4.2%
Kotak Multi Cap Fund Direct-Growth
Unspecified
3.8%
Decision
Quantitative read of the live evidence. An explanation can only restate what is already here.
As of 11 Sept 2026
Monitor
Engine status
Monitor
Recent evidence
Why this status
No status reasons yet. History is still thin.
Supporting reads
- Risk-adjusted return sits above the documented risk-free proxy.
- Peak-to-trough drawdown has stayed shallower than 15%.
Worth investigating
Same-category peers with enough history to inspect beside this fund.
ICICI Prudential Diversified Debt Strategy Active FOF - Dividend option
ICICI Prudential Mutual Fund
- 1Y
- +5.4%
- 3Y
- +7.2%
- Vol
- 2.0%
- Max DD
- -4.6%
- Sharpe
- 1.41
- 3Y win
- +33%
- Lower volatility
- Shallower drawdown
- Higher win rate vs category
Caveat: Lower trailing returns
Bandhan Aggressive Hybrid Passive FOF
Bandhan Mutual Fund
- 1Y
- +6.7%
- 3Y
- +11.8%
- Vol
- 10.2%
- Max DD
- -29.0%
- Sharpe
- 0.56
- 3Y win
- +56%
- Higher win rate vs category
- Lower TER
- Higher trailing returns
Caveat: Higher volatility · Deeper drawdown
ICICI Prudential Aggressive Hybrid Active FOF
ICICI Prudential Mutual Fund
- 1Y
- -1.2%
- 3Y
- +12.7%
- Vol
- 16.4%
- Max DD
- -35.7%
- Sharpe
- 0.78
- 3Y win
- +84%
- Higher win rate vs category
- Lower TER
- Higher trailing returns
Caveat: Higher volatility · Deeper drawdown
Motilal Oswal Asset Allocation Fund of Fund- Conservative
Motilal Oswal Mutual Fund
- 1Y
- +7.9%
- 3Y
- +12.7%
- Vol
- 8.3%
- Max DD
- -12.1%
- Sharpe
- 0.73
- 3Y win
- +14%
- Higher win rate vs category
- Lower TER
- Higher trailing returns
Caveat: Higher volatility · Deeper drawdown
Aditya Birla Sun Life Income Plus Arbitrage Active FOF
Aditya Birla Sun Life Mutual Fund
- 1Y
- +5.6%
- 3Y
- +7.2%
- Vol
- 4.7%
- Max DD
- -10.1%
- Sharpe
- 0.52
- 3Y win
- +11%
- Shallower drawdown
- Higher win rate vs category
Caveat: Higher volatility · Lower trailing returns