Aditya Birla Sun Life Mutual Fund
Aditya Birla Sun Life Regular Savings Fund - Growth / Payment - Direct Plan
Conservative Hybrid
— 3Y
Baroda Mutual Fund
Conservative Hybrid · Direct Plan · Growth · Partial data — run cron sync to hydrate NAV history
Benchmark · CRISIL Hybrid 15+85 Conservative TRI
GET /api/cron/sync-mutual-funds with CRON_SECRETto backfill charts & returns.BARODA CONSERVATIVE HYBRID FUND - Plan B (Direct) - Growth Option is an open-ended conservative hybrid scheme managed by Baroda Mutual Fund. The objective is long-term capital appreciation through disciplined diversification.
Annualised returns versus benchmark — validate against official AMC factsheets before investing.
Returns data not yet available
Run the cron sync to backfill NAV history and compute CAGR windows.
Downside and volatility diagnostics — combine with horizon and liquidity needs when sizing allocations.
Std. deviation (3Y ann.)
14.7%
Higher dispersion implies wider NAV swings.
Beta vs benchmark
1.08
Category avg beta 0.93.
Sharpe (risk-adjusted)
0.81
Illustrative ratio — use alongside drawdowns.
Max drawdown (stress)
-14.3%
Peak-to-trough NAV decline on modelled history.
3Y alpha
+2.1%
Versus benchmark on illustrated methodology.
Top positions and sector sleeves — illustrative placeholder data; MFAPI does not provide portfolio holdings.
| Security | Sector | Weight % |
|---|---|---|
| Tata Consultancy Services Ltd. | Information Technology | 13% |
| Larsen & Toubro Ltd. | Construction | 14.5% |
| Bharti Airtel Ltd. | Telecommunication | 14.5% |
| Axis Bank Ltd. | Financial Services | 12.1% |
| Kotak Mahindra Bank Ltd. | Financial Services | 14.5% |
| ITC Ltd. | Consumer Staples | 10.8% |
| Asian Paints Ltd. | Materials | 5.3% |
| Maruti Suzuki India Ltd. | Automobiles | 4.8% |
TER not yet available
Expense ratio data will appear once the fund's full factsheet has been ingested. Check the AMC website for the latest SID/KIM.
Lead fund manager
Managing strategy since 2023
Seasoned allocator with coverage across Indian equities and macro attribution frameworks.
Execution & risk oversight
Supporting desk since 2021
Focus on liquidity, derivatives overlays, and adherence to mandate guardrails.
Normalised NAV trajectory vs modelled benchmark — last 36 monthly ticks.
Chart data not yet available
Run the cron sync to backfill 3 years of NAV history for this fund.
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Approved community reviews appear first when logged-in investors contribute; demo cards fill out the grid for illustration.
Authenticated users only. Submissions stay pending until an admin approves them — one review per fund per account.
Investor K
2026-03-15
Charts load instantly on fibre — impressive polish.
Investor L
2026-08-15
Wish rolling returns were longer — still better than PDF brochures.
Investor M
2026-01-15
Good ELSS context without pushing products.
BARODA CONSERVATIVE HYBRID FUND - Plan B (Direct) - Growth Option
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