Aditya Birla Sun Life Mutual Fund
Aditya Birla Sun Life Regular Savings Fund - Growth / Payment - Direct Plan
Conservative Hybrid
— 3Y
SBI Mutual Fund
Conservative Hybrid · Direct Plan · Growth · Live NAV & returns (MFAPI); TER/AUM/managers illustrative
Benchmark · CRISIL Hybrid 15+85 Conservative TRI
SBI Conservative Hybrid Fund - Direct Plan - Growth is an open-ended conservative hybrid scheme managed by SBI Mutual Fund. The objective is long-term capital appreciation through disciplined diversification.
Annualised returns versus benchmark — validate against official AMC factsheets before investing.
| Period | Fund CAGR | Benchmark | Active (illustrative) |
|---|---|---|---|
| 1 Year | +4.9% | +1.7% | +3.2% |
| 3 Years | +9.5% | +8.4% | +1.1% |
| Since inception | +9.5% | +8.1% | +1.4% |
Downside and volatility diagnostics — combine with horizon and liquidity needs when sizing allocations.
Std. deviation (3Y ann.)
10.8%
Higher dispersion implies wider NAV swings.
Beta vs benchmark
0.88
Category avg beta 0.91.
Sharpe (risk-adjusted)
0.87
Illustrative ratio — use alongside drawdowns.
Max drawdown (stress)
-23.4%
Peak-to-trough NAV decline on modelled history.
3Y alpha
+2.4%
Versus benchmark on illustrated methodology.
Top positions and sector sleeves — illustrative placeholder data; MFAPI does not provide portfolio holdings.
| Security | Sector | Weight % |
|---|---|---|
| Sun Pharmaceutical Industries Ltd. | Healthcare | 11.7% |
| Hindustan Unilever Ltd. | Consumer Staples | 12.4% |
| Mahindra & Mahindra Ltd. | Automobiles | 11.9% |
| UltraTech Cement Ltd. | Materials | 3.8% |
| HDFC Bank Ltd. | Financial Services | 14.5% |
| Reliance Industries Ltd. | Energy | 7.5% |
| ICICI Bank Ltd. | Financial Services | 14.4% |
| Infosys Ltd. | Information Technology | 14% |
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 2016
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.
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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 I
2026-03-15
Good ELSS context without pushing products.
Investor H
2026-08-15
Wish rolling returns were longer — still better than PDF brochures.
Investor G
2026-01-15
Clean disclosure layout — finally see TER and risk together.
SBI Conservative Hybrid Fund - Direct Plan - Growth
Research-only · No transactions