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MF_120705

Aditya Birla Sun Life Conservative Hybrid Fund - Growth / Payment - Direct Plan

Hybrid Schemes - Conservative Hybrid Fund

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End Amount
₹37,076.42
Initial: ₹10000.0 (Lumpsum)
Annualized Return (CAGR)
9.94%
MF_120705 Return
Benchmark CAGR
11.55%
Nifty 50
Inflation Adj. CAGR
4.85%
Real Annualized Return
Alpha
0.02
Excess Return vs Benchmark
Beta
0.31
Volatility vs Benchmark
Sharpe Ratio
0.65
Risk-Adjusted Return
Sortino Ratio
0.98
Downside Risk-Adjusted
Parameters (amount, dates, benchmark) can be changed by clicking the Change Settings button or dropdown above. Click to expand
₹
Capital is parked in this source symbol and transferred monthly into the target.
Interval in months to rebalance portfolio constituents (for portfolio strategies).
Calculate and show 3Yr, 5Yr, 7Yr, and 10Yr rolling monthly return correlations across symbols (disabled by default for faster backtests).
Performance Chart
Win Ratios against Benchmark: Nifty 50
Period Win Ratio (%) Avg Win over Benchmark (%) Avg Loss over Benchmark (%)
30 days 46% 22% 47%
60 days 45% 17% 28%
90 days 45% 14% 23%
180 days 42% 11% 14%
1Yr 41% 7% 10%
3Yr 27% 3% 5%
5Yr 18% 1% 5%
7Yr 4% 1% 4%
10Yr 0% 0% 3%
Rolling Returns Annualized % Comparison Format: Current Value | 2.5th Pct | Median Value | 97.5th Pct
Period Aditya Birla Sun Life Conservative Hybrid Fund - Growth / Payment - Direct Plan Nifty 50
30 days -5.5% | -28.7% | 11.3% | 64.0% 26.6% | -61.9% | 14.2% | 180.7%
60 days -11.0% | -20.7% | 11.1% | 53.4% -23.0% | -45.3% | 16.8% | 120.0%
90 days -8.3% | -15.4% | 10.2% | 45.4% -25.0% | -37.7% | 15.4% | 102.4%
1 Year 1.7% | -3.3% | 9.7% | 29.4% -10.0% | -14.9% | 12.3% | 55.8%
3 Years 8.4% | 1.5% | 10.1% | 18.2% 7.7% | 3.5% | 13.4% | 23.9%
5 Years 7.6% | 6.2% | 9.5% | 14.3% 6.4% | 4.9% | 13.7% | 21.6%
7 Years 9.0% | 8.1% | 9.4% | 11.6% 11.2% | 8.2% | 13.4% | 15.7%
10 Years 8.0% | 8.3% | 10.0% | 11.4% 11.7% | 11.3% | 13.3% | 15.0%
Periods of Negative Return (Drawdowns) 4 Periods
Start Date End Date Duration Max Drop (%) Benchmark & Other Symbols Max Drop Start Value Min Value End Value
May 20, 2013 Oct. 9, 2013 142 days 6% Nifty 50: 13% 10190 9594 10217
Aug. 19, 2015 April 1, 2016 226 days 7% Nifty 50: 18% 14592 13629 14607
Aug. 28, 2018 May 18, 2019 263 days 6% Nifty 50: 14% 19668 18427 19671
Feb. 12, 2020 Oct. 9, 2020 240 days 14% Nifty 50: 37% 20671 17730 20717