Hybrid | Conservative Hybrid Fund
NAV ₹74.40 as on 20 Jun 2025
RiskModerately High
Fund Size₹1,378.33Cr
NAV | ₹74.40 as on 20 Jun 2025 |
---|---|
Risk | Moderately High |
Fund Size | ₹1,378.33Cr |
Lock-in
No Lock-in
Min One Time Amount
₹500
Min Withdrawal Amount
₹-
Min SIP Amount
₹100
Min Additional Amount
₹500
Exit Load
1.00% - For redemption/switch-out of units within 90 days from the date of allotment. Nil - For redemption/switch-out of units after 90 days from the date of allotment.
Age
12 years 5 months (Since Jan 01, 2013)
Return since Launch
10.67%
Expense ratio
1.02%
Type
OPEN
AUM (Fund Size)
₹1,378.33
Risk Grade
Moderately High
Benchmark
CRISIL Hybrid 85+15 - Conservative Index
Name:
Mohit Sharma
Experience:
He has around 11 years of experience of which 7 years is in financial markets. He joined Birla Sun AMC in October 2015. Prior to joining Birla AMC, he ran his own healthcare-tech business (June 2012 - May 2015). he has also worked as an Interest Rates Trader in Standard Chartered Bank (May 2007 - June 2011) and ICICI Bank Ltd (June 2006 - April 2007). He started his career in the Equity Research in Irevna Ltd (June 2005 - June 2006).
55.98%
22.05%
5.88%
2.24%
2.11%
1.39%
1.20%
Your investment will be at Moderately High Risk
Rank (total assets) | #6 in India |
---|---|
Total AUM | ₹3,82,889.63Cr |
Date of Incorporation | 05 Sep 1994 |
---|
1Y | 3Y | 5Y | All | |
---|---|---|---|---|
Fund returns | 9.78% | 3.69% | 2.46% | 0.85% |
Category average | 7.44% | 3.42% | 1.99% | - |
Rank within category | 2 | 11 | 3 | - |
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