Aditya Birla Sun Life Aggressive Hybrid Fund - Regular Plan - Growth

(Erstwhile Aditya Birla Sun Life Equity Hybrid 95 Fund - Regular Plan-Growth)
Fund House: Aditya Birla Sun Life Mutual Fund
Category: Hybrid: Aggressive
Launch Date: 10-02-1995
Asset Class: Mixed Asset
Benchmark: CRISIL Hybrid 35+65 - Aggressive Index
TER: 1.89% As on (30-08-2026)
Status: Open Ended Schemes
Minimum Investment: 100.0
Minimum Topup: 100.0
Total Assets: 7,209.57 Cr As on 31-08-2026(Source:AMFI)
Turn over: 0.53% | Exit Load: 1% on or before 90D, Nil after 90D

1516.3

17.21%

PERFORMANCE

Returns Type:
of  
Start :  
End : 
Period:  
This Scheme
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vs
AK Hybrid Aggressive TRI
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Gold
-
PPF
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Returns Type:
of  
  Period:  

Start :  
Period:  

RETURNS ANALYSIS

Fund Multiplier

Time it would have taken to make your money double (2x), quadruple (4x) and quintuple (5x)

Time Taken To Multiply
2x
4x
5x
10x
FUND
3 Years 7 Months
4 Years 7 Months
4 Years 10 Months
9 Years 10 Months
FD
11 years 10 Months
GOLD
8 years 9 Months
NIFTY
5 years 5 Months

 

Investment Objective

The fund seeks to achieve long-term capital appreciation and current income from a balanced portfolio with a target allocation of 60% equity, 40% debt and money market securities

Current Asset Allocation (%)

Indicators

Standard Deviation 11.24
Sharpe Ratio 0.47
Alpha 3.68
Beta 0.41
Yield to Maturity 7.43
Average Maturity 5.45

PEER COMPARISON

Scheme Name Inception
Date
1 Year
Return(%)
2 Year
Return(%)
3 Year
Return(%)
5 Year
Return(%)
10 Year
Return(%)
Aditya Birla Sun Life Aggressive Hybrid Fund - Regular Plan - Growth 10-02-1995 -2.06 -0.52 8.2 6.82 8.96
Bank Of India Aggressive Hybrid Fund - Regular Plan Growth 05-07-2016 11.51 4.28 15.18 13.25 15.1
Quant Aggressive Hybrid Fund - Growth Option - Regular Plan 21-03-2001 7.14 1.55 10.92 11.23 14.92
Navi Aggressive Hybrid Fund - Regular Plan - Growth 23-04-2018 5.29 2.97 9.61 9.26 -
Bandhan Aggressive Hybrid Fund-Regular Plan Growth 05-12-2016 3.58 3.91 12.0 9.85 -
HSBC Aggressive Hybrid Fund - Regular Growth 01-01-2013 2.65 2.69 11.59 9.68 10.6
SBI Aggresive Hybrid Fund - Regular Plan - Growth 01-12-1995 1.5 4.06 10.34 8.71 11.31
Kotak Aggressive Hybrid Fund - Regular Plan -Growth 25-11-1999 0.74 1.32 10.76 10.55 11.86
Mirae Asset Aggressive Hybrid Fund - Regular Plan - Growth 02-07-2015 0.7 0.98 8.9 8.21 11.39
LIC MF Aggressive Hybrid Fund-Regular Plan-Growth 31-03-1991 0.02 0.31 9.32 7.68 8.78

Scheme Characteristics

Equity & Equity related instruments - between 65% and 80% of total assets; Debt instruments - between 20% and 35% of total assets.

Riskometer

riskometer

PORTFOLIO

Market Cap Distribution

Small Cap

7.52%

Others

23.5%

Large Cap

54.11%

Mid Cap

14.87%

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