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: 1.9% As on (29-09-2026) |
| Status: Open Ended Schemes |
| Minimum Investment: 100.0 |
| Minimum Topup: 100.0 |
| Total Assets: 6,831.02 Cr As on 30-09-2026(Source:AMFI) |
| Turn over: 0.53% | Exit Load: For redemption / switch-out of units on or before 90 days from the date of allotment: 1.00% of applicable NAV. For redemption / switch-out of units after 90 days from the date of allotment: Nil. |
1453.51
-11.82 (-0.8132%)
17.0%
Benchmark: 11.59%
PERFORMANCE
Fund Multiplier
Time it would have taken to make your money double (2x), quadruple (4x) and quintuple (5x)
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 | 11.69 |
| Sharpe Ratio | 0.28 |
| Alpha | 2.82 |
| Beta | 0.49 |
| 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 | -7.02 | -0.97 | 7.97 | 5.84 | 8.31 |
Scheme Characteristics
Equity & Equity related instruments - between 65% and 80% of total assets; Debt instruments - between 20% and 35% of total assets.
Riskometer
PORTFOLIO
Market Cap Distribution
Small Cap
9.11%
Others
23.84%
Large Cap
52.23%
Mid Cap
14.82%
