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 (31-07-2026)
Status: Open Ended Schemes
Minimum Investment: 100.0
Minimum Topup: 100.0
Total Assets: 7,210.2 Cr As on 31-07-2026(Source:AMFI)
Turn over: 0.53% | Exit Load: 1% on or before 90D, Nil after 90D

1546.83

17.3%

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 0.45
Alpha 3.58
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 2.14 1.46 9.38 7.56 9.07
Bank Of India Aggressive Hybrid Fund - Regular Plan Growth 05-07-2016 15.16 5.23 15.99 13.89 15.11
Quant Aggressive Hybrid Fund - Growth Option - Regular Plan 21-03-2001 10.66 2.66 11.63 11.59 14.92
Navi Aggressive Hybrid Fund - Regular Plan - Growth 23-04-2018 9.58 4.53 10.39 9.77 -
Bandhan Aggressive Hybrid Fund-Regular Plan Growth 05-12-2016 7.86 6.45 13.05 10.5 -
HSBC Aggressive Hybrid Fund - Regular Growth 01-01-2013 6.88 4.36 12.26 10.17 10.67
SBI Aggresive Hybrid Fund - Regular Plan - Growth 01-12-1995 5.96 6.19 11.92 9.63 11.55
Kotak Aggressive Hybrid Fund - Regular Plan -Growth 25-11-1999 4.77 3.04 11.56 11.05 11.93
Mirae Asset Aggressive Hybrid Fund - Regular Plan - Growth 02-07-2015 4.48 2.54 9.93 8.78 11.44
LIC MF Aggressive Hybrid Fund-Regular Plan-Growth 31-03-1991 4.17 2.09 10.33 8.21 8.79

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

7.19%

Others

24.08%

Large Cap

53.7%

Mid Cap

15.03%

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