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

1478.58

17.09%

PERFORMANCE

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AK Hybrid Aggressive TRI
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Gold
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PPF
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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 -2.73 -2.22 7.96 6.57 8.73

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

8.38%

Others

23.32%

Large Cap

53.45%

Mid Cap

14.85%

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