Aditya Birla Sun Life Equity Hybrid 95 Fund - Regular Plan-Growth

(Erstwhile Aditya Birla Sun Life Balanced 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: 1.87% As on (28-02-2025)
Status: Open Ended Schemes
Minimum Investment: 100.0
Minimum Topup: 100.0
Total Assets: 6,874.45 Cr As on 28-02-2025(Source:AMFI)
Turn over: 77% | Exit Load: Exit load of 1%, if redeemed within 90 days.

1414.46

17.86%

PERFORMANCE

Returns Type:
of  
Start :  
End : 
Period:  
This Scheme
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vs
AK Hybrid Aggressive TRI
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Gold
-
PPF
-
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 10.65
Sharpe Ratio 0.18
Alpha -1.7
Beta 1.09
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 Equity Hybrid 95 Fund - Regular Plan-Growth 10-02-1995 9.3 18.36 9.55 18.96 9.64
DSP Aggressive Hybrid Fund- Regular Plan - Growth 26-05-1999 18.33 22.87 14.56 19.62 12.17
Invesco India Aggressive Hybrid Fund - Regular Plan - Growth 15-06-2018 13.78 23.0 14.81 18.43 -
Bandhan Aggressive Hybrid Fund-Regular Plan Growth 05-12-2016 12.88 19.78 12.65 21.26 -
UTI Aggressive Hybrid Fund - Regular Plan - Growth 20-03-1995 12.54 22.1 15.98 23.76 11.54
Mahindra Manulife Aggressive Hybrid Fund - Regular Plan - Growth 19-07-2019 12.43 22.25 14.79 22.16 -
Axis Aggressive Hybrid Fund - Regular Plan - Growth Option 05-08-2018 12.0 16.6 8.51 16.1 -
SBI Equity Hybrid Fund - Regular Plan -Growth 01-12-1995 11.96 18.99 11.34 18.12 11.35
Edelweiss Aggressive Hybrid Fund- Plan B-Growth Option 16-06-2009 11.68 22.14 15.96 22.23 11.82
Edelweiss Aggressive Hybrid Fund - Regular Plan - Growth Option 12-08-2009 11.67 22.07 15.86 22.17 11.77

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

9.32%

Others

25.08%

Large Cap

56.45%

Mid Cap

9.12%

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