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 TRI
TER: 1.85% As on (30-04-2024)
Status: Open Ended Schemes
Minimum Investment: 100.0
Minimum Topup: 100.0
Total Assets: 7,478.03 Cr As on (30-04-2024)
Turn over: 82% | Exit Load: 1% for redemption within 90 days

1387.16

18.33%

PERFORMANCE

Returns Type:
of  
Start :  
End : 
Period:  
This Scheme
-
vs
NIFTY 50 TRI
-
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 9.41
Sharpe Ratio 0.85
Alpha 0.66
Beta 0.75
Yield to Maturity 7.61
Average Maturity 4.47

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 28.98 18.14 13.58 13.18 12.11
JM Aggressive Hybrid Fund (Regular) -Growth Option 01-04-1995 57.63 35.82 23.66 20.19 13.58
BANK OF INDIA MID & SMALL CAP EQUITY & DEBT FUND - REGULAR PLAN GROWTH 05-07-2016 49.96 29.68 23.42 22.73 -
Quant Absolute Fund - Growth Option - Regular Plan 21-03-2001 42.07 24.67 21.32 25.44 18.34
ICICI Prudential Equity & Debt Fund - Growth 05-11-1999 39.85 26.62 24.29 21.14 16.83
Shriram Aggressive Hybrid Fund- Regular Growth 29-11-2013 36.27 21.01 14.99 13.49 11.23
Invesco India Aggressive Hybrid Fund - Regular Plan - Growth 15-06-2018 34.77 23.0 15.68 14.2 -
Edelweiss Aggressive Hybrid Fund- Plan B-Growth Option 16-06-2009 34.38 24.37 19.21 17.51 13.64
HSBC Aggressive Hybrid Fund - Regular Growth 30-01-2013 34.26 22.9 14.99 14.35 13.26
Edelweiss Aggressive Hybrid Fund - Regular Plan - Growth Option 12-08-2009 34.25 24.22 19.1 17.45 13.6

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

6.58%

Others

20.66%

Large Cap

57.52%

Mid Cap

7.78%

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