Aditya Birla Sun Life Equity Hybrid95 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: 1.85% As on (29-09-2025)
Status: Open Ended Schemes
Minimum Investment: 100.0
Minimum Topup: 100.0
Total Assets: 7,368.48 Cr As on 30-09-2025(Source:AMFI)
Turn over: 77% | 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.

1569.88

17.88%

PERFORMANCE

Returns Type:
of  
Start :  
End : 
Period:  
This Scheme
-
vs
AK Hybrid Aggressive 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 9.52
Sharpe Ratio 0.77
Alpha 6.58
Beta 0.12
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 Hybrid95 Fund - Regular Plan-Growth 10-02-1995 6.64 16.79 14.05 15.98 10.71
SBI Equity Hybrid Fund - Regular Plan -Growth 01-12-1995 13.21 18.66 14.69 16.82 12.36
Bandhan Aggressive Hybrid Fund-Regular Plan Growth 05-12-2016 11.03 19.86 16.1 17.94 -
ICICI Prudential Equity & Debt Fund - Growth 05-11-1999 10.65 21.48 19.67 26.46 16.0
HSBC Aggressive Hybrid Fund - Regular Growth 01-01-2013 8.34 18.71 16.2 15.82 11.26
Mahindra Manulife Aggressive Hybrid Fund - Regular Plan - Growth 19-07-2019 7.88 19.69 17.14 19.72 -
Mirae Asset Aggressive Hybrid Fund - Regular Plan - Growth 02-07-2015 7.47 16.45 14.1 15.93 12.67
Edelweiss Aggressive Hybrid Fund- Plan B-Growth Option 16-06-2009 7.35 19.14 17.49 19.79 12.68
Edelweiss Aggressive Hybrid Fund - Regular Plan - Growth Option 12-08-2009 7.33 19.14 17.42 19.72 12.65
HDFC Hybrid Equity Fund - Growth Plan 01-04-2005 7.18 14.18 12.99 17.34 12.14

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

7.86%

Others

22.8%

Large Cap

59.48%

Mid Cap

9.82%

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