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: 1.87% 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.

1401.44

17.81%

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 Hybrid95 Fund - Regular Plan-Growth 10-02-1995 5.87 17.14 8.54 20.16 9.48
DSP Aggressive Hybrid Fund- Regular Plan - Growth 26-05-1999 14.75 21.87 13.63 20.87 12.03
Invesco India Aggressive Hybrid Fund - Regular Plan - Growth 15-06-2018 10.19 21.74 13.8 19.41 -
SBI Equity Hybrid Fund - Regular Plan -Growth 01-12-1995 9.48 18.38 10.66 19.14 11.22
Bandhan Aggressive Hybrid Fund-Regular Plan Growth 05-12-2016 9.45 18.75 11.57 21.85 -
Mahindra Manulife Aggressive Hybrid Fund - Regular Plan - Growth 19-07-2019 9.41 21.28 13.64 23.09 -
UTI Aggressive Hybrid Fund - Regular Plan - Growth 20-03-1995 9.37 21.12 14.81 24.79 11.41
Edelweiss Aggressive Hybrid Fund - Regular Plan - Growth Option 12-08-2009 8.45 21.09 15.13 23.22 11.65
Edelweiss Aggressive Hybrid Fund- Plan B-Growth Option 16-06-2009 8.44 21.15 15.24 23.28 11.69
Axis Aggressive Hybrid Fund - Regular Plan - Growth Option 05-08-2018 8.21 15.35 7.27 16.87 -

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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