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Aditya Birla Sun Life Equity Hybrid 95 Fund (Growth)

Hybrid

Aggressive Hybrid

₹ 728.90

NAV (SEP 18)

Scripbox Opinion

Neutral

Click here for top ranked funds in aggressive hybrid mutual funds.

However, Scripbox does not recommend investing in aggressive hybrid mutual funds.

Aggressive hybrid funds are primarily equity funds with 20-35% invested in debt. This makes their performance difficult to assess. With a high Equity component, the impact of market fluctuations on these funds is also high. It is better for investors to make the allocation to equity & debt themselves and choose the right funds in each asset class.

Our analysis of this fund Learn how we rate funds ->
Our analysis of this fund Learn how we rate funds ->

Track Record

25 Years

The fund has an extended history for analysis and the track record is excellent

Relative Size

7,783 Cr

Category leader in size

Category View

Neutral

The category has a neutral investment outlook

Consistency Of Performance

Relatively moderate

The historical performance of the fund has been OK.

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  • Historical growth rate of 9.00% per annum
  • Recommended Duration 1-5 years
  • No Lock-in
  • Expert investing only
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Historical NAV

728.90

NAV (SEP 18)

SIP Calculator

Investing Duration 5 years

Total Investment

Wealth Gained

Total Corpus Created

With assumed returns of 11.25%
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Scheme Information

Investment Objective

The objective of the scheme is to generate long term growth of capital and current income,through a portfolio investing in equity,debt and money market securities. The secondary objective is income generation and distribution of dividend.

Low

Moderately Low

Moderate

Moderately High

High

Moderately High risk

1.89%

Expense Ratio

10th Feb, 1995

Launched (25y ago)

₹ 7,783

AUM in Crores

INF209K01BT5

No Lock-in

CRISIL Hybrid 35+65 - Agg TR INR

Benchmark

₹ 1000

SIP Minimum

₹ 5000

Lumpsum Min.

Fund Managers

Dhaval Shah

Fund Manager

Mahesh Patil

Fund Manager

Pranay Sinha

Fund Manager

Satyabrata Mohanty

Fund Manager

Returns Calculator Comparison

of

for

Instrument Returns Total Corpus Gains Annualised %
Mutual Fund 70% 11.25%
EPF 70%
Property 70%
PPF 70%
Bank FD 70%
Gold 70%
Savings Bank 70%

Disclaimer: Products compared like fixed deposits may provide fixed guaranteed returns. Mutual Funds investments are subject to market risk, read all scheme related documents carefully before investing. Past performance is not an indicator of future returns.

Asset allocation and Holdings

Last updated on 20th September 2020

Top Stock Holdings

Hdfc Bank Ltd

6%

Reliance Industries Ltd

6%

Icici Bank Ltd

4%

Infosys Ltd

4%

Kotak Mahindra Bank Ltd

3%
See all holdings
allocation by market cap

Allocation by Sector

Financial Services

25%

Basic Materials

10%

Healthcare

9%

Technology

8%

Consumer Cyclical

7%
See all sectors

Comparison with Hybrid Funds

Build Long Term Wealth

Invest in a scientifically curated set of equity mutual funds which are best aligned towards achieving any long term objectives you have

  • Indicative returns of 9.00% annually
  • Recommended Duration 1-5 years
  • No Lock-in
  • Expert investing only
  • One-click investing and tracking
  • Zero fees for all your investments

SIP Calculator

Investment Duration 5 years

₹12,37,295

Total Investment

₹12,37,295

Wealth Gained

₹12,37,295

Total Corpus Created

With assumed returns of 11.25%
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How does Scripbox rate funds?

Proprietary system to rate mutual funds

We use a proprietary system to rate mutual funds and based on that make a recommendation or rate the fund as top ranked.

We use a proprietary system to rate mutual funds and based on that make a recommendation or rate the fund as top ranked.

What Scripbox recommendations mean?

Scripbox algorithm recommends 2-4 funds for investment for an investment asset class such as large cap, diversified, liquid etc. When you invest for an objective, the algorithm suggests the appropriate asset class and funds.

Top Ranked

Scripbox algorithm recommends 2-4 funds for investment for an investment asset class such as large cap, diversified, liquid etc. When you invest for an objective, the algorithm suggests the appropriate asset class and funds.

Scripbox algorithm recommends 2-4 funds for investment for an investment asset class such as large cap, diversified, liquid etc. When you invest for an objective, the algorithm suggests the appropriate asset class and funds.

calender

Track Record

We look at consistent and long historical performance for our analysis

calender

Relative Size

We look at the size of the fund with respect to other funds in the category. Larger funds are preferred

calender

Category View

We check if the sub-category of the fund is recommended by us

calender

Consistency Of Performance

Consistency of performance over various tenures is analysed for a relative performance stack

calender

Track Record

We look at consistent and long historical performance for our analysis

calender

Relative Size

We look at the size of the fund with respect to other funds in the category. Larger funds are preferred

calender

Impact of Interest Rates

We check the relative interest rate risk of the sub-category of the fund. Lower the better

calender

Credit Quality Of Fund’s Portfolio

We check the relative interest rate risk of the sub-category of the fund. Lower the better

Equity Funds

Debt Funds

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About Aditya Birla Sun Life Equity Hybrid 95 Fund (Growth)

About Aditya Birla Sun Life Equity Hybrid 95 Fund (Growth)

Aditya Birla Sun Life Equity Hybrid 95 Fund (Growth) is a Aggressive Hybrid Hybrid fund and has delivered an annualised return of 18.24% over a period of 25 years. The fund was previously known as Aditya BSL Balanced '95 Gr. The fund is managed by Aditya Birla Sun Life AMC Ltd. The fund managers are Dhaval Shah, Mahesh Patil, Pranay Sinha, Satyabrata Mohanty.

Aditya Birla Sun Life Equity Hybrid 95 Fund (Growth) Investment Objective

The objective of the scheme is to generate long term growth of capital and current income,through a portfolio investing in equity,debt and money market securities. The secondary objective is income generation and distribution of dividend. However, there is no assurance that the objective of the scheme will be realized.

Aditya Birla Sun Life Equity Hybrid 95 Fund (Growth) NAV, AUM and Risk

The fund was launched on 1995-02-10. The NAV of the fund as of 2020-09-18 is ₹ 728.90. The total AUM of the fund as of 2020-09-18 is ₹ 7,783 Cr. The category risk of the fund is Moderately High risk

The fund charges 1.89 % as expense ratio.

Aditya Birla Sun Life Equity Hybrid 95 Fund (Growth) Holdings

The fund’s highest allocation is towards equity and has invested 79.45% in this asset class. The top three holdings of the fund are hdfc bank ltd, reliance industries ltd and icici bank ltd.

Aditya Birla Sun Life Equity Hybrid 95 Fund (Growth) SIP

The minimum SIP(Systematic Investment Plan) amount for this is ₹ 1000 and you can increase this in multiples of 100. In case you want to invest a lump sum, the minimum amount to be invested is ₹ 5000.

Aditya Birla Sun Life Equity Hybrid 95 Fund (Growth) Investment volatility and Horizon

This fund is meant for investors with a minimum investment horizon of 5-7 years. Due to the asset class nature, expect volatility in your investments over the short term. The fund is benchmarked to CRISIL Hybrid 35+65 - Agg TR INR.