- Mutual Funds
- Aditya Birla Sun Life Mutual Fund
- Aditya Birla Sun Life Equity Hybrid '95 Fund Direct Growth
Aditya Birla Sun Life Equity Hybrid '95 Fund Direct Plan Growth
₹ 1552.22
NAV (Apr 11)
Aggressive Hybrid funds provides varying combinations of equity & debt and is suitable for investment objectives with duration specific to the fund category.
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.
Aditya Birla Sun Life Equity Hybrid '95 Fund Direct Growth Calculator
Investment Duration5 years
7,32,612
Total Investment4,55,434
Wealth Gained11,88,046
Total Corpus Created (₹)
With CAGR of 19.12 % in 5 yearsHistorical NAV
₹ 1552.22
NAV (Apr 11)
Fund Returns
Last 1Y | 3.9% |
Last 3Y | 8.8% |
Last 5Y | 19.1% |
Last 10Y | 10.2% |
Since Inception | 12.9% |
6 Month CAGR | -8% |
Scheme Information
The scheme seeks 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.
Expense Ratio | 1.12 % |
Launched | - |
AUM in Crores | 7192.7 |
ISIN | INF209K01ZC0 |
Lock-in (days) | No Lock-in |
Benchmark | CRISIL Hybrid 35+65 Aggressive Index |
SIP Minimum | 1000 |
Lumpsum Min. | 5000 |
Standard Deviation | 10.6 |
Beta | 0.8 |
Sharpe Ratio | 0.3 |
Fund Managers
Returns Calculator Comparison
of
for
with step up of
| Asset | Returns | Total Corpus | Gains | CAGR |
|---|---|---|---|---|
| Aditya Birla Sun Life Equity Hybrid '95 Fund Direct (G) | 11,88,046 | 4,55,434 | 19.1% | |
| EPF | 9,00,761 | 1,68,149 | 8.50% | |
| Property | 8,67,662 | 1,35,050 | 7.00% | |
| PPF | 8,69,819 | 1,37,207 | 7.10% | |
| Bank FD | 8,46,471 | 1,13,859 | 6.00% | |
| Gold | 8,46,471 | 1,13,859 | 6.00% | |
| Savings Bank | 8,25,950 | 93,338 | 5.00% |
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
Top Stock Holdings
ICICI Bank Ltd.
5.81%HDFC Bank Ltd.
5.18%Infosys Ltd.
3.87%Reliance Industries Ltd.
3.83%Bharti Airtel Ltd.
2.64%
Allocation by Sector
Financial
21.92%Technology
8.49%Automobile
6.02%Healthcare
5.53%Capital Goods
5.29%
Comparison with Hybrid Funds
| Fund Name | Fund Size | |
|---|---|---|
₹ 3,309 cr | ||
₹ 55,360 cr | ||
₹ 5,670 cr | ||
₹ 23,229 cr | ||
₹ 12,239 cr |
About the AMC
Aditya Birla Sun Life Mutual Fund
| Fund Name | Scripbox Opinion | Till Date CAGR | |
|---|---|---|---|
7.2% | 7.8% | ||
7.3% | 7.5% | ||
6.5% | 5.8% | ||
7.4% | 8% | ||
16.6% | 13.3% |
Aditya Birla Sun Life Equity Hybrid '95 Fund Direct Growth Calculator
Investment Duration5 years
7,32,612
Total Investment4,55,434
Wealth Gained11,88,046
Total Corpus Created (₹)
With CAGR of 19.12 % in 5 yearsFrequently Asked Questions
What is the expense ratio for Aditya Birla Sun Life Equity Hybrid '95 Fund Direct Plan Growth?
What is the current AUM of Aditya Birla Sun Life Equity Hybrid '95 Fund Direct Growth?
What is the latest NAV of Aditya Birla Sun Life Equity Hybrid '95 Fund Direct Growth?
What is the Riskometer rating for Aditya Birla Sun Life Equity Hybrid '95 Fund Direct Plan Growth?
Which are the top sector holdings in Aditya Birla Sun Life Equity Hybrid '95 Fund Direct Plan?
Which are the top stock holdings in Aditya Birla Sun Life Equity Hybrid '95 Fund Direct Plan?
What is the asset allocation of Aditya Birla Sun Life Equity Hybrid '95 Fund Direct Plan Growth?
What has been the performance of Aditya Birla Sun Life Equity Hybrid '95 Fund Direct Growth returns?
Does Aditya Birla Sun Life Equity Hybrid '95 Fund Direct Growth have a lock-in period?
Can I invest in both SIP and lump sum options in Aditya Birla Sun Life Equity Hybrid '95 Fund Direct Plan Growth?
How to invest in Aditya Birla Sun Life Equity Hybrid '95 Fund Direct Growth?
How can I redeem my investment in Aditya Birla Sun Life Equity Hybrid '95 Fund Direct Plan?