• Mutual Funds
  • Aditya Birla Sun Life Mutual Fund
  • Aditya Birla Sun Life Equity Hybrid 95 Fund (Growth)

Formerly Aditya BSL Balanced '95 Gr

Aditya Birla Sun Life Mutual Fund

Aditya Birla Sun Life Equity Hybrid 95 Fund (Growth)

HybridAggressive Hybrid

1441.28

NAV (Jun 18)

13.7%
5 Year CAGR
Scripbox Opinion
Neutral
Click here for top ranked funds in aggressive hybrid mutual funds.

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.

Our analysis of this fundLearn how we rate funds ->

Fund Size

Good

The performance of the fund on a Fund Size metric has been Good

Outperformance Consistency

Neutral

The performance of the fund on a Outperformance Consistency metric has been Neutral

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Investment Calculator

Investment Duration5 years

0

Total Investment

0

Wealth Gained

0

Total Corpus Created (₹)

With CAGR of 11.25 % in 5 years

Historical NAV

1441.28

NAV (Jun 18)

Fund Returns

Last 1Y
28.9%
Last 3Y
13.9%
Last 5Y
13.9%
Last 10Y
12.2%
Since Inception
18.6%
6 Month CAGR
14.7%

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 IDCW.

Expense Ratio
1.85
Launched (29y ago)
Feb 10, 1995
AUM in Crores
7515.791
ISIN
INF209K01BT5
Lock-in
No Lock-in
Benchmark
CRISIL Hybrid 35+65 - Agg TR INR
SIP Minimum
1000
Lumpsum Min.
5000
Standard Deviation (3yr)
9.2
Standard Deviation (5yr)
15
Beta (3yr)
0.98
Beta (5yr)
1.18
Sharpe Ratio (3yr)
0.741
Sharpe Ratio (5yr)
0.519
YTM
7.59
Fund Managers

Dhaval Joshi

Fund Manager

Harshil Suvarnkar

Fund Manager

Mahesh Patil

Fund Manager

Chanchal Khandelwal

Fund Manager

Important Links

Scheme Information Document

Statement of Additional Information

Portfolio Disclosure

Returns Calculator Comparison

of

for

with step up of

AssetReturnsTotal CorpusGainsCAGR
Aditya Birla Sun Life Equity Hybrid 95 Fund (Growth)70%10,28,881 2,96,26913.7%
EPF70% 9,00,761 1,68,1498.50%
Property70% 8,67,662 1,35,0507.00%
PPF70% 8,69,819 1,37,2077.10%
Bank FD70% 8,46,471 1,13,8596.00%
Gold70% 8,46,471 1,13,8596.00%
Savings Bank70% 8,25,950 93,3385.00%

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

Last updated on 2024-06-18

Top Stock Holdings

icici bank ltd

5.7%
5.7%

hdfc bank ltd

5.2%
5.2%

reliance industries ltd

3.9%
3.9%

infosys ltd

3.1%
3.1%

bharti airtel ltd

2.7%
2.7%
See all holdings

Allocation by Sector

financial services

20.8%
20.8%

industrials

14.5%
14.5%

consumer cyclical

12.1%
12.1%

technology

6.2%
6.2%

healthcare

6%
6%
See all sectors

Comparison with Hybrid Funds

Fund NameFund SizeRolling Returns
ICICI Prudential Equity & Debt Fund (G)
ICICI Prudential Equity & Debt Fund (G)

₹ 35,122 cr

₹ 11,281 cr

₹ 9,275 cr

₹ 3,337 cr

₹ 2,114 cr

amc-img

About the AMC

Aditya Birla Sun Life AMC Ltd

Aditya Birla Sun Life AMC Ltd manages assets worth 371,375 crores and was set up on 5 September 1994. It's current offering of mutual fund schemes includes 90 equity,370 debt and 20 hybrid funds.amc-img
phone-img022-43568000
Fund NameScripbox Opinion
Till Date CAGR
Aditya Birla Sun Life Nifty SDL Plus PSU Bond Sep 26 60 40 fund (G)
Aditya Birla Sun Life Nifty SDL Plus PSU Bond Sep 26 60 40 fund (G)

-

4.8%

5.9%

7.4%

6%

6.8%

5.9%

7.3%

6%

7.1%

Aditya Birla Sun Life Equity Hybrid 95 Fund (G) Review

Aditya Birla Sun Life Equity Hybrid 95 Fund (G) is a Aggressive Hybrid Hybrid fund and has delivered an annualised return of 18.4% over a period of 29 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 Chanchal Khandelwal, Dhaval Joshi, Harshil Suvarnkar, Mahesh Patil.

Nav of Aditya Birla Sun Life Equity Hybrid 95 Fund (G) as of 6/18/2024 is ₹1441.28 with the total AUM as of 6/19/2024 is ₹7515.791. With Scripbox you can compare and check the latest nav for all mutual funds in India. Aditya Birla Sun Life Equity Hybrid 95 Fund (G) was launched on Feb 10, 1995. The category risk of the fund is Very High Risk.

The minimum SIP amount for Aditya Birla Sun Life Equity Hybrid 95 Fund (G) 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. Check your estimated returns on mutual funds by using sip calculator.

Frequently Asked Questions

What is Aditya Birla Sun Life Equity Hybrid 95 Fund (G)?

Aditya Birla Sun Life Equity Hybrid 95 Fund (G) is a Aggressive Hybrid Hybrid scheme predominantly investing across Hybrid instruments with an investment objective to generate wealth over the long term.

How to invest in Aditya Birla Sun Life Equity Hybrid 95 Fund (G)?

You can invest in Aditya Birla Sun Life Equity Hybrid 95 Fund (G) through AMC, intermediaries, brokers or platforms like Scripbox. To learn step by step process visit how to invest in mutual funds?

What is the minimum sip amount of Aditya Birla Sun Life Equity Hybrid 95 Fund (G)?

The minimum sip amount for Aditya Birla Sun Life Equity Hybrid 95 Fund (G) is ₹1000. You can invest in multiples of ₹5000.

Is Aditya Birla Sun Life Equity Hybrid 95 Fund (G) good to invest in?

As per Scripbox experts, Aditya Birla Sun Life Equity Hybrid 95 Fund (G) is a Neutral fund. You can investAditya Birla Sun Life Equity Hybrid 95 Fund (G) fund if its investment objective and risk-o-meter matches your investment goals and risk preferences.

What is the expense ratio of the Aditya Birla Sun Life Equity Hybrid 95 Fund (G)?

The expense ratio of the Aditya Birla Sun Life Equity Hybrid 95 Fund (G) is 1.85% for regular plan.