- Mutual Funds
- Aditya Birla Sun Life Mutual Fund
- Aditya Birla Sun Life Equity Hybrid '95 Fund (G)
Aditya Birla Sun Life Equity Hybrid '95 Fund (G)
₹ 1532.33
NAV (Sep 17)
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.
Investment Calculator
Investment Duration5 years
0
Total Investment0
Wealth Gained0
Total Corpus Created (₹)
With CAGR of 11.25 % in 5 yearsHistorical NAV
₹ 1532.33
NAV (Sep 17)
Fund Returns
Last 1Y | 27.7% |
Last 3Y | 11.8% |
Last 5Y | 16.1% |
Last 10Y | 12% |
Since Inception | 18.7% |
6 Month CAGR | 18.7% |
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 | 1.84 |
Launched (0y ago) | 1.84 |
AUM in Crores | 7983.3 |
ISIN | INF209K01BT5 |
Lock-in | |
Benchmark | CRISIL Hybrid 35+65 Aggressive Index |
SIP Minimum | 1000 |
Lumpsum Min. | 5000 |
Standard Deviation (3yr) | |
Standard Deviation | 9.7 |
Beta | 0.8 |
Sharpe Ratio | 0.8 |
YTM |
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 (G) | 10,95,134 | 3,62,522 | 16.1% | |
| 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.
5.8%HDFC Bank Ltd.
5.2%Infosys Ltd.
3.9%Reliance Industries Ltd.
3.8%Bharti Airtel Ltd.
2.6%Allocation by Sector
Financial
20.4139%Technology
8.225764%Capital Goods
7.55371%Automobile
6.720431%Healthcare
6.159535%Comparison with Hybrid Funds
| Fund Name | Fund Size | |
|---|---|---|
₹ 48,201 cr | ||
₹ 3,347 cr | ||
₹ 5,088 cr | ||
₹ 12,399 cr | ||
₹ 24,644 cr |
About the AMC
Aditya Birla Sun Life Mutual Fund
| Fund Name | Scripbox Opinion | Till Date CAGR | |
|---|---|---|---|
6.117% | 7.403% | ||
- | 5.144% | ||
6.273% | 7.444% | ||
6.174% | 7.937% | ||
5.585% | 7.165% |
Aditya Birla Sun Life Equity Hybrid '95 Fund (G) Review
Aditya Birla Sun Life Equity Hybrid '95 Fund (G) is a Hybrid Hybrid fund and has delivered an annualised return of 18.688% over a period of 54 years. The fund is managed by Aditya Birla Sun Life Mutual Fund. The fund manager’s name is [object Object],[object Object],[object Object],[object Object].
Nav of Aditya Birla Sun Life Equity Hybrid '95 Fund (G) as of 9/17/2024 is ₹1532.33 with the total AUM as of 9/18/2024 is ₹7983.3415. 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 null. The category risk of the fund is Average.
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)?
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 2 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 1.84% for regular plan.