• 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

1066.79

NAV (Nov 25)

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

Category Leader

The fund has been a Category Leader on the Fund Size metric

Outperformance Consistency

Satisfactory

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

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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

1066.79

NAV (Nov 25)

Fund Returns

Last 1Y

-1%

Last 3Y

11.8%

Last 5Y

7%

Last 10Y

12.5%

Since Inception

18.3%

6 Month CAGR

8.9%

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

1.86

Launched (27y ago)

Feb 10, 1995

AUM in Crores

7815.131

ISIN

INF209K01BT5

Lock-in

No Lock-in

Benchmark

CRISIL Hybrid 35+65 - Agg TR INR

SIP Minimum

1000

Lumpsum Min.

5000

Standard Deviation (3yr)

18.2

Standard Deviation (5yr)

15.5

Beta (3yr)

1.21

Beta (5yr)

1.19

Sharpe Ratio (3yr)

0.483

Sharpe Ratio (5yr)

0.201

YTM

7.59

Fund Managers

Harshil Suvarnkar

Fund Manager

Satyabrata Mohanty

Fund Manager

Dhaval Shah

Fund Manager

Returns Calculator Comparison

of

for

with step up of

InstrumentReturnsTotal CorpusGainsAnnualised %
Mutual Fund70%965,796 233,18411.25%
EPF70% 900,761 168,1498.50%
Property70% 867,662 135,0507.00%
PPF70% 869,819 137,2077.10%
Bank FD70% 846,471 113,8596.00%
Gold70% 846,471 113,8596.00%
Savings Bank70% 825,950 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 2022-11-25

Top Stock Holdings

icici bank ltd

7.7%
7.7%

hdfc bank ltd

4.5%
4.5%

infosys ltd

4.2%
4.2%

state bank of india

4.2%
4.2%

reliance industries ltd

2.6%
2.6%
See all holdings

Allocation by Sector

financial services

22.3%
22.3%

consumer cyclical

11.4%
11.4%

industrials

9.7%
9.7%

technology

9.7%
9.7%

basic materials

9.5%
9.5%
See all sectors

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

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

₹ 21,109 cr

₹ 2,759 cr

₹ 406 cr

₹ 3,307 cr

₹ 761 cr

About the AMC

Aditya Birla Sun Life AMC Ltd

Aditya Birla Sun Life AMC Ltd manages assets worth 299,101 crores and was set up on 5 September 1994. It's current offering of mutual fund schemes includes 83 equity,332 debt and 16 hybrid funds.

amc-img

  • 022-43568000
  • care.mutualfunds@adityabirlacapital.com
  • Fund NameScripbox Opinion
    Till Date CAGR
    Aditya Birla Sun Life Savings Fund (G)
    Aditya Birla Sun Life Savings Fund (G)

    5.2%

    7.4%

    5%

    6.7%

    5.2%

    7.3%

    5%

    7%

    5.2%

    7.4%

    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 18.3% over a period of 27 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, Harshil Suvarnkar, Satyabrata Mohanty.

    Nav of Aditya Birla Sun Life Equity Hybrid 95 Fund (G) as of 11/25/2022 is ₹1066.79 with the total AUM as of 11/26/2022 is ₹7815.131. 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 stocks 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 1.86% for regular plan.