Aditya Birla Sun Life Equity Hybrid '95 Fund Direct Plan Rnvstmnt Inc Dist cum Cap Wdrl

Aditya Birla Sun Life Equity Hybrid '95 Fund Direct Plan Rnvstmnt Inc Dist cum Cap Wdrl is a hybrid fund. This fund was started on 1 January, 2013. The fund is managed by Chanchal Khandelwal, Harshil Suvarnkar. This fund gives you the benefit of diversification.

1. Aditya Birla Sun Life Equity Hybrid '95 Fund Direct Plan Rnvstmnt Inc Dist cum Cap Wdrl has ₹7319 Cr worth of assets under management (AUM) as on Mar 2025 and is more than category average.
2. The fund has an expense ratio 1.1.
   

Aditya Birla Sun Life Equity Hybrid '95 Fund Direct Plan Rnvstmnt Inc Dist cum Cap Wdrl has given a CAGR return of 12.65% since inception. Over the last 1, 3 and 5 years the fund has given a CAGR return of 10.57%, 13.47% and 19.15% respectively.

Aditya Birla Sun Life Equity Hybrid '95 Fund Direct Plan Rnvstmnt Inc Dist cum Cap Wdrl has allocated its funds majorly in Corporate, Financial Services, Government, Consumer Cyclical, Industrial, Tech, Health, Basic Materials, Cash Equivalent, Consumer Defensive, Energy, Communication, Real Estate, Utilities, Securitize.

As it is a aggressive allocation mutual fund the taxation is as follows:
If the fund is equity oriented i.e. asset allocation of more than 65% in equity instruments:
For short term (less than a year) capital gains will be taxed at 20%
For long term (more than 1 year) capital gains will be taxed at 12.5% without indexation benefit
Long term gains up to Rs 1 lakh are exempt from taxation (more than 12 months).

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.

Minimum investment for lump sum payment is INR 100.00 and for SIP is INR 0.00. Aditya Birla Sun Life Equity Hybrid '95 Fund Direct Plan Rnvstmnt Inc Dist cum Cap Wdrl has no lock in period.