HomeMutual FundsAditya Birla Sun Life Equity Hybrid '95 Fund Growth

Overview (as on 22 Apr 2021)

NAV

₹903.02

1y returns

48.218%

Fund AUM

₹7,683 Cr

Expense Ratio

1.82%

Min SIP

₹100

Min Lumpsum

₹100

Fund Performance

Calculator

Monthly SIP
Lumpsum

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For Time Period
5 years
Total investment
₹0
Pre-Tax
Post-Tax
Aditya Birla Sun Life Equity Hybrid '95 Fund Growth
₹0
-Infinity% projected returns
DSP Equity & Bond Fund Growth
₹0
-Infinity% projected returns
HDFC Hybrid Equity Fund Growth
₹0
-Infinity% projected returns
ICICI Prudential Equity & Debt Fund Growth
₹0
-Infinity% projected returns
L&T Hybrid Equity Fund Growth
₹0
-Infinity% projected returns
SBI Equity Hybrid Fund Regular Growth
₹0
-Infinity% projected returns

Asset Allocation

Equity (81.03%)
Debt & Cash (18.97%)
Sector Allocation
Financial Services
33.84%
Tech
15.83%
Basic Materials
14.09%
Health
10.16%
Consumer
8.98%
Industrials
6.61%
Energy
4.56%
Defensive
4.25%
Communication
0.90%
Utilities
0.77%
Size Breakup
Large Cap
66.44%
Mid Cap
30.92%
Small Cap
2.63%

Key Metrics

Yield to Maturity 

5.9%

Modified Duration 

2.94 yr

Sharpe Ratio 

0.36

Std deviation 

15.1%

Holdings

All
Equity
Debt & Cash

Fund Details

Investment Objectives
"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 dividend."
Scheme Name
Aditya Birla Sun Life Equity Hybrid '95 Fund Growth
Scheme Document
Click Here
Exit Load

For 0 - 365 Days: 1%

After 365 Days : 0%

Plan Started
10 February, 1995
Fund Manager
Harshil Suvarnkar
Fund House Details
Fund House
Aditya Birla Sun Life AMC Ltd
Email
NA
Phone
+912243568110/8111
Address
Aditya Birla Sun Life AMC Ltd,One India Bulls Centre ,Tower 1, 17th Flr,,Jupiter Mill Compound,841,S.B. Marg,,Elphinstone Road

Peer Funds

SBI Equity Hybrid Fund Regular Growth  

HybridAggressive AllocationRegularVery High Risk

1 yr returns

37.48%

AUM

₹37,727 Cr

Expense Ratio

1.6%

ICICI Prudential Equity & Debt Fund Growth  

HybridAggressive AllocationRegularVery High Risk

1 yr returns

48.38%

AUM

₹16,395 Cr

Expense Ratio

1.8%

HDFC Hybrid Equity Fund Growth  

HybridAggressive AllocationRegularVery High Risk

1 yr returns

47.93%

AUM

₹17,309 Cr

Expense Ratio

1.81%

DSP Equity & Bond Fund Growth  

HybridAggressive AllocationRegularVery High Risk

1 yr returns

42.89%

AUM

₹6,396 Cr

Expense Ratio

1.89%

L&T Hybrid Equity Fund Growth  

HybridAggressive AllocationRegularVery High Risk

1 yr returns

42.17%

AUM

₹5,386 Cr

Expense Ratio

1.89%

Aditya Birla Sun Life Equity Hybrid '95 Fund Gr...

NAV

₹903.02

INDmoney Analysis

    warning

    Fund is in Top 50 percent in its Category

    Return score is based upon:

    Benchmark out performance
    Consistency of returns
    Indicative yields
    error

    Fund is in Bottom 50 percent in its Category

    Risk score is based upon:

    Market sensitivity
    Credit risk
    Underlying maturity
    success

    Fund has high quality bonds and commercial papers

    Credit Quality is based upon:

    Long term credit rating
    Credit rating outlook
    Probability of default

    Based on credit rating and modified duration of underlying instruments

Fund Managers

Harshil Suvarnkar
Harshil Suvarnkar

manager

Work Experience
"null"
Satyabrata Mohanty
Satyabrata Mohanty

leader

Qualifications
B.Com,C.A., CFA
Work Experience
"Over 12 years of experience in Finance and Research. Previously worked in Aditya Birla Management Corporation Ltd"
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[SEBI RIA Registration No: INA100012190] [Type of Registration: Non-Individual] [Validity of registration: December 17, 2018-Perpetual] [Address: 616, 6th Floor, Suncity Success Tower, Golf Course Extension Road, Sector – 65, Gurugram, Haryana- 122005] [Principal Officer details: Mr. Gaurav Sharma, Email id: principalofficer@indwealth.in, Contact No. 8800826254] [Corresponding SEBI local office address: Securities and Exchange Board of India, Local Office, First Floor, SCO 127-128, Sector 17C, Chandigarh-160017]

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