Aditya Birla Sun Life Equity Hybrid '95 Fund Direct Plan Growth - Regular - Latest NAV [ ₹995.65 ], Returns, Performance, Portfolio & Returns 2021

Aditya Birla Sun Life Equity Hybrid '95 Fund Direct Plan Growth

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    11.19%
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    (--6.03)995.65

Min amount: ₹100

Calculate Returns

20 yrs
Rs. 100 invested monthly becomes Rs. 89,598 in a period of 20 years

Fund Summarystar

PeriodReturns(per year)
10 Years--
5 Years11.19%
3 Years7.52%
1 Year52.02%
6 Months17%
Fund Details
ISININF209K01ZC0
RiskVery High Risk
Fund TypeAggressive Allocation
NAV995.65
Exit Load1% for 365 Days

More about this fundstar

Top HoldingsWeightage
Infosys Ltd6.2%
HDFC Bank Ltd5.68%
ICICI Bank Ltd4.14%
Reliance Industries Ltd Shs Dematerialised3.34%
Housing Development Finance Corp Ltd2.66%
UltraTech Cement Ltd2.56%
Kotak Mahindra Bank Ltd2.42%
Axis Bank Ltd2.2%
Crompton Greaves Consumer Electricals Ltd1.81%
Whirlpool of India Ltd1.73%

About Aditya Birla Sun Life Equity Hybrid 95 Fund

The main objective of Aditya Birla Sun Life Equity Hybrid 95 Fund is to provide investors with a regular income (in the form of interest or dividend income) and capital appreciation in the long run by investing across both equity and fixed-income securities.

Pros and Cons of Aditya Birla Sun Life Equity Hybrid 95 Fund

Investing in Aditya Birla Sun Life Equity Hybrid 95 Fund is suitable for those investors who are looking for a regular source of income. This fund intends to balance the risk-reward ratio by investing across both debt and equity-linked securities. However, risk-averse investors have to be mindful of the risks that come attached to this fund.

Fund Information and Statistics

i) Inception/Launch Date

Aditya Birla Sun Life Equity Hybrid 95 Fund - Direct Plan - Growth was launched on 1 January 2013.

ii) Risk Level

Aditya Birla Sun Life Equity Hybrid 95 Fund has been categorised under the 'moderately high risk’ mutual funds since it has a good amount of exposure towards equity-linked securities.

iii) Redemption

As Aditya Birla Sun Life Equity Hybrid 95 Fund is an open-ended mutual fund scheme, you can place redemption requests at any time.

iv) Fund Manager

Mr Dhaval Shah, Mr Pranay Sinha and Mr Satyabrata Mohanty are the current fund managers of Aditya Birla Sun Life Equity Hybrid 95 Fund.

v) Entry/Exit Load

There is no entry load as per the mandate of the Indian market watchdog. An exit of 1% would be levied on redeeming more than 15% of the units allotted within a period of one year. No exit load applies if redeemed after one year.

About Aditya Birla Sun Life Mutual Fund

Aditya Birla Sun Life Mutual Fund entered the Indian mutual fund fore back in December 1994 when it registered with the Indian market regulator, the Securities and Exchange and Board of India (SEBI) with Aditya Birla Capital Limited and Sun Life (India) AMC as the sponsors, and Aditya Birla Sun Life Trustee Private Limited as the trustee. It is now a leading fund house in India with total assets under management (AUM) standing at Rs 2.14 lakh crore as of June 2020.

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Min amount: ₹100

Calculate Returns

20 yrs
Rs. 100 invested monthly becomes Rs. 89,598 in a period of 20 years
Very High Risk

All investments come with risk. Risk is the volatility or fluctuation in the price (and returns) of the investment. Usually,

  • High Risk = High possible returns
  • Low Risk = Stable, relatively lower returns