Aditya Birla Sun Life Equity Hybrid '95 Fund Direct Plan Growth
- 13.32%
- (--21.32)973.59
Min amount: ₹100
Calculate Returns
- Fund Summary
- More about Fund
- Related funds
- Why Cleartax
- FAQs
Fund Summary
| Period | Returns(per year) |
|---|---|
| 10 Years | -- |
| 5 Years | 13.32% |
| 3 Years | 7.18% |
| 1 Year | 22.98% |
| 6 Months | 24.51% |
| Fund Details | |
|---|---|
| ISIN | INF209K01ZC0 |
| Risk | Moderately High risk |
| Fund Type | Aggressive Allocation |
| NAV | 973.59 |
| Exit Load | 1% for 365 Days |
More about this fund
| Top Holdings | Weightage |
|---|---|
| Infosys Ltd | 6.23% |
| HDFC Bank Ltd | 6.08% |
| ICICI Bank Ltd Ordinary Shares | 4.28% |
| Reliance Industries Ltd Ordinary Shares | 3.59% |
| Housing Development Finance Corp Ltd Ordinary Shares | 2.79% |
| UltraTech Cement Ltd | 2.67% |
| Kotak Mahindra Bank Ltd Ordinary Shares | 2.53% |
| Axis Bank Ltd | 2.34% |
| Crompton Greaves Consumer Electricals Ltd | 2.03% |
| Whirlpool of India Ltd | 2.01% |
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.
Customer Reviews
" Great investing experience! Contacted the support with queries.. Got immediate response and all my doubts clarified. Will definitely recommend ClearTax to friends "
IT Developer, Bangalore" I am new to investments and got all the information I need on your website. The suggestions for mutual fund investments and tax savings are great. "
Software Engineer, Indore" Investing through ClearTax is super easy and simple. It is extremely helpful for investors with less finance knowledge. "
Campus Manager, Bangalore
Invest Now in 3 Easy Steps
- 1
- 2
- 3
Why ClearTax Invest?
Our experts do all the research and offer only the BEST mutual funds- Trusted by Over 25 Lakh Indians
- Invest in just 5 minutes
- No paperwork required
- Simple and easy to use
Frequently Asked Questions
- Read More
Min amount: ₹100
Calculate Returns
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