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Aditya Birla Sun Life Equity Hybrid '95 Fund Growth
2Regular
Growth
3 yr CAGR
+14.95%
2Regular
Growth
3 yr CAGR
+14.95%
Fund overview
Net Asset Value
₹1510.02
AUM (Fund size)
7,684.17 Crore
Lock-in period
No Lock-in
Exit Load
1% in 90 days
Expense ratio
1.85%
Risk
Very High
Start your investment
Lumpsum
SIP
Amount
₹
Estimated value after 3 years
(as per historical returns)
7,075 ₹
Investment in Regular Funds are no longer available. Switch to Direct Plan of the same fund for higher returns.
Top holdings
| Holdings | Weightage |
|---|---|
| ICICI Bank Ltd | 6.26% |
| HDFC Bank Ltd | 5.19% |
| Infosys Ltd | 3.99% |
| Reliance Industries Ltd | 3.58% |
| Bharti Airtel Ltd | 2.95% |
| Sun Pharmaceuticals Industries Ltd | 2.44% |
| Larsen & Toubro Ltd | 2.3% |
| Mahindra & Mahindra Ltd | 2.19% |
| Axis Bank Ltd | 1.91% |
| Coforge Ltd | 1.57% |
Calculate returns
Monthly (SIP)
One-Time
₹
yrs
₹4,000 invested monthly becomes ₹0 in a period of 20 years
Top Sectors
Related Funds
| Fund | NAV | 3yr Returns | Risk |
|---|---|---|---|
| 65.00 | 16.29% | Very High Risk | |
| 73.26 | 17.8% | Very High Risk | |
| 70.98 | 19.14% | Very High Risk | |
| 412.57 | 20.37% | Very High Risk | |
| 117.01 | 17.01% | Very High Risk | |
| 1689.40 | 13.16% | Very High Risk | |
| 402.21 | 14.61% | Very High Risk | |
| 22.26 | 9.75% | Very High Risk | |
| 36.61 | 14.07% | Very High Risk | |
| 311.99 | 12.53% | Very High Risk |
Key Ratios
Key Ratios
| Ratio | This Fund | Category Avg | Insight |
|---|---|---|---|
| Alpha | -2% | 0.96% | Worse than category avg |
| Beta | 1.18% | 1.1% | Worse than category avg |
| Credit Rating | AAA% | % | |
| Yield to maturity | 7.33% | 5.43% |
Alpha
Worse than category avg
Worse than category avgThe fund has underperformed the benchmark and has provided lower returns than the expected catgeory average
This fund
-2
Category avg.
0.96
BetaWorse than category avg
Worse than category avgThis fund is more volatile as compared to the index and is more risky as compared to category average
This fund
1.18
Category avg.
1.1
Credit Rating
Highest credit rating. It indicates an extremely strong ability to make timely interest payments and ultimate principal payments.
This fund
AAA
Category avg.
Yield to maturity
Fund is taking higher risk than average which may lead to higher returns
This fund
7.33
Category avg.
5.43
About Aditya Birla Sun Life AMC Ltd
Presently it is known as Aditya Birla Sun Life (ABSL) Asset Management Company Ltd. It is a joint venture between the Aditya Birla Group in India and Sun Life Financial Inc of Canada. It was set up as a joint venture in 1994.
Managers | Chanchal Khandelwal, Harshil Suvarnkar, Dhaval Joshi |
Custodians | Citibank NA |
Address | Aditya Birla Sun Life AMC Ltd One World Centre, Tower 1, 17th Floor |
Fax Nos. | +91 22 43568110/ 8111 |
Telephone Nos. | +91 22 43568000 |
Homepage | www.adityabirlasunlifemf.com |
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Start your investment
Lumpsum
SIP
Amount
₹
Estimated value after 3 years
(as per historical returns)
7,075 ₹
Investment in Regular Funds are no longer available. Switch to Direct Plan of the same fund for higher returns.
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Frequently Asked Questions
What are Balanced/Hybrid funds?
Hybrid funds are mutual funds in which the fund manager allocates your money in both equity and debt in a certain ratio. The ratio is decided when the fund is announced and it remains constant throughout.
Who should invest in a Balanced/hybrid fund?
Balanced funds are suitable for a medium-term horizon and are ideal for investors who are looking for a mixture of safety, income and modest capital appreciation
Who should invest in a Balanced/hybrid fund?
Balanced funds are suitable for a medium-term horizon and are ideal for investors who are looking for a mixture of safety, income and modest capital appreciation
What is a lock-in period?
It is the period for which your money will remain locked in the mutual fund. Most mutuals do not have any lock-in period. ELSS, Tax-Savers, come with a lock-in of 3 years which is the lowest compared to other 80C investment options. Lock-in period is calculated from the date of investment. Meaning SIPs will have different lock-in dates
Is KYC necessary for BLACK?
KYC is necessary for all fund houses. If you are investing through BLACK, you need to do your KYC just once. The same KYC will be used for all further investments.
What is a Mandate (Auto-SIP)?
A Mandate is a one-time registration through which you instruct your bank account to deduct a specified amount of money from your account daily towards investing into a SIP portfolio. Once you register for Mandate, you don’t have to follow the payment process every time you invest in the SIP.
