Aditya Birla Sun Life Equity Hybrid '95 Fund Growth
- Aggressive Allocation
- Hybrid
- Very High Risk
Explore On
Rating:
2
Key Metrics
Aum
₹6,592.18 Cr
Expense Ratio
1.85%
Exit Load
1.00%
Min. Investment
₹100.00
Min. SIP
₹100.00
Launch Date
10 Feb 1995
CAGR Returns
| Period | Absolute(%) | Annualised(%) |
|---|---|---|
| 1 Month | -2.31% | -- |
| 3 Months | -5.75% | -- |
| 6 Months | -5.86% | -- |
| 1 Year | -1.88% | -1.88% |
| 2 Years | -- | +3.84% |
| 3 Years | +37.43% | +11.18% |
| 5 Years | +56.24% | +9.34% |
| Since Launch | +14623.2% | +17.31% |
Holdings as on 19 May 2026
| Name | Value (₹Cr) | Holding % |
|---|---|---|
| ICICI Bank | 416.62 | 5.95 |
| HDFC Bank | 362.96 | 5.19 |
| Reliance Industries | 297.44 | 4.25 |
| Bharti Airtel | 218.87 | 3.13 |
| State Bank of India | 201.65 | 2.88 |
| AXIS Bank Ltd | 186.17 | 2.66 |
| Bharti Telecom Limited | 173.40 | 2.48 |
| Infosys | 169.67 | 2.42 |
| Larsen & Toubro Ltd | 164.58 | 2.35 |
| Cholamandalam Investment And Finance Company Limited | 145.35 | 2.08 |
Morning Star Rating
Rating:
2
Risk
Return
Risk & Volitility
0.51
Sharpe Ratio
11.37%
Std. Deviation
4.96%
Tracking Error
-4.56%
Alpha
1.24
Beta
Peer Comparison
| Fund Name | 1Y | 3Y | 5Y |
|---|---|---|---|
| UTI Aggressive Hybrid Fund Regular Plan Growth | -1.46% | +13.5% | +12.78% |
| Kotak Aggressive Hybrid Regular Growth | +3.42% | +13.79% | +12.41% |
| HSBC Aggressive Hybrid Fund Growth | +4.45% | +13.8% | +10.82% |
| Sundaram Aggressive Hybrid Fund Growth | -3.31% | +10.68% | +9.96% |
| Aditya Birla Sun Life Equity Hybrid '95 Fund Growth | -1.88% | +11.18% | +9.34% |
Results are calculated on CAGR basis
About Fund
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.
The Aditya Birla Sun Life Equity Hybrid '95 Fund Growth has an AUM of 6592.18 crores & has delivered CAGR of 9.34 in the last 5 years. The fund has an exit load of 1.00% and an expense ratio of 1.85%. The minimum investment in Aditya Birla Sun Life Equity Hybrid '95 Fund Growth is Rs 100 and the minimum SIP is Rs 100.
As per morningstar the risk & return rating of the fund are Medium & High respectively.
The fund has a present cash holding of %. The top holdings of the fund include ICICI Bank, HDFC Bank, Reliance Industries, Bharti Airtel.
The major sectors where the fund is invested are Regional Banks, Software & Programming, Biotechnology & Drugs, Oil & Gas Operations.
Some of the similar funds are UTI Aggressive Hybrid Fund Regular Plan Growth, Kotak Aggressive Hybrid Regular Growth, HSBC Aggressive Hybrid Fund Growth, Sundaram Aggressive Hybrid Fund Growth, Aditya Birla Sun Life Equity Hybrid '95 Fund Growth. Aditya Birla Sun Life Equity Hybrid '95 Fund Growth has a sharpe ratio of 0.51 & a standard deviation of 11.37%.
FAQs
According to the morning star rating Aditya Birla Sun Life Equity Hybrid '95 Fund Growth has a Medium risk & High return.
Aditya Birla Sun Life Equity Hybrid '95 Fund Growth is managed by Chanchal Khandelwal,Harshil Suvarnkar.
The expense ratio of Aditya Birla Sun Life Equity Hybrid '95 Fund Growth is 1.85%.
The 5 year annualized return on Aditya Birla Sun Life Equity Hybrid '95 Fund Growth is 9.34% & it has generated -1.88% in the last 1 year.
The minimum investment in Aditya Birla Sun Life Equity Hybrid '95 Fund Growth is 100 Rs.
Aditya Birla Sun Life Equity Hybrid '95 Fund Growth has an AUM of 6592.18 crores.
Wait for it…
Oops! Looks like you have exceeded the limit to bookmark the image. Remove some to bookmark this image.