Aditya Birla Sun Life Equity Hybrid '95 Fund Growth

• Alpha -4.56%
• Beta 1.24
• Sharpe Ratio0.79
• Std Deviation 9.37%
• Tracking Error 4.96%

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 7409.41 crores & has delivered CAGR of 11.69% in the last 5 years. The fund has an exit load of 1.00% and an expense ratio of 1.87%. 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 Moderate & High respectively.

The top holdings of the fund include ICICI Bank, HDFC Bank, Reliance Industries & Infosys.

The major sectors where the fund is invested are Regional Banks, Software & Programming, Construction Services & Biotechnology & Drugs.

Some of the similar funds are UTI Aggressive Hybrid Fund Regular Plan Growth, Kotak Equity Hybrid Regular Growth, Mirae Asset Aggressive Hybrid Fund -Regular Plan-Growth, DSP Equity & Bond 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 0.79 & a standard deviation of 9.37%.