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Aditya Birla Sun Life Equity Hybrid95 Fund - Regular Plan-Growth
Invest Now
Fund Manager: Mr. Chanchal Khandelwal |
Hybrid: Aggressive |
CRISIL Hybrid 35+65 Aggressive Index
NAV as on 09-12-2025
AUM as on 31-10-2025
Rtn ( Since Inception )
17.79%
Inception Date
Feb 10, 1995
Expense Ratio
1.85%
Fund Status
Open Ended Scheme
Min. Investment
100
Min. Topup
100
Min. SIP Amount
100
Risk Status
very high
Investment Objective : The fund seeks to achieve long-term capital appreciation and current income from a balanced portfolio with a target allocation of 60% equity, 40% debt and money market securities
Fund Performance
3 and 6 Months returns are absolute
NAV Movement
Returns (%)
| 3 Mon | 6 Mon | 1 Yr | 3 Yrs | 5 Yrs | 10 Yrs | |
|---|---|---|---|---|---|---|
| Fund | 2.55 | 2.19 | 3.36 | 13.46 | 13.35 | 11.07 |
| AK Hybrid Aggressive TRI | 2.78 | 2.58 | 6.53 | 11.46 | 11.76 | 11.95 |
| Hybrid: Aggressive | 1.7 | 1.4 | 1.96 | 13.6 | 14.69 | 12.29 |
| Rank within Category | ||||||
| Number of Funds within Category |
Peer Comparison
| Return (%) | ||||||
|---|---|---|---|---|---|---|
| Scheme Name | AUM (crore) |
Expense Ratio |
1 Yr | 3 Yrs | 5 Yrs | 10 Yrs |
| Aditya Birla Sun Life Equity Hybrid95 Fund - Regular Plan-Growth | 7,558.55 | 1.85 | 3.36 | 13.46 | 13.35 | 11.07 |
| ICICI Prudential Equity & Debt Fund - Growth | 48,071.3 | 1.54 | 9.26 | 18.69 | 22.21 | 16.37 |
| SBI Equity Hybrid Fund - Regular Plan -Growth | 81,951.86 | 1.38 | 8.66 | 13.51 | 13.81 | 12.58 |
| Bandhan Aggressive Hybrid Fund-Regular Plan Growth | 1,365.21 | 2.14 | 5.02 | 14.96 | 15.43 | 0.0 |
| Mirae Asset Aggressive Hybrid Fund - Regular Plan - Growth | 9,424.67 | 1.72 | 4.47 | 12.84 | 13.5 | 13.1 |
| quant Aggressive Hybrid Fund - Growth Option - Regular Plan | 2,139.05 | 2.03 | 3.94 | 10.5 | 18.87 | 15.7 |
| Mahindra Manulife Aggressive Hybrid Fund - Regular Plan - Growth | 1,969.84 | 2.01 | 3.91 | 15.87 | 17.37 | 0.0 |
| DSP Aggressive Hybrid Fund- Regular Plan - Growth | 11,909.72 | 1.7 | 3.77 | 15.47 | 14.12 | 13.04 |
| Edelweiss Aggressive Hybrid Fund- Plan B-Growth Option | 3,316.79 | 1.87 | 3.33 | 15.75 | 16.69 | 13.08 |
| Edelweiss Aggressive Hybrid Fund - Regular Plan - Growth Option | 3,316.79 | 1.87 | 3.32 | 15.69 | 16.63 | 13.05 |
Yearly Performance (%)
Historical Returns (%)
| 2010 | 2011 | 2012 | 2013 | 2014 | 2015 | 2016 | 2017 | 2018 | 2019 | |
|---|---|---|---|---|---|---|---|---|---|---|
| Fund | 3.36 | 8.86 | 25.91 | -4.99 | 4.75 | 11.67 | 24.17 | -1.74 | 21.27 | 6.53 |
| 0 | 0 | 0 | 0 | 0 | ||||||
| Hybrid: Aggressive | - |
Returns Calculator
Growth of 10000 In SIP (Fund vs Benchmark)
Growth of 10000 In LUMPSUM (Fund vs Benchmark)
Rolling Returns
Rolling returns are the annualized returns of the scheme taken for a specified period (rolling returns period) on every day/week/month and taken till the last day of the duration. In this chart we are showing the annualized returns over the rolling returns period on every day from the start date and comparing it with the benchmark. Rolling returns is the best measure of a fund's performance. Trailing returns have a recency bias and point to point returns are specific to the period in consideration. Rolling returns, on the other hand, measures the fund's absolute and relative performance across all timescales, without bias.