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  • Aditya Birla Sun Life Equity Hybrid95 Fund - Regular Plan-Growth
Aditya Birla Sun Life Equity Hybrid95 Fund - Regular Plan-Growth

Category: Hybrid: Aggressive

Launch Date: 10-02-1995

Riskometer: Very High

NAV as on 21-11-2025

₹ 1567.15

₹ -8.32 ( -0.5309%)

CAGR Since Inception

17.83%

CRISIL Hybrid 35+65 Aggressive Index 12.4%

Asset Class

Mixed Asset

Status

Open Ended Schemes

Fund Managers

Mr. Chanchal Khandelwal

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

Benchmark

CRISIL Hybrid 35+65 Aggressive Index

Expense Ratio

1.85% As on (31-10-2025)

Minimum Investment | Top up

100.0 | 100.0

Total Assets

7,558.55 Cr As on (31-10-2025)

PERFORMANCE of Aditya Birla Sun Life Equity Hybrid95 Fund - Regular Plan-Growth
  • Scheme Performance

  • Yearly Performance

Scheme Performance (%)

Data as on - 21-11-2025

1-Year Ret (%) 3-Yrs Ret (%) 5-Yrs Ret (%) 10-Yrs Ret (%) Since Launch Ret (%)
Aditya Birla Sun Life Equity Hybrid95 Fund - Regular Plan-Growth 8.83 14.12 14.35 10.96 17.83
Benchmark - - - - -
Hybrid: Aggressive 7.9 14.59 15.84 12.15 12.97
Nav Movement
RETURNS CALCULATOR for Aditya Birla Sun Life Equity Hybrid95 Fund - Regular Plan-Growth
  • SIP Returns

  • Lumpsum Returns

  • Rolling Returns

Growth of 10000 In SIP (Fund vs Benchmark)
Amount :
Period :
Start :
End :
Growth of 10000 In LUMPSUM (Fund vs Benchmark)
Amount :
Start :
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.

Key Performance and Risk Statistics of Aditya Birla Sun Life Equity Hybrid95 Fund - Regular Plan-Growth
Key Statistics Volatility Sharpe Ratio Alpha Beta Yield to Maturity Average Maturity
Aditya Birla Sun Life Equity Hybrid95 Fund - Regular Plan-Growth 9.21 0.79 0.68 1.1 7.43 5.45
Hybrid: Aggressive - - - - - -
Peer Comparison
Scheme Name 5Y (%)
ABSL Equity Hybrid95 Reg Gr 14.35
SBI Equity Hybrid Reg Gr 15.12
ICICI Pru Equity & Debt Gr 24.37
Bandhan Aggr Hyb Fund Reg Gr 16.62
quant Aggressive Hybrid Fund Gr Reg Plan 20.8
Mirae Asset Aggressive Hybrid Reg Gr 14.55
Edelweiss Aggr Hybrid Plan B Gr 18.07
Edelweiss Aggr Hybrid Reg Gr 18.01
Mahindra Manulife Aggressive Hybrid Fund Reg Gr 18.44
PGIM India Aggr Hybrid Equity Fund Gr 12.2
Asset Allocation
Sectors
Sector Holdings (%)
Financial Services 25.39
Information Technology 7.45
Automobile and Auto Components 6.98
Healthcare 5.16
Fast Moving Consumer Goods 4.33
Oil, Gas & Consumable Fuels 4.09
Capital Goods 3.21
Consumer Services 3.16
Telecommunication 3.15
Consumer Durables 2.64
Portfolio Holdings
Company Holdings (%)
ICICI BANK LIMITED EQ NEW FV RS. 2/- 6.25
HDFC BANK LIMITED EQ NEW FV RE. 1/- 6.14
RELIANCE INDUSTRIES LIMITED EQ 4.09
INFOSYS LIMITED EQ FV RS 5 3.29
BHARTI AIRTEL LIMITED EQ NEW FV RS 5/- 3.15
AXIS BANK LIMITED EQ NE FV RS. 2/- 2.39
MAHINDRA AND MAHINDRA LIMITED EQ NEW F.V. RS.5 2.29
LARSEN AND TOUBRO LIMITED EQ NEW FV RS.2/- 2.29
STATE BANK OF INDIA EQ NEW RE. 1/- 2.18
8.92% Cholamandalam Investment and Finance Company Limited (02/12/2034) 1.96
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