Aditya Birla Sun Life Equity Hybrid '95 Fund Direct Dividend+0.69%

3Groww
6.77%
1 Year Return
Hybrid
Aggressive
3.0 star
6M
1Y
3Y
5Y
All

Fund Details

Aditya Birla Sun Life Equity Hybrid '95 Fund Direct Dividend

RiskModerately High
Min SIP Amount₹500
Expense Ratio1.17%
NAV192.72 (18 Oct 2019)
Fund Started01 Jan 2013
Fund Size11,674 Cr

Returns

1Y
3Y*
5Y*
Since inception*
Aditya Birla Sun Life Equity Hybrid '95 Fund Direct Dividend
6.8%
6.0%
10.1%
13.0%
Category Average
0.5%
6.2%
7.7%
-
Rank within category
27
23
12
-
*All returns are annualized.
SIP
Lumpsum
I want to invest per month5,000
    For how many years?
    1 Year
    3 Years
    5 Years
    Estimated Value
    as per Historical Returns
    30
    with 6.8% annual returns

    Comparison

    Data not available
    Pros
    1. 3Y Returns are higher than the benchmark
    2. 5Y Returns are higher than the benchmark
    Cons
    1. Risk is higher compared to the benchmark
    2. 1Y Returns are lower than the benchmark

    Top Holdings

    NameSectorInstrument% Assets
    Sun Pharmaceutical Inds. Ltd.HealthcareEquity0.6%
    Jamnagar Utilities and Power Pvt. Ltd.EngineeringDebenture0.2%
    GOISovereignCGL0.1%
    See All

    Fund Managers

    addMahesh Patil
    Education
    Mr. Patil is B.E (Electrical), MMS in Finance and Chartered Financial Accountant from ICFAI Hyderabad.
    Experience
    Prior to joining Birla Sun Life AMC he has worked with Reliance Infocom Ltd., Motilal Oswal Securities and Parag Parikh Financial Advisory Services Ltd.
    Funds Managed
    addDhaval Shah
    Education
    Mr.Shah has done B.Com. from University of Mumbai & MBA from Somaiya Institute of Management Studies & Research. He also holds CFA designation.
    Experience
    Prior to joining Aditya Birla Sunlife Mutual Fund he has worked with HDFC Mutual Fund, Reliance Mutual Fund, Morgan Stanley.
    Funds Managed
    addPranay Sinha
    Education
    Mr. Sinha has done B.Tech in Aerospace Engg. from IIT Kharagpur and PGDM with Major in Finance from IIM Calcutta.
    Experience
    Prior to joining BSLAMC , he has worked with BNP Paribas Bank (October 2010 - August,2014) , Morgan Stanley Investment Management Pvt. Ltd. (March 2008 - October 2010) and ICICI Prudential Asset Management Co. Ltd. ( October 2005 - March 2008).
    Funds Managed

    Other Details

    Aditya Birla Sun Life Equity Hybrid '95 Fund Direct Dividend is a Hybrid Mutual Fund Scheme launched by Aditya Birla Sun Life Mutual Fund. This scheme was introduced to investors on 01 Jan 2013. Mahesh Patil, Pranay Sinha, Dhaval Shah is the Current Fund Manager of Aditya Birla Sun Life Equity Hybrid '95 Fund Direct Dividend.The fund currently has an Asset Under Management(AUM) of ₹11,674 Cr and the Latest NAV as of 18 Oct 2019 is ₹192.72.

    The Aditya Birla Sun Life Equity Hybrid '95 Fund Direct Dividend is rated Moderately High risk. Minimum SIP Investment is 500. Minimum Lumpsum Investment is 500. Exit load of 1% if units in excess of 15% are redeemed or switched-out within 1 year.

    Investment Objective

    An Open ended Balanced Scheme with the objective to generate long term growth of capital and current income, through a portfolio with a target allocation of 60% equity and 40% debt and money market securities. The secondary objective is income generation and distribution of dividend.

    Tax Implications

    Returns are taxed at 15%, if you redeem before one year. After 1 year, you are required to pay LTCG tax of 10% on returns of Rs 1 lakh+ in a financial year.

    Scheme Information Document(SID)

    ₹500
    Min for First Investment
    ₹500
    Min for Second Investment
    Exit load of 1% if units in excess of 15% are redeemed or switched-out within 1 year
    Exit Load

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    About Aditya Birla Sun Life Mutual Fund

    Address
    One India Bulls Centre ,Tower 1, 17th Flr, Jupiter Mill Compound,841,S.B. Marg,Elphinstone Road Mumbai 400 013
    Phone
    022 43568000
    Launch Date
    22 Dec 1994
    Aditya Birla Sun Life Mutual Fund
    Asset Management Company
    Custodian
    Citibank NA
    Registrar & Transfer Agent
    Cams
    Address
    7th Floor, Tower II, Rayala Towers, 158, Anna Salai,
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