Aditya Birla Sun Life Equity Hybrid '95 Fund Growth

Hybrid
Aggressive Hybrid
Very High Risk
11.72%
3Y annualised
+1.14% 1D
1M
6M
1Y
3Y
5Y
All
NAV: 30 Sep 2022₹1,036.93
Min. SIP amountNot Supported
Rating2
Fund size₹7,960.89Cr

Return calculator

Monthly SIP
One-Time
₹5,000 per month
Over the past
Total investment of 0
Would have become (%)

Returns and rankings

Category: Hybrid Aggressive Hybrid
Annualised returns
Absolute returns
1Y3Y5YAll
Fund returns-3.8%11.7%7.2%18.5%
Category average-0.4%13.6%9.9%NA
Rank with in category402826NA
Understand terms

Holdings (124)

NameSectorInstrumentAssets
ICICI Bank Ltd.FinancialEquity7.9%
HDFC Bank Ltd.FinancialEquity5.5%
Infosys Ltd.TechnologyEquity3.6%
State Bank of IndiaFinancialEquity3.6%
Reliance Industries Ltd.EnergyEquity3.5%
Ultratech Cement Ltd.ConstructionEquity2.3%
Titan Company Ltd.Consumer DiscretionaryEquity2.1%
Cholamandalam Investment & Finance Company Ltd.FinancialEquity2.0%
Bajaj Finance Ltd.FinancialEquity1.7%
Bharti Airtel Ltd.CommunicationEquity1.7%
See All

Expense ratio, exit load and tax

Expense ratio: 1.86%

Inclusive of GST

Exit load

1% for redemption within 90 days

Stamp duty

0.005% (from July 1st, 2020)

Tax implication

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.

Understand terms
Check past data

Minimum investment amounts

Min. for 1st investmentNot Supported
Min. for 2nd investment onwardsNot Supported
Min. for SIPNot Supported

Fund management

Satyabrata Mohanty
Apr 2020 - Present
View details

Education
Mr. Mohanty is a B.Com (H), Chartered Accountant and CFA.
Experience
Prior to joining ABSLAMC, he worked with Aditya Birla Management Corporation Ltd.
Also manages these schemes

Dhaval Shah
Nov 2016 - Present
View details

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.
Also manages these schemes

Harshil Suvarnkar
Mar 2021 - Present
View details

Education
Mr. Suvarnkar has done B.Com, Masters in Management Studies (Finance) and Post Graduate Diploma in Securities Law.
Experience
Prior to Joining Aditya Birla Sun Life MF, he has worked with Indiabulls Housing Finance Limited,
Also manages these schemes

Fund house & investment objective

Fund house contact details

Address
One India Bulls Center - Tower 1,17th Floor - Jupiter Mills Compound,841 Senapati Bhawan, Elphinstone Road, Mumbai 400013
Phone
022-43568000 / 1800-270-7000 / 1800-22-7000
Launch Date
23 Dec 1994
E-mail
NA
Website
NA
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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