Aditya Birla Sun Life Equity Hybrid '95 Fund Growth+0.41%

2
-10.32%
1 Year Return
Hybrid
Aggressive
2.0star
6M
1Y
3Y
5Y
All

Fund Details

Aditya Birla Sun Life Equity Hybrid '95 Fund Growth

RiskModerately High
Min SIP Amount₹100
Expense Ratio1.90%
NAV679.48 (07 Jul 2020)
Fund Started10 Feb 1995
Fund Size7,189 Cr

Returns

1Y
3Y*
5Y*
Since inception*
Aditya Birla Sun Life Equity Hybrid '95 Fund Growth
-10.3%
-1.4%
3.7%
18.3%
Category Average
-9.3%
-0.1%
4.8%
-
Rank within category
37
30
17
-
*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
    0
    with -10.3% annual returns

    Comparison

    Data not available
    Pros
    1. Age is more than 10 years
    Cons
    1. Risk-adjusted returns are lower compared to the category
    2. Risk is higher compared to the benchmark
    3. Higher expense ratio
    4. 1Y Returns are lower than the benchmark
    5. 3Y Returns are lower than the benchmark
    6. 5Y Returns are lower than the benchmark

    Top Holdings

    NameSectorInstrument% Assets
    HDFC Bank Ltd.FinancialEquity6.9%
    Reliance Industries Ltd.EnergyEquity5.0%
    ICICI Bank Ltd.FinancialEquity4.4%
    Bharti Airtel Ltd.CommunicationEquity4.2%
    Infosys Ltd.TechnologyEquity3.5%
    Ultratech Cement Ltd.ConstructionEquity2.4%
    Hindustan Unilever Ltd.FMCGEquity2.3%
    Housing Development Finance Corpn. Ltd.FinancialEquity2.2%
    Shriram City Union Finance Ltd.FinancialDebenture2.1%
    Pfizer Ltd.HealthcareEquity2.1%
    See All

    Fund Managers

    addSatyabrata Mohanty
    Education
    Mr. Mohanty is a B.Com (H), Chartered Accountant and CFA.
    Experience
    He has been part of Birla group since last 17 years. He has over 12 years of experience in Finance and Research. He has handled responsibilities across Fund Management (Equity & Debt), Trading and Credit Research functions. Prior to joining BSLAMC, he has worked with Aditya Birla Management Corporation Ltd & joined ABG as a management Trainee.
    Funds Managed
    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
    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

    Aditya Birla Sun Life Equity Hybrid '95 Fund Growth Details

    Aditya Birla Sun Life Equity Hybrid '95 Fund Growth is a Hybrid Mutual Fund Scheme launched by Aditya Birla Sun Life Mutual Fund. This scheme was made available to investors on 10 Feb 1995. Mahesh Patil, Pranay Sinha, Dhaval Shah is the Current Fund Manager of Aditya Birla Sun Life Equity Hybrid '95 Fund Growth fund.The fund currently has an Asset Under Management(AUM) of ₹7,189 Cr and the Latest NAV as of 07 Jul 2020 is ₹679.48.

    The Aditya Birla Sun Life Equity Hybrid '95 Fund Growth is rated Moderately High risk. Minimum SIP Investment is set to 100. Minimum Lumpsum Investment is 100. Exit load of 1% if units in excess of 15% are redeemed or switched-out within 1 year

    Investment Objective

    The scheme aims to generate long term growth of capital and current income from a portfolio of equity and fixed income securities.

    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)

    ₹100
    Min for First Investment
    ₹100
    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
    23 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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