| Risk | Moderately High |
|---|---|
| Min SIP Amount | ₹100 |
| Expense Ratio | 1.90% |
| NAV | ₹679.48 (07 Jul 2020) |
|---|---|
| Fund Started | 10 Feb 1995 |
| Fund Size | ₹7,189 Cr |
| Name | Sector | Instrument | % Assets |
|---|---|---|---|
| HDFC Bank Ltd. | Financial | Equity | 6.9% |
| Reliance Industries Ltd. | Energy | Equity | 5.0% |
| ICICI Bank Ltd. | Financial | Equity | 4.4% |
| Bharti Airtel Ltd. | Communication | Equity | 4.2% |
| Infosys Ltd. | Technology | Equity | 3.5% |
| Ultratech Cement Ltd. | Construction | Equity | 2.4% |
| Hindustan Unilever Ltd. | FMCG | Equity | 2.3% |
| Housing Development Finance Corpn. Ltd. | Financial | Equity | 2.2% |
| Shriram City Union Finance Ltd. | Financial | Debenture | 2.1% |
| Pfizer Ltd. | Healthcare | Equity | 2.1% |
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
The scheme aims to generate long term growth of capital and current income from a portfolio of equity and fixed income securities.
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.