Home>Mutual Funds>Aditya Birla Sun Life Mutual Fund>Aditya Birla Sun Life Equity Hybrid '95 Fund Growth

Aditya Birla Sun Life Equity Hybrid '95 Fund Growth

Hybrid
Aggressive Hybrid
Very High Risk
45.92%
1Y return
+0.14% 1D
1M
6M
1Y
3Y
5Y
All
NAV: 30 Jul 2021₹1,010.80
Min. SIP Amount₹100
Rating2star
Fund Size₹7,875.59 Cr

Return calculator

Monthly SIP
One-Time
₹5,000 per month
Over the past
Total investment of 0
Would have become 0 (0.00%)

Returns and rankings

Category: Hybrid Aggressive Hybrid
Annualised returns
Absolute returns
1Y3Y5YAll
Fund returns45.9%9.8%9.9%19.2%
Category average42.2%12.7%12.2%NA
Rank with in category123023NA
Understand termsinfo

Holdings (98)

NameSectorInstrumentAssets
Infosys Ltd.TechnologyEquity7.0%
HDFC Bank Ltd.FinancialEquity5.8%
ICICI Bank Ltd.FinancialEquity4.2%
Reliance Industries Ltd.EnergyEquity3.4%
Ultratech Cement Ltd.ConstructionEquity2.7%
Housing Development Finance Corpn. Ltd.FinancialEquity2.6%
Kotak Mahindra Bank Ltd.FinancialEquity2.3%
Axis Bank Ltd.FinancialEquity2.2%
Bajaj Finance Ltd.FinancialEquity1.8%
Tata Consultancy Services Ltd.TechnologyEquity1.7%
See All

Pros and cons

Category: Hybrid Aggressive Hybrid

Pros

  • Age is more than 10 years
  • 1Y Returns are higher than the category average returns
  • 10Y Returns are higher than the category average returns

Cons

  • Higher expense ratio - 1.88%
  • 3Y Returns are lower than the category average returns
  • 5Y Returns are lower than the category average returns

Expense ratio, exit load and tax

Expense ratio: 1.88%

Inclusive of GST

Exit load

Exit load of 1% if units in excess of 15% are redeemed or switched-out within 1 year

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 termsinfo

Minimum investment amounts

Min. for 1st investment₹100
Min. for 2nd investment onwards₹100
Min. for SIP₹100

Fund management

Satyabrata Mohanty
Apr 2020 - Present
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Mahesh Patil
Jan 2014 - Present
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Pranay Sinha
Aug 2015 - Present
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Harshil Suvarnkar
Mar 2021 - Present
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Fund house & investment objective

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Fund house contact details

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