Aditya Birla Sun Life Equity Hybrid95 Fund - Regular Plan-Growth
Fund House: Aditya Birla Sun Life Mutual Fund
Category: Hybrid: Aggressive
Status: Open Ended Schemes
Launch Date: 10-02-1995
Minimum Investment: 100.0
Asset Class: Mixed Asset
Minimum Topup: 100.0
Benchmark: CRISIL Hybrid 35+65 Aggressive Index
Total Assets: 7533.09 As on (31-12-2025)
Expense Ratio: 1.85% As on (31-12-2025)
Turn over: 81.00% | Exit Load: For redemption /switch-out of units on or before 90 days from the date of allotment: 1.00% of applicable NAV. For redemption / switch-out of units after 90 days from the date of allotment: Nil.
NAV as on 16-01-2026
1555.27
3.44
CAGR Since Inception
17.71%
CRISIL Hybrid 35+65 Aggressive Index 12.27%
PERFORMANCE
| Scheme Performance (%) | 1-Year Ret (%) | 3-Yrs Ret (%) | 5-Yrs Ret (%) | 10-Yrs Ret (%) | Since Launch Ret (%) |
|---|---|---|---|---|---|
| Aditya Birla Sun Life Equity Hybrid95 Fund - Regular Plan-Growth | 8.25 | 14.52 | 12.01 | 11.13 | 17.71 |
| Benchmark | - | - | - | - | - |
| Hybrid: Aggressive | 6.76 | 14.36 | 13.3 | 12.46 | 12.72 |
Funds Manager
Mr. Chanchal Khandelwal
RETURNS CALCULATORS for Aditya Birla Sun Life Equity Hybrid95 Fund - Regular Plan-Growth
Growth of 10000 In SIP (Fund vs Benchmark)
Amount
Period
Start
End
Growth of 10000 In LUMPSUM (Fund vs Benchmark)
Amount
Start
PORTFOLIO ANALYSIS of Aditya Birla Sun Life Equity Hybrid95 Fund - Regular Plan-Growth
Portfolio Holdings
Sector Allocation
PEER COMPARISION of Aditya Birla Sun Life Equity Hybrid95 Fund - Regular Plan-Growth
| Scheme Name | Inception Date | 1 Year Rtn (%) | 2 Year Rtn (%) | 3 Year Rtn (%) | 5 Year Rtn (%) | 10 Year Rtn (%) |
|---|---|---|---|---|---|---|
| ABSL Equity Hybrid95 Reg Gr | 10-02-1995 | 8.25 | 9.96 | 14.52 | 12.01 | 11.13 |
| ICICI Pru Equity & Debt Gr | 05-11-1999 | 12.92 | 13.51 | 19.17 | 20.29 | 16.64 |
| SBI Equity Hybrid Reg Gr | 01-12-1995 | 12.3 | 11.91 | 14.33 | 12.63 | 12.66 |
| Mirae Asset Aggressive Hybrid Reg Gr | 02-07-2015 | 10.98 | 10.48 | 13.93 | 12.55 | 13.27 |
| Bandhan Aggr Hyb Fund Reg Gr | 05-12-2016 | 10.8 | 12.61 | 15.94 | 14.09 | 0.0 |
| Mahindra Manulife Aggressive Hybrid Fund Reg Gr | 19-07-2019 | 8.81 | 11.91 | 16.66 | 15.81 | 0.0 |
| Nippon India Aggressive Hybrid Fund Gr Plan | 05-06-2005 | 7.86 | 9.7 | 15.0 | 14.67 | 10.53 |
| UTI Aggressive Hybrid Fund Reg Gr | 20-03-1995 | 7.81 | 11.35 | 16.46 | 15.86 | 13.17 |
| Canara Robeco Equity Hybrid Reg Gr | 01-02-1993 | 7.69 | 9.57 | 13.68 | 12.16 | 12.96 |
| quant Aggressive Hybrid Fund Gr Reg Plan | 21-03-2001 | 7.46 | 6.97 | 11.18 | 15.91 | 15.77 |
Asset Allocation (%)
Key Performance and Risk Statistics of Aditya Birla Sun Life Equity Hybrid95 Fund - Regular Plan-Growth
| Key Statistics | Volatility | Sharpe Ratio | Alpha | Beta | Yield to Maturity | Average Maturity |
|---|---|---|---|---|---|---|
| Aditya Birla Sun Life Equity Hybrid95 Fund - Regular Plan-Growth | 9.21 | 0.88 | 1.35 | 1.13 | 7.43 | 5.45 |
| Hybrid: Aggressive | - | - | - | - | - | - |