INF209K01ZC0

CASPeR Ranking #219

Aditya Birla Sun Life Equity Hybrid '95 Fund Direct Plan Growth

Very High Risk Aggressive Allocation Allocation

NAV (Tue Sep 17 2024)

₹1,705

Returns (Since Inception)

12.71%

Category Average

15.48%

Rating

3

Allocation and Holdings

Asset class

Weightage

Financial Services

12.66%

Technology

4.02%

Energy

3.84%

Communication Services

2.81%

Healthcare

2.40%

Industrials

3.79%

Consumer Cyclical

1.99%

ad banner to download
Get your personalized mutual fund portfolio in 2 minutes.
rating icon4.5

Overall rating

100K+Downloads

Scheme Information

Fund name

Aditya Birla Sun Life Equity Hybrid '95 Fund Direct Plan Growth


Minimum SIP

100


Risk Level

Very High Risk


AUM

₹7983.34 Cr


ISIN

INF209K01ZC0


Inception Date

Jan 01 2013


Standard Deviation

9.407


Beta

1.01


Sharpe Ratio

0.792


Benchmark

CRISIL Hybrid 35+65 - Agg TR INR


Expense Ratio

1.060%


Exit Load

In respect of each purchase/ switch-in of Units: 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

Risk

Very High Risk

Investment Objective

The objective of the scheme is to generate long term growth of capital and current income, through a portfolio investing in equity, debt and money market securities. The secondary objective is income generation and distribution of IDCW.

Fund Managers

Satyabrata Mohanty

Dhaval Shah

Harshil Suvarnkar

About the AMC

Popular Allocation funds

View all Funds

Expert designed mutual fund portfolios

Mutual Funds are a smart way to grow your money. They can help you achieve your financial goals as they have the potential to generate higher-than-inflation returns.

Mutual fund cover img

frequently asked questions

view all FAQs
arrow

What is the current NAV of Aditya Birla Sun Life Equity Hybrid '95 Fund Direct Plan Growth?

The NAV of Aditya Birla Sun Life Equity Hybrid '95 Fund Direct Plan Growth is ₹1,705 as of Tue Sep 17 2024.

Net asset value, or NAV for short, is a mutual fund's cost per unit. Consider it the share price of a stock, but one that represents the total worth of all the investments made by the fund. This value affects how much you pay to invest or receive when redeeming units, and it changes every day based on changes in the market. Gaining insight into NAV enables you to evaluate a fund's performance and make wise investment choices.

arrow

Who is the fund manager of Aditya Birla Sun Life Equity Hybrid '95 Fund Direct Plan Growth?

Satyabrata Mohanty is the current fund manager of Aditya Birla Sun Life Equity Hybrid '95 Fund Direct Plan Growth as on Wed Sep 18 2024. A fund manager's performance history, investment style and strategy, approach to risk management, tenure and experience, fees and charges, and alignment with investor goals all have an impact on the fund performance.

arrow

What is the expense ratio of Aditya Birla Sun Life Equity Hybrid '95 Fund Direct Plan Growth?

The Expense Ratio of Aditya Birla Sun Life Equity Hybrid '95 Fund Direct Plan Growth is 106.00% as of Wed Sep 18 2024 which means if you earn ₹50,000 worth returns on an investment in this fund then 106.00% of those returns will be retained by the AMC.

The annual fees you pay the mutual fund firm to manage your investments in that fund are known as the Expense Ratio. The Expense Ratio is deducted from the returns that the fund generates and expressed as a percentage of Assets Under Management (AUM).

Because a smaller portion of the gains will be retained, a fund with a lower expense ratio is always preferable because it will result in larger returns for you.

arrow

What is the minimum SIP amount of Aditya Birla Sun Life Equity Hybrid '95 Fund Direct Plan Growth?

The minimum Systematic Investment Plan (SIP) amount required for Aditya Birla Sun Life Equity Hybrid '95 Fund Direct Plan Growth is ₹100. A Systematic Investment Plan (SIP) is an investment approach in mutual funds where an investor selects a mutual fund scheme and invests a fixed amount at regular intervals. The SIP investment strategy involves investing a small amount consistently over time, as opposed to investing a large sum in a single instance. This method aims to potentially yield higher returns over the long term by leveraging the benefits of rupee cost averaging and compounding.

arrow

What is the minimum lump sum amount required to invest in Aditya Birla Sun Life Equity Hybrid '95 Fund Direct Plan Growth?

To initiate a lump sum investment in Aditya Birla Sun Life Equity Hybrid '95 Fund Direct Plan Growth, a minimum initial amount of ₹100 is necessary. This means that to participate in this investment option, investors must commit a starting sum of at least INR 5000. A lumpsum investment is a common approach to investing money in financial instruments such as mutual funds. This method involves investing a substantial sum of money in a financial instrument in a single transaction, as opposed to making multiple smaller payments over time.

arrow

What is risk category of the Aditya Birla Sun Life Equity Hybrid '95 Fund Direct Plan Growth?

In accordance with SEBI regulations, mutual funds are required to disclose the risk associated with investing, categorized into five levels: (a) Low: Low risk to principal, (b) Moderately Low: Moderately low risk to principal, (c) Moderate: Moderate risk to principal, (d) Moderately High: Moderately high risk to principal, (e) High: High risk to principal. The risk category of Aditya Birla Sun Life Equity Hybrid '95 Fund Direct Plan Growth is classified as Very High Risk.

arrow

What is the category of Aditya Birla Sun Life Equity Hybrid '95 Fund Direct Plan Growth?

The category of the Aditya Birla Sun Life Equity Hybrid '95 Fund Direct Plan Growth is Allocation.

it’s time to grow your wealth

3 users1+ Lac investors are growing their wealth with Stack.
stack mb