INF209K01BT5

CASPeR Ranking #238

Aditya Birla Sun Life Equity Hybrid '95 Fund Growth

Very High Risk Aggressive Allocation Allocation

NAV (Fri Oct 11 2024)

₹1,515

Returns (Since Inception)

11.28%

Category Average

14.67%

Rating

2

Allocation and Holdings

Asset class

Weightage

Financial Services

13.06%

Technology

3.83%

Energy

3.70%

Communication Services

2.98%

Healthcare

2.51%

Consumer Cyclical

2.17%

Industrials

3.69%

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Overall rating

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Scheme Information

Fund name

Aditya Birla Sun Life Equity Hybrid '95 Fund Growth


Minimum SIP

100


Risk Level

Very High Risk


AUM

₹7983.34 Cr


ISIN

INF209K01BT5


Inception Date

Feb 10 1995


Standard Deviation

9.418


Beta

1.02


Sharpe Ratio

0.711


Benchmark

CRISIL Hybrid 35+65 - Agg TR INR


Expense Ratio

1.840%


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

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