Aditya Birla Sun Life Equity Hybrid 95 Fund - Regular Plan-Growth
(Erstwhile Aditya Birla Sun Life Balanced 95 Fund - Regular Plan-Growth)
| Category: Hybrid: Aggressive |
| Launch Date: 10-02-1995 |
| Asset Class: Mixed Asset |
| Benchmark: CRISIL Hybrid 35+65 Aggressive Index |
| Expense Ratio: 1.97% As on ( 31-12-2018) |
| Status: Open Ended Schemes(Hybrid Scheme - Aggressive Hybrid Fund) for subscription |
| Minimum Investment: 100.0 |
| Minimum Topup: 100.0 |
| Total Assets: 13,372.51 Cr As on ( 31-01-2019) |
| Turn over: 102.0 |
PERFORMANCE of Aditya Birla Sun Life Equity Hybrid 95 Fund - Regular Plan-Growth
Scheme Performance (%) Data as on - 19-02-2019
| 1-Year Ret (%) | 3-Yrs Ret (%) | 5-Yrs Ret (%) | 10-Yrs Ret (%) | Since Launch Ret (%) | |
|---|---|---|---|---|---|
| Aditya Birla Sun Life Equity Hybrid 95 Fund - Regular Plan-Growth | -5.13 | 10.66 | 14.19 | 16.74 | 19.22 |
| Benchmark | - | - | - | - | - |
| Hybrid: Aggressive | -3.74 | 11.06 | 12.79 | 15.04 | 8.36 |
Yearly Performance (%)
Fund Managers
Mr. Mahesh Patil, Mr. Pranay Sinha, Mr. Dhaval Shah
Mr. Patil is B.E (Electrical), MMS in Finance and Chartered Financial Accountant from ICFAI Hyderabad. Prior to joining Birla Sun Life AMC he has worked with Reliance Infocom Ltd., Motilal Oswal Securities and Parag Parikh Financial Advisory Services Ltd.
Investment Objective
The fund seeks to achieve long-term capital appreciation and current income from a balanced portfolio with a target allocation of 60% equity, 40% debt and money market securities
RETURNS CALCULATOR for Aditya Birla Sun Life Equity Hybrid 95 Fund - Regular Plan-Growth
Growth of 10000 In SIP (Fund vs Benchmark)
Growth of 10000 In LUMPSUM (Fund vs Benchmark)
Rolling Returns
Rolling returns are the annualized returns of the scheme taken for a specified period (rolling returns period) on every day/week/month and taken till the last day of the duration. In this chart we are showing the annualized returns over the rolling returns period on every day from the start date and comparing it with the benchmark. Rolling returns is the best measure of a fund's performance. Trailing returns have a recency bias and point to point returns are specific to the period in consideration. Rolling returns, on the other hand, measures the fund's absolute and relative performance across all timescales, without bias.
Riskometer
Key Performance and Risk Statistics of Aditya Birla Sun Life Equity Hybrid 95 Fund - Regular Plan-Growth
| Key Statistics | Volatility | Sharpe Ratio | Alpha | Beta | Yield to Maturity | Average Maturity |
|---|---|---|---|---|---|---|
| Aditya Birla Sun Life Equity Hybrid 95 Fund - Regular Plan-Growth | 10.47 | 0.74 | -1.84 | 1.07 | 7.37 | 7.1 |
| Hybrid: Aggressive | - | - | - | - | - | - |
PEER COMPARISION of Aditya Birla Sun Life Equity Hybrid 95 Fund - Regular Plan-Growth
| Scheme Name | Launch Date |
1-Year Ret (%) |
2-Yrs Ret (%) |
3-Yrs Ret (%) |
5-Yrs Ret (%) |
10-Yrs Ret (%) |
|---|---|---|---|---|---|---|
| Aditya Birla Sun Life Equity Hybrid 95 Fund - Regular Plan-Growth | 10-02-1995 | -5.13 | 3.34 | 10.66 | 14.19 | 16.74 |
| Sundaram Equity Hybrid Fund Regular Growth | 23-06-2000 | 2.11 | 7.67 | 13.07 | 10.82 | 12.95 |
| JM Equity Hybrid Fund-Dividend | 01-04-1995 | 1.74 | 6.34 | 9.63 | 11.15 | 13.27 |
| JM Equity Hybrid Fund-Growth | 01-04-1995 | 1.74 | 6.34 | 9.63 | 11.21 | 13.3 |
| JM Equity Hybrid Fund - Half Yearly Dividend Option | 15-09-2014 | 1.71 | 6.45 | 10.23 | 0.0 | 0.0 |
| JM Equity Hybrid Fund - Monthly Dividend Option | 24-11-2014 | 1.71 | 6.36 | 9.94 | 0.0 | 0.0 |
| JM Equity Hybrid Fund - Quarterly Dividend Option | 24-11-2014 | 1.64 | 6.27 | 9.58 | 0.0 | 0.0 |
| Canara Robeco Equity Hybrid Fund - Regular Plan - Growth | 01-02-1993 | 1.59 | 8.18 | 13.58 | 15.5 | 17.11 |
| JM Equity Hybrid Fund - Annual Dividend Option | 15-09-2014 | 1.51 | 6.34 | 10.16 | 0.0 | 0.0 |
| Mirae Asset Hybrid-Equity Fund -Regular Plan-Growth | 29-07-2015 | 1.22 | 8.39 | 14.17 | 0.0 | 0.0 |