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: 1.98% As on ( 31-10-2018)
Status: Open Ended Schemes(Hybrid Scheme - Aggressive Hybrid Fund) for subscription
Minimum Investment: 500.0
Minimum Topup: 500.0
Total Assets: 13,777.2 Cr As on ( 30-11-2018)
Turn over: 140.0
NAV as on 12-12-2018

722.34

9.47 ( 1.311% )

CAGR Since Inception

19.57%

PERFORMANCE of Aditya Birla Sun Life Equity Hybrid 95 Fund - Regular Plan-Growth

Scheme Performance (%) Data as on - 11-12-2018

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 -4.39 9.88 14.94 16.94 19.57
Benchmark - - - - -
Hybrid: Aggressive -3.86 9.2 12.88 14.78 9.16

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)

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Growth of 10000 In LUMPSUM (Fund vs Benchmark)

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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.

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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

Period
Data as on - 11-12-2018
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 -4.39 8.11 9.88 14.94 16.94
Sundaram Equity Hybrid Fund Regular Growth 23-06-2000 4.42 10.94 11.94 10.8 12.6
Sundaram Equity Hybrid Fund Regular Dividend 23-06-2000 3.29 10.32 11.51 10.53 10.7
JM Equity Hybrid Fund-Dividend 01-04-1995 2.99 9.62 8.37 10.57 12.2
JM Equity Hybrid Fund-Growth 01-04-1995 2.99 9.62 8.37 10.63 12.23
JM Equity Hybrid Fund - Half Yearly Dividend Option 15-09-2014 2.96 9.84 9.03 0.0 0.0
JM Equity Hybrid Fund - Monthly Dividend Option 24-11-2014 2.96 9.69 8.74 0.0 0.0
JM Equity Hybrid Fund - Quarterly Dividend Option 24-11-2014 2.89 9.55 8.31 0.0 0.0
JM Equity Hybrid Fund - Annual Dividend Option 15-09-2014 2.76 9.73 8.96 0.0 0.0
Mirae Asset Hybrid-Equity Fund -Regular Plan-Dividend 29-07-2015 2.41 13.16 12.82 0.0 0.0

PORTFOLIO ANALYSIS of Aditya Birla Sun Life Equity Hybrid 95 Fund - Regular Plan-Growth

Asset Allocation (%)

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