Aditya Birla Sun Life Equity Hybrid '95 Fund Growth-1.06%

3Groww
-8.88%
1 Year Return
Hybrid
Aggressive
3.0 star
6M
1Y
3Y
5Y
All

Fund Details

Aditya Birla Sun Life Equity Hybrid '95 Fund Growth

RiskModerately High
Min SIP Amount₹100
Expense Ratio1.83%
NAV746.50 (08 Jul 2019)
Fund Started09 Feb 1995
Fund Size11,790 Cr

Returns

1Y
3Y*
5Y*
Since inception*
Aditya Birla Sun Life Equity Hybrid '95 Fund Growth
-8.9%
3.7%
8.1%
19.2%
Category Average
NA
NA
NA
-
Rank within category
NA
NA
NA
-
*All returns are annualized.
SIP
Lumpsum
I want to invest per month5,000
    For how many years?
    1 Year
    3 Years
    5 Years
    Estimated Value
    as per Historical Returns
    30
    with -8.9% annual returns

    Comparison

    Data not available
    Pros
    1. Age is more than 10 years
    2. 3Y Returns are higher than the benchmark
    3. 5Y Returns are higher than the benchmark
    4. 10Y Returns are higher than the benchmark
    Cons
    1. Asset under management(AUM) is more than 10000 Crs. Returns tend to go low once AUM exceeds a certain amount
    2. Risk is higher compared to the benchmark
    3. 1Y Returns are lower than the benchmark

    Top Holdings

    NameSectorInstrument% Assets
    HDFC Bank Ltd.Financial ServicesEquity6.9%
    ICICI Bank Ltd. Financial ServicesEquity4.0%
    Infosys Ltd.ITEquity3.5%
    State Bank of IndiaFinancial ServicesEquity2.7%
    CBLO(CCIL)Current AssetsMoney Market2.6%
    8.03 Vodafone Idea Ltd. Feb 14 2022 TelecomDebentures2.3%
    Tata Motors Finance Ltd.Financial ServicesZCB2.0%
    Shriram Transport Finance Co. Ltd.Financial ServicesZCB1.9%
    Mahindra & Mahindra Ltd.AutomobileEquity1.6%
    ITC Ltd.Consumer GoodsEquity1.6%
    See All

    Fund Managers

    addPranay Sinha
    Education
    Mr. Sinha has done B.Tech in Aerospace Engg. from IIT Kharagpur and PGDM with Major in Finance from IIM Calcutta.
    Experience
    Prior to joining BSLAMC , he has worked with BNP Paribas Bank (October 2010 - August,2014) , Morgan Stanley Investment Management Pvt. Ltd. (March 2008 - October 2010) and ICICI Prudential Asset Management Co. Ltd. ( October 2005 - March 2008).
    Funds Managed

    Other Details

    Aditya Birla Sun Life Equity Hybrid '95 Fund Growth is a Hybrid Mutual Fund Scheme launched by Birla Sun Life Mutual Fund. This scheme was introduced to investors on 09 Feb 1995. Mahesh Patil, Pranay Sinha, Dhaval Shah is the Current Fund Manager of Aditya Birla Sun Life Equity Hybrid '95 Fund Growth.The fund currently has an Asset Under Management(AUM) of ₹11,790 Cr and the Latest NAV as of 08 Jul 2019 is ₹746.50.

    The Aditya Birla Sun Life Equity Hybrid '95 Fund Growth is rated Moderately High risk. Minimum SIP Investment is 100. Minimum Lumpsum Investment is 100. Exit load of 1% if units in excess of 15% are redeemed or switched-out within 1 year.

    Investment Objective

    The scheme aims to generate long term growth of capital and current income from a portfolio of equity and fixed income securities.

    Tax Implications

    Scheme Information Document(SID)

    ₹100
    Min for First Investment
    ₹100
    Min for Second Investment
    Exit load of 1% if units in excess of 15% are redeemed or switched-out within 1 year
    Exit Load

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    About Birla Sun Life Mutual Fund

    Address
    One India Bulls Centre ,Tower 1, 17th Flr, Jupiter Mill Compound,841,S.B. Marg,Elphinstone Road Mumbai 400 013
    Phone
    022 43568000
    Launch Date
    22 Dec 1994
    Aditya Birla Sun Life Mutual Fund
    Asset Management Company
    Custodian
    Citibank NA
    Registrar & Transfer Agent
    Cams
    Address
    NA
    Website
    NA
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