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

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 dividend.

Suitability

This product is suitable for investors who are seeking

• long term capital growth and income

• investment predominantly in equity and equity related securities as well as debt and money market instruments

Fund Info

Scheme Class	Hybrid
Scheme Category	Aggressive Allocation
Expense Ratio	1.07%
Min subscription	₹ 100

Scheme Type	Open-ended
Scheme AUM (in Crs.)	₹ 7,783
AMC AUM (in Crs.)	₹ 2,49,270
Min Addition Subscription	₹ 100

Benchmark Type

CRISIL Hybrid 35+65 - Agg TR INR

Exit Load

Exit load of 1.0%, if redeemed between (0-365) days. No Exit load, if redeemed after 365 days.

Building Graph

Peer Comparison

Fund	Min SIP Inv.	Min Inv.	Returns 3Y
HDFC Hybrid Equity Fund - Direct Plan	1000	1000	0.75%
Aditya Birla Sun Life Equity Hybrid '95 Fund - Direct Plan	1000	1000	-0.05%
ICICI Prudential Equity & Debt Fund - Direct Plan	1000	1000	2.12%
SBI Equity Hybrid Fund - Direct Plan	1000	1000	6.12%
Canara Robeco Equity Debt Hybrid Fund - Direct Plan	0	1000	8.1%
Mirae Asset Hybrid Equity Fund - Direct Plan	1000	1000	6.86%
Nippon India Equity Hybrid Fund Segregated Portfolio 1 - Direct Plan	500	500	-5.53%
L&T Hybrid Equity Fund - Direct Plan	1000	1000	2.59%
Aditya Birla Sun Life Equity Hybrid '95 Fund - Direct Plan	1000	1000	-0.05%
ICICI Prudential Equity & Debt Fund - Direct Plan	1000	1000	2.12%
Principal Hybrid Equity Fund - Direct Plan	1000	1000	3.45%
DSP Equity & Bond Fund - Direct Plan	1000	1000	5.51%

Top 10 Holdings

Company	Holding Type	Asset(%)
HDFC Bank Ltd	Equity	6
Reliance Industries Ltd	Equity	6
ICICI Bank Ltd	Equity	4
Infosys Ltd	Equity	4
Kotak Mahindra Bank Ltd	Equity	3
Bharti Airtel Ltd	Equity	2
UltraTech Cement Ltd	Equity	2
Hindustan Unilever Ltd	Equity	2
Housing Development Finance Corp Ltd	Equity	2
Clearing Corporation Of India Limited	Cash - Collateral	2

Asset Allocation(%)

Asset	Percent
Equity	79
Bond - Corporate Bond	14
Cash - Collateral	3
Bond - Gov't Treasury	2
Cash	1

Sector Allocation(%)

Sector	Percent
Financial Services	25
Bond - Corporate Bond	14
Basic Materials	10
Healthcare	9
Technology	8

Fund Manager

Satyabrata Mohanty

0+ years of experience

Pranay Sinha

5+ years of experience

Dhaval Shah

3+ years of experience

Birla Sun Life Mutual Fund

AUM₹2,49,270 Cr

About

Aditya Birla Sun Life Mutual Funds is one of the best and biggest asset management companies in India. It has a strong presence across the financial industry and has more than 16,000 employees working under it.##They have four main visions that they aspire to achieve. The first being a leader in the mutual fund industry, rather than just being another competitor. The second is to be a role model by being the best in whatever they do. The third is to be a broad-based player to meet all the needs of their customers and the last is to become an integrated player to garner a competitive edge in the market.##Aditya Birla Sun Life Mutual Fund offers various mutual fund schemes across various categories and sub- categories. An investor can choose the particular fund he/she wants to invest in based on their financial goals.

connect@birlasunlife.com

Phone

1800 22 7000

Address

Aditya Birla Sun Life AMC Ltd,One India Bulls Centre ,Tower 1, 17th Flr,,Jupiter Mill Compound,841,S.B. Marg,,Elphinstone Road, Mumbai - 400 093

Calculate Returns

Investment Amount

Expected Annual Return Rate(%)

Investment DurationYears6Months0

Investment Amount₹ 10000

Return Amount₹ 4185

Return Rate6 %

Duration6y 0m