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 |
| Benchmark Type | CRISIL Hybrid 85+15 - ConservativeTR INR |
| Expense Ratio | 0.99% |
| Min subscription | ₹ 100 |
| Scheme Type | Open-ended |
| Scheme AUM (in Crs.) | ₹ 11,608 |
| AMC AUM (in Crs.) | ₹ 2,49,270 |
| Min Addition Subscription | ₹ 100 |
Building Graph
Peer Comparison
| Fund | Min SIP Inv. | Min Inv. | Returns 3Y |
|---|---|---|---|
| 1000 | 1000 | 8.69% | |
| 1000 | 1000 | 8.68% | |
| 1000 | 1000 | 10.93% | |
| 1000 | 1000 | 13.17% | |
| 0 | 1000 | 13.28% | |
| 1000 | 1000 | 15.01% | |
| 500 | 500 | 9.58% | |
| 1000 | 1000 | 10.16% | |
| 1000 | 1000 | 8.68% | |
| 1000 | 1000 | 10.93% | |
| 1000 | 1000 | 12.27% | |
| 1000 | 1000 | 12.01% |
Top 10 Holdings
| Company | Holding Type | Asset(%) |
|---|---|---|
| HDFC Bank Ltd | Equity | 8 |
| ICICI Bank Ltd | Equity | 6 |
| Infosys Ltd | Equity | 4 |
| Clearing Corporation Of India Limited | Cash - Collateral | 4 |
| Larsen & Toubro Ltd | Equity | 3 |
| Reliance Industries Ltd | Equity | 3 |
| State Bank of India | Equity | 2 |
| Axis Bank Ltd | Equity | 2 |
| Whirlpool of India Ltd | Equity | 2 |
| Housing Development Finance Corp Ltd | Equity | 2 |
Asset Allocation(%)
| Asset | Percent |
|---|---|
| Equity | 78 |
| Bond - Corporate Bond | 15 |
| Cash - Collateral | 5 |
| Cash - Commercial Paper | 1 |
| Mutual Fund - Open End | 0 |
Sector Allocation(%)
| Sector | Percent |
|---|---|
| Financial Services | 28 |
| Bond - Corporate Bond | 15 |
| Industrials | 8 |
| Technology | 8 |
| Basic Materials | 8 |
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.
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AddressCalculate Returns
Investment DurationYears6Months0
Investment Amount₹ 10000
Return Amount₹ 4185
Return Rate6 %
Duration6y 0m