3 Year return

14.42%
Launched on January 2013 (11 years)

Investment Details

₹100

Minimum SIP Amount

₹100

Minimum one time investment

Fund has no lock-in period

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Risk Involved

scale

Your principal will be at

Very High Risk

Scheme Information

Asset Under Management

₹7377.13 Cr.

Expense Ratio

1.17% (inclusive of GST)

Exit Load

1.00% - For redemption/switch-out of units within 90 days from the date of allotment. Nil - For redemption/switch-out of units after 90 days from the date of allotment.

Ratings

ARQ Rating
2

Ratings by other agencies

2
2
2

Tax Implications

Withdrawal within 1 year

Exit load + 15% tax on gains

Withdrawal after 1 year

10% tax on gains over ₹1 Lakh per financial year

Fund Holdings

Holdings

Aditya Birla Sun Life Mutual Fund Managers

SM

Satyabrata Mohanty

Fund Manager since Jun 2009

Fund House Details

Aditya Birla Sun Life Mutual Fund

Aditya Birla Sun Life Mutual Fund Asset management company

AUM ₹332,579.31 Cr.
No. of Schemes 222
Setup Date NA

Peer Comparison

Comparison with other similar funds

Schemes by Aditya Birla Sun Life Mutual Fund

List of mutual fund schemes by AMC

About the Aditya Birla Sun Life Equity Hybrid'95 Fund Direct Plan Growth

The Aditya Birla Sun Life Equity Hybrid'95 Fund Direct Plan Growth is an open-ended hybrid mutual fund scheme that invests in a diversified portfolio of equity stocks and debt securities. The fund aims to generate long-term capital growth for its investors by investing in a mix of equity stocks and debt securities.

Investment Objectives of the Scheme

The investment objective of the Aditya Birla Sun Life Equity Hybrid'95 Fund Direct Plan Growth is to generate long-term capital growth for its investors by investing in a mix of equity stocks and debt securities. The fund may invest in up to 65% of its assets in equity stocks and up to 35% of its assets in debt securities.

Key Features of The Fund

5-year return 12.67%
Expense Ratio 1.17%
Fund Manager Satyabrata Mohanty
Fund Size ₹7377.13 Cr
Risk Profile Very High

Is This Scheme Right for Me?

The Aditya Birla Sun Life Equity Hybrid'95 Fund Direct Plan Growth is a good option for investors who are looking for a long-term investment that can provide them with a balance of growth and income. The fund is suitable for investors who have a time horizon of at least 5 years and who are comfortable with the risk of investing in equity stocks and debt securities.

AMC Contact Details

Name Aditya Birla Sun Life Mutual Fund
Launch Date September 1994
Addresss One India Bulls Centre, Tower-1, 17th Floor, Jupiter Mill Compound, 841, Senapati Bapat Marg, Elphinstone Road, Mumbai, 400013
Contact 1-800-22-7000
Email care.mutualfunds@adityabirlacapital.com
Website https://mutualfund.adityabirlacapital.com/

Disclaimer: Mutual funds are subject to market risk. Read all scheme-related documents carefully to make informed-decision.

FAQs

What is today's NAV of Aditya Birla Sun Life Equity Hybrid'95 Fund?

NAV, or Net Asset Value, is the price of a single unit of a mutual fund. It is calculated by dividing the current value of holdings held by the mutual fund scheme at the end of the day by the total number of units issued. The NAV changes every day. The NAV of Aditya Birla Sun Life Equity Hybrid'95 Fund Apr 22 2024 is 1476.72

What is the AUM of Aditya Birla Sun Life Equity Hybrid'95 Fund?

Short for Asset Under Management, AUM means the total assets held by a mutual fund scheme. The AUM of the fund changes every day based on the fluctuation in the price of the underlying assets. Fund houses don't update AUM on a daily basis. They only update it at the end of the month and release it within a few days of the following month. The AUM of Aditya Birla Sun Life Equity Hybrid'95 Fund is 7377.13 crore.

What is the expense ratio of Aditya Birla Sun Life Equity Hybrid'95 Fund?

The expense ratio is the annual charges you pay to the mutual fund house for managing your investments. It is a percentage of Assets Under Management. It is deducted from the fund’s returns. The expense ratio of Aditya Birla Sun Life Equity Hybrid'95 Fund is 1.17%

What are the returns of Aditya Birla Sun Life Equity Hybrid'95 Fund since inception?

The Aditya Birla Sun Life Equity Hybrid'95 Fund was launched on Jan 01 2013. The fund has delivered a CAGR of 13.52 since inception.

What is the minimum SIP amount to invest in Aditya Birla Sun Life Equity Hybrid'95 Fund?

A Systematic Investment Plan (SIP) in mutual funds allows you to invest small amounts periodically instead of a one-time investment. The frequency of investment can be monthly, quarterly, half-yearly or annually, as per your convenience. The minimum SIP for Aditya Birla Sun Life Equity Hybrid'95 Fund is 100.

How do I invest in Aditya Birla Sun Life Equity Hybrid'95 Fund?

  1. Make sure you are logged in to Angel One.
  2. Select the type of investment: SIP or one-time.
  3. In case of an SIP, select the amount and date and click ‘Start SIP’. In case of a one-time investment, enter just the amount.
  4. Proceed by clicking the pay button and choosing your mode of payment.
  5. Your portfolio will be updated with this investment in 3-5 working days.

How to start an SIP in Aditya Birla Sun Life Equity Hybrid'95 Fund?

  1. Click on the ‘Invest’ button.
  2. Enter your desired SIP amount and the SIP date.
  3. You can uncheck the ‘Make first payment now’ box if you don’t want to make the payment right away.
  4. Choose your payment method between UPI and Net Banking.
  5. Make your payment.
  6. Your SIP is created.

How do I automate an SIP in Aditya Birla Sun Life Equity Hybrid'95 Fund?

  1. Once you create an SIP, click on ‘Set up autopay’
  2. Select your desired verification method - debit card, net banking or Aadhar method credentials - and click on submit.
  3. Once you verify the OTP, your mandate request will be created.

How can I withdraw/redeem my investment in Aditya Birla Sun Life Equity Hybrid'95 Fund?

  1. Go to the ‘Investments’ section and click on the mutual fund scheme you want to withdraw.
  2. Enter the amount you want to withdraw and tap the ‘Withdraw’ button.
  3. Verify the details on the ‘Confirm withdraw’ screen.
  4. Select the bank account in which you want to receive the funds.
  5. You will receive your funds within three working days of placing the order.
  6. You can track your order in the ‘Orders’ section.