logo

Aditya Birla Sun Life Aggressive Hybrid Fund - Regular Plan - Growth

Category: Hybrid: Aggressive Launch Date: 10-02-1995
AUM:

₹ 6,831.02 Cr

Expense Ratio

1.9%

Benchmark

CRISIL Hybrid 35+65 - Aggressive Index

ISIN

INF209K01BT5

Minimum Investment

100.0

Minimum Topup

100.0

Minimum SIP Amount

100

Fund Manager

Mr. Harshil Suvarnkar, Mr. Chanchal Khandelwal

Fund Performance 1Y (%) 3Y (%) 5Y (%)
Aditya Birla Sun Life Aggressive Hybrid Fund - Regular Plan - Growth -6.58 8.42 5.92
Benchmark - - -
If you invested in this fund:
In the past (time duration):
Total value today:
0
Returns:
0%
If you invested in this fund:
In the past (time duration):
Total value today:
0
Returns:
0%

Overview

NAV
1466.52
Last change
6.53 (0.4453%)
Fund Size (AUM)
₹ 6,831.02 Cr
Performance
17.02% (Inception)

Asset Allocation

Equity

Debt

Others

Nav Movement

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

Fund Manager
Mr. Harshil Suvarnkar, Mr. Chanchal Khandelwal
Riskometer
Very High

Top 10 Holdings

Company Holdings (%)
ICICI BANK LIMITED EQ NEW FV RS. 2/- 6.12
HDFC BANK LIMITED EQ NEW FV RE. 1/- 4.88
RELIANCE INDUSTRIES LIMITED EQ 3.61
BHARTI AIRTEL LIMITED EQ NEW FV RS 5/- 2.98
STATE BANK OF INDIA EQ NEW RE. 1/- 2.65
AXIS BANK LIMITED EQ NE FV RS. 2/- 2.63
8.92% Cholamandalam Investment and Finance Company Limited (02/12/2034) 2.09
Kotak Mahindra Bank Limited 1.97
Bajaj Finance Limited 1.93
7.30% Bharti Telecom Limited (01/12/2027) 1.81

Sector Allocation

Sector Holdings (%)
Financial Services 25.51
Automobile and Auto Components 6.21
Consumer Services 5.76
Healthcare 5.76
Information Technology 5.29
Capital Goods 4.34
Oil, Gas & Consumable Fuels 3.61
Metals & Mining 3.35
Telecommunication 2.98
Fast Moving Consumer Goods 2.9

Peer Comparison

Scheme Name 5Y (%)
ABSL Aggressive Hybrid Fund Reg Gr 5.92