Aditya Birla Sun Life Mutual Fund

Aditya Birla Sun Life Equity Hybrid '95 Fund

Aditya Birla Sun Life Equity Hybrid '95 Fund

(An open ended hybrid scheme investing predominantly in equity and equity related instruments)

Investment Objective

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.

This product is specially designed for investors seeking

  • Long term capital growth and income
  • Investment predominantly in equity and equity-related securities as well as debt and money market instruments

Fund Details

  • Fund Type - Open-Ended
  • Class - Hybrid
  • Category - Aggressive Hybrid
  • Min Investment - Rs. 1000/-
  • Fund Manager - Mr. Mahesh Patil & Mr. Pranay Sinha & Mr. Dhaval Shah
  • Latest NAV - 731.66 (as on 25-Sep-2018)
  • Inception Date - Feb 09, 1995
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Fund Performance

Trailing Return

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Funds are bucketed on various parameters with respect to other funds in their category.
*Annualized returns are displayed for 1 year and above.

Annualized Returns

Fund Management

  • Mahesh Patil
    Mr. Mahesh Patil

    Total Experience : 24 years

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    As Co-Chief Investment Officer, Mahesh Patil spearheads Equity Investments at Aditya Birla Sun Life AMC Limited. With over twenty-seven years of rich experience in fund and investment management, Mahesh leads a team of twenty, comprising fund managers and analysts, managing around INR 88,590 crores in equity assets.

    Mahesh has been with Aditya Birla Sun Life AMC since 2005, where he started as a Fund Manager. In 2008, Mahesh was promoted as Head – Equity and subsequently as Co-Chief Investment Officer (Equity) in 2011. He currently manages large-cap funds like Aditya Birla Sun Life Frontline Equity, Aditya Birla Sun Life Top 100, and Aditya Birla Sun Life Balanced 95 Fund.

    An Engineer from VJTI, Mumbai, Mahesh is an MBA in Finance from Jamnalal Bajaj Institute, Mumbai. He is also a charter holder from ICFAI, Hyderabad.
  • Mr. Pranay Sinha

    Total Experience : 10 years

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    Mr. Sinha has done B.Tech in Aerospace Engg. from IIT Kharagpur and PGDM with Major in Finance from IIM Calcutta.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).
  • Mr. Dhaval Shah

    Total Experience : 12 years

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    Dhaval Shah is a part of Equity Fund Management Team at Birla Sunlife Mutual Fund. He’s responsible for co-managing BSL ‘95 fund. Dhaval is a CFA Charter holder and MBA in Finance from Mumbai University. He has over 13 years of work experience in Equity Capital Markets. In his earlier stints, he has worked with Morgan Stanley Investment Management, Reliance Capital Asset Management Ltd. and Edelweiss Securities.
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Different plans shall have a different expense structure. The performance details provided herein are of (regular / direct) plan.

Portfolio and Sector Holdings

Top 10 Holdings (As on 31.08.2018)

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Issuer % to Net Assets
Top 10 Sector Holdings Chart

Fund Summary

Entry Load
Exit Load
Load Comments
NIL
1%: For redemption / switch-out of units within 365 days from the date of allotment (% of applicable NAV) NIL : For redemption / switch-out of units after 365 days from the date of allotment
In respect of each purchase / switch-in of Units, upto 15% of the units may be redeemed / switched-out without any exit load from the date of allotment. Any redemption in excess of this limit shall be subject to the given exit load.(w.e.f. October 10, 2016). **Exit Load is NIL for units issued in Dividend Reinvestment.When you want to make a long-term investment for a major future need, you might prefer a balance between your investment’s safety and its growth. This is where Birla Sun Life Balanced ’95 Fund perfectly fits the bill. It seeks to achieve long-term growth of your investment at a moderate level of risk,thus striking a balance between potential growth from equities and the relative safety of debt. This fund allocates your investments amongst debt, money market instruments, equity and equity-related instruments so as to achieve the balance.

Highlights

  • Flexible equity exposure of 50-75%
  • Strong stock selection process
  • Income generation and dividend distribution

Works for investors seeking moderate growth with safety

When you want to make a long-term investment for a major future need, you might prefer a balance between your investment’s safety and its growth. This is where Birla Sun Life Balanced ’95 Fund perfectly fits the bill. It seeks to achieve long-term growth of your investment at a moderate level of risk,thus striking a balance between potential growth from equities and the relative safety of debt. This fund allocates your investments amongst debt, money market instruments, equity and equity-related instruments so as to achieve the balance. 

Maintains growth stability in all market conditions

The scheme tends to follow a flexi-cap approach for market cap, depending on risk and return aspects of various market sub-segments. It allows flexibility for the amount of equity investments, keeping it in the range of 50-75%, to maximise returns and ensure stability. The equity portion is invested in shares of companies, diversified across industries, with an aim to generate long-term growth of capital. The debt portion is invested in lower risk debt instruments to achieve stability.

Discipline

The fund follows bottom up approach for stock selection and top down approach for sector selection i.e. starting with overall factors like the economy and moving to individual sectors. This helps minimising the risk in the portfolio. This way the fund manager picks the best companies operating in particular sectors. In debt instruments, the fund focuses on highly rated investment instruments.

Aditya Birla Sun Life Equity Hybrid '95 Fund

(An Open Ended Balanced Scheme)

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

 

*We recommend investors to consult their financial advisers in case of doubt about whether the product is suitable for them.

Moderately High
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Disclaimer

For further details on the Scheme, refer Scheme Information Document and Key Information Memorandum.

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