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Aditya Birla Sun Life AMC Limited

Aditya Birla Sun Life AMC Limited

    • ABSL Equity Hybrid '95 Fund

    Hybrid Aggressive Hybrid Fund

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

    AUM (In crores)

    NAV

    Annualized Returns %

    Annualized

    Returns %

    1 Year

    3 Year

    5 Year

    Since Inception

    Aditya Birla Sun Life Equity Hybrid '95 Fund

    SIP Amount
    Min . ₹ 100
    Lumpsum Amount
    Min. ₹ 100

    Aditya Birla Sun Life Equity Hybrid '95 Fund Overview

    Aditya Birla Sun Life Equity Hybrid '95 Fund is 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 IDCW.

    Why one can invest:

    • check-circle

      If you are looking for long term capital growth and income.

    • If you are looking to build a diversified portfolio of equity and equity-related securities as well as debt and money market instruments

    • If you looking to build such a portfolio with investments starting from as little as Rs.100.

    • If you looking to invest for your medium to long term goals.

      Click here to know more about Equity Funds

    Fund Details

    CAGR

    Latest NAV

    (as on )

    AUM

    ()

    Inception Date

    ()

    Risk

    Investment Horizon

    3-5 years

    Annualized Benchmark Returns

    Min Investment

    Entry load

    NIL

    Exit load

    1%

    information icon
    For redemption / switch-out of units on or before 90 days from the date of allotment: 1.00% of applicable NAV. - For redemption / switch-out of units after 90 days from the date of allotment: Nil.

    Modified Duration

    -

    Yield to Maturity

    -

    Portfolio Turnover:

    -

    Average Maturity

    -

    Macaulay Duration

    -

    Net Equity Exposure

    -

    Total Expense Ratio (TER)

    Sharpe Ratio

    Beta Ratio

    Other Parameters

    Standard Deviation

    Fund Managers

    Mr. Chanchal Khandelwal

    Chanchal Khandelwal is a Fund Manag...
    Read More

    Mr. Harshil Suvarnkar

    Harshil Suvarnkar is a fund manager...
    Read More

    Mr. Dhaval Joshi

    Dhaval Joshi has an overall experie...
    Read More

    Riskometer

    Risk meter image 2

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

    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

    *Investors should consult their financial advisers if in doubt whether the product is suitable for them

    Portfolio & Sector Holdings

    Retail

    % of Net Assets

    Sector Holdings

    Dividend History

    Any income received under this option would be considered as income for the investors and hence would be taxed at applicable tax slab rates.

    Investment Performance

    IDCW Plan of this scheme has distributed income to its investors out of its earnings, from time to time. The details of the same is tabulated:
    Declared on date IDCW Yield (Regular Plan) IDCW Per Unit Cum IDCW NAV

    Fund Summary

    • Just like the term hybrid which means combining two different elements, a hybrid fund allows you to invest in equity and debt instruments through a single fund.

    • By investing in Aditya Birla Sun Life Equity Hybrid '95 Fund, you can get the best of both equity and debt.

    • You benefit from the potential long -term capital growth because of the equity component and relatively less volatile returns because of the debt and money market securities.

    Also read about : Tips for Portfolio diversification with Multi Asset Allocation Fund

    • The scheme tends to follow a flexi-cap approach where the fund manager has the freedom to allocate funds to large-cap, mid-cap or small-cap companies. This gives you more investment choices and diversification possibilities.

    • Flexi-cap approach also ensures growth in all market conditions and helps to maximize returns.

    Fund Discipline

    • The Scheme will invest 65% - 80% of its net assets in equity and equity related instruments and 20% - 35% in debt and money market instruments. It may choose to invest up to 10% in units issued by REITs and InvITs.

    • The Scheme would follow a blend of bottom up approach for stock selection and top down approach for sector selection to minimise the risk in the portfolio.

    • The Scheme would follow flexi cap approach on market cap depending on risk return profile of various sub-segments of the market.

    • In debt instruments, the fund focuses on highly rated investment instruments.

    • The fund Benchmark is CRISIL Hybrid 35+65 - Aggressive Index.

    Tax Applicability

    Investment held for less than 12 months

    Short Term Capital Gain Tax would be applicable. Any gains/profits would be taxed at 15% (plus applicable surcharge and cess).

    Investment held for more than 12 months

    Long Term Capital Gain Tax would be applicable. Gains/profits in excess of Rs. 1 lakh would be taxed at 10% without indexation (plus applicable surcharge and cess).

    Any income received under this option would be considered as income for the investors and hence would be taxed at applicable tax slab rates.

    Also Read : A Guide to Income Tax Slab for FY 2022-23 (AY 2023-24)

    Forms & Downloads

    Portfolio

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    KIM

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    SID

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    For redemption/switch-out of units on or before 30 days from the date of allotment: 1.00 % of applicable NAV.

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    7 D
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    For redemption/switch out of units on or before 7 days from the date of allotment: 0.25% of applicable NAV. For redemption/switch out of units after 7 days from the date of allotment: Nil

    Start SIP
    Lumpsum

    Don’t know where to start? Start here!

    Frequently Asked Questions

    There are two ways in which you can invest in this fund.
    o Via Direct Plan - involves purchasing units of the fund directly from Aditya Birla Sun Life Mutual Fund
    o Via Regular Plan – involves investing through a distributor or broker of your choice


    Both these plans have a common portfolio but separate NAVs. This is because they both apply different expense ratios. Your choice of plan thus directly impacts the returns from your investment.

    You can easily redeemed the investments made in the direct plan of this fund online. This can be done either through the mobile app of Aditya Birla Sun Life Mutual fund or from its desktop-based webpage. Redemption can be made basis a specified amount or specified number of units you wish to redeem.

    Yes, you can invest in Aditya Birla Sun Life Equity Hybrid '95 Fund via SIP or lump-sum route. The choice of mode of investing will be guided by your investing objective, risk appetite and investment horizon.

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