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

Aditya Birla Sun Life · Scheme 120517

1,767.72 0.26%NAV · 2026-09-18
49
Average FundScore
Start SIP
AUM
₹7,065 cr
Expense ratio
1.18%
3Y CAGR
11.7%
Risk level
Moderately High
Min SIP
₹100
Benchmark
CRISIL Hybrid 35+65 - Aggressive Index
Fund manager: Mahesh Patil, Pranay Sinha, Dhaval ShahExit load: Exit load of 1%, if redeemed within 90 days.
Average · 49/100

Middle-of-the-pack — compare it against better-scored peers.

🎯 A middle-ground option — some growth with a cushion, good for moderate risk appetite.

📈 Why it could do well

  • Positive 3Y windows: 96% of rolling 3Y windows positive
  • Return stability: rolling-return std 5.8%
  • Volatility: 12% annualised

📉 What could drag it down

  • 3Y CAGR vs category: -0.9% vs category avg
  • 5Y CAGR vs category: -1.7% vs category avg

FundScore breakdown

49/100 · Average
How it works →
35
Returns
Weak
60
Consistency
Decent
37
Risk-adjusted
Weak
54
Downside protection
Average
68
Cost efficiency
Decent
50
Portfolio quality
Average

Each dial rates the fund 0–100 on one factor, computed from real NAV history. Fuller & greener = stronger.

SIP return calculator

Back-tested on this fund's actual historical NAVs. Past performance ≠ future returns.