Fund has been able to generate better returns compared to other funds in the same category
Less expense ratio implies better returns over the long term
Fund has been able to generate better price return than bank FD
Total holdings with red flags is insignificant
Expense RatioExpense Ratio | No LabelNo Label | No LabelNo Label |
---|---|---|
1.06 | 47.91 | 2.39 |
No LabelNo Label | No LabelNo Label | No LabelNo Label |
---|---|---|
1.44 | 44.18 | 2.47 |
PlanPlan | Lock inLock in | Exit LoadExit Load |
---|---|---|
Growth | 0 yrs | 1.00% |
SIP Inv.SIP Inv. | Min. LumpsumMin. Lumpsum |
---|---|
Allowed | ₹ 100 |
BenchmarkBenchmark |
---|
CRISIL Hybrid 35+65 - Aggressive Index |
Aggressive Hybrid funds have exposure to both debt and equity instruments. They primarily invest in stocks with some allocation to debt instruments. These funds are less risky as compared to pure equity funds.
Returns
Scheme
Ratios
Mutual Fund | 1Y Returns1Y Returns | 3Y CAGR3Y CAGR | Life CAGRLife CAGR |
---|---|---|---|
Aditya Birla SL Equity Hybrid '95 Fund | 30.97% | 13.78% | 14.43% |
SBI Equity Hybrid Fund | 27.79% | 13.68% | 15.67% |
ICICI Pru Equity & Debt Fund | 39.94% | 24.66% | 18.82% |
HDFC Hybrid Equity Fund | 24.74% | 15.85% | 13.48% |
Actual
Target
Dec 2023
Mar 2024
Jun 2024
Jul 2024
Dec 2023
Mar 2024
Jun 2024
Jul 2024
Dec 2023
Mar 2024
Jun 2024
Jul 2024
Equity
Debt
Others
Holdings
5.81 %
Holdings
5.18 %
Holdings
3.87 %
Aditya Birla Sun Life AMC Limited, is a joint venture between the Aditya Birla Group and the Sun Life Financial Inc. of Canada. The joint venture brings together Aditya Birla Group's experience in the Indian market and Sun Life's global experience.
No.of Schemes
88
Total AUM
₹ 3,59,868.56 Cr.
Mahesh Patil
AUM: ₹38,305.71 Cr.
|
Exp: 20yrs
Chanchal Khandelwal
AUM: ₹18,341.93 Cr.
|
Exp: —
Harshil Suvarnkar
AUM: ₹44,550.17 Cr.
|
Exp: 10yrs
Manager Performance (0)
Gains are treated as short-term capital gains and taxed at 15%
Gains of over ₹ 1 lakh in a financial year are taxed at 10%
Investment frequency
Monthly
One Time
Monthly Investment Amt. (₹)
Investment period (years)
Invested
₹—
+Returns (0%)
₹—
-₹—
You make
₹—
Returns
Fund has been able to generate better returns compared to other funds in the same category