Aditya Birla SL Equity Hybrid ’95 Fund

Hybrid · Aggressive Hybrid
 · ★★
100
Min SIP
100
Min Lumpsum
1.06 %
Expense Ratio
★★
Rating
7,071
Fund Size (in Cr)
10 Years
Fund Age
Mutual Fund SIP Calculator
Monthly Investment
Max: ₹1,00,000
Investment Period
Yrs
Max: 5 yrs
  • Invested Amount
    --
  • Wealth Gained
    --
  • Expected Amount
    --

Scheme Performance

Returns and Ranks ( as on 02 June 2023 )
1Y1Y 3Y3Y 5Y5Y MaxMax
Trailing Returns 9% 20.7% 8.7% 12.6%
Category Average 13.5% 24.3% 13.7% -

Scheme Allocation

By Holding
By Sector
By Asset
ICICI Bank
7.23%
HDFC Bank
5.33%
St Bk of India
4.42%
Infosys
3.45%
Reliance Industr
2.97%
Others
76.61%
Banks
19.37%
Debt
19%
IT-Software
7.32%
Pharmaceuticals & Biotech
4.79%
Chemicals & Petrochemical
3.85%
Others
45.66%
Equity
75.44%
Corporate Debentures
10.27%
Govt Securities / Sovereign
4.12%
Reverse Repos
3.07%
Mutual Funds Units
2.42%
Others
4.68%

Advance Ratio

0.32
Alpha
3.31
SD
0.69
Beta
0.49
Sharpe

Exit Load

Exit Load 1.00% - For redemption/switch-out of units within 90 days from the date of allotment. Nil - For redemption/switch-out of units after 90 days from the date of allotment.

Fund Objective

An open-ended balanced scheme with the objective of long term growth of capital and current income, through a portfolio of equity and fixed income securities.

Fund Managers

Mahesh Patil

Risk-O-Meter

Peer Comparison

Fund Name

AMC Contact Details

Address:
One World Centre,Tower 1,17th Flr, Jupiter Mills,senapati Bapat Marg,Elphinstone Road, Mumbai 400013
Contact:
43568000
Email ID:
care.mutualfunds@adityabirlacapital.com

Frequently Asked Questions

How to invest in Aditya Birla SL Equity Hybrid ’95 Fund ?

You can invest in Aditya Birla SL Equity Hybrid ’95 Fund in a quick and simple process. Follow the below steps;
  • Login to your 5paisa account, Go to the Mutual Funds section.
  • Search for Aditya Birla SL Equity Hybrid ’95 Fund in the search box.
  • Click on "Start SIP" if you wish to do a SIP or click on “One-time” if you wish to invest a lumpsum amount then click on "Invest Now"

What is the NAV of Aditya Birla SL Equity Hybrid ’95 Fund ?

The NAV of Aditya Birla SL Equity Hybrid ’95 Fund is ₹1,205.4 as of 02 June 2023.

How to redeem Aditya Birla SL Equity Hybrid ’95 Fund holding ?

You can go to your holding on the app and click on the fund name you will get two options Invest More and Redeem; click on redeem and enter the amount or units you desire to redeem or you can tick on “Redeem all units”.

What is the minimum sip amount of Aditya Birla SL Equity Hybrid ’95 Fund?

The minimum SIP amount of Aditya Birla SL Equity Hybrid ’95 Fund is ₹100

What are the top sectors Aditya Birla SL Equity Hybrid ’95 Fund has invested in??

The top sectors Aditya Birla SL Equity Hybrid ’95 Fund has invested in are
  1. ICICI Bank - 7.23%
  2. HDFC Bank - 5.33%
  3. St Bk of India - 4.42%
  4. Infosys - 3.45%
  5. Reliance Industr - 2.97%

How much returns have Aditya Birla SL Equity Hybrid ’95 Fund generated ?

The Aditya Birla SL Equity Hybrid ’95 Fund has delivered 12.6% since inception

What is the expense ratio of Aditya Birla SL Equity Hybrid ’95 Fund ?

The expense ratio of Aditya Birla SL Equity Hybrid ’95 Fund is 1.06 % as of 02 June 2023.

What is the AUM of Aditya Birla SL Equity Hybrid ’95 Fund?

The AUM of Aditya Birla SL Equity Hybrid ’95 Fund is ₹2,75,965 Cr as of 02 June 2023

What are the top stock holdings of Aditya Birla SL Equity Hybrid ’95 Fund?

The top stock holdings of Aditya Birla SL Equity Hybrid ’95 Fund are
  1. ICICI Bank - 7.23%
  2. HDFC Bank - 5.33%
  3. St Bk of India - 4.42%
  4. Infosys - 3.45%
  5. Reliance Industr - 2.97%
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