Aditya Birla Sun Life Equity Hybrid '95 Fund Direct-Growth
Mutual Fund Details – Invest Smart, Grow Wealth
Discover a variety of mutual funds tailored to your goals, from equity and debt to hybrid options. Track performance, compare funds, and get expert insights to make informed investment decisions. Grow your wealth with Motilal Oswal’s trusted mutual fund solutions.
Hybrid, Aggressive Hybrid, Principal at very high risk
1 Year Return 6.47% at 22 Dec 2025 06:26 PM
Fund Details
NAV 1762.53
Sub-Type Aggressive Hybrid
Rating 3
Min. SIP Amount ₹100.0
Fund Age(Year) 12.97
Fund Size(in Crores) 7613.53
Fund Performance
1 Month -0.05%
3 Month 1.54%
6 Month 4.57%
1 Year 6.47%
3 Year 14.79%
5 Year 14.04%
Know This Fund
As on 22 Dec 2025
Investment strategy that balances risk & reward by dividing the investment portfolio among different types of asset classes.
Equity (96.84%) Market Cap Large Cap 48.71 Mid Cap 27.14 Small Cap 20.99 Top Sectors Financial 27.7 Capital Goods 22.23 Healthcare 11.07 Automobile 7.8 Services 5.76 Technology 5.49 Consumer Staples 5.48 Chemicals 3.32 Communication 3.09 Metals & Mining 2.7 Consumer Discretionary 2.2 Top Holding Dixon Technologies (India) 3.5 Tata Consumer Products 5.48 HDFC Bank 5.89 Mahindra & Mahindra 1.93 Solar Industries India 3.32 Max Healthcare Institute 3.55 Kaynes Technology India 2.57 Trent 1.99 CG Power 3.97 JIO Financial 2.9 UNO Minda 2.26 State Bank of India 3.21 Hitachi Energy India 3.12 Amber Enterprises India 2.2 Torrent Pharmaceuticals 3.22 JSW Energy 2.48 Acutaas Chemicals 4.3 Karur Vysya Bank 2.78 Bharti Airtel 3.09 Max Financial Services 2.47 Eureka Forbes 2.7 Infosys 5.49 Info Edge (India) 3.77 GE Vernova T&D 2.02 Gabriel India 3.61 ICICI Bank 7.62 Bharat Electronics 4.57 KFin Technologies 2.83
Debt & Others (3.16%) Sector Allocation Treasury Bills 0.14 Repo 2.38 Net Receivables 0.64 Debt Credit Ratings Debt Category Others 3.02 Reserve Bank of India 0.14
Comparison with same funds
Equity, Flexi Cap funds Aditya Birla Sun Life Aggressive Hybrid Omni FoF Regular-Growth Ret 1M -0.51% Ret 1Y 7.9% Ret 3Y 14.05% Ret 5Y 12.54%
Equity, Flexi Cap funds Aditya Birla Sun Life Aggressive Hybrid Omni FoF Regular-IDCW Quarterly Ret 1M -0.51% Ret 1Y 7.9% Ret 3Y 14.05% Ret 5Y 12.54%
Equity, Flexi Cap funds Aditya Birla Sun Life Aggressive Hybrid Omni FoF Regular-IDCW Quarterly Payout Ret 1M -0.51% Ret 1Y 7.9% Ret 3Y 14.05% Ret 5Y 12.54%
Equity, Flexi Cap funds Aditya Birla Sun Life Equity Hybrid '95 Fund Regular-Growth Ret 1M -0.11% Ret 1Y 5.66% Ret 3Y 13.9% Ret 5Y 13.16%
Equity, Flexi Cap funds Aditya Birla Sun Life Equity Hybrid '95 Fund Regular-IDCW Ret 1M -0.11% Ret 1Y 5.66% Ret 3Y 13.9% Ret 5Y 13.16%
Equity, Flexi Cap funds Aditya Birla Sun Life Equity Hybrid '95 Fund Regular-IDCW Reinvestment Ret 1M -0.11% Ret 1Y 5.66% Ret 3Y 13.9% Ret 5Y 13.16%
Equity, Flexi Cap funds Aditya Birla Sun Life Retirement Fund - The 40s Plan Regular-Growth Ret 1M -0.79% Ret 1Y 3.32% Ret 3Y 13.13% Ret 5Y 10.59%
Equity, Flexi Cap funds Aditya Birla Sun Life Retirement Fund - The 40s Plan Regular-IDCW Ret 1M -0.79% Ret 1Y 3.32% Ret 3Y 13.13% Ret 5Y 10.59%
Equity, Flexi Cap funds Aditya Birla Sun Life Retirement Fund - The 40s Plan Regular-IDCW Reinvestment Ret 1M -0.79% Ret 1Y 3.32% Ret 3Y 13.13% Ret 5Y 10.59%
Equity, Flexi Cap funds Axis Aggressive Hybrid Fund Regular-Growth Ret 1M -0.8% Ret 1Y 4.34% Ret 3Y 11.01% Ret 5Y 10.37%
Equity, Flexi Cap funds Axis Aggressive Hybrid Fund Regular-IDCW Monthly Payout Ret 1M -0.8% Ret 1Y 4.34% Ret 3Y 11.01% Ret 5Y 10.37%
Charges & Taxes Expense Ratio
Returns are taxed as per your Income Tax Slab.
Expense Ratio (Inclusive of GST): 1.09%
Exit Load 1.0%
Stamp Duty 0.005%
Fund Management
The various expenses, charges and taxes associated with your Mutual Fund
Mahesh Patil
Education Mr. Patil is B.E (Electrical), MMS in Finance and Chartered Financial Accountant from ICFAI Hyderabad.
Experience Prior to joining Aditya Birla Sun Life AMC he has worked with Reliance Infocom Ltd., Motilal Oswal Securities and Parag Parikh Financial Advisory Services Ltd.
Dhaval Joshi
Education Mr. Joshi has done B.Com, M.Com. and MBA (Finance)
Experience Prior to joining Aditya Birla Sun Life Mutual Fund, he was associated with Sundaram Mutual Fund, Emkay Global Financial Services and Asit C Mehta Investment Intermediates Ltd..
Chanchal Khandelwal
Education Mr. Khandelwal has done B.Com.(H) and MBA (Finance)
Experience Prior to joining Aditya Birla Sun Life Mutual Fund, he has worked with Aditya Birla Retail Limited and Aditya Birla Management Corporation Ltd.
Harshil Suvarnkar
Education Mr. Suvarnkar has doneB.Com, Masters in Management Studies (Finance) and Post Graduate Diploma in Securities Law.
Experience Prior to Joining Aditya Birla Sun Life MF, he has worked with Indiabulls Housing Finance Limited,
Riskometer
Mutual Fund Investments are subject to market risk. Read all scheme related documents carefully.
Principal at very high risk
AMC and Fund details
Rank (total sets) 9
Date of Incorporation 2013-01-01
Total AUM 2025-11-30
The Scheme Seeks to generate returns from a portfolio of pure debt oriented funds accessed through the diverse investment styles of underlying schemes selected in accordance with the BSLAMC process.
Take Your Next Step
