Aditya Birla Sun Life Equity Hybrid 95 Fund SmartSip
Growth
NAV
Net Assets(AUM)
₹7,783 Cr
Inception Date10 Feb 1995
CategoryHybrid Hybrid Equity
TypeOpen Ended Fund
BenchmarkHybrid Equity Peer Index
Category Rank3 rd in Hybrid Equity Hybrid
Formerly known as Aditya Birla Sun Life Balanced 95 Fund
Min Investment Amount₹1,000
Min SIP Investment₹100
Alpha-9.5
Expense Ratio2.1%
Sharpe Ratio-0.1
Information Ratio-1.8
Exit Load0-365 Days (1%),365 Days and above(NIL)

Note: Data shown as on : 31 Aug 2020

Return (Compounded Annualised)

1 Year3 Year5 YearSince Inception
-4.7%-1.0%5.1%18.1%

Past Return (Absolute)

20192018201720162015
4.8%-5.0%25.9%8.9%3.4%
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Investors understand that their principal will be at Moderately High risk

An Open ended Balanced Scheme with the objective to generate long term growth of capital and current income, through a portfolio with a target allocation of 60% equity and 40% debt and money market securities. The secondary objective is income generation and distribution of dividend.
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