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Asset Size:7189Cr
Expense Ratio:1.9%
Fund Manager(s):Mahesh Patil,Pranay Sinha,Dhaval Shah,
5year Returns:2.79%

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Aditya Birla Sun Life Equity Hybrid '95 Fund Dividend Payout

Aditya Birla Sun Life       

Balanced Equity
Aggressive Allocation

Nav : 108.01 ( 0.23%) July 3rd, 2020

People currently viewing this : 1

Rank (of 245)

29

Annualized Returns(5 yrs)

2.79%

Investment Horizon

>3 Yr

Doubled Money

25yrs 3m

Returns since February 10th, 1995

17.99%

Min Investment ₹100

Amount Invested

57.2L

Projected Wealth Gained

10.5L

Projected Maturity Amount

67.7L

Aditya Birla Sun Life     

Balanced Equity
Aggressive Allocation

Nav : 108.01 ( 0.23%) July 3rd, 2020

People currently viewing this : 1

Upwardly's Take :

These funds invest predominantly in Equity (65-80%) with rest allocation in debt. Investors looking for exposure to equity but wanting more stability than pure Equity funds should invest in this fund. Only 10% long-term tax on capital gains above 1 lakh.

Invest in these funds with minimum of 3 years horizon for your medium to long term goals like Retirement, Children's education etc

Min Investment ₹100

Amount Invested

57.2L

Projected Wealth Gained

10.5L

Projected Maturity Amount

67.7L

Rank (of 245)

29

Annualized Returns(5 yrs)

2.79%

Investment Horizon

>3 Yr

Doubled Money

25yrs 3m

Returns since February 10th, 1995

17.99%

FUND PAST PERFORMANCE

Fund's historical return with Fixed Deposit



Invested for

3m
6m
1y
3y
5y

3 and 6 Months returns are absolute

Assuming 30% tax bracket

FUND MULTIPLIER

Time it would have taken to make your money double (2x), quadruple (4x) and quintuple (5x)

Time Take To Multiply

2x
4x
5x

TOP 5 HOLDING INVESTED IN

TOP 5 SECTORS INVESTED IN

FUND DETAIL INFORMATION

The objective of the scheme is to generate long term growth of capital and current income,through a portfolio investing in equity,debt and money market securities. The secondary objective is income generation and distribution of dividend.

Basic Details
Fund House
Aditya Birla Sun Life
Launch Date
February 10th, 1995
Expense Ratio
1.9%
Fund Category Risk
Moderate
Std Dev (1Yr)
26.588
Std Dev (3Yr)
16.867
Std Dev (5Yr)
14.985
Asset Size
7189Cr
Investment Details
Investment Plan
Growth
Return since Launch
17.99 %
Exit Load
1% if withdrawn within 365 Day(s)
No exit load if withdrawn after 365 Day(s)
YTM
8.55 %
Modified Duration
3.26
Contact Details
Phone No.
+91 22 43568000