Aditya Birla Sun Life Equity Hybrid'95 Fund - Direct Plan-Growth

Aditya Birla Sun Life Equity Hybrid'95 Fund - Direct Plan-Growth of Aditya Birla Sun Life Mutual Fund has asset class type as Hybrid-Equity. Oro Wealth rating for the fund is 3.

Basic Details

Riskometer

Moderately High

Expense Ratio (%)

1.13

Age

NA Years

Fund Manager

Mahesh Patil

AuM (Rs Crores)

13827.4938

Asset Class

Hybrid-Equity

Net Asset Value:

777.88

Rating

3

Exit Load

0.01

Benchmark

CRISIL Hybrid 35+65 - Aggressive Index

Fund Type

Balanced

SEBI Category

Aggressive Hybrid Fund

Turnover Ratio(Monthly)

1.57 Times

Fund Manager Details:

Mahesh Patil B.E (Electical) and also done MMS(Finance) done CFA from ICFAI Hyderabad. Mahesh has over 2 years of experience in fund management, equity research and corporate finance. Prior to joining BSLAMC, he has worked with Reliance Infocom Ltd. in Business Strategy.

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.

Top Holdings:

  • Banks (16.1)
  • Finance (7.8)
  • IT - Software (6.3)
  • Pharmaceuticals (6.23)
  • Automobile (4.69)
  • FMCG (4.25)
  • Infrastructure Developers & Operators (2.87)
  • Consumer Durables (2.63)
  • Entertainment (2.38)
  • Refineries (2.5)


  • Top 5 Sector Allocations of the Fund
    Top 5 Company Allocations of the Fund
    Debt Composition