Aditya Birla Sun Life Equity Hybrid '95 Fund
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4–7 yearsInvestment Horizon
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Aditya Birla Sun Life Equity Hybrid '95 Fund Growth mixes stocks and bonds for balanced growth and stability.
Performance and Risk Analysis
Historical returns, volatility patterns, and how this fund has performed relative to its benchmark.
Risk Profile
Standard Deviation11.7%
Sharpe Ratio0.04
Beta1.14
Strategy Details
A closer look at the investment thesis, portfolio construction, and current holdings.
Portfolio Holdings Overview
SectoralAllocation
Geographic Allocation
Domestic100%
Top Stock Holdings
CompanySectorAllocation
ICICI Bank LtdFinancial Services6.97%
HDFC Bank LtdFinancial Services6.13%
Reliance Industries LtdEnergy & Infra4.05%
Infosys LtdTechnology3.40%
Bharti Airtel LtdServices2.93%
Axis Bank LtdFinancial Services2.34%
Larsen & Toubro LtdCapital Goods2.26%
Mahindra & Mahindra LtdConsumers1.98%
Sun Pharmaceuticals Industries LtdServices1.94%
LIC Housing Finance LtdUtilities1.94%
Operational & Regulatory Details
What it costs to invest, transaction mechanics, and regulatory disclosures you should know.
Costs and Fees
Total Expense Ratio (TER)1.84%
Exit Load1
Regulatory & Tax Information
INF209K01BT5
ISINDailyDealing Frequency
CRISIL Hybrid 35+65 - Agg TR INRBenchmark
LTCG | >1Year 12.5%% on gain above 1.25 Lakh
STCG | <1Year 20%%
Tax Implications (India)