Aditya Birla Sun Life Aggressive Hybrid Omni FoF - Regular Plan
Value Research Rating
Our Opinion
Riskometer
High
₹42.5857 0.25%
As on 27-May-2026
Returns
Risk
This fund has High risk.
As per SEBI's Riskometer.
Portfolio of Aditya Birla Sun Life Aggressive Hybrid Omni FoF - Regular Plan
Asset Allocation
Split between different types of investments
Market Cap Weightage
Split between categories of Equity investments
Peer Comparison
|
Fund name
|
Rating |
Our Opinion |
Risk
|
Return (%) |
|
Expense Ratio (%)
|
|---|---|---|---|---|---|---|
|
Aditya Birla Sun Life Aggressive Hybrid Omni FoF - Regular Plan
|
|
High
|
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1.12 |
||
|
|
Very High
|
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1.56 |
|||
 |
|
Very High
|
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1.31 |
||
 |
|
Very High
|
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1.49 |
||
|
|
Very High
|
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1.74 |
Other details of Aditya Birla Sun Life Aggressive Hybrid Omni FoF - Regular Plan
Assets
₹41 Cr
Exit Load (Days)
1.00 (365)
Min. Investment (₹)
100
Min. Withdrawal (₹)
1
Min. SIP Investment (₹)
100
Min. No of Cheques
6
About Aditya Birla Sun Life Aggressive Hybrid Omni FoF - Regular Plan
Aditya Birla Sun Life Aggressive Hybrid Omni FoF - Regular Plan is a hybrid mutual fund scheme of Aditya Birla Sun Life Mutual Fund. Launched on May 09, 2011, it is currently managed by Vinod Bhat. The fund has an expense ratio of 1.12% with an overall AUM (Assets Under Management) of ₹41 Cr.
The scheme seeks to generate returns by investing in portfolio of schemes predominantly in equity schemes with secondary objective of generating regular income as per the risk-return profile of investors. The Scheme has a strategic asset allocation which is based on satisfying the needs of aggressive risk-return profile of investors. The fund allows minimum lumpsum investment of ₹100 and minimum SIP of ₹100.
Investment Strategy
The scheme seeks to generate returns by investing in portfolio of schemes predominantly in equity schemes with secondary objective of generating regular income as per the risk-return profile of investors. The Scheme has a strategic asset allocation which is based on satisfying the needs of aggressive risk-return profile of investors.
Suitability
Aggressive Hybrid funds are suitable for investors:
- Looking to invest mostly in equity (~75%) with a small debt allocation (~25%) for moderately high returns
- Aiming for long-term wealth creation
- With a 5-8 year investment horizon
- Who are new/unfamiliar with market's ups and downs
Note:
- Invest only through SIP
- Being a FoF, the fund invests in a set of mutual fund schemes instead of the underlying securities directly
Capital Gains Taxation
The following tax treatment is based upon last 12-months asset allocation and may vary from other funds in the category.
- If the mutual fund units are sold after 2 years from the date of investment, gains are taxed at the rate of 12.5%.
- If the mutual fund units are sold within 2 years from the date of investment, entire amount of gain is added to the investors' income and taxed according to the applicable slab rate.
- No tax is to be paid as long as you continue to hold the units.
Disclaimer: The tax information has been prepared on a best-effort basis using information available in the public domain and other sources that Value Research considers reliable. This is not meant as tax advice, and we advise you to consult your tax advisor before making any decision. Value Research takes no responsibility and assumes no liability for any loss or damage arising from any investment or redemption decision based on this information.
Dividend Taxation
- Dividends are added to the income of the investors and taxed according to their respective tax slabs. Further, if an investor's dividend income exceeds Rs 10,000 in a financial year, the fund house also deducts a TDS of 10% before distributing the dividend.
Latest news on Aditya Birla Sun Life Aggressive Hybrid Omni FoF - Regular Plan
FAQ for Aditya Birla Sun Life Aggressive Hybrid Omni FoF - Regular Plan
How to Invest in Aditya Birla Sun Life Aggressive Hybrid Omni FoF - Regular Plan?
Subscribers of Value Research Fund Advisor can conveniently invest in the low-cost direct plan of Aditya Birla Sun Life Aggressive Hybrid Omni FoF - Regular Plan through the Value Research Fund Advisor website.
Alternatively, mutual funds can also be purchased directly from the respective fund house’s website. For example, Aditya Birla Sun Life Aggressive Hybrid Omni FoF - Regular Plan can be bought from the Aditya Birla Sun Life Mutual Fund website. In such a case, if you are investing in multiple funds from different fund houses, you will need to transact separately on each fund house’s website.
The third option is to invest offline, by seeking assistance from a mutual fund distributor. Most banks also act as mutual fund distributors, and you can approach your bank for help in completing your investment.
What is the current NAV of Aditya Birla Sun Life Aggressive Hybrid Omni FoF - Regular Plan Today?
The latest declared NAV of Aditya Birla Sun Life Aggressive Hybrid Omni FoF - Regular Plan, is ₹42.5857 as of 29-May-2026.
What are the top holdings of Aditya Birla Sun Life Aggressive Hybrid Omni FoF - Regular Plan?
| Company | Percentage of Portfolio |
|---|---|
|
Aditya Birla SL Short Term Direct-G |
13.48
|
|
HDFC Corporate Bond Direct-G |
7.27
|
What is the return of Aditya Birla Sun Life Aggressive Hybrid Omni FoF - Regular Plan in the last 5 years?
Over the past five years, Aditya Birla Sun Life Aggressive Hybrid Omni FoF - Regular Plan has delivered an annualised return of 10.36% as of 29-May-2026.
What is the minimum investment required in Aditya Birla Sun Life Aggressive Hybrid Omni FoF - Regular Plan?
The minimum investment required to start investing in Aditya Birla Sun Life Aggressive Hybrid Omni FoF - Regular Plan is ₹100 for the lump sum option and ₹100 for the SIP (Systematic Investment Plan) option.
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