1 Lakh
Investment Grown to₹ 10000
Monthly SIP Grown toSuitability:
When you invest for five years or more, you can expect gains that comfortably beat the inflation rate as well as returns from fixed income options. But be prepared for ups and downs in your investment value along the way.
Aggressive hybrid funds invest 65-80 per cent of your money in equity shares and the rest in bonds. Their returns are slightly lower than those of pure equity funds which invest all your money in shares, but they also fall relatively less when the stock markets decline. This makes them suitable for conservative equity investors or first-time equity investors who are not used to sharp ups and downs.
Like for all equity-linked investments, you must invest only through the SIP route. Click here to read a primer on SIP investing.
Warning: Do not invest in this, or any other aggressive hybrid fund, if you need to redeem your investment in less than five years.
Taxability of earnings:
Capital gains
Dividends
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YTD | 1-Day | 1-W | 1-M | 3-M | 6-M | 1-Y | 3-Y | 5-Y | 7-Y | 10-Y | |
---|---|---|---|---|---|---|---|---|---|---|---|
Fund | 4.31 | 0.43 | 1.34 | 2.73 | 10.31 | 17.71 | 21.74 | -- | -- | -- | -- |
VR Balanced TRI | 5.77 | 0.94 | 1.23 | 1.71 | 11.77 | 24.97 | 30.31 | -- | -- | -- | -- |
Hybrid: Aggressive Hybrid | 6.73 | 0.95 | 1.48 | 3.06 | 12.05 | 23.66 | 26.49 | -- | -- | -- | -- |
Rank within category | 39 | 50 | 27 | 25 | 31 | 44 | 36 | -- | -- | -- | -- |
Number of funds in category | 49 | 50 | 50 | 49 | 48 | 47 | 47 | 35 | 29 | 26 | 24 |
As on 02-Mar-2021
Fund name | Rating | Launch Date | 1-Year Return | 3-Year Return | 5-Year Return | Expense Ratio | Assets (Cr) |
---|---|---|---|---|---|---|---|
Aditya Birla Sun Life Retirement Fund - The 40s Plan - Regular Plan | Invest Online | Mar-19 | 21.74 | -- | -- | 2.64 | 77 | |
SBI Equity Hybrid Fund | Invest Online | Dec-95 | 21.91 | 11.88 | 13.94 | 1.71 | 34,653 | |
DSP Equity & Bond Fund | Invest Online | May-99 | 23.21 | 11.94 | 15.04 | 1.87 | 6,079 | |
Mirae Asset Hybrid Equity Fund - Regular Plan | Invest Online | Jul-15 | 28.70 | 12.17 | 15.26 | 1.88 | 4,384 | |
Canara Robeco Equity Hybrid Fund - Regular Plan | Invest Online | Feb-93 | 25.86 | 13.16 | 15.70 | 1.99 | 4,208 |
Best Performance | Worst Performance | |||
---|---|---|---|---|
Return (%) | Period | Return (%) | Period | |
Week | 8.82 | 24-Mar-2020 - 31-Mar-2020 | -14.58 | 16-Mar-2020 - 23-Mar-2020 |
Month | 15.75 | 23-Mar-2020 - 22-Apr-2020 | -26.35 | 20-Feb-2020 - 23-Mar-2020 |
Quarter | 25.68 | 23-Mar-2020 - 22-Jun-2020 | -24.82 | 23-Dec-2019 - 23-Mar-2020 |
Year | 19.73 | 26-Feb-2020 - 25-Feb-2021 | -22.09 | 22-Mar-2019 - 23-Mar-2020 |
Mean | Std Dev | Sharpe | Sortino | Beta | Alpha | |
---|---|---|---|---|---|---|
Fund | -- | -- | -- | -- | -- | -- |
VR Balanced TRI* | 13.05 | 18.26 | 0.46 | 0.54 | -- | -- |
Hybrid: Aggressive Hybrid* | 9.97 | 17.80 | 0.31 | 0.35 | 0.93 | -2.48 |
Rank within category | -- | -- | -- | -- | -- | -- |
Number of funds in category | -- | -- | -- | -- | -- | -- |
The Risk Measures have been calculated using calendar month returns for the last three years.
As on
* As on 28-Feb-2021
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Number of Stocks | 39 |
Top 10 Holdings (%) | 47.96 |
Top 5 Holdings (%) | 29.93 |
Top 3 Sectors (%) | 46.49 |
Portfolio P/B Ratio | 4.34 |
Portfolio P/E Ratio | 37.31 |
Avg Credit Rating | AAA |
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Company | Instrument | Credit Rating | 1Y Range | % Assets | |
---|---|---|---|---|---|
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7.52% REC 2026 | Bonds | AAA | 5.10 - 5.95 | 5.52 |
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8.15% REC 2022 | Non Convertible Debenture | AAA | 2.59 - 3.02 | 2.70 |
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8.55% HDFC 27/03/2029 | Debenture | AAA | 1.35 - 1.58 | 1.43 |
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7.37% GOI 16/04/2023 | GOI Securities | SOV | 1.32 - 1.56 | 1.37 |
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8.02% BPCL 2024 | Debenture | AAA | 1.32 - 1.54 | 1.37 |
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8.39% State Bank of India 25/10/2024 | Bonds/Debentures | AA+ | 1.25 - 1.47 | 1.32 |
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8.15% REC 18/06/2021 | Bonds/Debentures | AAA | 1.28 - 1.50 | 1.31 |
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Others | CBLO | -- | - | 7.91 |
Indicates an increase or decrease or no change in holding since last portfolio
Indicates a new holding since last portfolio
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Indicates an increase or decrease or no change in holding since last portfolio
Indicates a new holding since last portfolio
As on 31-Jan-2021
Education: Mr. Garg is B.E (Electronics) and MBA (Finance).
Experience: Prior to joining Birla Sun Life AMC in 2003 he has worked with Birla Sun Life Securities Ltd.
Funds Managed:
— Pranay Sinha since 19-Feb-2019
Education: Mr. Sinha has done B.Tech in Aerospace Engg. from IIT Kharagpur and PGDM with Major in Finance from IIM Calcutta.
Experience: Prior to joining BSLAMC , he has worked with BNP Paribas Bank (October 2010 - August,2014) , Morgan Stanley Investment Management Pvt. Ltd. (March 2008 - October 2010) and ICICI Prudential Asset Management Co. Ltd. ( October 2005 - March 2008).
Funds Managed:
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The Scheme seeks to invests predominantly in equity and equity related instruments with marginal allocation to debt and money market instruments.
Minimum Investment (₹) | 1,000 |
Minimum Addl Investment (₹) | 1,000 |
Minimum SIP Investment (₹) | 500 |
Minimum No of Cheques | 6 |
Minimum Withdrawal (₹) | 1 |
Minimum Balance (₹) | 500 |
Lock-in Period | 5 Years |
Exit Load | 0 |
Fund House: | Aditya Birla Sun Life Mutual Fund |
Launch Date: | 11-Mar-2019 |
Return Since Launch: | 11.31% |
Benchmark: | CRISIL Hybrid 35+65 Aggressive TRI |
Riskometer: | Very High |
Type: | Open-ended |
Assets: | ₹ 77 Cr (As on 31-Jan-2021) |
Expense: | 2.64% (As on 31-Jan-2021) |
Risk Grade: | -- |
Return Grade: | -- |
Turnover: | 25.00% |
AMC: Aditya Birla Sun Life AMC Ltd.
Address: One India Bulls Center - Tower 1, 17th Floor - Jupiter Mills Compound, 841 Senapati Bhawan, Elphinstone Road, Mumbai - 400013
Phone: 022-43568000 / 1800-270-7000 / 1800-22-7000
Fax: 022-43568110
Website: http://mutualfund.adityabirlacapital.com
Registrar & Transfer Agent: Computer Age Management Services Ltd.
Address: 7th Floor, Tower II, Rayala Towers, 158, Anna Salai, Chennai - 600002
Phone: 1800-3010-6767 / 1800-419-7676
Fax: 044-30407101
Email: [email protected]
Website: www.camsonline.com