Our Opinion
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Our Opinion
Riskometer
Very High
₹1,463.7800 0.88%
As on 18-Mar-2026
As per SEBI's Riskometer.
Split between different types of investments
Split between categories of Equity investments
We have shifted from our proprietary CapRank classification system to SEBI’s market cap classification system with effect from 14 Jan, 2026.
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Fund name
|
Rating |
Our Opinion |
Risk
|
Return (%) |
|
Expense Ratio (%)
|
|---|---|---|---|---|---|---|
|
Aditya Birla Sun Life Equity Hybrid '95 Fund - Regular Plan
|
|
|
Very High
|
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1.85 |
|
 |
|
Very High
|
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1.52 |
||
 |
|
Very High
|
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1.75 |
||
|
|
Very High
|
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1.73 |
||
|
|
Very High
|
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1.87 |
₹7,287 Cr
1.00 (90)
100
1
100
6
About Aditya Birla Sun Life Equity Hybrid '95 Fund - Regular Plan
Aditya Birla Sun Life Equity Hybrid '95 Fund - Regular Plan is a hybrid mutual fund scheme of Aditya Birla Sun Life Mutual Fund. Launched on February 10, 1995, it is currently managed by Chanchal Khandelwal and Harshil Suvarnkar. The fund has an expense ratio of 1.85% with an overall AUM (Assets Under Management) of ₹7,287 Cr.
Aditya Birla Sun Life Equity Hybrid '95 Fund - Regular Plan invests 65-80 per cent of its assets in equity stocks and the remaining 20-35 per cent in bonds. The fund allows minimum lumpsum investment of ₹100 and minimum SIP of ₹100.
Investment Strategy
The scheme seeks 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.
Suitability
Aggressive Hybrid funds are suitable for investors:
Note:
Capital Gains Taxation
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
Subscribers of Value Research Fund Advisor can conveniently invest in the low-cost direct plan of Aditya Birla Sun Life Equity Hybrid '95 Fund - 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 Equity Hybrid '95 Fund - 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.
The latest declared NAV of Aditya Birla Sun Life Equity Hybrid '95 Fund - Regular Plan, is ₹1,463.7800 as of 19-Mar-2026.
| Company | Percentage of Portfolio |
|---|---|
|
Bharti Telecom Ltd SR XXVII Debenture 7.30 01/12/2027 |
2.39
|
|
Cholamandalam Investment & Finance Company Ltd SR SD73 Debenture 8.92 02/12/2034 |
2.02
|
|
Irb Invit Fund |
1.43
|
|
Bajaj Finance Ltd Debenture 7.38 28/06/2030 |
1.03
|
|
Cholamandalam Investment & Finance Company Ltd SR SD72 NCD 9.10 27/06/2031 |
0.70
|
Over the past five years, Aditya Birla Sun Life Equity Hybrid '95 Fund - Regular Plan has delivered an annualised return of 10.19% as of 19-Mar-2026.
The minimum investment required to start investing in Aditya Birla Sun Life Equity Hybrid '95 Fund - Regular Plan is ₹100 for the lump sum option and ₹100 for the SIP (Systematic Investment Plan) option.
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