Aditya Birla Sun Life Equity Hybrid '95 Fund - Regular Plan
Value Research Rating
Our Opinion
Riskometer
Very High
₹1,494.4500 0.91%
As on 25-May-2026
Returns
Risk
This fund has Very High risk.
As per SEBI's Riskometer.
Portfolio of Aditya Birla Sun Life Equity Hybrid '95 Fund - 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 Equity Hybrid '95 Fund - Regular Plan
|
|
|
Very High
|
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1.94 |
|
 |
|
Very High
|
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1.31 |
||
 |
|
Very High
|
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1.49 |
||
|
|
Very High
|
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1.74 |
||
|
|
Very High
|
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2.13 |
Other details of Aditya Birla Sun Life Equity Hybrid '95 Fund - Regular Plan
Assets
₹6,999 Cr
Exit Load (Days)
1.00 (90)
Min. Investment (₹)
100
Min. Withdrawal (₹)
1
Min. SIP Investment (₹)
100
Min. No of Cheques
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 1.94% with an overall AUM (Assets Under Management) of ₹6,999 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:
- 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
Capital Gains Taxation
- If the mutual fund units are sold after 1 year from the date of investment, gains upto Rs 1.25 lakh in a financial year are exempt from tax. Gains over Rs 1.25 lakh are taxed at the rate of 12.5%.
- If the mutual fund units are sold within 1 year from the date of investment, entire amount of gain is taxed at the rate of 20%.
- 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 Equity Hybrid '95 Fund - Regular Plan
FAQ for Aditya Birla Sun Life Equity Hybrid '95 Fund - Regular Plan
How to Invest in Aditya Birla Sun Life Equity Hybrid '95 Fund - Regular Plan?
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.
What is the current NAV of Aditya Birla Sun Life Equity Hybrid '95 Fund - Regular Plan Today?
The latest declared NAV of Aditya Birla Sun Life Equity Hybrid '95 Fund - Regular Plan, is ₹1,494.4500 as of 26-May-2026.
What are the top holdings of Aditya Birla Sun Life Equity Hybrid '95 Fund - Regular Plan?
| Company | Percentage of Portfolio |
|---|---|
|
Bharti Telecom Ltd SR XXVII Debenture 7.30 01/12/2027 |
2.48
|
|
Cholamandalam Investment & Finance Company Ltd SR SD73 Debenture 8.92 02/12/2034 |
2.08
|
|
Irb Invit Fund |
1.46
|
|
Cholamandalam Investment & Finance Company Ltd SR SD72 NCD 9.10 27/06/2031 |
0.72
|
|
ONGC Petro Additions Ltd SR XII Debenture 8.29 25/01/2027 |
0.72
|
What is the return of Aditya Birla Sun Life Equity Hybrid '95 Fund - Regular Plan in the last 5 years?
Over the past five years, Aditya Birla Sun Life Equity Hybrid '95 Fund - Regular Plan has delivered an annualised return of 9.57% as of 26-May-2026.
What is the minimum investment required in Aditya Birla Sun Life Equity Hybrid '95 Fund - Regular Plan?
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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