A hybrid category open-ended scheme, Aditya Birla Sun Life Equity Hybrid '95 Fund offers the long-term wealth creation and growth to investors. The fund was earlier known as Birla Sun Life Balanced 95 Fund, which invests in equity, equity-related securities, debt and money-market instruments to generate growth and regular income. ABSL Equity Hybrid '95 Fund is suitable for the investors who have the moderately high-risk tolerating appetite.
|Fund Type||Open Ended|
|Benchmark||CRISIL Balance Fund|
|Asset Size(Cr)||14662.42 (As on Apr 30, 2018)|
|Fund Manager||Mahesh Patil (4.4), Pranay Sinha (2.8), Dhaval Shah (1.5)|
|Min SIP Investment||1000|
|Min Addl Investment||1000|
|Exit Load||1% for 365 days|
- Returns for less than one year are Absolute, and those for more than one year are Annualised (CAGR).
|Fund Name||Ratings||1 Yr Rtn.||3 Yr Rtn.||5 Yr Rtn.|
|Aditya Birla Sun Life Equity Hybrid 95 Fund (G)|| ||6.66 %||10.63 %||19.58 %|
|Reliance Equity Hybrid Fund (G)|| ||8.74%||11.37%||20.49%|
|ICICI Prudential Equity & Debt Fund (G)|| ||8.12%||11.5%||19.96%|
|SBI Equity Hybrid Fund (G)|| ||12.04%||10.24%||19.73%|
|L&T Hybrid Equity Fund (G)|| ||7.37%||10.03%||20.11%|
|No. of Investment||Amount Invested||Investment Value As on date||Units Purchased||CAGR|
| No. of Investment || Amount Invested || Investment Value As on date || Units Purchased || CAGR |
The graph depicts the wealth generated or the historical returns offered by the SIP investments made in the selected time horizon.
|Total Amount Invested||Investment Value As on Date||Total Units Purchased||Abs. Return|
| Total Amount Invested || Investment Value As on Date || Total Units Purchased || Abs. Return |
The graph depicts the wealth generated or the historical returns offered by the lump sum investments made in the selected time horizon.
|Sector||Value(In Cr)||Allocation (%)|
|Holdings||Instrument||Industry||Rating||Market Value||% to NAV|
For enhancing your portfolio’s durability and making your money being utilised in the best possible way, Aditya Birla Sunlife Balanced 95 Fund would be the best choice that you could make. This open-ended growth scheme is one of the top-running mutual funds in the balanced category, and has bagged 4 Stars from the highly respected credit rating agency in India, CRISIL. This scheme was launched on 24th April, 2008, and since has soared to great heights in the industry. From a nominal seed capital invested mainly by the founding members of Aditya Birla Sun Life Mutual Fund as well as the promoters of this fund, it has now grown to a mammoth size of Rs. 14,085 crore as per the latest factsheet released on 31st January, 2018. It has yet to celebrate its tenth anniversary in the industry which is due on 24th April, 2018, but it has already established itself as one of the most talked about balanced mutual fund scheme in the Indian market.
How the Balanced Funds Work?
Since we are talking about Aditya Birla Sun Life Balanced 95 Fund (Growth) which is a balanced mutual fund, you ought to get yourself acquainted with nitty-gritty of this category which will further expand your horizon for making financial decisions, seamlessly. The working philosophy of balanced funds is quite simple, but very interesting. These funds are a blend of equity and debt, which together form a third category of mutual funds, viz. Hybrid Funds. Hence, to say, balanced funds are a type of hybrid mutual funds that encompass a judicious division strategy of the investors money into both equity and debt instruments.
Mostly, fund managers follow the thumb rule of investing in this category, which is allocating the investors’ contribution to equity and debt in the ratio of 65:35, respectively. However, the fund manager is vested with the responsibility of rebalancing the allocation in order to synchronize the fund with the market movements. By doing so, the manager is actually routing the funds towards better earning which ultimately decides the success rate of a fund. Thus, if you are letting your funds get invested in Aditya Birla Sun Life Balanced 95 Fund (G), you could be sure about their safety and can enjoy a good reward by maturity, since the back end of this scheme is taken care of by some of the most admired brains of the fund management game.
Aditya Birla Sunlife Balanced 95 Fund is one of the youngest, yet best performing mutual fund schemes released by the prestigious, Aditya Birla MF group. With less than 10 years in the market, this scheme has captured a huge market share and have attracted lacs of investors. Also, the corpus managed by this fund is as enormous as that usually looked after by an old scheme that has been in the market for 20 years or more. The fact that this fund has captured huge success in such a short period is itself a testimony of its greatness.
Now, as you have become familiar with the basic details of Aditya Birla Sunlife Balanced 95 Fund (Growth), let’s now move on to discuss the important statistics of this scheme which will further enhance your knowledge and guide you better in taking a sound investment decision.
Aditya BSL Balanced 95 Fund (G) basks in the glory of having a major holding in some of the best performing industry sectors, which include the following:
Thus, if you are thinking of investing in mutual funds, you can get a great start by investing in Aditya BSL Balanced 95 Fund - Regular Plan (Growth). Apart from providing solid returns, this fund is also going to take care of your invested money and protect it from the market oscillations. We, at MySIPonline suggest that you should consider adding this fund to your investment plan by the means of SIP, as it is a powerhouse of wealth creation and a great shield to your wealth. If you have any doubts regarding your investment planning, you can always take the assistance of our SIP Return Calculator which will give you an accurate idea of the returns that you would have earned by maturity. For best recommendations and updates on mutual funds, stay tuned to MySIPonline where you’ll get a daily dose of the inside world of mutual funds.