Aditya Birla Sun Life Equity Hybrid 95 Fund - Regular Plan-Growth

Aggressive NAV 1097.3900 0 09 June, 2023

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 Balanced 95 Fund G is suitable for the investors who have the moderately high-risk tolerating appetite.

Fund Details

Category Aggressive
Fund Type Open Ended
Investment Plan Growth
Launch Date 10 February, 1995
Benchmark CRISIL Balance Fund
Asset Size(Cr) 6948.22 (As on 31-03-2023)
Turn over 85%
Min Investment ₹ 100
Min SIP Investment ₹ 1000
Min Addl Investment ₹ 100
Exit Load 1% for redemption within 90 days
Expense Ratio 1.67% (As on 31-03-2023)
Fund Manager Mahesh Patil, Chanchal Khandelwal, Harshil Suvarnkar, Dhaval Joshi

Investment Returns (As on 09 Jun, 2023)

Duration Returns Benchmark Category
1 W 1.24% 1.58% 1.37%
1 M 3.2% 4.02% 2.99%
3 M 2.42% 1.44% 1.72%
6 M -1% 0.35% 0.47%
1 Y -0.58% 7.25% 6.04%
2 Y 7.14% 12.49% 9.96%
3 Y 18.34% 23.79% 19.46%
5 Y 6.88% 12.46% 9.61%

Risk Mesasures (As on 09 Jun, 2023)

Std Dev Sharpe Beta Alpha
Fund 11.59 1.17 0.61 0.83
Benchmark 0 0 0 0
Returns Compare with Others
  • 1Y
  • 3Y
  • 5Y

Portfolio (As on 28 Feb, 2022)

Assets Allocation

Sector Holdings

Return Calculator

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Disclaimer: Above returns are calculated on the basis of historical NAV movement for the selected period. However, historical performance does not guarantee future returns. Investors must take investment decisions based on his/her own requirements.

Peer Comparison

Fund Name 1 Yr Rtn. 3 Yr Rtn. 5 Yr Rtn.
Aditya Birla Sun Life Equity Hybrid 95 Fund - Regular Plan-Growth -0.58% 18.34% 6.88%
ICICI Prudential Equity & Debt Fund - Growth 9.04% 27.97% 14.07%
Nippon India Equity Hybrid Fund - Growth Plan 8.89% 22.51% 5.33%
SBI Equity Hybrid Fund - Regular Plan -Growth 2.31% 17.29% 10.21%

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Aditya Birla Sun Life Balanced 95 Fund - The Junction for a Promising Future

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 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.

Resuming the Discussion on BSL Balanced 95 Fund growth

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 Birla Sun Life Balanced 95 Fund NAV :
    The NAV, or the per unit value of a scheme, shall be your prime outlook alongwith the returns scanning. Though the NAV doesn’t testify about the funds performance, strength or any other related attribute, but it will give you a clear insight on deciding the budget of your fund. If we look at the figures that stood on 07th March, 2018, this fund had an NAV of Rs. 731.54. Hence, suppose you had initially planned to invest Rs.5000 in this scheme but didn’t know how much stake will it fetch you, knowing the NAV can wipe this doubt away as it is clear that you’ll be getting 6.83 units (Rs. 5000/Rs.731.54).
  • Aditya Birla Sunlife Balanced Fund Performance Chart :
    Knowing about the fund’s performance record shall be your top priority, regardless of whether you are a seasoned or new investor. Getting to know about the returns stream will not only help you to filter your fund selection process, but will also teach you how to move forward with your investments. If we talk about the balanced category, the returns yielded by some of the best mutual funds in the last five years are as high as 16.48% - 18.76%, on an average. bsl balanced 95 fund growth has coughed up returns ranging between 11.16% - 16.38%, in the last five years. If you compare this particular fund’s returns with that yielded by its peers, you’d find that it doesn’t lag behind even by an inch in rewarding its investors and making their lives financially sorted.
  • BSL Balanced 95 Fund Portfolio Holdings :
    For any scheme to grow and attain a mark in the industry, it’s very important that it should have the stocks holding in the top-running industry sectors, because the success or failure of any fund, apart from the market ups and downs, are largely based upon its holding structure. Without proper structuring, a fund cannot perform and blow gold for the investors.

Aditya Birla Sun lIfe 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:

  • Financial Sectors are the biggest attraction of this scheme as evident from an investment allocation of 23.64% in them.
  • Healthcare Industry stands at number 2 in terms of percentage allocation which is currently 7.15%.
  • Energy sector has bagged an allocation to the tune of 6.48%.
  • Automobile Industry has a fair allocation of 5.90%, approximately.

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 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.

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