Aditya Birla Sun Life Aggressive Hybrid Fund Regular-Growth
Hybrid
Aggressive Hybrid
₹-0.48% 1D
NAV on
Overview
Chart
Returns
Asset Allocation
Fund Info
Risk & Return Ratio
Fund Overview
- Rating
3 - Minimum Investment₹100
- NAV (Net Asset Value)₹N/A
- AUM (Fund size)₹7211 Cr
- Created on5 April 1998
Fund Ranking
#26
/ 39 in Aggressive Hybrid
Risk Level
Very High
Very High
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Returns
Trailing Return
Rolling Return
- 6 Month2.3%
- 1 Year2.7%
- 3 Year (CAGR)9.8%
- All Time (CAGR)17.5%
Category Return
- 6 Month3.4%
- 1 Year3.8%
- 3 Year (CAGR)10.8%
- All Time (CAGR)13.4%
Asset Allocation
- Equity75.7%
- Debt20.1%
- Real Estate3.0%
- Other1.2%
Top 5 Holdings
Top 5 Sectors
- Adani Enterprises0.65%
- Apollo Hospitals Enterprise0.75%
- Atul0.59%
- Bajaj Finance0.07%
- Bajaj Finance0.35%
Fund Information
- Expense Ratio1.89%
- Exit LoadExit load of 1%, if redeemed within 90 days.
- Lock-In PeriodNo Lock-In
Managed By
Mahesh Patil
Feb 2023 - Present
Chanchal Khandelwal
Feb 2023 - Present
Harshil Suvarnkar
March 2021 - Present
Dhaval Joshi
Nov 2022 - Present
Risk & Return Ratio
- Sharpe Ratio
Sharpe Ratio evaluates a fund's return relative to its risk. Higher values signify better risk-adjusted performance. 0.43 - Standard Deviation
Standard deviation measures the volatility of a fund's returns. The higher the value, the riskier the investment. 11.23 - Alpha
Alpha in mutual funds measures excess return relative to a benchmark, indicating a manager's skill at generating returns beyond market performance. 0.00 - Beta
Beta in mutual funds indicates a fund's sensitivity to market changes. A beta over 1 means it's more volatile than the market, while below 1 implies less volatility. 0.00