July 17, 2026
mayank
Aditya Birla (ABSL) Equity Hybrid ’95 Fund
| Fund at a Glance | |
| NAV Growth (Rs.) | 1,730.82 |
| NAV Bonus (Rs.) | — |
| NAV IDCW Half Yearly (Rs.) | 1,730.82 |
| Min. Investment (Rs.) | 100 |
| Min. SIP Investment (Rs.) | 100 |
| Min. No of Cheques | 6 |
| Benchmark | CRISIL Hybrid 35+65 Aggressive Index |
| AUM Rs. | 7,065 Cr |
| (As on 30-Jun-2026) | |
| Expense | 0.92% |
| 1 Year Return (%) | 0.62 |
| 3 Year Return (%) | 11.18 |
| 5 Year Return (%) | 9.62 |
| 10 Year Return (%) | 10.62 |
| Return Since Launch | 12.55% |
Suitable For Which Investors?
Aggressive Hybrid funds are suitable for investors:
1. Looking to invest mostly in equity (~75%) with a small debt allocation (~25%) for moderately high returns
2. Aiming for long-term wealth creation
3. With a 5-8 year investment horizon
4. Who are new/unfamiliar with market’s ups and downs
Note:
• Invest only through SIP
Fund’s 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.
Fund Manager:
1) Chanchal Khandelwal
Education: Mr. Khandelwal has done B.Com.(H) and MBA (Finance)
Experience: Prior to joining Aditya Birla Sun Life Mutual Fund, he has worked with Aditya Birla Retail Limited and Aditya Birla Management Corporation Ltd.
2) Harshil Suvarnkar
Education: Mr. Suvarnkar has doneB.Com, Masters in Management Studies (Finance) and Post Graduate Diploma in Securities Law.
Experience: Prior to Joining Aditya Birla Sun Life MF, he has worked with Indiabulls Housing Finance Limited.
Investment Details
| Min. Investment (Rs) | 100 |
| Min. Addl Investment (Rs) | 100 |
| Min. SIP Investment (Rs) | 100 |
| Min. Withdrawal (Rs) | 1 |
| Min. No of Cheques | 6 |
| Min. Balance (Rs) | — |
| Lock-in Period | NA |
| Exit Load | 1% for redemption within 90 days |
Basic Details of Aditya Birla (ABSL) Equity Hybrid ’95 Fund
| Fund House | Aditya Birla Sun Life Mutual Fund |
| Launch Date | 01-Jan-13 |
| Return Since Launch | 12.55% |
| Benchmark | CRISIL Hybrid 35+65 Aggressive Index |
| Riskometer | Very High |
| Type | Open-ended |
| Assets | 7,065 Cr |
| (As on 30-Jun-2026) | |
| Expense | 0.92% |
| (As on 30-Jun-2026) | |
| Risk Grade | Average |
| Return Grade | Below Average |
| Turnover | 76.00% |
Aditya Birla Equity Hybrid ’95 Fund Trailing Returns (%)
| Fund name | YTD | 1D | 1M | 3M | 6M | 1Y | 3Y | 5Y | 7Y | 10Y |
| ABSL Equity Hybrid ’95 Dir | -1.90 | 0.24 | 2.51 | 2.61 | -0.79 | 0.62 | 11.18 | 9.62 | 11.67 | 10.62 |
| Hybrid: Aggressive Hybrid | 0.20 | 0.30 | 2.03 | 3.46 | 1.48 | 2.22 | 12.56 | 11.66 | 13.72 | 12.38 |
| Rank within category | 34 | 37 | 10 | 29 | 35 | 28 | 29 | 35 | 29 | 22 |
| Number of funds in category | 44 | 48 | 47 | 46 | 44 | 43 | 41 | 41 | 36 | 26 |
Peer Comparison of Aditya Birla Equity Hybrid ’95 Fund
| Rating | 1 Year Returns | 3 Year Returns | 5 Year Returns | Expense Ratio (%) | Net Assets (Rs Cr) | Return Since Launch (%) | Exit Load (Days) | Fund Age | Turnover (%) | |
| ABSL Equity Hybrid ’95 Dir | 2 out of 5 stars | 0.62 | 11.18 | 9.62 | 0.92 | 7,065 | 12.55 | 1.00 (90) | 13Y 6M | 76.00 |
| SBI Equity Hybrid Dir | 4 out of 5 stars | 3.93 | 13.43 | 11.59 | 0.60 | 85,633 | 14.34 | 1.00 (365) | 13Y 6M | 20.00 |
| ICICI Pru Equity & Debt Dir | 5 out of 5 stars | 3.85 | 16.03 | 17.08 | 0.77 | 51,481 | 16.61 | 1.00 (365) | 13Y 6M | 41.00 |
| Kotak Aggressive Hybrid Dir | 4 out of 5 stars | 5.53 | 14.64 | 13.56 | 0.44 | 8,962 | 13.89 | 1.00 (365) | 13Y 6M | 18.84 |
| UTI Aggressive Hybrid Dir | 4 out of 5 stars | 0.14 | 12.55 | 12.60 | 0.97 | 6,648 | 12.59 | 1.00 (365) | 13Y 6M | 30.00 |
Aditya Birla (ABSL) Equity Hybrid ’95 Fund Portfolio Analysis
| No. of Stocks | 80 |
| Top 10 Holdings | 32.53% |
| Top 5 Stocks | 21.38% |
| Top 3 Sectors | 44.63% |
| Portfolio P/B Ratio | 3.44 |
| Portfolio P/E Ratio | 26.05 |
Portfolio Breakup
| Fund | Category | |
| Average Mkt Cap (Rs Cr) | 2,38,751 | 1,89,005 |
| Large (%) | 70.69 | 63.09 |
| Mid (%) | 19.82 | 20.17 |
| Small (%) | 9.49 | 17.11 |
| Fund | Category | |
| Number of Securities | 161 | 98 |
| Macaulay Duration (yrs) | 4.23 | 3.52 |
| Average Maturity (yrs) | 6.58 | 6.27 |
| Yield to Maturity (%) | 8.07 | 7.37 |
| Avg Credit Rating | AAA | — |
Note: Mutual fund investments are subject to market risks, read all scheme-related documents carefully.
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