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

  • Regular
  • Direct
Category : Aggressive Hybrid Fund
  • Latest (Updated on 31st Mar 2021)
    Crisil Rank
  • (Updated on 31st Dec 2020)
    Crisil Rank
  • (Updated on 30th Sep 2020)
    Crisil Rank
  • (Updated on 30th Jun 2020)
    Crisil Rank
  • (Updated on 31st Mar 2020)
    Crisil Rank
Should you invest in this fund? - Fund has improved its performance compared to similar funds in the Aggressive Hybrid Fund. However fund performance is still below average compared to peers so fresh investments can be avoided. Existing investors can consider switching/changing their investments from this fund.

Returns (NAV as on 24th June, 2021)

Period Invested for ₹10000 Invested on Latest Value Absolute Returns Annualised Returns Category Avg Rank within Category
1 Week 17-Jun-21 10046.00 0.46% - -0.21% 8/35
1 Month 24-May-21 10376.90 3.77% - 2.79% 11/36
3 Month 24-Mar-21 10878.50 8.79% - 8.78% 21/36
6 Month 24-Dec-20 11615.80 16.16% - 15.77% 18/35
YTD 01-Jan-21 11415.30 14.15% - 14.25% 18/35
1 Year 24-Jun-20 15066.00 50.66% 50.66% 47.56% 9/34
2 Year 24-Jun-19 13220.60 32.21% 14.96% 17.64% 26/33
3 Year 22-Jun-18 13487.50 34.88% 10.46% 13.07% 26/28
5 Year 24-Jun-16 17614.80 76.15% 11.98% 13.58% 18/23
Since Inception 02-Jan-13 30328.20 203.28% 13.98% 13.97% 19/35

SIP Returns (NAV as on 24th June, 2021)

Period Invested for ₹1000 SIP Started on Investments Latest Value Absolute Returns Annualised Returns
1 Year 24-Jun-20 12000 14821.55 23.51 % 46.25 %
2 Year 24-Jun-19 24000 31882.98 32.85 % 29.94 %
3 Year 22-Jun-18 36000 48204.42 33.9 % 19.89 %
5 Year 24-Jun-16 60000 83813.11 39.69 % 13.33 %

Compare performance

Category 1 D 1 M 3 M 6 M YTD 1 Y 2 Y 3 Y 5 Y
This Fund 0.00% 3.20% 8.19% 15.53% 14.00% 50.86% 14.78% 10.32% 11.90%
Nifty 50 0.00% 3.20% 7.79% 14.07% 12.17% 53.26% 15.90% 13.20% 14.20%
Benchmark: Nifty 50 0.00% 2.25% 6.72% 11.84% 10.53% 38.32% 17.01% 13.92% 14.07%
Category Average 0.00% 2.79% 8.78% 15.77% 14.25% 47.56% 17.64% 13.07% 13.58%
Category Rank 0/0 11/36 21/36 18/35 18/35 9/34 26/33 26/28 18/23
Best in Category 0.00% 6.34% 17.91% 30.12% 28.08% 85.29% 34.55% 24.93% 18.71%
Worst in Category 0.00% 1.50% 4.83% 8.50% 7.12% 33.31% 7.29% 4.73% 9.62%

Best Quarters

Period This Fund Nifty 50 Nifty 100 Category Average
Q4 - 2020 18.39% 22.46% 22.04% 10.17%
Q2 - 2020 18.00% 24.82% 24.78% 9.76%
Q1 - 2017 11.58% 12.16% 12.85% 10.01%

Worst Quarters

Period This Fund Nifty 50 Nifty 100 Category Average
Q1 - 2018 -3.99% -2.14% -2.77% -3.57%
Q1 - 2020 -25.50% -29.43% -28.89% -18.38%
Q4 - 2016 -3.79% -6.39% -6.71% -3.67%

Forum

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