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Aditya Birla Sun Life Equity Hybrid 95 Fund - Regular 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 15th June, 2021)

Period Invested for ₹10000 Invested on Latest Value Absolute Returns Annualised Returns Category Avg Rank within Category
1 Week 08-Jun-21 10121.20 1.21% - 0.89% 6/36
1 Month 14-May-21 10713.30 7.13% - 6.93% 16/36
3 Month 15-Mar-21 10673.70 6.74% - 7.38% 20/36
6 Month 15-Dec-20 11791.20 17.91% - 17.30% 14/34
YTD 01-Jan-21 11411.90 14.12% - 14.78% 16/35
1 Year 15-Jun-20 15588.60 55.89% 55.89% 51.35% 11/34
2 Year 14-Jun-19 13033.30 30.33% 14.12% 16.48% 25/33
3 Year 15-Jun-18 13115.30 31.15% 9.45% 12.01% 25/28
5 Year 15-Jun-16 16638.50 66.39% 10.71% 12.33% 18/23
10 Year 15-Jun-11 31829.10 218.29% 12.26% 12.07% 11/20
Since Inception 10-Feb-95 984250.00 9742.50% 19.02% 13.13% 2/40

SIP Returns (NAV as on 15th June, 2021)

Period Invested for ₹1000 SIP Started on Investments Latest Value Absolute Returns Annualised Returns
1 Year 15-Jun-20 12000 14913.26 24.28 % 47.87 %
2 Year 14-Jun-19 24000 31568.34 31.53 % 28.8 %
3 Year 15-Jun-18 36000 47621.36 32.28 % 19.03 %
5 Year 15-Jun-16 60000 81982.22 36.64 % 12.43 %
10 Year 15-Jun-11 120000 234405.24 95.34 % 12.84 %

Compare performance

Category 1 D 1 M 3 M 6 M YTD 1 Y 2 Y 3 Y 5 Y
This Fund -0.45% 6.65% 6.03% 16.65% 14.07% 54.06% 13.84% 9.28% 10.71%
Nifty 50 -0.64% 7.42% 5.75% 15.24% 12.77% 59.04% 15.41% 13.36% 14.13%
Benchmark: Nifty 50 -0.53% 5.47% 6.06% 12.62% 11.13% 42.32% 16.94% 14.07% 14.08%
Category Average -0.42% 6.48% 6.93% 16.10% 14.30% 49.79% 16.21% 11.84% 12.33%
Category Rank 19/36 15/36 22/36 14/34 17/35 11/34 26/33 25/28 18/23
Best in Category -0.02% 10.50% 19.15% 34.08% 29.32% 90.39% 33.26% 24.19% 17.86%
Worst in Category -0.77% 4.45% 3.05% 8.73% 6.67% 34.80% 6.39% 4.10% 8.32%

Best Quarters

Period This Fund Nifty 50 Nifty 100 Category Average
Q2 - 2014 18.70% 13.25% 14.57% 17.52%
Q4 - 2020 18.14% 22.46% 22.04% 14.49%
Q2 - 2020 17.76% 24.82% 24.78% 13.4%

Worst Quarters

Period This Fund Nifty 50 Nifty 100 Category Average
Q1 - 2020 -25.63% -29.43% -28.89% -20.04%
Q1 - 2018 -4.64% -2.14% -2.77% -4.48%
Q1 - 2020 -25.50% -29.43% -28.89% -20.04%

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