Hybrid
●
Aggressive Hybrid
Current NAV
₹1528.99
Expense Ratio
1.87%
Min SIP
₹100
Fund Size
₹7372Cr
Min Investment
₹100
Lock In
NA
Scheme Information Document
Exit load: 1% on or before 90D, Nil after 90D
Alpha
-0.00%
Beta
1.09
Sharpe Ratio
0.2195
Risk
13.60%
Above numbers are based upon past 3 years
Would have become
₹1,49,748.59
(1.25)%
| Name | Holding(%) |
| Name | Sector(%) |
| Name | Assets(%) |
Harshil Suvarnkar
Aditya Birla Sun Life Equity Hybrid ''95 FundTotal assets under management
₹385.00L Crores
Date of incorporation
5 Sept 1994
Ans.
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Ans. The Aditya Birla Sun Life Equity Hybrid ''95 Fund has an AUM of ₹7371.58 Cr as on 1/1/1. The scheme has delivered CAGR returns for the past 3 years against a category average of 14.89%. The risk is Very High against the category average of 51.65.
Ans. Mutual fund taxation depends on the scheme type and investment holding period.
Taxation on hybrid funds: If equity allocation is 65% or above: STCG of 20% is applicable if units are sold within one year of purchase. For units sold after one year of purchase, LTCG of 12.5% is levied on gains above ₹1.25 lakhs in a financial year.
If debt allocation in a hybrid fund is 65% or more, gains are added to income and taxed as per slab rate irrespective of the holding period.
Ans. There is no lock-in period applicable on Aditya Birla Sun Life Equity Hybrid ''95 Fund.
Ans. The expense ratio of Aditya Birla Sun Life Equity Hybrid ''95 Fund is 1.87%.