This Aggressive Hybrid Fund Offered 25.2% SIP Returns In 2 Years, SIP Starts At Rs 100

Choosing between hybrid funds is determined by your risk tolerance. While equities funds are thought to be 'riskier,' debt funds are thought to be a 'safer' investing alternative. It is vital to recognise, however, that investments - both equity and debt - include some risk, and investors should examine the funds and comprehend the underlying hazards of investing in them. In this article, we have given details about an aggressive hybrid fund.

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

This Aggressive Hybrid Fund was launched on February 11, 1995. It is an open-ended from the Aditya Birla Sun Life Mutual Fund. Under the fund's Direct Plan-Growth AUM is Rs 8460.45 Crore. Its NAV as of 22nd April 2022 is Rs 1076.9. The expense ratio of this fund is 1.53%, which is below the category average expense ratio. 

It is a medium-size fund of its category. It is a highly risky fund for investment. The minimum investment amount required is Rs 100. For SIP, it is Rs 100. This fund has a lock-in period. However, it has 1% redemption chares or exit load if redeemed within 90 days of investment. 

This fund has been rated 2-star by the CRISIL. The scheme aims to provide long-term capital growth and current income by investing in equities, debt, and money market assets. The scheme's secondary goal is to generate money and distribute dividends.

Absolute And Annualised Returns

Lump-Sum Investment Returns

Since its launch, it has delivered 13.94% average annual returns.

Investment Period	Absolute Returns	Annualised Returns
1 Year	19.25%	19.26%
2 Year	76.76%	32.95%
3 Year	43.88%	12.88%
5 Year	56.55%	9.37%
10 Year	251.15%	13.37%
Since Inception	10669.00%	18.76%

SIP Returns

SIP Period	Absolute Returns	Annualised Returns
1 Year	5.05%	9.49%
2 Year	25.20%	23.27%
3 Year	33.09%	19.47%
5 Year	38.63%	13.02%
10 Year	92.35%	12.56%

Portfolio

Fund has 77.28% investment in equities and 17.24% investment in Debt of which 1.52% in Government securities, and 15.42% in funds invested in very low-risk securities. The fund's equity portion is primarily invested in the Financial, Technology, Healthcare, Chemicals, and Energy sectors. The debt portion of the fund has low credit quality indicating the quality of borrowers it has lent it to is not too great. The fund's top holdings are in Infosys Ltd., ICICI Bank Ltd., Reliance Industries Ltd., HDFC Bank Ltd., and Axis Bank Ltd.

Disclaimers

Mutual fund investments are subject to market risk. Read all scheme-related documents, and Terms and Conditions carefully before investing. The above-mentioned information is purely informational and doesn't guarantee any return. The Greynium Information Technologies and the Author are not liable for any losses caused as a result of a decision based on the article.