Aditya Birla SL Equity Hybrid 95 Fund (Hybrid, Hybrid Aggressive Hybrid)

Moderately High
25 yrs 4 monthsStarted on:10 Feb 1995
₹ 7536.78 Cras on: 21 May 2020
Medium Horizon
1.89%
Capital Growth and Income

Minimum Investment

  • ₹ 1000.00 for Lumpsum

Investment Objective

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.

Exit Load

Scheme Documents

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Tenure

TenureReturns (CAGR)

SIP Returns

TenureReturns (CAGR)
10 YR5.35

Portfolio

Company Name% Assets
HDFC Bank Ltd.6.96
ICICI Bank Ltd.5.33
Infosys Ltd.4.62
L&T Finance Ltd. 161-D 04/05/20203.38
Reliance Industries Ltd.3.15
Bharti Airtel Ltd.2.55
Pfizer Ltd.2.4
Housing Development Finance Corpn. Ltd.2.38
Axis Bank Ltd.2.22
Larsen & Toubro Ltd.2.1

Top Sectoral Holdings

Sector Name% Assets
Financial23.76
Healthcare10.52
Construction6.8
Technology6.76
Energy6.12
Cons Durable4.88
FMCG4.49
Automobile2.65
Communication2.55
Services2.51

Indicators

LabelValue
Portfolio turnover ratio81
Standard Deviation16.45%
Beta1.2%

Satyabrata Mohanty,Dhaval Shah,Pranay Sinha

Mr. Mohanty is a B.Com (H), Chartered Accountant and CFA.Mr.Shah has done B.Com. from University of Mumbai & MBA from Somaiya Institute of Management Studies & Research. He also holds CFA designation.Mr. Sinha has done B.Tech in Aerospace Engg. from IIT Kharagpur and PGDM with Major in Finance from IIM Calcutta.
He has been part of Birla group since last 17 years. He has over 12 years of experience in Finance and Research. He has handled responsibilities across Fund Management (Equity & Debt), Trading and Credit Research functions. Prior to joining BSLAMC, he has worked with Aditya Birla Management Corporation Ltd & joined ABG as a management Trainee.Prior to joining Aditya Birla Sunlife Mutual Fund he has worked with HDFC Mutual Fund, Reliance Mutual Fund, Morgan Stanley.Prior to joining BSLAMC , he has worked with BNP Paribas Bank (October 2010 - August,2014) , Morgan Stanley Investment Management Pvt. Ltd. (March 2008 - October 2010) and ICICI Prudential Asset Management Co. Ltd. ( October 2005 - March 2008).

Other Funds Managed by Satyabrata Mohanty,Dhaval Shah,Pranay Sinha