Monzy

Aditya Birla Sun Life Equity Hybrid'95 Fund

Annual Returns

5Y5-Year Return
6.7%
3Y3-Year Return
8.8%
1Y1-Year Return
-6.2%
  • 13 yrs 9m track record.

  • Risk band: moderately high.

Returns calculator

Your investment

In

Worst Period

9.4%

₹2,44,641

Typical Period

12.2%

₹3,16,697

Best Period

15.0%

₹4,05,405

Based on investments started between 2 Jan 2013 and 21 Oct 2016.

Based on historical returns. Future returns may be higher or lower.

Fund snapshot

₹7,142.96 Cr

🏦 AUM (Fund size)

11.83%

📈 Returns since inception (p.a.)

1.16%

⭐ Yearly fund fee

₹1,643.40

📅 NAV as of today

Historical NAV & Returns

Oct 2016Today

Fund overview / numbers that matter

Start your investment from

SIP ₹100 · Lumpsum ₹5,000

1.16% Total Expense Ratio

13 yrs 9m old · Moderately High Risk

Understand Mutual Fund Taxation here.

Things to keep in mind

⚠️ Moderately High risk — equity NAV can swing sharply, especially over short periods.

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Mutual funds are subject to market risk - read all scheme documents carefully.