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OmniAsset › Mutual funds › Aditya Birla Sun Life Aggressive Hybrid Fund

Aditya Birla Sun Life Aggressive Hybrid Fund

Aggressive Hybrid fund benchmarked to CRISIL Hybrid 35+65 - Aggressive Index. Every figure below is read from one dated snapshot; what the snapshot cannot prove is left out, never estimated.

Latest NAV2 Sep 2026170.01
CategoryAggressive Hybrid
PlanRegular · Idcw
Launched19 Jan 1995
Risk labelthe scheme's own riskometerVery High
Legal benchmarkSEBI Tier-1CRISIL Hybrid 35+65 - Aggressive Index
Expense ratiodirect plan, a year1.89%
AUM₹586 Cr
Growth of ₹10,000₹10,4172 Sep 2021 to 2 Sep 2026
₹12,007₹11,126₹10,245₹9,364₹8,483Sep 2021Nov 2022Mar 2024Jun 2025Sep 2026
₹10,417 (+0.8% a year) Aditya Birla Sun Life Aggressive Hybrid Fund

Performance (trailing, annualised)

1Y annualised-4.32%
3Y annualised2.36%
5Y annualised0.82%
10Y annualised1.33%

Point-to-point from the fund's own published NAV; a period the history does not span is left out.

SIP returns

SIP 1Y (₹10,000 a month)invested ₹1,20,000 → worth ₹1,18,280-2.64%
SIP 3Y (₹10,000 a month)invested ₹3,60,000 → worth ₹3,53,320-1.21%
SIP 5Y (₹10,000 a month)invested ₹6,00,000 → worth ₹6,20,5971.33%

₹10,000 on the first of every month, valued at the latest NAV, as an annualised rate (XIRR).

Calendar years

Calendar 202117.55%
Calendar 2022-7.40%
Calendar 202313.23%
Calendar 20247.37%
Calendar 2025-0.04%

Rolling returns

Rolling 1Y · average1002 windows since 5 Apr 20076.32%
Rolling 1Y · median2.28%
Rolling 1Y · worst window-46.26%
Rolling 1Y · best window82.37%
Rolling 1Y · windows positive56%
Rolling 3Y · average899 windows since 6 Apr 20094.57%
Rolling 3Y · median5.25%
Rolling 3Y · worst window-14.91%
Rolling 3Y · best window18.27%
Rolling 3Y · windows positive75%
Rolling 5Y · average795 windows since 7 Apr 20113.96%
Rolling 5Y · median3.95%
Rolling 5Y · worst window-10.24%
Rolling 5Y · best window14.06%
Rolling 5Y · windows positive84%

Every window of that length in the published history, so one lucky start date cannot flatter the fund.

Risk

Volatility (3Y)10.89%
Downside deviation (3Y)8.21%
Maximum drawdown-20.57%

Management

Fund managerMr. Chanchal Khandelwal, Mr. Harshil Suvarnkar
Managing since17 Feb 2023

Related

Source: the OmniAsset signed reference snapshot, as of 4 Sep 2026. Figures are deterministic; missing data is withheld, never estimated. See methodology and data sources. Not investment advice.

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