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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 20261551.39
CategoryAggressive Hybrid
PlanRegular · Growth
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₹5,438 Cr
Growth of ₹10,000₹14,5132 Sep 2021 to 2 Sep 2026
₹14,767₹13,300₹11,834₹10,367₹8,901Sep 2021Nov 2022Mar 2024Jun 2025Sep 2026
₹14,513 (+7.7% a year) Aditya Birla Sun Life Aggressive Hybrid Fund

Performance (trailing, annualised)

1Y annualised2.73%
3Y annualised9.85%
5Y annualised7.74%
10Y annualised9.23%

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 ₹1,22,3463.63%
SIP 3Y (₹10,000 a month)invested ₹3,60,000 → worth ₹3,92,8745.75%
SIP 5Y (₹10,000 a month)invested ₹6,00,000 → worth ₹7,43,5478.51%

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

Calendar years

Calendar 202124.17%
Calendar 2022-1.74%
Calendar 202321.27%
Calendar 202415.26%
Calendar 20257.18%

Rolling returns

Rolling 1Y · average1002 windows since 5 Apr 200714.17%
Rolling 1Y · median10.52%
Rolling 1Y · worst window-43.34%
Rolling 1Y · best window94.11%
Rolling 1Y · windows positive78%
Rolling 3Y · average899 windows since 6 Apr 200912.78%
Rolling 3Y · median12.76%
Rolling 3Y · worst window-6.92%
Rolling 3Y · best window29.23%
Rolling 3Y · windows positive96%
Rolling 5Y · average795 windows since 7 Apr 201112.37%
Rolling 5Y · median12.20%
Rolling 5Y · worst window-0.54%
Rolling 5Y · best window22.13%
Rolling 5Y · windows positive100%

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

Risk

Volatility (3Y)10.28%
Downside deviation (3Y)7.36%
Maximum drawdown-13.59%

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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