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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 2026292.96
CategoryAggressive Hybrid
PlanDirect · Idcw
Launched19 Jan 1995
Risk labelthe scheme's own riskometerVery High
Legal benchmarkSEBI Tier-1CRISIL Hybrid 35+65 - Aggressive Index
Expense ratiodirect plan, a year1.16%
AUM₹55.6 Cr
Growth of ₹10,000₹10,8302 Sep 2021 to 2 Sep 2026
₹12,299₹11,371₹10,444₹9,516₹8,589Sep 2021Nov 2022Mar 2024Jun 2025Sep 2026
₹10,830 (+1.6% a year) Aditya Birla Sun Life Aggressive Hybrid Fund

Performance (trailing, annualised)

1Y annualised-3.60%
3Y annualised3.15%
5Y annualised1.61%
10Y annualised4.02%

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 ₹1,18,753-1.91%
SIP 3Y (₹10,000 a month)invested ₹3,60,000 → worth ₹3,57,510-0.45%
SIP 5Y (₹10,000 a month)invested ₹6,00,000 → worth ₹6,33,2372.13%

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

Calendar years

Calendar 202120.11%
Calendar 2022-6.66%
Calendar 202314.12%
Calendar 20248.21%
Calendar 20250.72%

Rolling returns

Rolling 1Y · average653 windows since 6 Jan 20149.22%
Rolling 1Y · median5.20%
Rolling 1Y · worst window-29.23%
Rolling 1Y · best window68.84%
Rolling 1Y · windows positive65%
Rolling 3Y · average551 windows since 4 Jan 20167.45%
Rolling 3Y · median7.28%
Rolling 3Y · worst window-12.37%
Rolling 3Y · best window23.13%
Rolling 3Y · windows positive89%
Rolling 5Y · average448 windows since 3 Jan 20186.70%
Rolling 5Y · median6.53%
Rolling 5Y · worst window-4.41%
Rolling 5Y · best window16.26%
Rolling 5Y · windows positive96%

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)8.19%
Maximum drawdown-19.64%

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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