NSE ScannerAditya Birla Sun Life Mutual Fund · Hybrid · Aggressive Hybrid · Direct plan
Aditya Birla Sun Life Aggressive Hybrid Fund - Direct Plan - Growth
In plain words
Over 3 years it returned +9.5% a year, against +7.4% for its benchmark index.
Its worst fall from a peak in the last 3 years was -13.3%.
On 3-year return it ranks 23 of 30 funds in Aggressive Hybrid.
A monthly SIP over 10 years ended ₹90,042 higher in the direct plan than the regular plan, because of the lower expense ratio.
Past returns, not a promise of future returns or a recommendation.
Returns vs benchmark
| Period | Fund | Benchmark |
|---|---|---|
| 1 month | -0.5% | +1.9% |
| 3 months | -4.3% | -5.1% |
| 6 months | -0.1% | -3.2% |
| 1 year | -4.8% | -10.2% |
| 3 years (yearly) | +9.5% | +7.4% |
| 5 years (yearly) | +7.3% | +6.5% |
| 10 years (yearly) | +9.6% | +11.3% |
| Since start (yearly) | +12.0% | +11.2% |
Monthly SIP of ₹10,000
| Period | Invested | Value now | Yearly return |
|---|---|---|---|
| 1 year | ₹1,20,000 | ₹1,16,799 | -4.3% |
| 3 years | ₹3,60,000 | ₹3,77,115 | +2.9% |
| 5 years | ₹5,90,000 | ₹7,07,133 | +7.1% |
| 10 years | ₹11,90,000 | ₹19,71,211 | +9.7% |
Top holdings (30 Sept 2026)
Fund size ₹6,831 crore · 151 holdings · 76.2% in equity
| Company | Industry | Weight |
|---|---|---|
| ICICI Bank Ltd. | Banks | 6.12% |
| HDFC Bank Ltd. | Banks | 4.88% |
| Reliance Industries Ltd. | Petroleum Products | 3.61% |
| Bharti Airtel Ltd. | Telecom - Services | 2.98% |
| State Bank of India | Banks | 2.65% |
| Axis Bank Ltd. | Banks | 2.63% |
| 8.92% Cholamandalam Investment & Finance Co. Ltd. (02/12/2034) ** | ICRA AA+ | 2.09% |
| Kotak Mahindra Bank Ltd. | Banks | 1.97% |
| Bajaj Finance Ltd. | Finance | 1.93% |
| 7.30% Bharti Telecom Ltd. (01/12/2027) ** | CRISIL AAA | 1.81% |
| Infosys Ltd. | IT - Software | 1.74% |
| Larsen & Toubro Ltd. | Construction | 1.71% |
| Mahindra & Mahindra Ltd. | Automobiles | 1.67% |
| Eternal Ltd. | Retailing | 1.64% |
| IRB Invit Fund | Transport Infrastructure | 1.58% |
Largest industries: Banks 19.2%, Pharmaceuticals & Biotechnology 4.4%, Retailing 4.3%, IT - Software 4.2%, Finance 3.9%, Petroleum Products 3.6%.
Other plan of this fund: Aditya Birla Sun Life Aggressive Hybrid Fund - Regular Plan - Growth