Aditya Birla Sun Life Aggressive Hybrid Fund - Regular Plan-Growth
💡 Why Pick This Fund? Quantitative Strengths & Watch-outs
- Delivered positive returns in 96% of 3-year investment horizons.
- Strong capital defense: downside capture of 75% limits losses during market corrections.
- Cost-efficient: expense ratio of 1.89% is lower than category median (2.2%).
- Over 32 years of operational history across different market cycles.
- Experienced a maximum drawdown of -49.8% during severe market crashes.
Key Statistics vs Category Median
Trailing Returns Comparison
| Period | Fund Return | Category Median | Difference |
|---|---|---|---|
| 1 Month | +6.95% | +6.16% | +0.79% |
| 3 Months | +0.57% | +1.07% | -0.50% |
| 6 Months | +6.36% | +5.38% | +0.98% |
| 1 Year | +1.72% | +2.59% | -0.87% |
| 3 Years CAGR | +10.44% | +10.89% | -0.45% |
| 5 Years CAGR | +7.65% | +8.84% | -1.19% |
| 7 Years CAGR | +11.05% | +12.32% | -1.27% |
| 10 Years CAGR | +9.66% | +11.96% | -2.30% |
| Since Inception | +11.83% | - | - |
📈 Monthly SIP vs Bank Fixed Deposit (FD) Replay
See how a regular monthly SIP in Aditya Birla Sun Life Aggressive Hybrid Fund compares against a standard 7.0% p.a. Bank Fixed Deposit.
Calendar Year Returns
| Year | Fund | Category Median | Gap |
|---|---|---|---|
| 2026 | +0.87% | +2.63% | -1.76% |
| 2025 | +7.18% | +6.01% | +1.17% |
| 2024 | +15.26% | +15.75% | -0.49% |
| 2023 | +21.27% | +20.35% | +0.92% |
| 2022 | -1.74% | +2.27% | -4.01% |
| 2021 | +24.17% | +23.77% | +0.40% |
| 2020 | +11.67% | +13.43% | -1.76% |
| 2019 | +4.75% | +10.39% | -5.64% |
| 2018 | -4.99% | -2.51% | -2.48% |
| 2017 | +25.91% | +25.44% | +0.47% |
| 2016 | +8.86% | +5.08% | +3.78% |
| 2015 | +3.36% | +2.88% | +0.48% |
| 2014 | +48.56% | +43.24% | +5.32% |
| 2013 | +6.10% | +7.10% | -1.00% |
| 2012 | +24.60% | +26.34% | -1.74% |
| 2011 | -13.86% | -18.20% | +4.34% |
| 2010 | +19.66% | +15.27% | +4.39% |
| 2009 | +70.20% | +62.41% | +7.79% |
| 2008 | -40.31% | -44.40% | +4.09% |
| 2007 | +52.42% | +51.84% | +0.58% |
Daily Rolling Returns Summary
| Rolling Window | Minimum | Average | Median | Maximum | % Positive | % Beating Proxy |
|---|---|---|---|---|---|---|
| 1-Year Rolling | -43.41% | +14.05% | +10.42% | +94.93% | 77.7% | 45.5% |
| 3-Year Rolling | -7.37% | +12.74% | +12.69% | +29.55% | 96.4% | 32.8% |
| 5-Year Rolling | -0.94% | +12.31% | +12.12% | +22.11% | 99.9% | 21.1% |
Risk Profile & Deepest Drawdowns
Deepest Market Corrections (Depth >= 10%)
| Peak Date | Trough Date | Fall Depth | Months to Bottom | Recovery Period |
|---|---|---|---|---|
| 2008-01-07 | 2008-10-27 | -49.8% | 10 months | 17 months |
| 2020-01-16 | 2020-03-23 | -32.1% | 2 months | 8 months |
| 2006-05-10 | 2006-06-14 | -23.0% | 1 months | 4 months |
Portfolio & Asset Allocation
Statutory Asset Allocation Mandate (SEBI / SID)
| Instrument Category | Permitted Allocation Range |
|---|---|
| The following table provides the asset allocation of the Scheme's portfolio. | Per Scheme Mandate |
| Equity & Equity Related Instruments | 65% - 80% |
| Debt & Money Market instruments (including securitised debt) | 20% - 35% |
| Units issued by InvITs | 0%-10% |
| Units of Mutual Funds (including Gold ETFs, Silver ETFs) | 0%-15% |
| ETCDs | 0%-10% |
Investment Objective & Strategy
The objective of the scheme is to generate long term growth of capital and current income, through a portfolio investing in equity, debt and money market securities. The secondary objective is income generation and distribution of IDCW.
ℹ️ Detailed monthly stock-level holdings for this scheme are updated periodically from asset management company statutory disclosures.
Fund Size Position
Currently managing Rs 7,219 cr (AMFI Daily Fund AUM as of 2026-11-11). Positioned as comfortable relative to Aggressive Hybrid schemes.
Fund Management
Cost & Capital Gains Taxation
From April 2026 the total expense ratio includes brokerage, transaction costs and statutory levies on top of the base fee.
Equity-oriented schemes: 20% short-term capital gains tax if sold within 12 months; 12.5% long-term capital gains tax on gains exceeding ₹1.25 lakh per financial year when held for more than 12 months.
Closest Aggressive Hybrid Peers by Rank
| Scheme | Score | 3Y Return | Expense | Downside | Fund Size | Compare |
|---|---|---|---|---|---|---|
| Mahindra Manulife Aggressive Hybrid Fund | 5.7 | +10.67% | 2.17% | 69.3% | Rs 3,057 cr | Compare → |
| JM Aggressive Hybrid Fund | 3.5 | +11.27% | 2.66% | 70.4% | Rs 676 cr | Compare → |
| DSP Aggressive Hybrid Fund | 5.1 | +10.77% | 1.83% | 68.5% | Rs 12,068 cr | Compare → |
| Union Aggressive Hybrid Fund | 3.7 | +10.39% | 2.75% | 68.3% | Rs 772 cr | Compare → |
| CANARA ROBECO AGGRESSIVE HYBRID FUND | 5.3 | +11.25% | 1.79% | 70.7% | Rs 11,572 cr | Compare → |
Frequently Asked Questions about Aditya Birla Sun Life Aggressive Hybrid Fund
What is the expense ratio of Aditya Birla Sun Life Aggressive Hybrid Fund?
Aditya Birla Sun Life Aggressive Hybrid Fund has a total expense ratio (TER) of 1.89% with a base expense ratio of 1.54%, compared to the Aggressive Hybrid category median of 2.20%.
Who manages Aditya Birla Sun Life Aggressive Hybrid Fund?
Aditya Birla Sun Life Aggressive Hybrid Fund is managed by Chanchal Khandelwal (tenure: 3.7 years since 2023-02-17).
What are the historical returns of Aditya Birla Sun Life Aggressive Hybrid Fund?
Aditya Birla Sun Life Aggressive Hybrid Fund delivered a 3-year CAGR of 10.44% and a 5-year CAGR of 7.65%. Its 1-year return stands at +1.72%.
How large is Aditya Birla Sun Life Aggressive Hybrid Fund?
Aditya Birla Sun Life Aggressive Hybrid Fund manages assets of Rs 7,219 cr, placing it in the 'comfortable' size band relative to Aggressive Hybrid peers.
How is Aditya Birla Sun Life Aggressive Hybrid Fund scored on MFIQ?
Aditya Birla Sun Life Aggressive Hybrid Fund holds an MFIQ Score of 3.8/10 (Weak), based on a category percentile composite across returns, risk, consistency, and cost.
How risky is Aditya Birla Sun Life Aggressive Hybrid Fund?
Aditya Birla Sun Life Aggressive Hybrid Fund has an official SEBI riskometer rating of Very High. Over the analyzed period, its annualized standard deviation is 10.49% with a maximum historical drawdown of -49.81%.