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Aditya Birla Sun Life

Aditya Birla Sun Life Equity Hybrid'95 Fund

Aggressive HybridHybrid Rank 23 of 32

NAV · Direct-Growth

₹1,767.72-4.66-0.26%

As of 18 Aug 2026 · AMFI

NAV growth+3.8%
Aug ’25Aug ’26
Arthkar verdictA balanced read

Returns

Lags category

0 of 3 periods ahead

Consistency

Strong

positive in 10 of 12 years

Trails its Aggressive Hybrid category on 1Y, 3Y & 5Y.

1Y return

+3.8%

-11.0 vs cat

3Y CAGR

+11.7%

-2.5 vs cat

5Y CAGR

+9.4%

-1.7 vs cat

AUM

fund size

Expense

direct plan

Volatility 3Y

11.2%

3Y std dev

Go deeper on Aditya Birla Sun Life Equity Hybrid'95 Fund

Two data-only views, computed from this fund's real NAV history — no projections.

In plain English

Aditya Birla Sun Life Equity Hybrid'95 Fund is a Aggressive Hybrid scheme from Aditya Birla Sun Life. Long-run track record: about 9.4% CAGR over 5 years. Worst historical drawdown: -32% in Mar 2020, recovered in 8 months.

Auto-generated from holdings, returns and risk data. No paid placement, no copy-pasted boilerplate.

NAV history

Showing Direct · Growth · INF209K01ZC0

NAV (Direct-Growth)

₹1767.7200

Last 1Y

+3.83%

Aug 25Min ₹1571.00 · Max ₹1779.88 · 247 ptsAug 26

Drawdown stories

The crashes you should know about — and how long the fund took to recover.

Mar 2020

-32.0%

Peak ₹842.63 on 16 Jan 2020 → trough ₹573.26 on 23 Mar 2020 (2 months down).

Recovered in 8 months· 11 Nov 2020

Jun 2022

-14.8%

Peak ₹1221.61 on 18 Oct 2021 → trough ₹1040.49 on 20 Jun 2022 (8 months down).

Recovered in 12 months· 14 Jun 2023

Feb 2025

-13.3%

Peak ₹1734.03 on 26 Sept 2024 → trough ₹1503.20 on 28 Feb 2025 (5 months down).

Recovered in 7 months· 17 Sept 2025

Feb 2016

-12.7%

Peak ₹593.54 on 7 Aug 2015 → trough ₹518.20 on 25 Feb 2016 (7 months down).

Recovered in 3 months· 26 May 2016

Computed from the full NAV history. We show drawdowns deeper than 10%, sorted by depth.

Performance

Returns for various periods, with category average and peer rank.

PeriodReturnsCategory avgRank
1W-0.57%-0.41%22/ 34
1M+1.51%+1.27%12/ 34
3M+6.53%+5.29%9/ 32
6M+0.59%+12.45%18/ 32
YTD+0.19%+11.89%20/ 32
1Y+3.83%+14.78%21/ 32
2Y+3.75%+6.59%18/ 32
3Y+11.74%+14.21%23/ 32
5Y+9.45%+11.11%29/ 32
7Y+12.55%+15.27%25/ 31
10Y+10.41%+11.89%18/ 23

Available plans & options

PlanOptionFull nameISIN

Click a plan to see its NAV and chart above. Direct plans have lower expense ratios than Regular — same portfolio, more of the return stays with you.