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Aditya Birla Sun Life Aggressive Hybrid Omni FOF- Direct Plan - Growth Option
★★★★★ TopFund est.
TopFund Score (fallback rating)
- Calculated by: TopFund — used only when no third-party rating exists for this fund
- Formula: 3-year trailing return percentile within category, adjusted ±1 star for expense ratio
- Refresh frequency: Whenever TopFund re-syncs this fund's data
- Limitations: A simplified 2-factor estimate, not equivalent to a rating agency's full analysis
TopFund Score: 60/100 · Average
How this score is calculated
- Star rating (35%)2/5
- 3Y CAGR (30%)11.0%
- Expense ratio (20%)0.56%
- AUM (15%)₹45 Cr
Not investment advice — an analytical read of public fund data. Methodology →
Aditya Birla Sun Life Mutual Fund · Hybrid · Aggressive Hybrid
₹47.03
AUM: ₹44 Cr
NAV updated 6 days ago
Plan
Direct
Option
Growth
Risk
High
Expense Ratio
0.56%
Exit Load
Exit load of 1% if redeemed within 365 days.
Fund Manager
Shravan Kumar Sreenivasula
Inception
Jan 2013
Benchmark
CRISIL Hybrid 35+65 Aggressive Index
Sharpe Ratio
-0.16
Std Dev (1Y)
10.21%
Historical Returns (CAGR)
Annualized trailing returns computed from NAV history — past performance only, not a guarantee of future results.
1m
-1.5%
3m
+1.46%
6m
+8.66%
1y
+2.44%
3y
+11.0%
5y
+10.03%
10y
+10.51%
since inception
+10.61%
TopFund's Take on Aditya Birla Sun Life Aggressive Hybrid Omni FOF- Direct Plan - Growth Option
Aditya Birla Sun Life Aggressive Hybrid Omni FOF- Direct Plan - Growth Option sits in the middle of the pack for Aggressive Hybrid funds, currently carrying a 2-star rating. TopFund's composite Health Score, which weighs rating, 3-year CAGR, expense ratio and fund size, puts it at 60/100.
Cost: At 0.56%, the expense ratio is meaningfully cheaper — about 36% below the Aggressive Hybrid category average of 0.87% (based on 238 comparable funds). Lower costs compound in your favour over long holding periods.
Risk-adjusted performance: Over the trailing 1-year period, the fund shows a negative Sharpe ratio of -0.16 — over the past year, returns haven't kept pace with the volatility involved, even before accounting for the risk-free rate. Separately, annualised volatility of 10.21% is on the lower side for a Aggressive Hybrid fund, suggesting a comparatively smoother ride.
Who should invest: This fund is best suited to investors who want a single fund blending equity growth with debt-driven stability. The High risk rating means near-term volatility should be expected — this isn't a fund to check daily.
This is an automated, data-driven analysis based on the fund's own metrics and its category peers — not personalized investment advice. Consult a SEBI-registered advisor before investing.
Sector Allocation
Asset Allocation
Fund Snapshot
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Tools & Guides for This Fund
Frequently Asked Questions about Aditya Birla Sun Life Aggressive Hybrid Omni FOF- Direct Plan - Growth Option
The current NAV (Net Asset Value) of Aditya Birla Sun Life Aggressive Hybrid Omni FOF- Direct Plan - Growth Option is ₹47.03. NAV is updated every business day after market close by AMFI.
1Y: 2.44% · 3Y CAGR: 11.0% · 5Y CAGR: 10.03%
The expense ratio of Aditya Birla Sun Life Aggressive Hybrid Omni FOF- Direct Plan - Growth Option is 0.56% per annum. This is the annual fee charged by the fund to manage your investment.
Aditya Birla Sun Life Aggressive Hybrid Omni FOF- Direct Plan - Growth Option is managed by Shravan Kumar Sreenivasula at Aditya Birla Sun Life Mutual Fund.
Aditya Birla Sun Life Aggressive Hybrid Omni FOF- Direct Plan - Growth Option is classified as a High risk fund. It is suitable for investors with a long-term horizon of 3+ years.
Aditya Birla Sun Life Aggressive Hybrid Omni FOF- Direct Plan - Growth Option is a Aggressive Hybrid fund. SIP suitability depends on your investment goal and risk profile.
You can start a SIP in Aditya Birla Sun Life Aggressive Hybrid Omni FOF- Direct Plan - Growth Option with as little as ₹500 per month through most mutual fund platforms. The minimum lump sum investment is typically ₹1,000.
The Assets Under Management (AUM) of Aditya Birla Sun Life Aggressive Hybrid Omni FOF- Direct Plan - Growth Option is ₹45 crore. AUM indicates the total market value of assets managed by the fund.
* Past performance is not indicative of future results. Mutual fund investments are subject to market risks.
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