info

Data shown is for informational purposes only and does not constitute investment advice. TopFund is not SEBI-registered. Consult a SEBI-registered advisor before investing.

Aditya Birla Sun Life Mutual Fund

Aditya Birla Sun Life Aggressive Hybrid Omni FOF- Direct Plan - Growth Option

★★★★ monitor_heart Health Score: 55/100 · Average

Aditya Birla Sun Life Mutual Fund · Hybrid · Aggressive Hybrid

₹46.51

+0.0 (+0.0%) trending_up

AUM: ₹42 Cr

NAV updated 1 day 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

-0.28

Std Dev (1Y)

10.06%

Historical Returns (CAGR)

Annualized trailing returns computed from NAV history — past performance only, not a guarantee of future results.

1m

-0.07%

3m

+3.17%

6m

+2.54%

1y

+2.27%

3y

+11.66%

5y

+10.58%

10y

+10.72%

since inception

+10.66%

rate_review 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 1-star rating. TopFund's composite Health Score, which weighs rating, 3-year CAGR, expense ratio and fund size, puts it at 55/100.

Cost: At 0.56%, the expense ratio is meaningfully cheaper — about 44% below the Aggressive Hybrid category average of 1.0% (based on 175 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 -0.28 — 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 10.06% is on the lower side, 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.

donut_small Sector Allocation

Unspecified 100.28%

pie_chart Asset Allocation

Mutual Fund 99.19%
Reverse Repo 0.98%

Frequently Asked Questions about Aditya Birla Sun Life Aggressive Hybrid Omni FOF- Direct Plan - Growth Option

* Past performance is not indicative of future results. Mutual fund investments are subject to market risks.

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