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- Regular Plan - Growth Option

★★★★★ monitor_heart Health Score: 63/100 · Average

Aditya Birla Sun Life Mutual Fund · Hybrid · Aggressive Hybrid

₹43.26

-0.04 (-0.1%) trending_down

AUM: ₹42 Cr

NAV updated 6 days ago

Plan

Regular

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

-0.21

Std Dev (1Y)

10.12%

Historical Returns (CAGR)

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

1m

+1.85%

3m

+3.35%

6m

+1.26%

1y

+3.36%

3y

+12.14%

5y

+10.79%

10y

+10.9%

since inception

+10.17%

rate_review TopFund's Take on Aditya Birla Sun Life Aggressive Hybrid Omni FOF- Regular Plan - Growth Option

Aditya Birla Sun Life Aggressive Hybrid Omni FOF- Regular 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 63/100.

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 -0.21 — 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 10.12% 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 100.17%

pie_chart Asset Allocation

Mutual Fund 99.19%
Reverse Repo 0.98%

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

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

1