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 Aggressive Hybrid Omni FOF- Regular 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: 52/100 · Average
How this score is calculated
- Star rating (35%)1/5
- 3Y CAGR (30%)10.09%
- 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
₹46.38
AUM: ₹44 Cr
NAV updated 10 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
-0.36
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
-2.92%
3m
+0.83%
6m
+6.66%
1y
+1.52%
3y
+10.09%
5y
+9.57%
10y
+10.38%
since inception
+9.88%
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 1-star rating. TopFund's composite Health Score, which weighs rating, 3-year CAGR, expense ratio and fund size, puts it at 52/100.
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 -0.36 — 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
Similar Funds
ICICI Prudential Aggressive Hybrid Active FOF - Growth
ICICI Prudential Mutual Fund
ICICI Prudential Aggressive Hybrid Active FOF - Direct Plan - Growth
ICICI Prudential Mutual Fund
Edelweiss Aggressive Hybrid Fund-Direct Plan-Growth Option
Edelweiss Mutual Fund
ICICI Prudential Retirement Fund - Hybrid Aggressive - Direct Plan - Growth Option
ICICI Prudential Mutual Fund
Edelweiss Aggressive Hybrid Fund- Plan B-Growth Option
Edelweiss Mutual Fund
ICICI Prudential Retirement Fund - Hybrid Aggressive - Growth Option
ICICI Prudential Mutual Fund
Tools & Guides for This Fund
Frequently Asked Questions about Aditya Birla Sun Life Aggressive Hybrid Omni FOF- Regular Plan - Growth Option
The current NAV (Net Asset Value) of Aditya Birla Sun Life Aggressive Hybrid Omni FOF- Regular Plan - Growth Option is ₹46.38. NAV is updated every business day after market close by AMFI.
1Y: 1.52% · 3Y CAGR: 10.09% · 5Y CAGR: 9.57%
The expense ratio of Aditya Birla Sun Life Aggressive Hybrid Omni FOF- Regular 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- Regular Plan - Growth Option is managed by Shravan Kumar Sreenivasula at Aditya Birla Sun Life Mutual Fund.
Aditya Birla Sun Life Aggressive Hybrid Omni FOF- Regular 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- Regular 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- Regular 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- Regular 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.
Discussion
User-generated content — not investment advice, and not verified or endorsed by TopFund.
No comments yet — start the discussion.