Investment type
Aditya Birla SL Equity Hybrid '95 Fund-Direct (G) is a mutual fund under the Balanced category, managed by Aditya Birla Sun Life Mutual Fund. It was launched on 05 Sep 1994, and has been active for over 31 years. As of 30 Jun 2025 the fund manages assets worth ₹7,650 Crores. The expense ratio is 1.05%.
This fund generated returns of 2.18% in the last 1 year. Since its inception, it has provided an average annual return of 13.41%.
The fund's investments are mainly concentrated in sectors like Debt, Banks, IT-Software, Pharmaceuticals & Biotech and Finance.
The top five holdings in this fund include prominent companies such as ICICI Bank, HDFC Bank, Reliance Industr, Infosys and Bharti Airtel.
An open-ended balanced scheme with the objective of long term growth of capital and current income, through a portfolio of equity and fixed income securities.
Balanced funds have moderate risk as they invest in both stocks and bonds, providing a mix of growth and stability.
Yes, if you seek a balanced approach with a mix of growth potential and income.
Medium to long-term holding (3 to 5 years) is recommended to balance growth and income.
Yes, but for steady returns, holding for a few years is best.
Expense ratios typically range from 1% to 1.5%, depending on the fund's mix.
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