Aditya Birla Sun Life Equity Hybrid'95 Fund - Direct Plan-Growth
Aditya Birla Sun Life Mutual Fund · Hybrid · mandate: 65–80% equity, rest debt · benchmark: —
AUM (all plans)
6,975 cr
CAGR (full)
11.4%
Sharpe (full)
0.51
Sharpe (bull ≤Sep-24)
3.33
Sharpe (sideways Oct-24→)
-0.31
Max drawdown
-25.7%
Months of data
163
Percentile ranks this fund within its peer pool; the leaderboard Score is
the weighted average of its fiscal-year percentiles (equity: active-return-rank blended
with IR-rank).
Equity curve
Drawdown
Fiscal-year record
FY
Return
vs category
Sharpe
months
FY22
20.5%
3.2%
1.84
12
FY23
-5.6%
-7.6%
-1.00
12
FY24
29.8%
-0.7%
2.79
12
FY25
8.7%
-1.4%
0.25
12
FY26
-0.8%
-0.1%
-0.53
12
FY27*
12.6%
0.4%
2.48
5
Active/Fund returns are TOTALS over the months covered — never annualized
(FY27* is year-to-date; a * row covers only part of the year).
%ile is the fund's percentile within its peer pool for that year.
Monthly returns (%)
Jan
Feb
Mar
Apr
May
Jun
Jul
Aug
Sep
Oct
Nov
Dec
Year
2013
-4.6
-1.0
+4.2
+0.3
-2.4
-2.4
-2.2
+4.0
+7.0
-0.3
+2.9
+5.0
2014
-2.6
+2.9
+6.9
+1.4
+9.9
+6.8
+0.2
+3.1
+2.8
+4.2
+4.8
+1.5
+50.0
2015
+4.4
+0.2
-1.3
-2.3
+2.4
-0.8
+3.5
-3.8
+0.5
+1.2
-0.2
+0.9
+4.4
2016
-3.3
-6.6
+8.8
+2.5
+3.3
+2.7
+5.2
+2.2
-0.3
+1.5
-3.5
-1.7
+10.2
2017
+4.7
+2.7
+3.7
+1.9
+0.6
+1.0
+4.0
+0.4
-0.3
+3.3
+0.4
+2.2
+27.5
2018
-0.3
-2.8
-1.3
+3.9
-1.5
-1.9
+3.4
+2.5
-7.6
-1.3
+2.3
+1.1
-3.9
2019
-1.8
-0.3
+6.0
-0.9
+1.4
-0.5
-4.1
-1.2
+3.6
+2.2
+0.7
+0.8
+5.6
2020
-0.8
-5.9
-20.1
+11.2
-2.7
+6.5
+5.2
+3.1
+1.0
+2.6
+10.2
+5.7
+12.6
2021
-1.3
+6.2
+1.4
+1.0
+4.4
+2.6
+2.7
+4.9
+1.8
+0.6
-2.6
+1.2
+25.1
2022
-0.6
+1.0
+2.0
-2.2
-5.1
-3.5
+6.3
+2.8
-2.3
+2.6
+1.2
-2.6
-1.0
2023
-2.3
-0.2
+0.1
+3.3
+3.5
+3.6
+2.8
+0.4
+1.0
-2.1
+4.9
+5.5
+22.2
2024
+0.9
+1.6
+1.1
+2.6
+1.6
+6.1
+3.2
+1.0
+2.2
-4.4
+0.4
-1.0
+16.2
2025
-2.6
-5.6
+5.4
+2.8
+2.9
+3.3
-1.7
-1.1
+0.6
+3.3
+1.3
-0.4
+8.0
2026
-2.1
-0.3
-8.8
+6.6
-0.5
+2.3
+2.9
+0.8
+0.3
Quarterly average AUM & estimated net flows
Quarterly net flow estimate: AUM_q − AUM_(q−1)·(1+quarter return). AUM shown is the quarter AVERAGE (AMFI central disclosure). Positive = net inflows, ₹cr.
Source: AMFI's official all-scheme NAV history (portal report; official NAV history, net of TER by
construction). Monthly returns are month-end NAV chains; stale prints (>7 days before
month-end) drop out rather than carry. Benchmark series are the median of plain-vanilla
direct-plan index funds tracking each index (TRI minus ~10-25bp/yr tracking drag — verified
against true-TRI chains). Direct plans, growth option only. Sharpe uses rf 6%, arithmetic
monthly convention. Independence: all figures are computed from mandatory public disclosures with a
fixed methodology applied identically to every fund — no fund can pay for inclusion,
exclusion, placement, or altered presentation, and any material commercial relationship
will be disclosed on the affected pages.
Nothing here is investment advice; past performance does not
predict future returns. Generated 2026-08-25 05:37Z · data through Aug 2026 · leaderboard
· PMS leaderboard