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Aditya Birla Sun Life Mutual Fund

Aditya Birla Sun Life Aggressive Hybrid Fund

Aditya Birla Sun Life Mutual Fund · Direct plan · Growth

3-year returns
9.5%
a year
NAV
₹1,725.96
▲ 0.75% · 18 Sept 2026
Fund size
₹7,210 Cr
Expense ratio
0.92%
a year
Minimum SIP
₹100

Figures are for the Direct plan. The Regular plan, bought through a distributor, is at ₹1,527.63 and has returned 8.63% a year over 3 years.

Returns, and where it stands

Against the average aggressive hybrid fund, and its place among them. Anything longer than a year is a yearly rate.

PeriodThis fundCategoryRank
1 year-0.8%0.8%behind19 of 29
3 years9.5%10.9%behind22 of 29
5 years7.8%10.2%behind24 of 26
10 years10%12%behind15 of 19
Every period, and the Regular plan →
PeriodDirectRegular
1 month-2.4%-2.4%
3 months1.2%1%
6 months4.7%4.4%
1 year-0.8%-1.6%
2 yearsp.a.0.7%-0.1%
3 yearsp.a.9.5%8.6%
5 yearsp.a.7.8%7%
7 yearsp.a.12.3%11.4%
10 yearsp.a.10%9%

Figures are for the Direct plan, and the rank compares it against the same plan of its peers, best first. Based on NAV history from Sept 2016.

Plan

NAV history

▼ 0.84% in the last 1Y

1,5741,6751,77718 Sept 202520 Mar 202618 Sept 2026

Hover or tap the chart for the NAV on any date. Past NAVs are adjusted for unit splits.

If you had invested in this fund

Investment type
years
Total invested
₹1,80,000
Gain
₹14,552
XIRR (per year)
5.13%
Value today
₹1,94,552

36 monthly instalments from 22 Sept 2023, valued at the latest NAV. Past returns do not guarantee future returns.

What the ride has been like

Worked out from this fund's own NAV history, not a rating.

How bumpy
10.3% a year
0.6% less than the category average — the steadier side
Worst fall so far
−32%
Jan 2020 to Mar 2020, against −27.5% for the category.
Years that made money
78.3%
Of every one-year stretch it has been through.
Over any three years
-6.4% to 24.7%
A year, at worst and at best. Typically 11.4%.

Fund details

Minimum lumpsum
₹100
Minimum top-up
₹100
Lock-in
None
Plan started
1 Jan 2013
Portfolio turnover
0.79x
Expense ratio
0.92%
as of 31 Jul 2026

Managed by Chanchal Khandelwal, Harshil Suvarnkar

Direct plan figures, last checked on 20 Sept 2026. Exit load and the scheme's benchmark are in thescheme document.

How it compares

Aditya Birla Sun Life Aggressive Hybrid Fund against other funds in the Aggressive Hybrid Fund category
Fund1Y3Y5YExpenseFund size
Bank of India Aggressive Hybrid Fund14.27%17.3%14.83%0.6%₹2,051 Cr
Bandhan Aggressive Hybrid Fund5.44%13.93%11.48%0.87%₹2,410 Cr
HSBC Aggressive Hybrid Fund4.52%13.31%0.93%₹5,870 Cr
Quant Aggressive Hybrid Fund9.3%13.06%12.94%1.38%₹2,158 Cr
JM Aggressive Hybrid Fund-0.16%12.96%13.16%1.09%₹700 Cr
ICICI Prudential Aggressive Hybrid Fund-0.51%12.8%14.61%1.05%₹52,433 Cr
Aditya Birla Sun Life Aggressive Hybrid Fund-0.84%9.46%7.81%0.92%₹7,210 Cr

About Aditya Birla Sun Life Aggressive Hybrid Fund

Aditya Birla Sun Life Aggressive Hybrid Fund is a aggressive hybrid fund managed by Aditya Birla Sun Life Mutual Fund. Invest 65–80% in equity and the rest in debt.

The objective of the scheme is to generate long term growth of capital and current income, through a portfolio investing in equity, debt and money market securities. The secondary objective is income generation and distribution of IDCW.

The scheme's stated objective, as published by Aditya Birla Sun Life Mutual Fund.

The NAV (net asset value) is the price of one unit of the fund. It is published by the fund house every business day and changes with the value of the fund's holdings. The Growth option reinvests all gains, so its NAV reflects the fund's total return.

Tax on your gains

How gains are taxed depends on how much equity the scheme holds. At 65% equity or more it follows equity rules — 12.5% on long-term gains above ₹1.25 lakh; below that, gains are usually taxed at your slab rate. The scheme document states which applies.

Work out what you would owe with the capital gains tax calculator.

Every plan and option, with scheme codes
PlanOptionNAVScheme code
DirectGROWTH₹1,725.96120517
DirectIDCW₹288.56120518
RegularGROWTH₹1,527.63103155
RegularIDCW₹167.41103154

Frequently asked questions

What is the NAV of Aditya Birla Sun Life Aggressive Hybrid Fund today?

The NAV of Aditya Birla Sun Life Aggressive Hybrid Fund (Direct plan, Growth) is ₹1,725.96 and the Regular plan NAV is ₹1,527.63, as of 18 Sept 2026.

What returns has Aditya Birla Sun Life Aggressive Hybrid Fund given?

Over the last year the Direct plan returned -0.84%, and 9.46% a year over 3 years and 7.81% a year over 5 years. That places it 22 of 29 funds in its category over 3 years. Past returns do not guarantee future returns.

What is the expense ratio of Aditya Birla Sun Life Aggressive Hybrid Fund?

The Direct plan charges 0.92% a year, as disclosed on 31 Jul 2026. The fee is already taken out of the NAV, so the returns above are what you keep.

What is the minimum SIP amount in Aditya Birla Sun Life Aggressive Hybrid Fund?

You can start a monthly SIP with ₹100, or invest a lump sum of ₹100 or more.

How much has Aditya Birla Sun Life Aggressive Hybrid Fund fallen in the past?

Its deepest fall was 32% from 16 Jan 2020 to 23 Mar 2020. Of every one-year stretch in its history, 78% ended in a gain.

Which category does Aditya Birla Sun Life Aggressive Hybrid Fund belong to?

It is a Aggressive Hybrid Fund from Aditya Birla Sun Life Mutual Fund. Invest 65–80% in equity and the rest in debt.

What is the difference between the Direct and Regular plan?

Both invest in the same portfolio. The Direct plan is bought straight from the fund house or a direct platform and has a lower expense ratio because no distributor commission is paid, so its NAV grows slightly faster over time.

How are gains from Aditya Birla Sun Life Aggressive Hybrid Fund taxed?

How gains are taxed depends on how much equity the scheme holds. At 65% equity or more it follows equity rules — 12.5% on long-term gains above ₹1.25 lakh; below that, gains are usually taxed at your slab rate. The scheme document states which applies.

Source: NAVs published by the fund house through AMFI. Mutual fund investments are subject to market risks; read all scheme-related documents carefully. Past performance does not guarantee future returns. This page is for information only and is not a recommendation to buy or sell.