Aditya Birla Sun Life Aggressive Hybrid Fund Regular-Growth
The fund is rated 2 stars. Asset mix was a strength, while balance between returns and downside risk provided some support. Investment selection within each industry was the main limitation and did not provide enough support for a higher rating. Above-average fund size of Rs 7,210.2 crore was a minor drawback.
This fund has a good track record with Asset Allocation, a bad track record with Stock Selection/Timing, a ok risk-reward ratio. It is important to note, however, that this fund has a 7210.2 AUM and a 1.89 expense ratio. Considering all these factors, we have rated this fund as 2.0 star.
Our score weighs long-term performance, risk and consistency — not just past returns.
Returns
As of 21 Sep 2026
Risk ratios
As of 31 Aug 2026
Debt metrics
Portfolio
As of 31 Aug 2026
Market-cap split
Sector allocation
Holdings (162)
| Holding | % of fund | Value | Shares |
|---|---|---|---|
| ICICI Bank Ltd. | 6.45% | ₹465.28 Cr | 32,00,000 |
| HDFC Bank Ltd. | 4.63% | ₹333.46 Cr | 47,03,284 |
| Reliance Industries Ltd. | 3.68% | ₹265.46 Cr | 20,78,812 |
| Bharti Airtel Ltd. | 2.92% | ₹210.18 Cr | 11,60,000 |
| State Bank of India | 2.77% | ₹200.06 Cr | 18,87,312 |
| Axis Bank Ltd. | 2.65% | ₹190.82 Cr | 14,67,860 |
| Bajaj Finance Ltd. | 2.02% | ₹145.39 Cr | 13,75,530 |
| Cholamandalam Investment and Finance Company Ltd.Coupon 8.92% · Maturity 02/12/2034 · Rating ICRA AA+ | 2.00% | ₹144.57 Cr | 14,500 |
| Mahindra & Mahindra Ltd. | 1.91% | ₹137.84 Cr | 4,20,000 |
| Infosys Ltd. | 1.88% | ₹135.74 Cr | 11,97,189 |
Fund details
Long term capital growth and income. Investment predominantly in equity and equity related securities as well as debt and money market instruments high risk .
The scheme seeks 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 dividend.
Exit load of 1%, if redeemed within 90 days.