Aditya Birla Sun Life Aggressive Hybrid Omni FOF - Direct Plan has delivered 45.97% absolute return over the last 5 years.
The average return for funds is 61.66% .
This fund ranks #70 in its category based on 5-year returns.
The largest portfolio holding is ADITYA BIRLA SUN LIFE FLEXI CAP FUND GROWTH DIRECT PLAN with a portfolio weight of 15.41% .
The fund currently owns more than 12 stocks.
The top 10 holdings account for 98.90% of total assets.
Based on portfolio allocation, this fund appears highly concentrated compared with peers.
| Metric | Fund | Category Avg |
|---|---|---|
| 1 Year Return | 14.85% | 2.52% |
| 2 Year Return | 36.19% | 14.81% |
| 3 Year Return | 65.14% | 41.29% |
| 4 Year Return | 107.04% | 54.54% |
| 5 Year Return | 137.70% | 61.66% |
| 6 Year Return | 146.33% | 80.31% |
| 7 Year Return | 212.50% | 90.53% |
| Expense Ratio | 0.47% | - |
| # | Company | Sector | Weight |
|---|---|---|---|
| 1 |
15.41%
|
||
| 2 |
15.35%
|
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| 3 |
11.85%
|
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| 4 |
11.79%
|
||
| 5 |
10.86%
|
||
| 6 |
10.47%
|
||
| 7 |
9.62%
|
||
| 8 |
7.14%
|
||
| 9 |
3.44%
|
||
| 10 |
2.97%
|
||
| 11 |
1.18%
|
||
| 12 |
-0.08%
|
Minimum Purchase: ₹500
Exit Load: For redemptions / switch out of units within 365 days from the date of allotment: 1.00% of applicable NAV. For redemptions / switch out of units after 365 days from the date of allotment: Nil.
Lock-in: 1
Risk: Very High Risk
Aditya Birla Sun Life Aggressive Hybrid Omni FOF - Direct Plan is managed by BirlaSunLife .
Investors often evaluate this fund using metrics such as portfolio holdings, diversification, expense ratio, risk profile and long-term NAV performance.
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