Fundalysisby DARKHORSESTOCKS

Scheme

Aditya Birla Sun Life Aggressive Hybrid Fund

Holds 85 companies worth ₹5,374 Cr in Sept 2026.

  • Fund house

    Aditya BirlaThe fund house that runs this scheme.

  • AUM

    ₹6,831 CrAditya Birla Sun Life Aggressive Hybrid Fund's AUM at the end of 30 Sept 2026, as AMFI reports it. Down 5.3% on Aug 2026, ₹7,210 Cr.

  • Largest holding

    ICICI BankICICI Bank is 6.1% of this scheme's NAV.

  • Fund manager

    Harshil SuvarnkarRuns its co-manager part since 23 Nov 2016, as the fund house dates it. With Chanchal Khandelwal (co-manager).

Overview(8 Sept 2026)

Fund managers2

  1. Harshil SuvarnkarCo-manager · Nov 2016 · 16y
  2. Chanchal KhandelwalCo-manager · Feb 2023 · 22y
  1. Dhaval JoshiNov 2022 – Oct 2025
  2. Mahesh PatilFeb 2023 – Oct 2024

Key facts

Benchmark
CRISIL Hybrid 35+65 - Aggressive Index
Risk
Very High
Expense
Regular 1.89% · Direct 1.16%
Exit load
1% within 90 days
Started
10 Feb 1995
Minimum
₹100

Source.Its Scheme Summary Document as of 8 Sept 2026 at AMFI.

What changed(5 changes)

Sept 2026

2 changes
  1. Expense ratio
    2 SeptRegular 1.55% → 1.89%Direct 0.93% → 1.16%
  2. Renamed
    2 SeptADITYA BIRLA SUN LIFE EQUITY HYBRID '95 FUND → Aditya Birla Sun Life Aggressive Hybrid Fund

Apr 2026

1 change
  1. Expense ratio
    1 AprRegular 1.86% → 1.55%Direct 1.16% → 0.93%

Oct 2025

1 change
  1. Dhaval Joshi left
    2 Octran it as co-manager from Nov 2022

Source.Its filings at NSE, since Oct 2024.

Fund managers over time(Nov 2016 – now)

  1. Harshil Suvarnkar
  2. Chanchal Khandelwal
  3. Dhaval Joshi
  4. Mahesh Patil
MainCoSlice20172019202120232025
Fig. 1.Who ran it when: each manager from the date the fund house gives, or the first document listing them where it gives none, to when they left. A slice is part of it: overseas, gold and silver, or arbitrage.

Costs(Oct 2024 – Sept 2026)

Every change to the expense ratio, newest first.
3 changesRegularDirectΔ pt
2 Sept 20261.89%1.16%0.23
1 Apr 20261.55%0.93%0.23
15 Oct 20241.86%1.16%–
Direct plan, 2 Sept 2026
1.16%
Regular plan 1.89% · Exit load 1% within 90 days
Fig. 1.Total expense ratio a year, each plan's, as its Scheme Summary Documents state it, filing by filing at NSE. A change holds until the next.

Objective and risk(8 Sept 2026)

Objective

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.

Risk, type and benchmark

Riskometer
Very High
At launch
Very High
Type
An open ended hybrid scheme investing predominantly in equity and equity related instruments.
Benchmark
CRISIL Hybrid 35+65 - Aggressive Index

Asset allocation it may hold% of NAV

  1. Equity & Equity Related Instruments
    Allowed65–80%Holds76.6%
  2. Debt & Money Market instruments (including securitised debt)
    Allowed20–35%Holds21.3%
  3. Units issued by InvITs
    Allowed0–10%Holds2.1%
  4. Units of Mutual Funds (including Gold ETFs, Silver ETFs)
    Allowed0–15%
  5. ETCDs
    Allowed0–10%

Holds in Sept 2026.76.6% equity · 21.3% debt and cash · 2.1% REITs and InvITs

How to invest(8 Sept 2026)

Buying

To start
₹100, then in multiples of ₹1
To add
₹100, then in multiples of ₹1
SIP how often
OM,OW,FM,SM,DZ
SIP dates
Any Day(1 to 31) / Weekly(Monday to Friday)
SIP minimum
₹100, then in multiples of ₹1
SIP instalments
6

Selling and switching

To redeem
Rs.1 and multiples of Rs.1 thereafter or No minimum redemption criterion for Unit based redemption units
Minimum balance
₹1 or 1E-3 units
Switch minimum
₹100 or 1E-3 units
Switch multiples
₹0.01
STP how often
Q,OM,OW,DZ
STP dates
01,07,10,14,20,21,27,28
STP minimum
(OM/OW-Rs.500x12, Rs.1000x6) - (OQ-Rs.Rs.1000x4) - (DZ/BZ-Rs.500x20)
STP instalments
(OM/OW-Rs.500x12, Rs.1000x6) - (OQ-Rs.Rs.1000x4) - (DZ/BZ-Rs.500x20)
SWP how often
Q,OM,OW,DZ
SWP dates
01,07,10,14,20,21,28
SWP minimum
(OM/OW/BZ - Rs.500x6) - (OQ - Rs.500x4) (H - Rs.500x4) (Y - Rs.500x2)
SWP instalments
(OM/OW/BZ - Rs.500x6) - (OQ - Rs.500x4) (H - Rs.500x4) (Y - Rs.500x2)

Scheme details(8 Sept 2026)

What it is

Category
Hybrid Scheme - Aggressive Hybrid Fund
Offer
19 Jan 1995 to 10 Feb 1995
Started
10 Feb 1995
Reopened
11 Feb 1995
Plans
Growth
Face value
₹10
Listed
No

How it is run

Swing pricing
No
Side-pocketing
No
Custodian
HDFC Bank Limited
Auditor
M/s Deloitte Haskins & Sells LLP
Registrar
Computer Age Management Services Limited
SEBI code
ABSL/O/H/BHF/95/01/0001