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Aditya Birla Sun Life Aggressive Hybrid Omni FOF- Regular - IDCW

Aditya Birla Sun Life · Aggressive Hybrid
High
₹37.08
Current NAV
23 Oct 2026
-4.8%
1Y Return
8.7%
3Y CAGR
8.0%
5Y CAGR
Watchlist
NAV History (1 Year)
Analysis & Suitability
Pros / Upsides
  • Excellent risk-adjusted performance (Sharpe Ratio: 1.52).
  • Professionally managed by an established fund house with experienced fund managers.
  • Well-diversified portfolio aligned with the Aggressive Hybrid mandate.
Cons / Risks
  • Subject to high equity market volatility and short-term capital fluctuations.
  • Higher expense ratio (2.02%) which can affect compounding over long horizons.
Suitable for
  • Long-term wealth creation (5+ years horizon) like retirement or child education.
  • Systematic investments (SIP) for long-term target goal-based planning.
Not suitable for
  • Short-term goals (under 3 years) where preserving the capital is the main priority.
  • Short-term trading or speculative investment horizons.
Risk Profile: High Risk
Low Moderate High Very High
Risk Metrics
1.52
Sharpe Ratio
0.82
Beta
-2.98
Alpha
1.85
Sortino
Fund Details
Fund House Aditya Birla Sun Life
Category Aggressive Hybrid
AUM ₹5570 Cr
Expense Ratio 2.02%
Min SIP ₹500
Min Lumpsum ₹1000
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