MonitorDirect · Growth
Aditya Birla Sun Life Aggressive Hybrid Fund
Aditya Birla Sun Life Mutual FundHybrid Schemes - Aggressive Hybrid Fund13.7 years
- NAV
- 1,704.74
- 15 Sept 2026
- 1Y
- -0.9%
- Trailing CAGR
- AUM
- ₹7,210.2 Cr
- 31 Aug 2026
- Volatility
- Medium
- 11.8% annualized
NAV
Path not in current snapshots
n/a
Returns
Trailing CAGR and simulated monthly SIP XIRR from daily NAV. Category comparison uses the median of comparable share classes in the peer set.
Trailing CAGR
Point-to-point, calendar-day annualized
- 1Y-0.9%
- 3Y+8.9%
- 5Y+7.6%
- 10Y+9.9%
- SI+12.2%
SIP XIRR
Equal monthly instalments to latest NAV
- 1Y-1.5%
- 3Y+4.4%
- 5Y+8.1%
- 10Y+10.3%
- Since inception
- +12.2%
- Calendar-day CAGR
- Excess 1Y
- -2.5%
- Category median, same plan and option
- 3Y win rate
- +27%
- Windows beating the median
- 3Y percentile
- 20
- Vs comparable share classes
- Worst rolling 3Y
- -6.4%
- 2638 daily-ending windows
- Median rolling 3Y
- +13.2%
- Calendar-day CAGR
- Positive rolling 5Y
- +100%
- 2145 daily-ending windows
- SIP 3Y XIRR
- +4.4%
- Simulated monthly SIP
Drawdown
Peak to trough from a running NAV high. Move across the path to read a date.
Drawdown
Path not in current snapshots
n/a
- Average recovery
- 16 days
- 167 recovered episodes
- Longest recovery
- 433 days
- Trough to prior peak
- Current spell
- 36 days
- Days below latest peak
- Time below peak
- +87%
- NAV observations
16 Jan 2020 – 11 Nov 2020
Trough 23 Mar 2020 · recovered in 233 days
-32.0%
18 Oct 2021 – 14 Jun 2023
Trough 20 Jun 2022 · recovered in 359 days
-14.8%
26 Sept 2024 – 17 Sept 2025
Trough 28 Feb 2025 · recovered in 201 days
-13.3%
7 Aug 2015 – 26 May 2016
Trough 25 Feb 2016 · recovered in 91 days
-12.7%
Dimensions
0–100 reads of named metrics. The mean is unweighted and only uses dimensions with data.
Returns
20
Vs category
35
Consistency
30
Risk-adjusted
56
Drawdown
20
Mean
32
Portfolio
31 Aug 2026 · 159 holdings · top 10 are 32.1%.
- Top 5
- 21.0%
- Top 10
- 32.1%
- Largest holding
- 6.5%
- Effective holdings
- 58.8
ICICI Bank Ltd
Financial
6.5%
HDFC Bank Ltd
Financial
4.6%
Reliance Industries Ltd
Energy & Utilities
3.7%
Bharti Airtel Ltd
Technology
2.9%
State Bank of India
Financial
2.8%
Decision
Quantitative read of the live evidence. An explanation can only restate what is already here.
As of 15 Sept 2026
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Engine status
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Recent evidence
Why this status
- Three-year return sits below the 25th percentile of comparable share classes.
Supporting reads
- Risk-adjusted return sits above the documented risk-free proxy.
Worth investigating
Same-category peers with enough history to inspect beside this fund.
BARODA BNP PARIBAS AGGRESSIVE HYBRID FUND
Baroda BNP Paribas Mutual Fund
- 1Y
- +1.5%
- 3Y
- +10.8%
- Vol
- 10.0%
- Max DD
- -12.9%
- Sharpe
- 0.70
- 3Y win
- +100%
- Lower volatility
- Shallower drawdown
- Higher win rate vs category
- Lower TER
- Higher trailing returns
Canara Robeco Aggressive Hybrid Fund
Canara Robeco Mutual Fund
- 1Y
- -0.1%
- 3Y
- +9.9%
- Vol
- 11.7%
- Max DD
- -25.7%
- Sharpe
- 0.72
- 3Y win
- +49%
- Lower volatility
- Shallower drawdown
- Higher win rate vs category
- Lower TER
- Higher trailing returns
SBI AGGRESSIVE HYBRID FUND
SBI Mutual Fund
- 1Y
- +2.4%
- 3Y
- +10.9%
- Vol
- 10.8%
- Max DD
- -27.5%
- Sharpe
- 0.80
- 3Y win
- +55%
- Lower volatility
- Shallower drawdown
- Higher win rate vs category
- Lower TER
- Higher trailing returns
HSBC Aggressive Hybrid Fund
HSBC Mutual Fund
- 1Y
- +4.7%
- 3Y
- +12.6%
- Vol
- 12.5%
- Max DD
- -19.6%
- Sharpe
- 0.71
- 3Y win
- +100%
- Shallower drawdown
- Higher win rate vs category
- Lower TER
- Higher trailing returns
Caveat: Higher volatility
ICICI Prudential Aggressive Hybrid Fund
ICICI Prudential Mutual Fund
- 1Y
- +1.0%
- 3Y
- +12.9%
- Vol
- 11.9%
- Max DD
- -30.7%
- Sharpe
- 0.92
- 3Y win
- +95%
- Shallower drawdown
- Higher win rate vs category
- Lower TER
- Higher trailing returns
Caveat: Higher volatility