Aditya Birla Sun Life Aggressive Hybrid Fund
Direct · Growth ₹1791.15
11 Nov 2026
NAV
12.8%
3Y CAGR
12.0%
5Y CAGR
12.3%
10Y CAGR
12.5%
Weighted CAGR
?
Weighted Mean CAGR
Gives more importance to longer time periods (10Y, 20Y) than shorter ones (1Y, 3Y). This balances out recent outperformance and gives a more realistic picture of what long-term returns might look like.
Gives more importance to longer time periods (10Y, 20Y) than shorter ones (1Y, 3Y). This balances out recent outperformance and gives a more realistic picture of what long-term returns might look like.
4.16
Sharpe
-32.0%
Max Drawdown
?
Max Drawdown
The largest peak-to-trough decline in the fund's NAV. Shows the worst-case loss an investor would have experienced at any point in the fund's history.
The largest peak-to-trough decline in the fund's NAV. Shows the worst-case loss an investor would have experienced at any point in the fund's history.
NA
TER
If you invested ₹1,00,000 every month via SIP, here's how this fund has historically performed across different time horizons.
| Duration | Invested | Median Value | XIRR | Min XIRR | Max XIRR |
|---|---|---|---|---|---|
| 1 Year | ₹12.00 L | ₹12.62 L | 15.0% | -50.5% | 72.4% |
| 3 Years | ₹36.00 L | ₹43.77 L | 12.3% | -19.6% | 28.0% |
| 5 Years | ₹60.00 L | ₹80.41 L | 11.6% | -7.7% | 20.8% |
| 7 Years | ₹84.00 L | ₹1.26 Cr | 11.5% | -0.4% | 17.0% |
| 10 Years | ₹1.20 Cr | ₹2.21 Cr | 11.9% | 9.5% | 14.6% |
| 12 Years | ₹1.44 Cr | ₹3.10 Cr | 11.8% | 9.7% | 13.9% |
SIP returns vs benchmark & category
Annualised SIP return (XIRR) over each rolling horizon — like-for-like, not lump-sum.
| Duration | Fund SIP XIRR | Category avg |
|---|---|---|
| 1 Year | 15.0% | 9.3% |
| 3 Years | 12.3% | 14.2% |
| 5 Years | 11.6% | 14.7% |
| 7 Years | 11.5% | 14.0% |
| 10 Years | 11.9% | 14.0% |
| 12 Years | 11.8% | 13.4% |
| Duration | Mean | Median | Min | Max | Sharpe | Sortino | % Positive | Cat. Mean | Cat. Median |
|---|---|---|---|---|---|---|---|---|---|
| 1 Year | 14.5% | 10.6% | -28.4% | 72.9% | 0.47 | 1.38 | 82% | — | — |
| 3 Years | 12.8% | 13.1% | -6.4% | 27.5% | 1.10 | 3.12 | 96% | — | — |
| 5 Years | 12.0% | 11.7% | 0.1% | 22.4% | 1.31 | 8.04 | 100% | — | — |
| 10 Years | 12.3% | 12.2% | 9.3% | 15.0% | 4.16 | — | 100% | — | — |
-32.0%
Max Drawdown
2 mo
Drawdown Duration
8 mo
Recovery Time
-3.7%
Avg Drawdown
Calmar Ratio by Duration
0.45
1Y
0.40
3Y
0.38
5Y
0.36
7Y
0.39
10Y
0.41
12Y
78
Total Holdings
30.7%
Top 10 Weight
36
Sectors
| # | Stock | % of NAV |
|---|---|---|
| 1 | ICICI Bank Ltd. | 6.21% |
| 2 | HDFC Bank Ltd. | 4.87% |
| 3 | Reliance Industries Ltd. | 3.30% |
| 4 | Bharti Airtel Ltd. | 2.98% |
| 5 | State Bank of India | 2.69% |
| 6 | Axis Bank Ltd. | 2.64% |
| 7 | Kotak Mahindra Bank Ltd. | 2.50% |
| 8 | Bajaj Finance Ltd. | 1.91% |
| 9 | Eternal Ltd. | 1.79% |
| 10 | Larsen & Toubro Ltd. | 1.78% |