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Aggressive Hybrid · Hybrid

Aditya Birla Sun Life Aggressive Hybrid Fund

Aditya Birla Sun Life AMC Limited
Benchmark
CRISIL Hybrid 35+65 - Aggressive Index
Riskometer
Very High
Size
₹6,819 cr
Allotted
10 Feb 1995
Holdings as of
30 Sep 2026

Aditya Birla Sun Life Aggressive Hybrid Fund is a aggressive hybrid fund of Aditya Birla Sun Life AMC Limited with ₹6,819 cr under management. It is ahead of its benchmark (CRISIL Hybrid 35+65 - Aggressive Index) in 2 of 4 periods. Its direct plan charges 1.16% a year. Harshil Suvarnkar has managed it for 9.9 years.

Has Aditya Birla Sun Life Aggressive Hybrid Fund beaten its benchmark?

Ahead of its benchmark, CRISIL Hybrid 35+65 - Aggressive Index, in 2 of 4 periods in AMFI's figures; −2.33% over the last year against −2.82%.

Period returns

Direct Plan, growth · 3y and longer a year
PeriodFundNifty 500 TRIAhead
1 month−2.92% −3.60% —
3 months−3.06% −5.03% —
6 months−0.53% −1.83% —
1 year−2.41% −4.06% +1.65 pts
3 years+8.82% +9.27% −0.45 pts
5 years+6.68% +8.00% −1.32 pts
10 years+9.62% +12.69% −3.07 pts
Since start
from 2 Jan 2013
+12.02%——
Valarth price history to 14 Oct 2026 · the index is the one the fund is nearest; — not on record

Official figures

AMFI performance feed, 13 Oct 2026
Ahead of its benchmark (CRISIL Hybrid 35+65 - Aggressive Index) in 2 of 4 periods.
PeriodDirectRegularBenchmarkAheadRank
1y −2.33%−3.06%−2.82% +0.49 🔒
3y +8.94%+8.12%+7.99% +0.95 🔒
5y +6.91%+6.09%+7.06% −0.15 🔒
10y +9.68%+8.73%+10.77% −1.09 🔒
Ahead in points a year · its rank among Aggressive Hybrid funds, and how steady the lead is, in the app

Value of 100, month-end

Oct 2016 to 14 Oct 2026
50100150200250300350400 20172019202120232025
Fund 250Nifty 500 TRI 327

₹100 put in at the start of Oct 2016 would be ₹250 on 14 Oct 2026, against ₹327 in the Nifty 500 TRI.

Risk, falls and every year

🔒 Pro
Its worst fall and how long it took to recover, three-year stretches, Sharpe, beta and capture ratios, calendar years beside the index, and money in and out: in the app.
See them in the app →

What does Aditya Birla Sun Life Aggressive Hybrid Fund cost?

1.16% a year on the direct plan, 1.90% on the regular plan; 20 of 30 funds in its category charge less.

Direct plan
1.16% a year
Category median 1.08%
Regular plan
1.90% a year
Category median 2.20%
Gap
0.74 points
for the same holdings
20 of 30 funds in its category charge less on the direct plan.
Expense report, Oct 2026 · Hybrid Schemes - Aggressive Hybrid Fund

What the regular plan costs you over time

🔒 Pro
The same money left for years in the direct and the regular plan, side by side, and what the commission takes: in the app.

Who manages Aditya Birla Sun Life Aggressive Hybrid Fund?

Chanchal Khandelwal, since 17 Feb 2023; Harshil Suvarnkar, since 23 Nov 2016.

Chanchal Khandelwal
Comanage
3.7 years
since 17 Feb 2023
Harshil Suvarnkar
Comanage
9.9 years
since 23 Nov 2016
Benchmark as filedCRISIL Hybrid 35+65 - Aggressive Index
Exit load
For redemption /switch-out of units on or before 90 days from the date of allotment: 1.00% of applicable NAV. For redemption / switch-out of units after 90 days from the date of allotment: Nil.
From 2 Scheme Summary Documents filed with NSE, first on 2 Sep 2026; as on 9 Sep 2026

What does Aditya Birla Sun Life Aggressive Hybrid Fund hold?

154 holdings as of 30 Sep 2026; the ten largest are 30.7% of the fund, the largest ICICI Bank Ltd. at 6.1%.

Mix

Holdings as of 30 Sep 2026
Equity90.8%Debt4.3%Cash2.0%Other2.9%
Holdings
154
115 shares
Top ten
30.7%
of the fund
Effective holdings
51.0
spread, as if equal-weighted
Matched to our table
84%
of the equity

Five largest

% of fund
ICICI Bank Ltd.6.12%
HDFC Bank Ltd.4.88%
Reliance Industries Ltd.3.61%
Bharti Airtel Ltd.2.98%
State Bank of India2.65%

Five largest industries

% of fund
Banks21.2%
CRISIL AAA6.80%
Retailing5.60%
Pharmaceuticals & Biotechnology5.60%
Finance5.40%

By company size

% of equity · SEBI size lists
Large Cap68.6%Mid Cap19.5%Small Cap12.0%

How does Aditya Birla Sun Life Aggressive Hybrid Fund score against its category?

Seven scores against funds of its kind, and the warning signs it trips.

Scorecard

🔒 Pro
Seven scores, each out of 5, against funds in its category, with the reasons, and the warning signs it trips: in the app.
Open scorecard in the app →

Are the companies inside any good?

The holdings by valuation, forensic risk, business quality and balance sheet, weighted by their share of the fund.

The companies inside

🔒 Pro
The holdings weighted by their share of the fund: P/E and ROE, forensic risk levels, Valarth's valuation view, quality, moats, balance sheets and who owns them: in the app.

How is Aditya Birla Sun Life Aggressive Hybrid Fund run?

Turnover, what it bought and sold, its cash and its record in new listings, from its monthly holdings files.

How it is run

🔒 Pro
Turnover, what it bought and sold and when, how long it holds, size drift, cash and its record in new listings, from up to two years of monthly holdings files: in the app.

Which funds hold much the same?

The index it is nearest and the funds whose holdings overlap most.

Moves with its indexnot an index tracker
Nearest to the Nifty 50: 51% of it differs from the index (an active fund is usually above 60%).
Active share 51.3%60%

Funds that hold much the same

% of holdings in common
ADITYA BIRLA SUN LIFE LARGE CAP FUND58.0% the same
41 shared holdings
SBI BSE 100 ETF52.4% the same
40 shared holdings
HDFC NIFTY 100 Index Fund51.9% the same
39 shared holdings

How much is in its sponsor's own group?

Holdings in companies of the fund house's sponsor group, beside the index.

Related-party exposure

🔒 Pro
How much of the fund is in companies of its sponsor's own group, beside what the index holds of them: in the app.

Questions people ask

Who manages Aditya Birla Sun Life Aggressive Hybrid Fund?

Chanchal Khandelwal (Comanage) since 17 Feb 2023; Harshil Suvarnkar (Comanage) since 23 Nov 2016.

What is the expense ratio of Aditya Birla Sun Life Aggressive Hybrid Fund?

1.16% a year on the direct plan and 1.90% on the regular plan (expense report, Oct 2026).

How has Aditya Birla Sun Life Aggressive Hybrid Fund done?

Its direct plan returned +8.94% a year over 3 years against +7.99% for its benchmark, CRISIL Hybrid 35+65 - Aggressive Index, as of 13 Oct 2026.

Inside the app

See Aditya Birla Sun Life Aggressive Hybrid Fund beside your own funds in Valarth

Start freeStart free
A Valarth stock page: the share price with its chart and 52-week range, valuation and profitability figures, and a scorecard of health checks.
Stock pagePrice, valuation, profitability and a scorecard of health checks for every company, each figure explained.
The Valarth stock screener: a table of companies with price, market cap, P/E, P/B, PEG, EPS and ROE, and filters down the left.
ScreenerEvery listed company, filtered on 212 figures, each with a plain-language lesson beside it.
The Valarth AI Screener answering 'Which companies will benefit from India's Project 75 submarine programme?' with a basket of four naval shipbuilders and a written thesis.
AI ScreenerAsk a question in plain English, like which companies benefit from India's Project 75. It reads the intent, builds the screen and writes the thesis.
A Valarth business-model card for State Bank of India, with a plain-language summary and statements verified against the filing.
Business modelHow a company makes money and what can hurt it, each statement checked against its annual report.
Valarth's Before the Bell edition, with the day's headline, regulator notes and sector moves.
Before the BellA morning edition before the market opens: what moved, which rule changed, and what it means for your holdings.

Aditya Birla Sun Life Aggressive Hybrid Fund in the app: beside your own funds, with what you own through them

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