- Mutual Funds
- Aditya Birla Sun Life Mutual Fund
- Aditya Birla Sun Life Retirement Fund - The 30s Plan Direct Growth
Aditya Birla Sun Life Retirement Fund - The 30s Plan Direct Plan Growth
₹ 20.38
NAV (May 05)
16.91%
5 Year CAGR
Scripbox Opinion
Not Reviewed yet
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Scheme Information
Investment Objective
The Scheme seeks to invest primarily in a well-diversified portfolio of equity and equity related securities.
Expense Ratio | 1.16 % |
Launched 6Y ago | 2019-03-11 |
AUM in Crores | 370.6 |
ISIN | INF209KB1I23 |
Lock-in (days) | 1825 |
Benchmark | NIFTY 500 Total Return Index |
SIP Minimum | 1000 |
Lumpsum Min. | 5000 |
Standard Deviation (3yr) | - |
Standard Deviation | 13.7 |
Beta | 0.9 |
Sharpe Ratio | 0.4 |
YTM | - |
Fund Managers
Asset allocation and Holdings
Top Stock Holdings
ICICI Bank Ltd.
6.49%HDFC Bank Ltd.
5.79%Infosys Ltd.
5.01%Reliance Industries Ltd.
4.94%Larsen & Toubro Ltd.
4.31%See all holdings
Allocation by Sector
Financial
21.06%Energy
8.86%Construction
8.75%Services
8.64%Technology
7.66%See all sectors
Comparison with Others Funds
| Fund Name | Fund Size | |
|---|---|---|
₹ 49,131 cr | ||
₹ 4,772 cr | ||
₹ 93,440 cr | ||
₹ 4,484 cr | ||
₹ 14,724 cr |
Frequently Asked Questions
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