- Mutual Funds
- Aditya Birla Sun Life Mutual Fund
- Aditya Birla Sun Life Retirement Fund - The 40s Plan Direct Growth
Aditya Birla Sun Life Retirement Fund - The 40s Plan Direct Plan Growth
₹ 18.37
NAV (Mar 13)
13.986%
5 Year CAGR
Scripbox Opinion
Not Reviewed yet
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Scheme Information
Investment Objective
The Scheme seeks to invests predominantly in equity and equity related instruments with marginal allocation to debt and money market instruments.
Expense Ratio | 1.01 % |
Launched 6Y ago | 2019-03-11 |
AUM in Crores | 103 |
ISIN | INF209KB1I80 |
Lock-in (days) | 1825 |
Benchmark | CRISIL Hybrid 35+65 Aggressive Index |
SIP Minimum | 1000 |
Lumpsum Min. | 5000 |
Standard Deviation | 10.8 |
Beta | 0.8 |
Sharpe Ratio | 0.5 |
Fund Managers
Asset allocation and Holdings
Top Stock Holdings
Others
8.11%GOI
7.57%ICICI Bank Ltd.
6.54%Infosys Ltd.
5.63%HDFC Bank Ltd.
4.63%See all holdings
Allocation by Sector
Financial
19.87%Healthcare
13.69%Technology
8.29%Construction
7.12%Energy
5.46%See all sectors
Comparison with Others Funds
| Fund Name | Fund Size | |
|---|---|---|
₹ 46,114 cr | ||
₹ 4,714 cr | ||
₹ 4,444 cr | ||
₹ 88,004 cr | ||
₹ 15,117 cr |
Frequently Asked Questions
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