₹ 18.075
NAV (Nov 07)
Investment Duration5 years
0
Total Investment0
Wealth Gained0
Total Corpus Created (₹)
With CAGR of 11.25 % in 5 years₹ 18.075
NAV (Nov 7)
Last 1Y | 26.5% |
Last 3Y | 10.9% |
Last 5Y | 12.2% |
Last 10Y | NA |
Since Inception | 11.2% |
6 Month CAGR | 11.5% |
The Scheme seeks to invests predominantly in equity and equity related instruments with marginal allocation to debt and money market instruments.
Expense Ratio | 2.38% |
Launched 5Y ago | 2019-03-11 |
AUM in Crores | 117.2 |
ISIN | INF209KB1I56 |
Lock-in (days) | 1825 |
Benchmark | CRISIL Hybrid 35+65 Aggressive Index |
SIP Minimum | 1000 |
Lumpsum Min. | 5000 |
Standard Deviation (3yr) | - |
Standard Deviation | 9.8 |
Beta | 0.8 |
Sharpe Ratio | 0.6 |
YTM | - |
of
for
with step up of
Asset | Returns | Total Corpus | Gains | CAGR |
---|---|---|---|---|
Aditya Birla Sun Life Retirement Fund - The 40s Plan (G) | 9,88,789 | 2,56,177 | 12.2% | |
EPF | 9,00,761 | 1,68,149 | 8.50% | |
Property | 8,67,662 | 1,35,050 | 7.00% | |
PPF | 8,69,819 | 1,37,207 | 7.10% | |
Bank FD | 8,46,471 | 1,13,859 | 6.00% | |
Gold | 8,46,471 | 1,13,859 | 6.00% | |
Savings Bank | 8,25,950 | 93,338 | 5.00% |
Disclaimer: Products compared like fixed deposits may provide fixed guaranteed returns. Mutual Funds investments are subject to market risk, read all scheme related documents carefully before investing. Past performance is not an indicator of future returns.
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6.12%Fund Name | Fund Size | |
---|---|---|
₹ 3,200 cr | ||
₹ 2,123 cr | ||
₹ 26,417 cr | ||
₹ 4,523 cr | ||
₹ 10,307 cr |
Aditya Birla Sun Life Mutual Fund
Fund Name | Scripbox Opinion | Till Date CAGR | |
---|---|---|---|
6.4% | 7.4% | ||
5.4% | 5.3% | ||
6.5% | 7.4% | ||
6.5% | 7.9% | ||
5.8% | 7.2% |
Aditya Birla Sun Life Retirement Fund - The 40s Plan (G) is a Retirement Fund Others fund and has delivered an annualised return of 11.17% over 5 years. The fund has grown over a period of 5 years. The fund is managed by Aditya Birla Sun Life Mutual Fund. The fund managers are Dhaval Joshi, Dhaval Shah, Harshil Suvarnkar.
Nav of Aditya Birla Sun Life Retirement Fund - The 40s Plan (G) as of 11/7/2024 is ₹18.07 with the total AUM as of 11/8/2024 is ₹117.18. With Scripbox you can compare and check the latest nav for all mutual funds in India. Aditya Birla Sun Life Retirement Fund - The 40s Plan (G) was launched on 2019-03-11. The category risk of the fund is Very High.
The minimum SIP amount for Aditya Birla Sun Life Retirement Fund - The 40s Plan (G) is ₹1000 and you can increase this in multiples of ₹100. In case you want to invest a lump sum, the minimum amount to be invested is ₹5000. Check your estimated returns on mutual funds by using sip calculator.
What is Aditya Birla Sun Life Retirement Fund - The 40s Plan (G)?
How to invest in Aditya Birla Sun Life Retirement Fund - The 40s Plan (G)?
You can invest in Aditya Birla Sun Life Retirement Fund - The 40s Plan (G) through AMC, intermediaries, brokers or platforms like Scripbox. To learn step by step process visit how to invest in mutual funds?
What is the minimum sip amount of Aditya Birla Sun Life Retirement Fund - The 40s Plan (G)?
The minimum sip amount for Aditya Birla Sun Life Retirement Fund - The 40s Plan (G) is ₹1000. You can invest in multiples of ₹5000.
What is the expense ratio of the Aditya Birla Sun Life Retirement Fund - The 40s Plan (G)?
The expense ratio of the Aditya Birla Sun Life Retirement Fund - The 40s Plan (G) is 2.38% for regular plan.
What is the NAV of Aditya Birla Sun Life Retirement Fund - The 40s Plan (G)?
Today's Aditya Birla Sun Life Retirement Fund - The 40s Plan (G) NAV is ₹18.07.