- Mutual Funds
- Aditya Birla Sun Life Mutual Fund
- Aditya Birla Sun Life Retirement Fund The 40s Pln (Growth)
Aditya Birla Sun Life Retirement Fund The 40s Pln (Growth)
₹ 15.173
NAV (Dec 06)
Investment Calculator
Investment Duration5 years
0
Total Investment0
Wealth Gained0
Total Corpus Created (₹)
With CAGR of 11.25 % in 5 yearsHistorical NAV
₹ 15.173
NAV (Dec 6)
Fund Returns
Last 1Y | 12.3% |
Last 3Y | 10.4% |
Last 5Y | NA |
Last 10Y | NA |
Since Inception | 9.2% |
6 Month CAGR | 14.3% |
Scheme Information
The primary investment objective of the Scheme is income generation and capital appreciation for its investors which will be in line with their retirement goals by investing in a mix of equity,equity related instruments along with debt and money market instruments. The Scheme does not guarantee/indicate any returns. There can be no assurance that the schemes¡¯ objectives will be achieved.
Expense Ratio | 2.38 |
Launched (4y ago) | Mar 12, 2019 |
AUM in Crores | 98.475 |
ISIN | INF209KB1I56 |
Lock-in | 5 |
Benchmark | CRISIL Hybrid 35+65 - Agg TR INR |
SIP Minimum | 1000 |
Lumpsum Min. | 5000 |
Standard Deviation (3yr) | 10.2 |
Standard Deviation (5yr) | 0 |
Beta (3yr) | 1.02 |
Beta (5yr) | 0 |
Sharpe Ratio (3yr) | 0.494 |
Sharpe Ratio (5yr) | 0 |
YTM | 7.6 |
Returns Calculator Comparison
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with step up of
| Asset | Returns | Total Corpus | Gains | CAGR |
|---|---|---|---|---|
| Aditya Birla Sun Life Retirement Fund The 40s Pln (Growth) | NaN | NaN | % | |
| 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.
Asset allocation and Holdings
Top Stock Holdings
7.18% govt stock 2033
8.5%clearing corporation of india limited
8.2%icici bank ltd
6.3%infosys ltd
4.8%hdfc bank ltd
4.4%Allocation by Sector
financial services
22.6%consumer cyclical
9.9%industrials
9.7%healthcare
9.4%technology
6.9%Comparison with Solution Oriented Funds
| Fund Name | Fund Size | |
|---|---|---|
₹ 2,553 cr | ||
₹ 163 cr | ||
₹ 471 cr | ||
₹ 799 cr | ||
₹ 1,733 cr |
About the AMC
Aditya Birla Sun Life AMC Ltd
| Fund Name | Scripbox Opinion | Till Date CAGR | |
|---|---|---|---|
- | 4.1% | ||
5.2% | 7.4% | ||
5.3% | 6.8% | ||
5.2% | 7.3% | ||
5.3% | 7.1% |
Aditya Birla Sun Life Retirement Fund The 40s Pln (G) Review
Aditya Birla Sun Life Retirement Fund The 40s Pln (G) is a Retirement Fund Solution Oriented fund and has delivered an annualised return of 9.2% over a period of 4 years. The fund is managed by Aditya Birla Sun Life AMC Ltd. The fund managers are Dhaval Joshi, Dhaval Shah, Harshil Suvarnkar.
Nav of Aditya Birla Sun Life Retirement Fund The 40s Pln (G) as of 12/6/2023 is ₹15.17 with the total AUM as of 12/7/2023 is ₹98.475. With Scripbox you can compare and check the latest nav for all mutual funds in India. Aditya Birla Sun Life Retirement Fund The 40s Pln (G) was launched on Mar 12, 2019. The category risk of the fund is Very High Risk.
The minimum SIP amount for Aditya Birla Sun Life Retirement Fund The 40s Pln (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.
Frequently Asked Questions
What is Aditya Birla Sun Life Retirement Fund The 40s Pln (G)?
How to invest in Aditya Birla Sun Life Retirement Fund The 40s Pln (G)?
You can invest in Aditya Birla Sun Life Retirement Fund The 40s Pln (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 Pln (G)?
The minimum sip amount for Aditya Birla Sun Life Retirement Fund The 40s Pln (G) is ₹1000. You can invest in multiples of ₹5000.
Is Aditya Birla Sun Life Retirement Fund The 40s Pln (G) good to invest in?
As per Scripbox experts, Aditya Birla Sun Life Retirement Fund The 40s Pln (G) is a Not Reviewed Yet fund. You can investAditya Birla Sun Life Retirement Fund The 40s Pln (G) fund if its investment objective and risk-o-meter matches your investment goals and risk preferences.
What is the expense ratio of the Aditya Birla Sun Life Retirement Fund The 40s Pln (G)?
The expense ratio of the Aditya Birla Sun Life Retirement Fund The 40s Pln (G) is 2.38% for regular plan.