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  • Aditya Birla Sun Life Mutual Fund
  • Aditya Birla Sun Life Retirement Fund The 40s Pln (Growth)
Aditya Birla Sun Life Mutual Fund

Aditya Birla Sun Life Retirement Fund The 40s Pln (Growth)

Solution OrientedRetirement Fund

16.063

NAV (Apr 18)

9.5%
5 Year CAGR
Scripbox Opinion
Not Reviewed yet
Our analysis of this fundLearn how we rate funds ->

Fund Size

Outperformance Consistency

Scripbox Recommended Goals
Plans that will help you to achieve your life goals across multiple time frames.?Learn more

Investment Calculator

Investment Duration5 years

0

Total Investment

0

Wealth Gained

0

Total Corpus Created (₹)

With CAGR of 11.25 % in 5 years

Historical NAV

16.063

NAV (Apr 18)

Fund Returns

Last 1Y
26.7%
Last 3Y
10%
Last 5Y
9.5%
Last 10Y
NA
Since Inception
9.7%
6 Month CAGR
10.5%

Scheme Information

Investment Objective

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 (5y ago)
Mar 12, 2019
AUM in Crores
107.923
ISIN
INF209KB1I56
Lock-in
5
Benchmark
CRISIL Hybrid 35+65 - Agg TR INR
SIP Minimum
1000
Lumpsum Min.
5000
Standard Deviation (3yr)
9.6
Standard Deviation (5yr)
13.1
Beta (3yr)
0.98
Beta (5yr)
1.01
Sharpe Ratio (3yr)
0.415
Sharpe Ratio (5yr)
0.367
YTM
7.37
Fund Managers

Dhaval Shah

Fund Manager

Harshil Suvarnkar

Fund Manager

Dhaval Joshi

Fund Manager

Returns Calculator Comparison

of

for

with step up of

AssetReturnsTotal CorpusGainsCAGR
Aditya Birla Sun Life Retirement Fund The 40s Pln (Growth)70%9,23,739 1,91,1279.5%
EPF70% 9,00,761 1,68,1498.50%
Property70% 8,67,662 1,35,0507.00%
PPF70% 8,69,819 1,37,2077.10%
Bank FD70% 8,46,471 1,13,8596.00%
Gold70% 8,46,471 1,13,8596.00%
Savings Bank70% 8,25,950 93,3385.00%

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

Last updated on 2024-04-18

Top Stock Holdings

clearing corporation of india limited

8.4%
8.4%

7.18% govt stock 2033

7.9%
7.9%

icici bank ltd

6.9%
6.9%

hdfc bank ltd

5.5%
5.5%

infosys ltd

4.8%
4.8%
See all holdings

Allocation by Sector

financial services

22.2%
22.2%

industrials

11.8%
11.8%

healthcare

8.6%
8.6%

consumer cyclical

7.6%
7.6%

technology

7.3%
7.3%
See all sectors

Comparison with Solution Oriented Funds

Fund NameFund Size
Nippon India Retirement Fund Wealth Creation Scheme (G)
Nippon India Retirement Fund Wealth Creation Scheme (G)

₹ 3,003 cr

₹ 940 cr

₹ 127 cr

₹ 497 cr

₹ 649 cr

amc-img

About the AMC

Aditya Birla Sun Life AMC Ltd

Aditya Birla Sun Life AMC Ltd manages assets worth 332,046 crores and was set up on 5 September 1994. It's current offering of mutual fund schemes includes 90 equity,370 debt and 20 hybrid funds.amc-img
phone-img022-43568000
Fund NameScripbox Opinion
Till Date CAGR
Aditya Birla Sun Life Nifty SDL Plus PSU Bond Sep 26 60 40 fund (G)
Aditya Birla Sun Life Nifty SDL Plus PSU Bond Sep 26 60 40 fund (G)

-

4.6%

5.8%

7.4%

5.8%

6.8%

5.8%

7.3%

5.8%

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 9.7% over a period of 5 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 4/18/2024 is ₹16.06 with the total AUM as of 4/19/2024 is ₹107.923. 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)?

Aditya Birla Sun Life Retirement Fund The 40s Pln (G) is a Retirement Fund Solution Oriented scheme predominantly investing across Solution Oriented instruments with an investment objective to generate wealth over the long term.

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.