• Mutual Funds
  • Aditya Birla Sun Life Mutual Fund
  • Aditya Birla Sun Life Retirement Fund - The 40s Plan (G)
Aditya Birla Sun Life Mutual Fund

Aditya Birla Sun Life Retirement Fund - The 40s Plan (G)

OthersRetirement Fund

18.075

NAV (Nov 07)

12.166%
5 Year CAGR
Scripbox Opinion
Not Reviewed yet
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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

18.075

NAV (Nov 7)

Fund Returns

Last 1Y
26.5%
Last 3Y
10.9%
Last 5Y
12.2%
Last 10Y
NA
Since Inception
11.2%
6 Month CAGR
11.5%

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
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
-
Fund Managers

Dhaval Joshi

Fund Manager

Dhaval Shah

Fund Manager

Harshil Suvarnkar

Fund Manager

Important Links

Scheme Information Document

Statement of Additional Information

Portfolio Disclosure

Returns Calculator Comparison

of

for

with step up of

AssetReturnsTotal CorpusGainsCAGR
Aditya Birla Sun Life Retirement Fund - The 40s Plan (G)70%9,88,789 2,56,17712.2%
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 2024-08-06

Top Stock Holdings

Others

8.11%
8.114%

GOI

7.57%
7.572%

ICICI Bank Ltd.

6.54%
6.541%

Infosys Ltd.

5.63%
5.632%

HDFC Bank Ltd.

4.63%
4.63%
See all holdings

Allocation by Sector

Financial

19.5%
19.501203%

Technology

7.54%
7.543796%

Construction

7.38%
7.3766%

Energy

6.67%
6.665431%

Healthcare

6.12%
6.115965%
See all sectors

Comparison with Others Funds

Fund NameFund Size
kotak-mahindra
Kotak Nasdaq 100 FOF (G)

₹ 3,200 cr

₹ 2,123 cr

₹ 26,417 cr

₹ 4,523 cr

₹ 10,307 cr

amc-img

About the AMC

Aditya Birla Sun Life Mutual Fund

Aditya Birla Sun Life Asset Management Company Limited is a joint venture between the Aditya Birla Group of India and Sun Life Financial Inc. of Canada. It was founded in 1994 and operates in about 40 countries with more than 120,000 employees worldwide.amc-img
Fund NameScripbox 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) Review

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.

Frequently Asked Questions

What is Aditya Birla Sun Life Retirement Fund - The 40s Plan (G)?

It is a Retirement Fund Others scheme predominantly investing across Others instruments with an investment objective to generate wealth over the long term.

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.