Home>Mutual Funds>Aditya Birla Sun Life Mutual Fund>Aditya Birla Sun Life Retirement Fund The 40s Plan Regular Growth

Aditya Birla Sun Life Retirement Fund The 40s Plan Regular Growth

Solution Oriented
Retirement
Moderately High Risk
5Y Lock Inlock
24.83%
1Y return
+0.45% 1D
1M
6M
1Y
All
NAV: 15 Sep 2021₹13.32
Min. SIP amountNA
RatingNA
Fund size₹93.38 Cr

Returns and rankings

Category: Solution Oriented Retirement
Absolute returns
3M6M1YAll
Fund returns4.7%7.4%24.8%33.2%
Category averageNANA42.2%NA
Rank with in category494946NA
Understand termsinfo

Holdings (48)

NameSectorInstrumentAssets
FinancialEquity6.8%
HealthcareEquity5.9%
EngineeringEquity5.5%
Reliance Industries Ltd - Partly Paid Equity
EnergyPPE5.4%
FinancialBonds4.5%
FinancialEquity4.4%
ChemicalsEquity4.0%
ConstructionEquity3.9%
FinancialEquity3.5%
HealthcareEquity3.0%
See All

Expense ratio, exit load and tax

Expense ratio: 2.46%

Inclusive of GST

Exit load

Nil

Stamp duty

0.005% (from July 1st, 2020)

Tax implication

NA

Understand termsinfo
Check past data

Minimum investment amounts

Min. for 1st investmentNA
Min. for 2nd investment onwardsNA
Min. for SIPNA

Fund management

Ajay Garg
Feb 2019 - Present
View details
keyboard_arrow_down
Pranay Sinha
Feb 2019 - Present
View details
keyboard_arrow_down
Harshil Suvarnkar
Mar 2021 - Present
View details
keyboard_arrow_down

Fund house & investment objective

keyboard_arrow_down

Fund house contact details

keyboard_arrow_down

Compare funds

Aditya Birla Sun Life Retirement Fund The 40s Plan Regular Growth
VS
Add mutual fund to compare
Loading...
ⓒ 2016-2021 Groww. All rights reserved, Built with in India
MOST POPULAR ON GROWWVERSION - 1.8.8
STOCK MARKET INDICES:  S&P BSE SENSEX |  S&P BSE 100 |  NIFTY 100 |  NIFTY 50 |  NIFTY MIDCAP 100 |  NIFTY BANK |  NIFTY NEXT 50
MUTUAL FUNDS COMPANIES: ICICI PRUDENTIAL  | HDFC  | NIPPON INDIA  | ADITYA BIRLA SUN LIFE  | SBI  | UTI  | FRANKLIN TEMPLETON  | KOTAK MAHINDRA  | IDFC  | DSP  | AXIS  | TATA  | L&T  | SUNDARAM  | PGIM  | INVESCO  | LIC  | JM FINANCIAL  | BARODA PIONEER  | CANARA ROBECO  | HSBC  | IDBI  | INDIABULLS  | MOTILAL OSWAL  | BNP PARIBAS  | MIRAE ASSET  | PRINCIPAL  | BOI AXA  | UNION KBC  | TAURUS  | EDELWEISS  | NAVI  | MAHINDRA  | QUANTUM  | PPFAS  | IIFL  | Quant  | SHRIRAM  | SAHARA | ITI
arrow_drop_down_circle