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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 In
-2.32%
1M return
-1.76% 1D
1M
6M
1Y
All
NAV: 26 Nov 2021₹13.12
Min. SIP amountNA
RatingNA
Fund size₹95.04Cr

Returns and rankings

Category: Solution Oriented Retirement
Absolute returns
3M6M1YAll
Fund returns2.9%6.2%17.8%31.1%
Category averageNANA42.2%NA
Rank with in category274846NA
Understand terms

Holdings (48)

NameSectorInstrumentAssets
FinancialEquity6.8%
EnergyPPE5.8%
EngineeringEquity5.7%
HealthcareEquity5.1%
FinancialEquity5.0%
FinancialBonds4.4%
ConstructionEquity4.0%
ChemicalsEquity4.0%
FinancialEquity3.8%
HealthcareEquity2.9%
See All

Expense ratio, exit load and tax

Expense ratio: 2.48%

Inclusive of GST

Exit load

Nil

Stamp duty

0.005% (from July 1st, 2020)

Tax implication

NA

Understand terms
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
Pranay Sinha
Feb 2019 - Present
View details
Harshil Suvarnkar
Mar 2021 - Present
View details

Fund house & investment objective

Fund house contact details

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