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

Solution Oriented
Retirement
Moderately High Risk
5Y Lock In
6.74%
3Y annualised
-0.04% 1D
1M
6M
1Y
3Y
All
NAV: 30 Jan 2023₹12.75
Min. SIP amountNot Supported
Rating2
Fund size₹95.01Cr

Return calculator

Monthly SIP
One-Time
₹5,000 per month
Over the past
Total investment of 0
Would have become (%)

Returns and rankings

Category: Solution Oriented Retirement
Annualised returns
Absolute returns
6M1Y3YAll
Fund returnsNA-1.0%6.7%6.4%
Category averageNA1.1%11.8%NA
Rank with in categoryNA3240NA
Understand terms

Holdings (45)

NameSectorInstrumentAssets
ICICI Bank Ltd.FinancialEquity7.3%
Infosys Ltd.TechnologyEquity5.2%
HDFC Bank Ltd.FinancialEquity4.9%
Housing Development Finance Corporation Ltd.FinancialEquity4.8%
REC Ltd.FinancialBonds4.2%
Larsen & Toubro Ltd.ConstructionEquity4.2%
Reliance Industries Ltd.EnergyEquity3.8%
Axis Bank Ltd.FinancialEquity3.0%
State Bank of IndiaFinancialEquity2.9%
Ultratech Cement Ltd.ConstructionEquity2.8%
See All

Expense ratio, exit load and tax

Expense ratio: 2.45%

Inclusive of GST

Exit load

Nil

Stamp duty

0.005% (from July 1st, 2020)

Tax implication

Returns are taxed at 15%, if you redeem before one year. After 1 year, you are required to pay LTCG tax of 10% on returns of Rs 1 lakh+ in a financial year.

Understand terms
Check past data

Minimum investment amounts

Min. for 1st investmentNot Supported
Min. for 2nd investment onwardsNot Supported
Min. for SIPNot Supported

Fund management

Dhaval Shah
Dec 2021 - Present
View details

Education
Mr.Shah has done B.Com. from University of Mumbai & MBA from Somaiya Institute of Management Studies & Research. He also holds CFA designation.
Experience
Prior to joining Aditya Birla Sunlife Mutual Fund he has worked with HDFC Mutual Fund, Reliance Mutual Fund, Morgan Stanley.
Also manages these schemes

Harshil Suvarnkar
Mar 2021 - Present
View details

Education
Mr. Suvarnkar has doneB.Com, Masters in Management Studies (Finance) and Post Graduate Diploma in Securities Law.
Experience
Prior to Joining Aditya Birla Sun Life MF, he has worked with Indiabulls Housing Finance Limited,
Also manages these schemes

Dhaval Joshi
Nov 2022 - Present
View details

Education
Mr. Joshi has done B.Com, M.Com. and MBA (Finance)
Experience
Prior to joinig Aditya Birla Sun Life Mutual Fund, he was associated with Sundaram Mutual Fund, Emkay Global Financial Services and Asit C Mehta Investment Intermediates Ltd..
Also manages these schemes

Fund house & investment objective

Fund house contact details

Address
One India Bulls Center - Tower 1,17th Floor - Jupiter Mills Compound,841 Senapati Bhawan, Elphinstone Road, Mumbai 400013
Phone
022-43568000 / 1800-270-7000 / 1800-22-7000
Launch Date
23 Dec 1994
E-mail
NA
Website
NA
Aditya Birla Sun Life Mutual Fund
Asset Management Company
Custodian
Citibank NA
Registrar & Transfer Agent
Cams
Address
7th Floor, Tower II, Rayala Towers, 158, Anna Salai,

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