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Aditya Birla Sun Life Retirement Fund The 30s Plan Direct Growth+0.17%

8.89%
1 Year Return
Equity
Multi Cap
4.0star
6M
1Y
All

Fund Details

Aditya Birla Sun Life Retirement Fund The 30s Plan Direct Growth

RiskModerately High
Min SIP Amount₹500
Expense Ratio0.88%
NAV11.47 (04 Dec 2020)
Fund Started19 Feb 2019
Fund Size153 Cr

Returns

1Y
3Y*
5Y*
Since inception*
Fund Returns
8.9%
-
-
8.2%
Category Average
11.4%
6.2%
10.5%
-
Rank Within Category
41
-
-
-
*All returns are annualized.
SIP
Lumpsum
I want to invest per month5,000
    Estimated Value
    as per Historical Returns
    0
    with 8.9% annual returns

    Comparison

    Data not available
    Pros
    1. Lower expense ratio - 0.88%
    2. 1Y Returns are higher than the category average returns
    3. Exit load is zero
    Cons
    1. Age is less than 5 years
    2. Risk-adjusted returns are lower compared to the category

    Top Holdings

    NameSectorInstrument% Assets
    Housing Development Finance Corpn. Ltd.FinancialEquity8.5%
    Pfizer Ltd.HealthcareEquity8.2%
    Honeywell Automation India Ltd.EngineeringEquity7.7%
    Bayer CropScience Ltd.HealthcareEquity6.6%
    Kotak Mahindra Bank Ltd.FinancialEquity6.1%
    Glaxosmithkline Pharmaceuticals Ltd.HealthcareEquity4.8%
    Reliance Industries Ltd - Partly Paid EquityEnergyPPE4.5%
    Gillette India Ltd.FMCGEquity4.2%
    Reliance Industries Ltd.EnergyEquity3.4%
    Larsen & Toubro Ltd.ConstructionEquity3.3%
    See All

    Fund Managers

    Pranay Sinha
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    Aditya Birla Sun Life Retirement Fund The 30s Plan Direct Growth Details

    Aditya Birla Sun Life Retirement Fund The 30s Plan Direct Growth is a Equity Mutual Fund Scheme launched by Aditya Birla Sun Life Mutual Fund. This scheme was made available to investors on 19 Feb 2019. Ajay Garg is the Current Fund Manager of Aditya Birla Sun Life Retirement Fund The 30s Plan Direct Growth fund.The fund currently has an Asset Under Management(AUM) of ₹153 Cr and the Latest NAV as of 04 Dec 2020 is ₹11.47.

    The Aditya Birla Sun Life Retirement Fund The 30s Plan Direct Growth is rated Moderately High risk. Minimum SIP Investment is set to 500. Minimum Lumpsum Investment is 1000.

    Investment Objective

    The Scheme seeks to invest primarily in a well-diversified portfolio of equity and equity related securities.

    Tax Implications

    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.

    Scheme Information Document(SID)

    ₹1000
    Min for First Investment
    ₹1000
    Min for Second Investment
    Nil
    Exit Load

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    About Aditya Birla Sun Life Mutual Fund

    Address
    One India Bulls Centre ,Tower 1, 17th Flr, Jupiter Mill Compound,841,S.B. Marg,Elphinstone Road Mumbai 400 013
    Phone
    022 43568000
    Launch Date
    23 Dec 1994
    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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