Fund Details
Aditya Birla Sun Life Retirement Fund The 30s Plan Direct Growth
| Risk | Moderately High |
|---|---|
| Min SIP Amount | ₹500 |
| Expense Ratio | 0.88% |
| NAV | ₹11.47 (04 Dec 2020) |
|---|---|
| Fund Started | 19 Feb 2019 |
| Fund Size | ₹153 Cr |
Returns
as per Historical Returns
Comparison
1. Lower expense ratio - 0.88%
2. 1Y Returns are higher than the category average returns
3. Exit load is zero
1. Age is less than 5 years
2. Risk-adjusted returns are lower compared to the category
Top Holdings
| Name | Sector | Instrument | % Assets |
|---|---|---|---|
| Housing Development Finance Corpn. Ltd. | Financial | Equity | 8.5% |
| Pfizer Ltd. | Healthcare | Equity | 8.2% |
| Honeywell Automation India Ltd. | Engineering | Equity | 7.7% |
| Bayer CropScience Ltd. | Healthcare | Equity | 6.6% |
| Kotak Mahindra Bank Ltd. | Financial | Equity | 6.1% |
| Glaxosmithkline Pharmaceuticals Ltd. | Healthcare | Equity | 4.8% |
| Reliance Industries Ltd - Partly Paid Equity | Energy | PPE | 4.5% |
| Gillette India Ltd. | FMCG | Equity | 4.2% |
| Reliance Industries Ltd. | Energy | Equity | 3.4% |
| Larsen & Toubro Ltd. | Construction | Equity | 3.3% |
Fund Managers
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.
