Fund Details
Aditya Birla Sun Life Retirement Fund The 30s Plan Regular Growth
| Risk | Moderately High |
|---|---|
| Min SIP Amount | ₹500 |
| Expense Ratio | 2.63% |
| NAV | ₹12.20 (21 Jan 2021) |
|---|---|
| Fund Started | 10 Mar 2019 |
| Fund Size | ₹181 Cr |
Returns
Comparison
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Top Holdings
| Name | Sector | Instrument | % Assets |
|---|---|---|---|
| Housing Development Finance Corpn. Ltd. | Financial | Equity | 9.0% |
| Honeywell Automation India Ltd. | Engineering | Equity | 7.8% |
| Pfizer Ltd. | Healthcare | Equity | 7.8% |
| Kotak Mahindra Bank Ltd. | Financial | Equity | 6.8% |
| Bayer CropScience Ltd. | Healthcare | Equity | 5.7% |
| Glaxosmithkline Pharmaceuticals Ltd. | Healthcare | Equity | 4.6% |
| Gillette India Ltd. | FMCG | Equity | 4.4% |
| Reliance Industries Ltd - Partly Paid Equity | Energy | PPE | 3.6% |
| Larsen & Toubro Ltd. | Construction | Equity | 3.6% |
| ICICI Bank Ltd. | Financial | Equity | 3.5% |
Fund Managers
Aditya Birla Sun Life Retirement Fund The 30s Plan Regular Growth Details
Aditya Birla Sun Life Retirement Fund The 30s Plan Regular Growth is a Equity Mutual Fund Scheme launched by Aditya Birla Sun Life Mutual Fund. This scheme was made available to investors on 10 Mar 2019. Ajay Garg is the Current Fund Manager of Aditya Birla Sun Life Retirement Fund The 30s Plan Regular Growth fund.The fund currently has an Asset Under Management(AUM) of ₹181 Cr and the Latest NAV as of 21 Jan 2021 is ₹12.20.
The Aditya Birla Sun Life Retirement Fund The 30s Plan Regular 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.
