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Aditya Birla Sun Life Retirement Fund The 40s Plan Direct Growth+0.07%

35.39%
1 Year Return
Solution Oriented
Retirement
6M
1Y
All

Fund Details

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

RiskModerately High
Min SIP Amount₹500
Expense Ratio0.96%
NAV₹13.16 (11 Jun 2021)
Fund Started10 Mar 2019
Fund Size88 Cr

Returns

1Y
3Y*
5Y*
Since inception*
Fund Returns
35.4%
-
-
14.5%
Category Average
41.3%
8.1%
11.0%
-
Rank Within Category
46
-
-
-
*All returns are annualized.
SIP
ONE TIME
Minimum SIP amount500
Amount Per Month₹5,000
Would have become
0
with 35.4% returns per annum

Comparison

Data not available
Pros
Found nothing so far.
Cons
Found nothing so far.

Top Holdings

NameSectorInstrument% Assets
Honeywell Automation India Ltd.EngineeringEquity7.0%
Housing Development Finance Corpn. Ltd.FinancialEquity7.0%
Pfizer Ltd.HealthcareEquity5.5%
REC Ltd.FinancialBonds5.0%
Kotak Mahindra Bank Ltd.FinancialEquity4.4%
Bayer CropScience Ltd.HealthcareEquity4.1%
Reliance Industries Ltd - Partly Paid EquityEnergyPPE3.9%
ICICI Bank Ltd.FinancialEquity3.2%
Glaxosmithkline Pharmaceuticals Ltd.HealthcareEquity3.1%
Gillette India Ltd.FMCGEquity3.0%
See All

Fund Managers

Ajay Garg
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Pranay Sinha
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Harshil Suvarnkar
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Aditya Birla Sun Life Retirement Fund The 40s Plan Direct Growth Details

Aditya Birla Sun Life Retirement Fund The 40s Plan Direct Growth is a Solution Oriented 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 40s Plan Direct Growth fund.The fund currently has an Asset Under Management(AUM) of ₹88 Cr and the Latest NAV as of 11 Jun 2021 is ₹13.16.

The Aditya Birla Sun Life Retirement Fund The 40s 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 invests predominantly in equity and equity related instruments with marginal allocation to debt and money market instruments.

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
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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