| Risk | Moderately High |
|---|---|
| Min SIP Amount | ₹500 |
| Expense Ratio | 0.95% |
| NAV | ₹10.86 (27 Oct 2020) |
|---|---|
| Fund Started | 10 Mar 2019 |
| Fund Size | ₹74 Cr |
| Name | Sector | Instrument | % Assets |
|---|---|---|---|
| Honeywell Automation India Ltd. | Engineering | Equity | 6.7% |
| Pfizer Ltd. | Healthcare | Equity | 6.0% |
| Housing Development Finance Corpn. Ltd. | Financial | Equity | 5.8% |
| Bayer CropScience Ltd. | Healthcare | Equity | 5.6% |
| REC Ltd. | Financial | Bonds | 5.6% |
| Reliance Industries Ltd - Partly Paid Equity | Energy | PPE | 3.9% |
| Glaxosmithkline Pharmaceuticals Ltd. | Healthcare | Equity | 3.8% |
| Kotak Mahindra Bank Ltd. | Financial | Equity | 3.7% |
| Gillette India Ltd. | FMCG | Equity | 3.0% |
| REC Ltd. | Financial | NCD | 2.9% |
Aditya Birla Sun Life Retirement Fund The 40s Plan Direct Growth is a Hybrid 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 ₹74 Cr and the Latest NAV as of 27 Oct 2020 is ₹10.86.
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.
The Scheme seeks to invests predominantly in equity and equity related instruments with marginal allocation to debt and money market instruments.