Home>Mutual Funds>Aditya Birla Sun Life Mutual Fund>Aditya Birla Sun Life Retirement Fund The 40s Plan Direct Growth
1M
6M
1Y
All
| NAV: 24 Jan 2022 | ₹13.55 |
| Min. SIP amount | ₹500 |
| Rating | NA |
| Fund size | ₹93.71Cr |
Returns and rankings
Category: Solution Oriented Retirement
Absolute returns
| 3M | 6M | 1Y | All | |
|---|---|---|---|---|
| Fund returns | -2.7% | 2.1% | 9.4% | 35.5% |
| Category average | NA | NA | 42.2% | NA |
| Rank with in category | 25 | 45 | 47 | NA |
Understand terms
Holdings (50)
| Name | Sector | Instrument | Assets |
|---|---|---|---|
Reliance Industries Ltd. | Energy | Equity | 7.3% |
Honeywell Automation India Ltd. | Engineering | Equity | 5.8% |
Housing Development Finance Corpn. Ltd. | Financial | Equity | 4.8% |
Pfizer Ltd. | Healthcare | Equity | 4.7% |
REC Ltd. | Financial | Bonds | 4.5% |
Kotak Mahindra Bank Ltd. | Financial | Equity | 4.3% |
Bayer CropScience Ltd. | Chemicals | Equity | 4.1% |
Larsen & Toubro Ltd. | Construction | Equity | 3.9% |
Glaxosmithkline Pharmaceuticals Ltd. | Healthcare | Equity | 3.4% |
ICICI Bank Ltd. | Financial | Equity | 3.4% |
See All
Expense ratio, exit load and tax
Expense ratio: 0.96%
Inclusive of GST
Exit load
Nil
Stamp duty
0.005% (from July 1st, 2020)
Tax implication
NA
Understand terms
Check past data
Minimum investment amounts
| Min. for 1st investment | ₹1,000 |
| Min. for 2nd investment onwards | ₹1,000 |
| Min. for SIP | ₹500 |
Fund management
Ajay Garg
Feb 2019 - Present
View details
Harshil Suvarnkar
Mar 2021 - Present
View details
Fund house & investment objective
Fund house contact details
Compare funds
Aditya Birla Sun Life Retirement Fund The 40s Plan Direct Growth
VS
Add mutual fund to compare
FAQs
How to Invest in Aditya Birla Sun Life Retirement Fund The 40s Plan Direct Growth
What kind of returns does Aditya Birla Sun Life Retirement Fund The 40s Plan Direct Growth provide?
How much expense ratio is charged by Aditya Birla Sun Life Retirement Fund The 40s Plan Direct Growth?
What is the AUM of Aditya Birla Sun Life Retirement Fund The 40s Plan Direct Growth?
How to Redeem Aditya Birla Sun Life Retirement Fund The 40s Plan Direct Growth?
Can I invest in SIP and Lump Sum of Aditya Birla Sun Life Retirement Fund The 40s Plan Direct Growth?
What is the NAV of Aditya Birla Sun Life Retirement Fund The 40s Plan Direct Growth?
What is the PE and PB ratio of Aditya Birla Sun Life Retirement Fund The 40s Plan Direct Growth?
