Aditya Birla Sun Life Retirement Fund - The 40s Plan - Regular Plan - Growth has delivered CAGR and average rolling returns as follows :
| 1 Year | 3 Year | 5 Year | 9 Year | |
| CAGR(%) | N/A | 11.56 | 7.39 | N/A |
| Average Rolling Returns(%) | 12.54 | 11.28 | 12.18 | N/A |
The Current NAV of Aditya Birla Sun Life Retirement Fund - The 40s Plan - Regular Plan - Growth is ₹18.51.
It is better to invest in a fund with a longer track record as Aditya Birla Sun Life Retirement Fund - The 40s Plan - Regular Plan - Growth cannot be assessed for consistency of out-performance. Funds returns are more likely to be different than its benchmark NIFTY 500 returns, as Funds portfolio is significantly different.
Aditya Birla Sun Life Retirement Fund - The 40s Plan - Regular Plan - Growth fund’s expense ratio is 2.39%
The process for redemption is
The AUM of Aditya Birla Sun Life Retirement Fund - The 40s Plan - Regular Plan - Growth is currently ₹106 Crores.
The Top three stocks are ICICI Bank, HDFC Bank and Infosys and account for 14% of its portfolio. Top 5 and 10 stocks of fund account for 20% and 32% of fund’s portfolio respectively.
Top three sectors of Aditya Birla Sun Life Retirement Fund - The 40s Plan - Regular Plan - Growth fund are BFSI, Others and Healthcare accounting for 56% of the total portfolio.
Funds Portfolio Quality is Very Good. It has a large proportion of Green Stocks.Since this is a Solution Oriented - Retirement Fund - Equity it is comparatively safer to invest in this fund. However, since it has not consistently outperformed its benchmark index on an average 3-year rolling returns basis it is not the most suitable fund for SIP.
The category of Aditya Birla Sun Life Retirement Fund - The 40s Plan - Regular Plan - Growth Fund is Solution Oriented - Retirement Fund - Equity.
Harshil Suvarnkar and Chanchal Khandelwal manage the Aditya Birla Sun Life Retirement Fund - The 40s Plan - Regular Plan - Growth Fund.
Aditya Birla Sun Life Retirement Fund - The 40s Plan - Regular Plan - Growth current PE ratio is 0.00 and PB ratio is 0.00
The asset allocation of Aditya Birla Sun Life Retirement Fund - The 40s Plan - Regular Plan - Growth is Stocks : 75.59%, Debt : 24.41% and Gold : 0%
The minimum SIP amount for Aditya Birla Sun Life Retirement Fund - The 40s Plan - Regular Plan - Growth is ₹500.00 and minimum lumpsum is ₹1000.00
The exit load for Aditya Birla Sun Life Retirement Fund - The 40s Plan - Regular Plan - Growth is Nil
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