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(%) | 26.45 | 9.16 | 9.4 | N/A |
Average Rolling Returns(%) | 11.11 | 10.08 | N/A | N/A |
The Current NAV of Aditya Birla Sun Life Retirement Fund - The 40s Plan - Regular Plan - Growth is ₹16.38.
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 CRISIL Hybrid 35+65 - Aggressive Index returns, as Funds portfolio is significantly different.
Aditya Birla Sun Life Retirement Fund - The 40s Plan - Regular Plan - Growth fund’s expense ratio is 2.38%
The process for redemption is
The AUM of Aditya Birla Sun Life Retirement Fund - The 40s Plan - Regular Plan - Growth is currently ₹108 Crores.
The Top three stocks are ICICI Bank, HDFC Bank and Larsen & Toubro and account for 17% of its portfolio. Top 5 and 10 stocks of fund account for 26% and 40% of fund’s portfolio respectively.
Top three sectors of Aditya Birla Sun Life Retirement Fund - The 40s Plan - Regular Plan - Growth fund are Others, BFSI and Construction & Infrastructure accounting for 61% of the total portfolio.
Since this is a Solution Oriented - Retirement Fund 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.
Dhaval Shah and Harshil Suvarnkar 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 : 72.99%, Debt : 26.99% 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