Aditya Birla Sun Life Retirement The 40s Growth Direct Plan
SIP amount
Min. ₹500
Lumpsum amount
Min. ₹1,000

Aditya Birla Sun Life Retirement The 40s Growth Direct Plan

NAV
₹18.4460
-0.31%
(27 Feb)
AUM
109 Cr
TER
1.01%
Risk
Very High Risk
Insights
Net Asset Value (NAV) is below its 200 days moving average
In beta. Send feedback here.
Compare with other fund
1Y
+6.8%
+6.1%
+5.5%
+5.0%
+2.9%
3Y
+12.4%
+17.3%
+19.9%
+19.9%
+16.6%
5Y
+11.7%
+18.0%
+23.4%
+22.7%
+15.7%
ALL
+10.9%
+16.2%
+20.1%
+19.9%
+11.1%
VOL
12.4%
14.0%
17.9%
14.2%
16.8%
TER
1.0%
0.9%
0.8%
0.8%
1.0%
AUM
₹109 Cr
₹746 Cr
₹1,060 Cr
₹5,897 Cr
₹3,089 Cr
INFO
0.87
1.16
1.12
1.40
0.66
Past performance
Past performance is no guarantee of future returns.
Had you invested
Over the last
1Y
3Y
ALL
Your returns would have been
ABSL Retirement The 40s (G)
₹1,00,00,00,000
14.0%
Fixed deposit
₹40,00,00,000
6.0%
Bank savings
₹40,00,00,000
3.0%
See fund holdings as of 31st Jan
Top holdings
7.18% Govt Stock 2033
8.0%
ICICI Bank Ltd
6.9%
Sai Life Sciences Ltd
6.6%
Infosys Ltd
5.9%
HDFC Bank Ltd
4.9%
Larsen & Toubro Ltd
3.6%
7.34% Govt Stock 2064
3.3%
Reliance Industries Ltd
3.1%
UltraTech Cement Ltd
3.0%
Sun Pharmaceuticals Industries Ltd
2.7%
Top industry exposure
Financial Services
22.3%
Healthcare
13.2%
Technology
9.9%
Industrials
9.7%
Consumer Cyclical
7.1%
Other information
Minimum SIP
₹500
Minimum lumpsum
₹1,000
Additional lumpsum
₹1,000
Portfolio turnover
33%
Lock-in period
5Y
Exit load
No exit load
Fund objective
The primary investment objective of the Scheme is income generation and capital appreciation for its investors which will be in line with their retirement goals by investing in a mix of equity, equity related instruments along with debt and money market instruments. The Scheme does not guarantee/indicate any returns. There can be no assurance that the schemes¡¯ objectives will be achieved.
Fund manager(s)
Chanchal Khandelwal
Harshil Suvarnkar
Dhaval Joshi

FAQs