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
₹19.3640
-0.58%
(17 Jan)
AUM
114 Cr
TER
1.01%
Risk
Very High Risk
Insights
Net Asset Value (NAV) is above its 200 days moving average
In beta. Send feedback here.
Compare with other fund
1Y
+20.4%
+18.6%
+16.9%
+14.8%
+14.7%
3Y
+19.4%
+16.5%
+14.9%
+11.0%
+17.7%
5Y
+23.7%
+18.7%
+16.0%
+12.6%
+23.3%
ALL
+21.7%
+17.5%
+12.0%
+11.9%
+20.8%
VOL
17.9%
14.0%
16.8%
12.4%
14.3%
TER
0.7%
0.6%
1.0%
1.0%
0.8%
AUM
₹1,063 Cr
₹747 Cr
₹3,286 Cr
₹114 Cr
₹6,049 Cr
INFO
1.21
1.25
0.72
0.96
1.46
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 Dec
Top holdings
7.18% Govt Stock 2033
7.6%
Sai Life Sciences Ltd
7.2%
ICICI Bank Ltd
6.7%
Infosys Ltd
5.6%
HDFC Bank Ltd
4.9%
Clearing Corporation Of India Limited
3.8%
Larsen & Toubro Ltd
3.5%
7.34% Govt Stock 2064
3.2%
UltraTech Cement Ltd
2.8%
Reliance Industries Ltd
2.8%
Top industry exposure
Financial Services
20.4%
Healthcare
14.0%
Industrials
10.6%
Technology
10.0%
Consumer Cyclical
7.2%
Other information
Minimum SIP
₹500
Minimum lumpsum
₹1,000
Additional lumpsum
₹1,000
Portfolio turnover
20%
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