Aditya Birla Sun Life Retirement Fund - The 30s Pln Direct Growth
NAV (Mon Oct 21 2024)
₹22
Returns (Since Inception)
14.44%
Category Average
0.00%
Rating
NA
Allocation and Holdings
Asset class
Weightage
Financial Services
12.41%
Technology
4.80%
Energy
4.62%
Industrials
3.96%
Real Estate
3.41%
Basic Materials
3.41%
Healthcare
3.11%
Utilities
2.88%
Communication Services
2.84%
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4.5Overall rating
Scheme Information
Fund name
Aditya Birla Sun Life Retirement Fund - The 30s Pln Direct Growth
Minimum SIP
500
Risk Level
Very High Risk
AUM
₹422.95 Cr
ISIN
INF209KB1I23
Inception Date
Mar 12 2019
Standard Deviation
12.075
Beta
0.88
Sharpe Ratio
0.837
Benchmark
NIFTY 500 TR INR
Expense Ratio
1.040%
Exit Load
Nil
Risk
Very High Risk
Investment 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 Managers
Ajay Garg
Harshil Suvarnkar
About the AMC
Aditya Birla Sun Life AMC Ltd
Phone Number
+91 22 43568000Email Address
care.mutualfunds@adityabirlacapital.comCorporate Office Address
Aditya Birla Sun Life AMC Ltd,One World Centre, Tower 1, 17th Floor,Jupiter Mill Compound, 841, Senapati Bapat Marg,Elphinstone RoadOverall AUM
₹422.95 Cr
Website
www.adityabirlasunlifemf.comPopular Hybrid Funds
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