Aditya Birla Sun Life Retirement Fund - The 40s Pln Regular Growth
NAV (Tue Jan 14 2025)
₹18
Returns (Since Inception)
9.48%
Category Average
0.00%
Rating
NA
Allocation and Holdings
Asset class
Weightage
Unknown
10.80%
Healthcare
9.94%
Financial Services
11.61%
Technology
5.65%
Industrials
3.48%
Basic Materials
2.84%
Energy
2.80%
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4.5Overall rating
Scheme Information
Fund name
Aditya Birla Sun Life Retirement Fund - The 40s Pln Regular Growth
Minimum SIP
500
Risk Level
Very High Risk
AUM
₹114.22 Cr
ISIN
INF209KB1I56
Inception Date
Mar 12 2019
Standard Deviation
10.118
Beta
1.03
Sharpe Ratio
0.562
Benchmark
CRISIL Hybrid 35+65 - Agg TR INR
Expense Ratio
2.380%
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
₹114.22 Cr
Website
www.adityabirlasunlifemf.comPopular Hybrid Funds
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