Aditya Birla Sun Life Retirement Fund The 40s Plan Regular Plan Growth

Risk: Very High
₹ 17.64
NAV (Jul 25,2024)

Invest in your retirement with the Aditya Birla Sun Life Retirement Fund - The 40s Plan - Regular Plan - Growth. This fund has an expense ratio of 2.38% and a minimum investment of ₹1000. With an established date of 11th March 2019, this fund has already garnered assets under management worth ₹108.55 crore. Plan your retirement wisely and secure your financial future with this growth-oriented fund.

Aditya Birla Sun Life Retirement Fund The 40s Plan Regular Plan Growth Latest Trend

  • 1M
  • 2M
  • 3M

Aditya Birla Sun Life Retirement Fund The 40s Plan Regular Plan Growth Latest Trend

Risk Ratios

  • P/E Ratio
    UM_URBAN_MONEY

    0
  • P/B Ratio
    UM_URBAN_MONEY

    0
  • Alpha
    UM_URBAN_MONEY

    0.00
  • Beta
    UM_URBAN_MONEY

    0.96
  • Sharpe
    UM_URBAN_MONEY

    0.16
  • Sortino
    UM_URBAN_MONEY

    0.26

Fund Overview

Expense ratio
UM_URBAN_MONEY

2.38%

Exit Load
UM_URBAN_MONEY

0%

Lock-in
UM_URBAN_MONEY

No Lock-in

AUM (Fund Size)
UM_URBAN_MONEY

₹ 108.55 Cr

Index
UM_URBAN_MONEY

Min. Investment
UM_URBAN_MONEY

SIP ₹1000.00

Scheme Riskometer

Investors understand that their principal will be at
Very High

Investment Return Calculator

as on Jul 27, 2024

Total Invested Amount

3 Months Absolute Return (In %)

6 Months Absolute Return (In %)

1 Year Absolute Return (In %)

3 Year Absolute Return (In %)

5 Year Absolute Return (In %)

₹ 10,000₹ 10,819.73 (8.20%)₹ 11,297.33 (12.97%)₹ 12,225.46 (22.25%)₹ 13,818.67 (38.19%)₹ 18,359.19 (83.59%)
₹ 30,000₹ 32,459.19 (8.20%)₹ 33,891.99 (12.97%)₹ 36,676.38 (22.25%)₹ 41,456.01 (38.19%)₹ 55,077.57 (83.59%)
₹ 50,000₹ 54,098.65 (8.20%)₹ 56,486.65 (12.97%)₹ 61,127.3 (22.25%)₹ 69,093.35 (38.19%)₹ 91,795.95 (83.59%)
₹ 80,000₹ 86,557.84 (8.20%)₹ 90,378.64 (12.97%)₹ 97,803.68 (22.25%)₹ 1,10,549.36 (38.19%)₹ 1,46,873.52 (83.59%)
₹ 1,00,000₹ 1,08,197.3 (8.20%)₹ 1,12,973.3 (12.97%)₹ 1,22,254.6 (22.25%)₹ 1,38,186.7 (38.19%)₹ 1,83,591.9 (83.59%)

Calculate Your Mutual Fund Returns

₹
  • ₹ 500
  • ₹ 1 Lac
Years
  • 1
  • 30
%
  • 1
  • 30
₹

Total investment

+
₹

Profit

YearInvested Amount(₹)Wealth Gained(₹)Expected Amount(₹)

Fund Portfolio Allocation

  • Holdings
  • Sectors

Name

Assets

  • Government of India10.60%
  • Clearing Corporation of India Limited7.78%
  • HDFC Bank Limited7.35%
  • ICICI Bank Limited6.27%
  • Infosys Limited4.88%
  • Larsen & Toubro Limited4.49%
  • REC Limited3.66%
  • UltraTech Cement Limited3.28%
  • Fortis Healthcare Limited3.11%
  • Reliance Industries Limited2.48%
  • Craftsman Automation Ltd2.47%
  • Tata Motors Limited2.44%
  • Sun Pharmaceutical Industries Limited2.40%
  • Jupiter Life Line Hospitals Ltd2.05%
  • Brigade Enterprises Limited1.99%
  • State Government Securities1.86%
  • Utkarsh Small Finance Bank Ltd1.79%
  • State Bank of India1.69%
  • Procter & Gamble Hygiene and Health Care Limited1.59%
  • ITC Limited1.36%
  • Net Receivables Payables1.35%
  • Hindustan Unilever Limited1.35%
  • Shoppers Stop Limited1.29%
  • Coforge Limited1.28%
  • Bank of Baroda1.28%
  • Honeywell Automation India Limited1.26%
  • Bajaj Auto Limited1.23%
  • TD Power Systems Limited1.22%
  • Dixon Technologies India Limited1.21%
  • ACC Limited1.20%
  • IndusInd Bank Limited1.18%
  • Somany Ceramics Limited1.15%
  • Strides Pharma Science Limited1.12%
  • Flair Writing Industries Ltd1.03%
  • Titan Company Limited0.98%
  • Union Bank of India0.91%
  • HDFC Life Insurance Company Limited0.86%
  • Torrent Pharmaceuticals Limited0.85%
  • La Opala RG Limited0.73%
  • Bajaj Finance Limited0.73%
  • Westlife Development Ltd0.71%
  • TIMKEN INDIA LTD0.66%
  • Star Health & Allied Insurance Limited0.64%
  • SJS Enterprises Pvt Limited0.63%
  • TVS HOLDINGS LIMTED Preference Share0.50%
  • Container Corporation of India Limited0.39%
  • Poonawalla Fincorp Limited0.31%
  • GOI DEC STRIPS0.24%
  • Cholamandalam Investment and Finance Company Limited0.20%
  • Sundaram Clayton Ltd Preference Share0.00%

Holdings Analysis

Peer Comparison

Pick your choice with our quick comparitive analysis

  • 6M
  • 1Y
  • 3Y
  • 5Y
Mutual Fund SchemesCategoryRiskAbsolute Return (6M)

ICICI Prudential Retirement Fund - Pure Equity Plan - GrowthICICI Prudential Retirement Fund - Pure Equity Plan - Growth

OTHER

Very High

45.97%

Tata Retirement Savings Fund Moderate Plan - GrowthTata Retirement Savings Fund Moderate Plan - Growth

OTHER

Very High

36.70%

Nippon India Retirement Fund - Wealth Creation Scheme - GrowthNippon India Retirement Fund - Wealth Creation Scheme - Growth

OTHER

Very High

34.34%

Union Retirement Fund - Regular Plan - GrowthUnion Retirement Fund - Regular Plan - Growth

OTHER

Very High

30.65%

HDFC Retirement Savings Fund - Equity Plan - Regular Plan - GrowthHDFC Retirement Savings Fund - Equity Plan - Regular Plan - Growth

OTHER

Very High

29.32%

Bandhan Retirement Fund - Regular Plan - IDCWBandhan Retirement Fund - Regular Plan - IDCW

OTHER

Very High

25.28%

UTI Retirement FundUTI Retirement Fund

OTHER

High

23.53%

SBI Retirement Benefit Fund - Aggressive Plan - Regular Plan - GrowthSBI Retirement Benefit Fund - Aggressive Plan - Regular Plan - Growth

OTHER

Very High

21.43%

Franklin India Pension Plan - GrowthFranklin India Pension Plan - Growth

OTHER

High

19.59%

LIC MF Unit Linked Insurance SchemeLIC MF Unit Linked Insurance Scheme

OTHER

Very High

17.94%

Mutual Fund SchemesCategoryRiskAbsolute Return (6Y)

ICICI Prudential Retirement Fund - Pure Equity Plan - GrowthICICI Prudential Retirement Fund - Pure Equity Plan - Growth

OTHER

Very High

47.95%

Nippon India Retirement Fund - Wealth Creation Scheme - GrowthNippon India Retirement Fund - Wealth Creation Scheme - Growth

OTHER

Very High

41.74%

HDFC Retirement Savings Fund - Equity Plan - Regular Plan - GrowthHDFC Retirement Savings Fund - Equity Plan - Regular Plan - Growth

OTHER

Very High

37.48%

Union Retirement Fund - Regular Plan - GrowthUnion Retirement Fund - Regular Plan - Growth

OTHER

Very High

35.99%

Tata Retirement Savings Fund Moderate Plan - GrowthTata Retirement Savings Fund Moderate Plan - Growth

OTHER

Very High

30.19%

Axis Retirement Savings Fund - Aggressive Plan - Regular Plan - GrowthAxis Retirement Savings Fund - Aggressive Plan - Regular Plan - Growth

OTHER

Very High

30.19%

SBI Retirement Benefit Fund - Aggressive Plan - Regular Plan - GrowthSBI Retirement Benefit Fund - Aggressive Plan - Regular Plan - Growth

OTHER

Very High

27.85%

UTI Retirement FundUTI Retirement Fund

OTHER

High

20.59%

LIC MF Unit Linked Insurance SchemeLIC MF Unit Linked Insurance Scheme

OTHER

Very High

20.23%

Franklin India Pension Plan - GrowthFranklin India Pension Plan - Growth

OTHER

High

18.90%

Mutual Fund SchemesCategoryRiskAbsolute Return (6Y)

ICICI Prudential Retirement Fund - Pure Equity Plan - GrowthICICI Prudential Retirement Fund - Pure Equity Plan - Growth

OTHER

Very High

27.04%

HDFC Retirement Savings Fund - Equity Plan - Regular Plan - GrowthHDFC Retirement Savings Fund - Equity Plan - Regular Plan - Growth

OTHER

Very High

26.80%

Nippon India Retirement Fund - Wealth Creation Scheme - GrowthNippon India Retirement Fund - Wealth Creation Scheme - Growth

OTHER

Very High

19.81%

Tata Retirement Savings Fund Moderate Plan - GrowthTata Retirement Savings Fund Moderate Plan - Growth

OTHER

Very High

15.13%

UTI Retirement FundUTI Retirement Fund

OTHER

High

13.18%

LIC MF Unit Linked Insurance SchemeLIC MF Unit Linked Insurance Scheme

OTHER

Very High

13.04%

Axis Retirement Savings Fund - Aggressive Plan - Regular Plan - GrowthAxis Retirement Savings Fund - Aggressive Plan - Regular Plan - Growth

OTHER

Very High

11.08%

Franklin India Pension Plan - GrowthFranklin India Pension Plan - Growth

OTHER

High

10.15%

SBI Retirement Benefit Fund - Conservative Plan - Regular Plan - GrowthSBI Retirement Benefit Fund - Conservative Plan - Regular Plan - Growth

OTHER

Moderate

8.77%

Mutual Fund SchemesCategoryRiskAbsolute Return (6Y)

HDFC Retirement Savings Fund - Equity Plan - Regular Plan - GrowthHDFC Retirement Savings Fund - Equity Plan - Regular Plan - Growth

OTHER

Very High

21.41%

Tata Retirement Savings Fund Moderate Plan - GrowthTata Retirement Savings Fund Moderate Plan - Growth

OTHER

Very High

16.51%

Nippon India Retirement Fund - Wealth Creation Scheme - GrowthNippon India Retirement Fund - Wealth Creation Scheme - Growth

OTHER

Very High

14.46%

UTI Retirement FundUTI Retirement Fund

OTHER

High

13.34%

LIC MF Unit Linked Insurance SchemeLIC MF Unit Linked Insurance Scheme

OTHER

Very High

12.55%

Franklin India Pension Plan - GrowthFranklin India Pension Plan - Growth

OTHER

High

10.20%

Show all Funds

Fund Managers

DS

Mr. Dhaval ShahFund Manager

HS

Mr. Harshil SuvarnkarFund Manager - Fixed Income

Mr. Harshil Suvarnkar has an overall experience of 10 years in the financial services industry. Prior to joining ABSLAMC he was associated with Indiabulls HousingFinance Limited for 10 years as Head -Markets, Treasury handling treasury investments, Asset Liability Management (ALM) and capital market borrowing.

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Compare with similar Funds

Aditya Birla Sun Life Retirement Fund - The 40s Plan - Regular Plan - Growth

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SBI Retirement Benefit Fund - Aggressive Plan - Regular Plan - Growth

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UTI Retirement Fund

Aditya Birla Sun Life Retirement Fund - The 40s Plan - Regular Plan - Growth

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Nippon India Retirement Fund - Wealth Creation Scheme - Growth

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HDFC Retirement Savings Fund - Equity Plan - Regular Plan - Growth

Aditya Birla Sun Life Retirement Fund - The 40s Plan - Regular Plan - Growth

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ICICI Prudential Retirement Fund - Pure Equity Plan - Growth

Aditya Birla Sun Life Retirement Fund - The 40s Plan - Regular Plan - Growth

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LIC MF Unit Linked Insurance Scheme

Aditya Birla Sun Life Retirement Fund - The 40s Plan - Regular Plan - Growth

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Bandhan Retirement Fund - Regular Plan - IDCW

Aditya Birla Sun Life Retirement Fund - The 40s Plan - Regular Plan - Growth

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PGIM India Retirement Fund - Regular Plan - Growth

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Baroda BNP Paribas Retirement Fund - Regular Plan - Growth

Aditya Birla Sun Life Retirement Fund - The 40s Plan - Regular Plan - Growth

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Union Retirement Fund - Regular Plan - Growth

FAQ's

What is the risk level associated with the Aditya Birla Sun Life Retirement Fund - The 40s Plan - Regular Plan - Growth?

The Aditya Birla Sun Life Retirement Fund - The 40s Plan - Regular Plan - Growth is a high-risk mutual fund designed for investors in their 40s.

What is the current NAV (Net Asset Value) of the Aditya Birla Sun Life Retirement Fund - The 40s Plan - Regular Plan - Growth as of Jul 25,2024?

The current NAV of the Aditya Birla Sun Life Retirement Fund - The 40s Plan - Regular Plan - Growth as of Jul 25,2024 is INR 17.64.

What are the returns generated by the Aditya Birla Sun Life Retirement Fund - The 40s Plan - Regular Plan - Growth over the past 1, 3, and 5 years?

The Aditya Birla Sun Life Retirement Fund - The 40s Plan - Regular Plan - Growth has generated 23.13% returns in the past 1 year, 9.83% in the past 3 years, and $5yearret in the past 5 years.

What is the expense ratio associated with the Aditya Birla Sun Life Retirement Fund - The 40s Plan - Regular Plan - Growth?

The Aditya Birla Sun Life Retirement Fund - The 40s Plan - Regular Plan - Growth has an expense ratio of 2.38%, ensuring affordable management of the fund's assets for investors.

What is the minimum investment amount required for the Aditya Birla Sun Life Retirement Fund - The 40s Plan - Regular Plan - Growth?

The Aditya Birla Sun Life Retirement Fund - The 40s Plan - Regular Plan - Growth has a minimum investment amount of INR 1000.

Is there a systematic investment plan (SIP) available for the Aditya Birla Sun Life Retirement Fund - The 40s Plan - Regular Plan - Growth?

Yes, SIP is offered for Aditya Birla Sun Life Retirement Fund - The 40s Plan - Regular Plan - Growth with a minimum monthly investment of INR 1000.

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