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Aditya Birla Sun Life Retirement Fund - The 40s Plan

AMC: BirlaSunLife Moderate Risk • Solution Oriented • Retirement
⚖️ SIP Calculator

📊 Quick Summary Of This Page

Aditya Birla Sun Life Retirement Fund - The 40s Plan is a mutual fund managed by , offering diversified exposure across equities with holdings spanning key sectors and companies. Analyze its portfolio structure, sector allocation, NAV trend and SIP performance to understand its investment strategy and risk profile.
₹1,000
Minimum SIP
2.09%
Expense Ratio
Mr. Mohit Sharma
Fund Manager
Growth
Plan Type
19 Feb 2019
Launch Date
0%
Exit Load
NAV Momentum
1 Day
-1.70%
7 Days
-3.16%
15 Days
-3.76%
30 Days
-3.61%
60 Days
-0.72%
90 Days
-0.51%
180 Days
-1.91%
1 Year
7.05%
2 Years
30.24%
3 Years
44.98%
4 Years
79.01%
5 Years
85.33%
Fund Analysis

Aditya Birla Sun Life Retirement Fund - The 40s Plan does not yet have a 5-year performance history.

The average return for Retirement funds is 0.00% .

Holdings Insights

The fund currently owns more than 0 stocks.

The top 10 holdings account for 0.00% of total assets.

Based on portfolio allocation, this fund appears well diversified compared with peers.

Category Comparison
Metric Fund Category Avg
1 Year Return 7.05% N/A
2 Year Return 30.24% N/A
3 Year Return 44.98% N/A
4 Year Return 79.01% N/A
5 Year Return 85.33% N/A
6 Year Return N/A N/A
7 Year Return N/A N/A
Expense Ratio 2.09% -
NAV History
Fund Information

AMC: BirlaSunLife

Category: Solution Oriented • Retirement

Launch Date: 19 Feb 2019

Fund Manager: Mr. Mohit Sharma

Minimum Purchase: ₹1,000

Exit Load:

Lock-in: 0

Risk: Moderate Risk

About This Fund

Aditya Birla Sun Life Retirement Fund - The 40s Plan is managed by BirlaSunLife and belongs to the Solution Oriented category.

Investors often evaluate this fund using metrics such as portfolio holdings, diversification, expense ratio, risk profile and long-term NAV performance.

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Frequently Asked Questions

Aditya Birla Sun Life Retirement Fund - The 40s Plan is a mutual fund managed by . It invests across equities and provides exposure to diversified companies and sectors.

SIP suitability of Aditya Birla Sun Life Retirement Fund - The 40s Plan depends on its historical NAV performance, volatility, portfolio quality, expense ratio and long-term consistency.

Aditya Birla Sun Life Retirement Fund - The 40s Plan holds companies such as and other stocks based on its latest portfolio disclosure.

is currently one of the highest allocated sectors in Aditya Birla Sun Life Retirement Fund - The 40s Plan, based on the latest portfolio data.

Aditya Birla Sun Life Retirement Fund - The 40s Plan currently holds approximately stocks across multiple sectors and market caps.

The expense ratio of Aditya Birla Sun Life Retirement Fund - The 40s Plan is , which represents the annual cost charged for managing the fund.

Aditya Birla Sun Life Retirement Fund - The 40s Plan manages assets worth approximately , representing the total investor capital under management.

Aditya Birla Sun Life Retirement Fund - The 40s Plan carries a risk profile based on its portfolio composition, volatility and market exposure.

Aditya Birla Sun Life Retirement Fund - The 40s Plan performance can be evaluated using historical NAV trends, SIP returns and long-term return consistency.

Yes, Aditya Birla Sun Life Retirement Fund - The 40s Plan can be compared with other funds based on returns, holdings, overlap, sector allocation and risk metrics.

Aditya Birla Sun Life Retirement Fund - The 40s Plan is evaluated against , which represents its benchmark index for performance comparison.

is the Asset Management Company responsible for managing Aditya Birla Sun Life Retirement Fund - The 40s Plan and making investment decisions.

Yes, Aditya Birla Sun Life Retirement Fund - The 40s Plan provides company-wise exposure showing which stocks the fund is invested in and their weightage.

Aditya Birla Sun Life Retirement Fund - The 40s Plan may be suitable for long-term investors depending on risk tolerance, investment goals and portfolio diversification needs.

The SIP calculator uses historical NAV data of Aditya Birla Sun Life Retirement Fund - The 40s Plan to estimate returns and wealth creation over different time periods.
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