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Aditya Birla Sun Life Retirement Fund - The 40s Pln Direct Growth
Direct
Growth
3 yr CAGR
+14.37%
Direct
Growth
3 yr CAGR
+14.37%
Fund overview
Net Asset Value
₹20.226
AUM (Fund size)
112.97 Crore
Lock-in period
5 years
Exit Load
0% in 0 days
Expense ratio
1.01%
Risk
Very High
Start your investment
SIP
Amount
₹
Estimated value after 3 years
(as per historical returns)
44,490,595.68 Crore ₹
Min investment of ₹1,000 required
Top holdings
| Holdings | Weightage |
|---|---|
| Clearing Corporation Of India Limited | 8.79% |
| 7.18% Govt Stock 2033 | 7.7% |
| ICICI Bank Ltd | 7.03% |
| Infosys Ltd | 5.36% |
| HDFC Bank Ltd | 5.03% |
| Larsen & Toubro Ltd | 3.54% |
| UltraTech Cement Ltd | 3.33% |
| 7.34% Govt Stock 2064 | 3.25% |
| Reliance Industries Ltd | 3.11% |
| Bharti Hexacom Ltd | 2.81% |
Calculate returns
Monthly (SIP)
One-Time
₹
yrs
₹4,000 invested monthly becomes ₹0 in a period of 20 years
Top Sectors
Related Funds
| Fund | NAV | 3yr Returns | Risk |
|---|---|---|---|
| 34.50 | 24.63% | Very High Risk | |
| 22.00 | 14.08% | Very High Risk | |
| 27.69 | 20.54% | Very High Risk | |
| 33.52 | 19.5% | Very High Risk | |
| 20.19 | 12.63% | Very High Risk | |
| 21.78 | 15.36% | Very High Risk | |
| 17.02 | 8.85% | High Risk | |
| 22.43 | 8.91% | Moderately High risk | |
| 18.01 | 10.29% | Moderately High risk | |
| 15.35 | 8.51% | Moderate Risk |
About Aditya Birla Sun Life AMC Ltd
Presently it is known as Aditya Birla Sun Life (ABSL) Asset Management Company Ltd. It is a joint venture between the Aditya Birla Group in India and Sun Life Financial Inc of Canada. It was set up as a joint venture in 1994.
Managers | Chanchal Khandelwal, Harshil Suvarnkar, Dhaval Joshi |
Custodians | Citibank N.A. India |
Address | Aditya Birla Sun Life AMC Ltd One World Centre, Tower 1, 17th Floor |
Fax Nos. | +91 22 43568110/ 8111 |
Telephone Nos. | +91 22 43568000 |
Homepage | www.adityabirlasunlifemf.com |
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Start your investment
SIP
Amount
₹
Estimated value after 3 years
(as per historical returns)
44,490,595.68 Crore ₹
Min investment of ₹1,000 required
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Frequently Asked Questions
What are Balanced/Hybrid funds?
Hybrid funds are mutual funds in which the fund manager allocates your money in both equity and debt in a certain ratio. The ratio is decided when the fund is announced and it remains constant throughout.
Who should invest in a Balanced/hybrid fund?
Balanced funds are suitable for a medium-term horizon and are ideal for investors who are looking for a mixture of safety, income and modest capital appreciation
Who should invest in a Balanced/hybrid fund?
Balanced funds are suitable for a medium-term horizon and are ideal for investors who are looking for a mixture of safety, income and modest capital appreciation
What is a lock-in period?
It is the period for which your money will remain locked in the mutual fund. Most mutuals do not have any lock-in period. ELSS, Tax-Savers, come with a lock-in of 3 years which is the lowest compared to other 80C investment options. Lock-in period is calculated from the date of investment. Meaning SIPs will have different lock-in dates
Is KYC necessary for BLACK?
KYC is necessary for all fund houses. If you are investing through BLACK, you need to do your KYC just once. The same KYC will be used for all further investments.
What is a Mandate (Auto-SIP)?
A Mandate is a one-time registration through which you instruct your bank account to deduct a specified amount of money from your account daily towards investing into a SIP portfolio. Once you register for Mandate, you don’t have to follow the payment process every time you invest in the SIP.
