Aditya Birla Sun Life AMC Limited

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

HybridSolution Oriented - Retirement
  • Plan: Regular
  • |
  • Type: Open-Ended
  • |
  • Option: Growth
  • 1 yr return0%
  • 3 yr return6.9%
  • 5 yr return-
  • Expense Ratio2.45%
  • Lock-in Period--
  • Exit Load0%
  • Fund Size (Cr)Rupees95
  • NAVRupees12.8

Performance Graph

  • Show returns for: 1 yr 3 yrs 5 yrs
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Returns Calculator

  • Show returns for: SIP Lumpsum
  • Monthly SIP (Rupees)
  • Investment years: 1 3 5
  • Amount invested/month: Rupees-
  • Time Period: 1 years
  • Estimated Returns: Rupees0

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Investment Objective

The 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.

Tax Implications

Taxation on mutual fund explained : https://zfunds.in/article/taxes-on-mutual-funds

Riskometer

Top Holdings

  • Companies %
  • Clearing Corporation of India Limited 10.9
  • ICICI Bank Limited 7.3
  • Infosys Limited 5.2
  • HDFC Bank Limited 4.8
  • Housing Development Finance Corporation Limited 4.8
  • 7.52% REC Limited (07/11/2026) ** 4.2
  • Larsen & Toubro Limited 4.2
  • Reliance Industries Limited 3.8
  • Axis Bank Limited 3
  • State Bank of India 2.9
  • UltraTech Cement Limited 2.7
  • Sectors %
  • Banks20.3
  • Cash/Deposits/Margins/Treps/Repo/Swaps11.5
  • Finance10.6
  • Internet and Technology7.9
  • Automobiles5.8

Fund House