Other Create Wealth
Solution Oriented - Retirement Fund
Category Rank
Aditya Birla Sun Life Retirement Fund - The 40s Plan Regular Growth
Rating
Fund
Time to Invest
Aditya Birla Sun Life Retirement Fund - The 40s Plan Regular Growth
NAV
14.525
(25/09/2023)
L 52Wk H
12.35
14.71
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Aditya Birla Sun Life Retirement Fund - The 40s Plan Regular Growth

Other
Solution Oriented - Retirement Fund
Create Wealth
Rank Aditya Birla Sun Life Retirement Fund - The 40s Plan Regular Growth
Fund
NAV
14.525
(25/09/2023)
Time to Invest
Aditya Birla Sun Life Retirement Fund - The 40s Plan Regular Growth
Rating
L 52Wk H
12.35
14.71
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. .

Category
  • Solution Oriented - Retirement Fund
Benchmark
  • CRISIL Hybrid 35+65 - Aggressive Index
Returns
Absolute
1M
1.60%
3M
7.76%
6M
17.18%
Annualised
1Y
12.55%
3Y
12.16%
5Y
-
Historical NAV
NAV for scheme Aditya Birla Sun Life Retirement Fund-The 40s Plan-Regular Plan-Growth is
Growth of 10,000
An investment of 10000 for in this scheme would have grown to Rs.

Risk of the fund

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

AUM

99.78 Cr
Aditya Birla Sun Life Retirement Fund - The 40s Plan Regular Growth AUM is 87% lower than other schemes in the category

Load

Entry Load - NIL
Exit Load - Nil
Lock In Period - 5 Years

Expense Ratio

2.38%

Turnover Ratio

34.00%