Overview (as on 04 Aug 2021)

NAV

₹13.766

1y returns

38.477%

Fund AUM

₹209 Cr

Expense Ratio

0.92%

Min SIP

₹500

Min Lumpsum

₹1,000

Fund Performance

Calculator

Monthly SIP
Lumpsum

I would like to invest

 
For Time Period
5 years
Total investment
₹0

Asset Allocation

Sector Allocation
Financial Services
27.96%
Industrials
17.95%
Health
17.82%
Basic Materials
13.58%
Consumer
10.15%
Defensive
7.28%
Tech
5.25%
Size Breakup
Mid Cap
45.52%
Large Cap
44.46%
Small Cap
10.02%

Key Metrics

Yield to Maturity 

0.0%

Modified Duration 

0.0 yr

Sharpe Ratio 

0.0

Std deviation 

0.0%

Holdings

Fund Details

Investment Objectives
The primary 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. The Scheme does not guarantee/indicate any returns. There can be no assurance that the schemes objectives will be achieved.
Scheme Name
Aditya Birla Sun Life Retirement Fund - The 30s Pln Direct Growth
Scheme Document
Exit Load

After 0 Years : 0%

Plan Started
12 March, 2019
Fund Manager
Pranay Sinha
Fund House Details
Fund House
Aditya Birla Sun Life AMC Ltd
Email
connect@birlasunlife.com
Phone
+912243568110/8111
Address
Aditya Birla Sun Life AMC Ltd,One India Bulls Centre ,Tower 1, 17th Flr,,Jupiter Mill Compound,841,S.B. Marg,,Elphinstone Road

Other Related Plans

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Aditya Birla Sun Life Retirement Fund - The 30s...

NAV

₹13.766

INDmoney Analysis

    error

    Fund is in Bottom 50 percent in its Category

    Return score is based upon:

    Benchmark out performance
    Consistency of returns
    Indicative yields
    warning

    Fund is in Top 50 percent in its Category

    Risk score is based upon:

    Market sensitivity
    Credit risk
    Underlying maturity
    success

    Fund has high quality bonds and commercial papers

    Credit Quality is based upon:

    Long term credit rating
    Credit rating outlook
    Probability of default

    Based on credit rating and modified duration of underlying instruments

Fund Managers

Pranay Sinha
Pranay Sinha

manager

Work Experience
"null"
Harshil Suvarnkar
Harshil Suvarnkar

manager

Work Experience
"null"
Ajay Garg
Ajay Garg

leader

Qualifications
B.E.(Electronics), MBA (Finance)
Work Experience
"Working with the AMC since Jan, 2003. Prior to this worked with Birla Sun Life Securities Ltd. Total Work Experience of 15 years in financial services."

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