Aditya Birla SL Retirement-The 40s Plan-Dir Growth
500
Min SIP
1,000
Min Lumpsum
0.99 %
Expense Ratio
Rating
99
Fund Size (in Cr)
5 Years
Fund Age
Mutual Fund SIP Calculator
Monthly Investment
Max: ₹1,00,000
Investment Period
Yrs
Max: 3 yrs
-
Invested Amount--
-
Wealth Gained--
-
Expected Amount--
Scheme Performance
| 1Y | 1Y | 3Y | 3Y | 5Y | 5Y | Max | Max | |
|---|---|---|---|---|---|---|---|---|
| Trailing Returns | 16.1% | 13.3% | - | 10.3% | ||||
| Category Average | 13.8% | 20.2% | 14.5% | - |
Scheme Allocation
By Holding
By Sector
By Asset
Advance Ratio
0.95
Alpha
3.03
SD
0.65
Beta
1.22
Sharpe
Exit Load
| Exit Load | Nil |
|---|
Fund Objective
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.
Fund Managers
Dhaval Shah
Risk-O-Meter
Peer Comparison
Fund Name
- Fund Name
- Fund Size
- 1Y
- 3Y
- 5Y
-
- Solution Oriented .
- Retirement .
-
- 164
-
10.5%Fund Size - 164
-
8.3%Fund Size - 164
-
9%Fund Size - 164
-
- Solution Oriented .
- Retirement .
-
- 170
-
11.5%Fund Size - 170
-
7.9%Fund Size - 170
-
9.1%Fund Size - 170
-
- Solution Oriented .
- Retirement .
-
- 3,655
-
28.4%Fund Size - 3,655
-
31.6%Fund Size - 3,655
-
20.1%Fund Size - 3,655
-
- Solution Oriented .
- Retirement .
-
- 2,604
-
24.6%Fund Size - 2,604
-
25.1%Fund Size - 2,604
-
11.8%Fund Size - 2,604
-
- Solution Oriented .
- Retirement .
-
- 1,138
-
23%Fund Size - 1,138
-
22.3%Fund Size - 1,138
-
15.7%Fund Size - 1,138
AMC Contact Details
Aditya Birla Sun Life Mutual Fund
AUM:
2,97,662 Cr
Address:
One World Centre,Tower 1,17th Flr,
Jupiter Mills,senapati Bapat
Marg,Elphinstone Road, Mumbai 400013
Contact:
43568000
Email ID:
care.mutualfunds@adityabirlacapital.com
Frequently Asked Questions
How to invest in Aditya Birla SL Retirement-The 40s Plan-Dir Growth ?
You can invest in Aditya Birla SL Retirement-The 40s Plan-Dir Growth in a quick and simple process. Follow the below steps;
- Login to your 5paisa account, Go to the Mutual Funds section.
- Search for Aditya Birla SL Retirement-The 40s Plan-Dir Growth in the search box.
- Click on "Start SIP" if you wish to do a SIP or click on “One-time” if you wish to invest a lumpsum amount then click on "Invest Now"
What is the NAV of Aditya Birla SL Retirement-The 40s Plan-Dir Growth ?
The NAV of Aditya Birla SL Retirement-The 40s Plan-Dir Growth is ₹15.5 as of 04 October 2023.
How to redeem Aditya Birla SL Retirement-The 40s Plan-Dir Growth holding ?
You can go to your holding on the app and click on the fund name you will get two options Invest More and Redeem; click on redeem and enter the amount or units you desire to redeem or you can tick on “Redeem all units”.
What is the minimum sip amount of Aditya Birla SL Retirement-The 40s Plan-Dir Growth?
The minimum SIP amount of Aditya Birla SL Retirement-The 40s Plan-Dir Growth is ₹500
What are the top sectors Aditya Birla SL Retirement-The 40s Plan-Dir Growth has invested in?
The top sectors Aditya Birla SL Retirement-The 40s Plan-Dir Growth has invested in are
- Banks - 27.7%
- Debt - 19.67%
- Pharmaceuticals & Biotech - 6.18%
- Consumer Durables - 5.46%
- IT-Software - 4.58%
Can I make investments in both the SIP and Lump Sum schemes of Aditya Birla SL Retirement-The 40s Plan-Dir Growth?
Yes, You can select both SIP or Lumpsum investment of Aditya Birla SL Retirement-The 40s Plan-Dir Growth based on your investment objective and risk tolerance.
How much returns have Aditya Birla SL Retirement-The 40s Plan-Dir Growth generated ?
The Aditya Birla SL Retirement-The 40s Plan-Dir Growth has delivered 10.3% since inception
What is the expense ratio of Aditya Birla SL Retirement-The 40s Plan-Dir Growth ?
The expense ratio of Aditya Birla SL Retirement-The 40s Plan-Dir Growth is 0.99 % as of 04 October 2023.
What is the AUM of Aditya Birla SL Retirement-The 40s Plan-Dir Growth?
The AUM of Aditya Birla SL Retirement-The 40s Plan-Dir Growth is ₹2,97,662 Cr as of 04 October 2023
What are the top stock holdings of Aditya Birla SL Retirement-The 40s Plan-Dir Growth?
The top stock holdings of Aditya Birla SL Retirement-The 40s Plan-Dir Growth are
- HDFC Bank - 8.62%
- ICICI Bank - 6.56%
- Infosys - 4.94%
- Larsen & Toubro - 4.15%
- UltraTech Cem. - 2.82%
How can I redeem my investments in Aditya Birla SL Retirement-The 40s Plan-Dir Growth?
Step 1: Visit the fund house's website
Step 2: Log in to your account by adding Folio No. and M-Pin
Step 3: Click on Widhrawal > Redemption
Step 4: Select Aditya Birla SL Retirement-The 40s Plan-Dir Growth in Scheme, enter the redemption amount, and click on submit button.
Step 2: Log in to your account by adding Folio No. and M-Pin
Step 3: Click on Widhrawal > Redemption
Step 4: Select Aditya Birla SL Retirement-The 40s Plan-Dir Growth in Scheme, enter the redemption amount, and click on submit button.