Aditya Birla Sun Life Retirement Fund - The 30s Pln Regular Growth

• Alpha 0.00%
• Beta 0.00
• Sharpe Ratio0.70
• Std Deviation 12.98%
• Tracking Error 0.00%

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.

The Aditya Birla Sun Life Retirement Fund - The 30s Pln Regular Growth has an AUM of 430.54 crores & has delivered CAGR of 10.89% in the last 5 years. The fund has an exit load of 0.00% and an expense ratio of 2.41%. The minimum investment in Aditya Birla Sun Life Retirement Fund - The 30s Pln Regular Growth is Rs 1000 and the minimum SIP is Rs 500.

As per morningstar the risk & return rating of the fund are Medium & High respectively.

The top holdings of the fund include ICICI Bank, Godrej Consumer Products, AU Small Finance Bank & State Bank of India.

The major sectors where the fund is invested are Regional Banks, Software & Programming, Construction Services & Biotechnology & Drugs.

Some of the similar funds are Aditya Birla Sun Life Retirement Fund - The 30s Pln Regular Growth, Axis Retirement Fund - Dynamic Plan Regular Growth, Axis Retirement Fund - Aggressive Plan Regular Growth, Franklin India Retirement Fund Growth, Baroda BNP Paribas Retirement Fund Regular Growth. Aditya Birla Sun Life Retirement Fund - The 30s Pln Regular Growth has a sharpe ratio of 0.70 & a standard deviation of 12.98%.