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

• Alpha 0.00%
• Beta 0.00
• Sharpe Ratio0.71
• Std Deviation 9.85%
• 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 40s Pln Regular Growth has an AUM of 115.62 crores & has delivered CAGR of 9.00% in the last 5 years. The fund has an exit load of 0.00% and an expense ratio of 2.39%. The minimum investment in Aditya Birla Sun Life Retirement Fund - The 40s Pln Regular Growth is Rs 1000 and the minimum SIP is Rs 500.

As per morningstar the risk & return rating of the fund are Moderate & Good respectively.

The top holdings of the fund include 7.18% Gs 2033, ICICI Bank, Clearing Corporation Of India Limited & HDFC Bank.

The major sectors where the fund is invested are Regional Banks, Software & Programming, Biotechnology & Drugs & Oil & Gas Operations.

Some of the similar funds are Aditya Birla Sun Life Retirement Fund - The 40s Pln Regular Growth, HDFC Retirement Savings Fund - Hybrid Debt Plan - Regular Plan, Nippon India Retirement Fund - Income Generation Scheme - Regular Growth, PGIM India Retirement Fund Regular Growth, ICICI Prudential Retirement Fund Hybrid Conservative Plan Regular Growth. Aditya Birla Sun Life Retirement Fund - The 40s Pln Regular Growth has a sharpe ratio of 0.71 & a standard deviation of 9.85%.