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

About Fund

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 113.24 crores & has delivered CAGR of 9.02 in the last 5 years. The fund has an exit load of 0.00% and an expense ratio of 2.09%. 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 Medium & Good respectively.

The fund has a present cash holding of %. The top holdings of the fund include Clearing Corporation Of India Limited, 6.48% Govt Stock 2035, ICICI Bank, HDFC Bank.

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

Some of the similar funds are Aditya Birla Sun Life Retirement Fund - The 40s Pln Regular Growth, SBI Retirement Benefit Fund - Conservative Plan Regular Growth, 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 0.36 & a standard deviation of 11.24%.