Aditya Birla Sun Life Retirement Fund - The 40s Plan Add to compare
12.149
-0.011
(-0.09%)
1 day change as on 21 Jan 2021
Investment 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 Type Entry Load Average Asset Size (Rs cr.)
Open Ended Nil 74.93
Investment Plan Exit Load Minimum Investment (Rs.)
Growth Nil 1000
Launch Date Fund Manager Last Dividend
05-03-2019 Ajay Garg,Pranay Sinha 0.00
Benchmark Email / Website Bonus
CRISIL Hybrid 35+65 - Aggressive Index* connect@birlasunlife.com / www.birlasunlife.com
AMC Name
Aditya Birla Sun Life Asset Management Company Ltd.
Fund Name AUM (Rs. Cr) Return (%)
1 Mth 3 Mths 6 Mths 1 Yr 3 Yrs 5 Yrs Since Inception
Aditya Birla Sun Life Retirement Fund - The 40s Plan 78.84 6.75 15.09 19.93 16.13 -- -- 10.88
HDFC Retirement Savings Fund - Equity Plan 1234.78 9.53 21.38 31.24 20.40 6.11 -- 16.56
HDFC Retirement Savings Fund - Hybrid - Equity Plan 530.65 6.58 17.48 25.02 18.12 8.00 -- 15.94
Axis Retirement Savings Fund - Dynamic Plan 255.50 3.51 18.39 19.35 17.28 -- -- 16.21
Axis Retirement Savings Fund - Aggressive Plan 542.33 4.63 19.27 22.63 17.08 -- -- 16.03
ICICI Prudential Retirement Fund - Hybrid Aggressive Plan 87.82 9.26 19.26 23.86 16.87 -- -- 12.39
Top 10 Holdings
Company Name Sector Name Asset %
Housing Development Finance Corporation Ltd. Financial Services 7.94
Honeywell Automation India Ltd. Industrial Manufacturing 6.48
CBLO(CCIL) Current Assets 6.24
Pfizer Ltd. Pharma 5.65
Kotak Mahindra Bank Ltd. Financial Services 5.47
 
Company Name Sector Name Asset %
7.52 REC LTD. Nov 7 2026 Financial Services 5.36
Bayer Cropscience Ltd. Fertilisers & Pesticides 4.61
Reliance Industries Ltd. OIL & GAS 4.34
Glaxo Smithkline Pharmaceuticals Ltd. Pharma 3.61
Gillette India Ltd. Consumer Goods 3.09
AUM Movement
Asset Allocation