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

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Retirement Fund NAV 12.8500 0 06 February, 2023

Fund Details

Category Retirement Fund
Fund Type Open Ended
Investment Plan Growth
Launch Date 28 March, 2019
Benchmark S&P BSE 200 TRI
Asset Size(Cr) 95.01 (As on 31-12-2022)
Turn over 37%
Min Investment ₹ 1000
Min SIP Investment ₹ 1000
Min Addl Investment ₹ 1000
Exit Load Nil
Expense Ratio 2.45% (As on 31-12-2022)
Fund Manager Dhaval Shah, Harshil Suvarnkar, Dhaval Joshi

Investment Returns (As on 06 Feb, 2023)

Duration Returns Benchmark Category
1 W 0.79% 0.43% 0.95%
1 M -1.15% 1% -0.42%
3 M -3.08% 2.83% -1%
6 M 0.12% 3.84% 1.62%
1 Y -1.52% 5.29% 1.26%
2 Y 2.52% 4.23% 5.93%
3 Y 6.52% 6.2% 8.19%
5 Y - 7.79% 7.59%

Risk Mesasures (As on 06 Feb, 2023)

Std Dev Sharpe Beta Alpha
Fund 15.17 0.36 -3.08 0.76
Benchmark 0 0 0 0
Returns Compare with Others
  • 1Y
  • 3Y
  • 5Y

Portfolio (As on 28 Feb, 2022)

Assets Allocation

Sector Holdings

Return Calculator

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Disclaimer: Above returns are calculated on the basis of historical NAV movement for the selected period. However, historical performance does not guarantee future returns. Investors must take investment decisions based on his/her own requirements.

Peer Comparison

Fund Name 1 Yr Rtn. 3 Yr Rtn. 5 Yr Rtn.
Aditya Birla Sun Life Retirement Fund-The 40s Plan-Regular Plan-Growth -1.52% 6.52% 0%
Tata Retirement Savings Fund - Progressive Plan -Regular Plan-Growth Option -3.33% 8.88% 7.86%
Franklin India Pension Plan-Growth 2.21% 6.35% 6.53%

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