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Aditya Birla Sun Life Retirement Fund vs Aditya Birla Sun Life Retirement Fund compare
Aditya Birla Sun Life Retirement Fund-The 30s Plan-Regular Growth
Aditya Birla Sun Life Retirement Fund-The 40s Plan-Regular Plan-Growth
Chart Comparison
Overview
| Scheme Name | Aditya Birla Sun Life Retirement Fund-The 30s Plan-Regular Growth | Aditya Birla Sun Life Retirement Fund-The 40s Plan-Regular Plan-Growth |
|---|---|---|
| Fund | Aditya Birla Sun Life Retirement Fund-The 30s Plan-Regular Growth | Aditya Birla Sun Life Retirement Fund-The 40s Plan-Regular Plan-Growth |
| Investment Plan | Growth | Growth |
| Level of Risk | Very High | Very High |
| Asset Size (Cr) | ₹373 Cr | ₹113 Cr |
| Min Investment | ₹1000 | ₹1000 |
| Min SIP Invesment | ₹1000 | ₹1000 |
| Min Addl Investment | ₹1000 | ₹1000 |
| Launch Date | 11 Mar 2019 | 11 Mar 2019 |
| Category | Retirement Funds | Retirement Funds |
| Fund Type | Open Ended | Open Ended |
| Benchmark | NIFTY 500 TRI | CRISIL Hybrid 35+65 Aggressive TRI |
| Turn Over | 6% | 9% |
| Expense Ratio | 2.41 | 2.38 |
| Manager | Dhaval Joshi | Dhaval Joshi |
| ISIN Code | INF209KB1H99 | INF209KB1I56 |
| Exits Load | Data not available./365 | Data not available./365 |
Trailing Lumpsum Returns
| Scheme Name | Aditya Birla Sun Life Retirement Fund-The 30s Plan-Regular Growth | Aditya Birla Sun Life Retirement Fund-The 40s Plan-Regular Plan-Growth |
|---|---|---|
| 1 Month | 2.08% | 0.39% |
| 6 Month | -0.18% | 1.41% |
| 1 Year | 6.66% | 8.37% |
| 3 Year | 19.63% | 17.25% |
| 5 Year | 16.6% | 14.33% |
SIP Return Analysis
| Scheme Name | Aditya Birla Sun Life Retirement Fund-The 30s Plan-Regular Growth | Aditya Birla Sun Life Retirement Fund-The 40s Plan-Regular Plan-Growth |
|---|---|---|
| 6 Month | 10.85% | 6.47% |
| 1 Year | 11.16% | 9.58% |
| 3 Year | 16.51% | 14.8% |
| 5 Year | 14.09% | 12.55% |
Rolling Lumpsum Returns
| Scheme Name | Aditya Birla Sun Life Retirement Fund-The 30s Plan-Regular Growth | Aditya Birla Sun Life Retirement Fund-The 40s Plan-Regular Plan-Growth |
|---|---|---|
| 1 Year | 11.52% | 11.04% |
| 3 Year | 11.98% | 10.54% |
| 5 Year | 13.42% | 12.04% |
Risk Management
| Scheme Name | Aditya Birla Sun Life Retirement Fund-The 30s Plan-Regular Growth | Aditya Birla Sun Life Retirement Fund-The 40s Plan-Regular Plan-Growth |
|---|---|---|
| Standard Deviation | 13.102% | 10.538% |
| Sharp | 0.392% | 0.42% |
| Beta | - | - |
| Alpha | - | - |
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Fund Managers
| Scheme Name | Aditya Birla Sun Life Retirement Fund-The 30s Plan-Regular Growth | Aditya Birla Sun Life Retirement Fund-The 40s Plan-Regular Plan-Growth |
|---|---|---|
| Name | Dhaval Joshi | Dhaval Joshi |
| Total AUM | ₹361932 Cr | ₹361932 Cr |
| Funds Managed | 55 | 55 |
| Aditya Birla Sun Life Retirement Fund-The 30s Plan-Regular Growth | Aditya Birla Sun Life Retirement Fund-The 40s Plan-Regular Plan-Growth |
Market Cap
| Scheme Name |
Aditya Birla Sun Life Retirement Fund-The 30s Plan-Regular Growth |
Aditya Birla Sun Life Retirement Fund-The 40s Plan-Regular Plan-Growth |
|---|---|---|
| Others | 5.8 | 20.08 |
| Large Cap | 51.19 | 47.54 |
| Small Cap | 23.07 | 19.48 |
| Mid Cap | 19.94 | 12.89 |
Sector Allocation
| Scheme Name |
Aditya Birla Sun Life Retirement Fund-The 30s Plan-Regular Growth |
Aditya Birla Sun Life Retirement Fund-The 40s Plan-Regular Plan-Growth |
|---|---|---|
| Others | 5.8 | 20.08 |
| Energy | 4.83 | 4.41 |
| Technology | 10.41 | 9.89 |
| Consumer Defensive | 4.18 | 2.97 |
| Industrials | 12.8 | 8.75 |
| Financial Services | 26.98 | 22.33 |
| Basic Materials | 8.14 | 3.7 |
| Healthcare | 8.69 | 13.25 |
| Consumer Cyclical | 9.19 | 8.02 |
| Communication Services | 3.02 | 2.49 |
| Real Estate | 3.57 | 2.59 |
| Utilities | 2.39 | 1.52 |
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