Aditya Birla Sun Life Retirement Fund vs Aditya Birla Sun Life Retirement Fund compare

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tortoise-icon Aditya Birla Sun Life Retirement Fund-The 30s Plan-Regular Growth

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

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Chart Comparison

Overview Trailing Returns SIP Returns Rolling Returns Risk Managers Market Cap Sectors

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) ₹348 Cr ₹109 Cr
Min Investment ₹1000 ₹1000
Min SIP Invesment ₹1000 ₹1000
Min Addl Investment ₹1000 ₹1000
Launch Date 10 Mar 2019 01 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 2.39 2.38
Manager Dhaval Joshi Dhaval Joshi
ISIN Code INF209KB1H99 INF209KB1I56
Exits Load Nil/365 Nil/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 2.86% 2.09%
6 Month 18.02% 13.19%
1 Year 31.66% 25.25%
3 Year 13.68% 11.39%
5 Year 14.62% 12.56%

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 - -
1 Year 14.53% 11.38%
3 Year 30.51% 24.92%
5 Year 48.36% 39.57%

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 15.19% 12.79%
3 Year 36.66% 30.38%
5 Year 53.49% 43.36%

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 11.61% 9.48%
Sharp 0.59% 0.5%
Beta 0.84% 0.76%
Alpha -3.31% -1.19%

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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
Fund Manage 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

Large Cap 59.87 45.24
Small Cap 19.39 14.7
Others 7.37 30.03
Mid Cap 13.36 10.05

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

Financial 28.38 25.22
Energy 9.78 6.55
Construction 7.28 6.63
Technology 5.3 5.64
Materials 4.86 4.49
Communication 2.8 2.67
Healthcare 7.59 6.66
Others 4.23 11.68
Services 5.96 1.22
Automobile 4.68 4.17
Consumer Discretionary 2.82 1.88
Consumer Staples 4.44 3.12
Capital Goods 7.25 6.41
Metals & Mining 2.89 1.28
Insurance 1.39 0.63
Sovereign 0.34 11.03
Chemicals - 0.74

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