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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) | ₹408 Cr | ₹114 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 | 2.83% | 2.47% |
| 6 Month | 21.39% | 13.41% |
| 1 Year | 1% | 2.89% |
| 3 Year | 15.26% | 13.28% |
| 5 Year | 14.11% | 12.17% |
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 | 5.44% | 3.11% |
| 1 Year | 16% | 10.88% |
| 3 Year | 15.97% | 13.82% |
| 5 Year | 13.75% | 12.01% |
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 | 11.05% | 10.76% |
| 3 Year | 12.22% | 10.66% |
| 5 Year | 14.04% | 12.35% |
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 | 13.39% | 10.16% |
| Sharp | 0.55% | 0.55% |
| Beta | 0.95% | 1.07% |
| Alpha | -0.31% | 0.25% |
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 | 6.22 | 23.04 |
| Large Cap | 46.47 | 49.61 |
| Small Cap | 26.49 | 13.32 |
| Mid Cap | 20.82 | 14.03 |
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 | 3.1 | 20.35 |
| Energy | 1.96 | 4.31 |
| Utilities | 3.24 | 1.47 |
| Technology | 9.82 | 8.32 |
| Consumer Defensive | 8.11 | 3.2 |
| Consumer Cyclical | 9.87 | 7.9 |
| Communication Services | 0 | 1.59 |
| Industrials | 17.9 | 6.69 |
| Basic Materials | 9.07 | 6.29 |
| Financial Services | 26.1 | 26.65 |
| Healthcare | 7.98 | 11.13 |
| Real Estate | 2.85 | 2.09 |
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