Aditya Birla Sun Life Retirement Fund - The 40s Pln Direct Growth
AllocationRetirement
21.14
-0.16(-0.76%)
NAV as on 08 Dec, 2025
CAGR
14.06%
- AUM (Crs.)117.70
- Expense Ratio1.01 %
- Sharpe Ratio / Category Average0.74
- Standard Deviation / Category Average10.10
- Beta / Category Average-
- Portfolio Turnover / Category Average29.81 / 44.31
- Top 5 Stocks Wt.27.47
- Top 10 Stocks Wt.42.15
- Top 3 Sectors Wt.47.96
- Investment StyleLarge Growth
- Morningstar Rating
Portfolio
Asset Allocation
Weightage by Market Cap
Concentration
- No. of Stocksundefined
- Avg. Market Capundefined
- Top 10 Stocksundefined%
- Top 5 Stocksundefined%
- Top 3 Sectorsundefined%
View Holdings
Fundamentals
| Measures | Fund | Category Average |
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Risk Metrics
Peers
1Y3Y5Y10Y
| Mutual Fund | AUM (cr.) | 3YReturns |
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Holdings
Stocks
Sector
About
- Fund Manager(s)Check HistoryChanchal Khandelwal, Harshil Suvarnkar
- Launch Date12 Mar, 2019
- BenchmarkS&P BSE 500
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.
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