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
| 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) | ₹388 Cr | ₹110 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 |
| 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 | 2.13% | 1.49% |
| 6 Month | 19.73% | 14.04% |
| 1 Year | 33.16% | 26.46% |
| 3 Year | 14.81% | 12.22% |
| 5 Year | 16.15% | 13.67% |
| 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% |
| 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% |
| 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 | 0.68% | 0.5% |
| Beta | 0.85% | 0.76% |
| Alpha | -3.34% | -1.19% |
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| 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 |
| 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 | 7.37 | 30.03 |
| Large Cap | 59.87 | 45.24 |
| Small Cap | 19.39 | 14.7 |
| Mid Cap | 13.36 | 10.05 |
| 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 | 4.23 | 11.68 |
| Sovereign | 0.34 | 11.03 |
| Energy | 9.78 | 6.55 |
| Technology | 5.3 | 5.64 |
| Consumer Staples | 4.44 | 3.12 |
| Construction | 7.28 | 6.63 |
| Financial | 28.38 | 25.22 |
| Metals & Mining | 2.89 | 1.28 |
| Healthcare | 7.59 | 6.66 |
| Materials | 4.86 | 4.49 |
| Services | 5.96 | 1.22 |
| Capital Goods | 7.25 | 6.41 |
| Automobile | 4.68 | 4.17 |
| Consumer Discretionary | 2.82 | 1.88 |
| Communication | 2.8 | 2.67 |
| Insurance | 1.39 | 0.63 |
| Chemicals | - | 0.74 |
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