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

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

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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 Risk	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

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	-4.5%	-2.55%
6 Month	-11.28%	-4.35%
1 Year	3.92%	6.95%
3 Year	10.62%	10.58%
5 Year	10.24%	10.04%

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	-10.53%	-1.75%
3 Year	10.25%	11.52%
5 Year	11.18%	11.15%

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	12.47%	11.43%
3 Year	12.02%	10.41%
5 Year	13.27%	11.79%

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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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	2.79	27.93
Large Cap	52.94	46.56
Small Cap	25.15	15.28
Mid Cap	19.14	10.25

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	2.79	10
Petroleum Products	4.06	-
IT - Software	8.23	-
Household Products	1.68	-
Construction	5.62	6.02
Banks	21.16	-
Non - Ferrous Metals	1.37	-
Pharmaceuticals & Biotechnology	6.57	-
Healthcare Services	2.82	-
Auto Components	5	-
Personal Products	1.3	-
Transport Services	0.84	-
Electrical Equipment	3.67	-
Insurance	3.7	0.69
Retailing	2.65	-
Oil	1.48	-
Consumer Durables	6.7	-
Leisure Services	0.95	-
Finance	2.35	-
Industrial Products	1.08	-
Telecom - Services	3.06	-
Chemicals & Petrochemicals	1.54	-
Cement & Cement Products	3.52	-
Food Products	1.46	-
Power	2.31	-
Realty	3.03	-
Automobiles	1.08	-
Sovereign	-	10.98
Energy	-	6.77
Technology	-	5.61
Consumer Staples	-	3.18
Financial	-	26.47
Healthcare	-	7.55
Materials	-	4.8
Services	-	2.36
Capital Goods	-	6.19
Automobile	-	3.87
Consumer Discretionary	-	2.07
Communication	-	2.27
Metals & Mining	-	1.19