39748
5946
Aditya Birla SL Retirement-The 40s Plan-Dir Growth
14.12
20.63
13.98
-0.93
2.25
-1.58
6.35
12.79
  • NAV

    20.07

    as on 27 Dec 2024

  • ₹-0.03 (-0.13%)

    Last Change

  • 14.12%

    3Y CAGR returns

  • ₹ 500

    Min SIP
  • ₹ 1000

    Min Lumpsum
  • 1.01%

    Expense Ratio
  • Rating
  • 113 Cr

    Fund Size
  • 5 Years

    Fund Age

SIP Calculator

Yr
  • Invested Amount
  • ₹ 00
  • Wealth Gained
  • ₹ 00
  • Expected Amount
  • ₹ 00
Yr
  • Invested Amount
  • ₹ 00
  • Wealth Gained
  • ₹ 00
  • Expected Amount
  • ₹ 00

Returns and Ranks ( as on 27 Dec 2024 )

  • 1Y Returns
  • 3Y Returns
  • 5Y Returns
  • MAX Returns
  • Trailing Returns
  • 20.63%
  • 14.12%
  • 13.98%
  • 12.79
8.07%
7.70%
5.65%
5.19%
66.33%
View all Holdings
  • 2.05Alpha
  • 2.92SD
  • 0.76Beta
  • 0.60Sharpe
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.

Chanchal Khandelwal

Low Low to
moderate
Moderate Moderately
High
High Very
High
  • Fund Name

Aditya Birla Sun Life Mutual Fund

  • AUM :
  • 384,327Cr
  • Address :
  • One World Centre,Tower 1,17th Flr,Jupiter Mills,senapati BapatMarg,Elphinstone Road, Mumbai 400013
  • Contact :
  • +91022 43568000 / 022 43568008
  • Email ID :
  • abslamc.cs@adityabirlacapital.com
Mutual Fund by Category

Large Cap

  • Fund Name

Mid Cap

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ELSS

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Small Cap

Dividend Yield

Ultra Short Duration

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Long Duration

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Aggressive Hybrid Mutual

FAQs

You can invest in Aditya Birla SL Retirement-The 40s Plan-Dir Growth in a quick and simple process. Follow the below steps

  1. Login to your 5paisa account, Go to the Mutual Funds section.
  2. Search for Aditya Birla SL Retirement-The 40s Plan-Dir Growth in the search box.
  3. Click on "Start SIP" if you wish to do a SIP or click on "One-time" if you wish to invest a lumpsum amount then click on "Invest Now"

Aditya Birla SL Retirement-The 40s Plan-Dir Growth has delivered 12.88% since inception

The NAV of Aditya Birla SL Retirement-The 40s Plan-Dir Growth is ₹19.086 as of 27 Dec 2024

The expense ratio of Aditya Birla SL Retirement-The 40s Plan-Dir Growth is % as of 27 Dec 2024

You can go to your holding on the app and click on the fund name you will get two options Invest More and Redeem; click on redeem and enter the amount or units you desire to redeem or you can tick on "Redeem all units

The AUM of Aditya Birla SL Retirement-The 40s Plan-Dir Growth 107.66 CR as of 27 Dec 2024

The minimum SIP amount of Aditya Birla SL Retirement-The 40s Plan-Dir Growth is 500

The top stock holdings of Aditya Birla SL Retirement-The 40s Plan-Dir Growth are

  1. C C I - 8.07%
  2. GSEC2033 - 7.70%
  3. ICICI Bank - 7.06%
  4. Infosys - 5.65%
  5. HDFC Bank - 5.19%

The top sectors Aditya Birla SL Retirement-The 40s Plan-Dir Growth has invested in are

  1. Debt - 25.73%
  2. Banks - 18.16%
  3. IT-Software - 5.63%
  4. Pharmaceuticals & Biotech - 5.09%
  5. Consumer Durables - 4.65%

  1. Step 1: Visit the fund house website
  2. Step 2: Log in to your account by adding Folio No. and M-Pin
  3. Step 3: Click on Widhrawal > Redemption
  4. Step 4: Select Aditya Birla SL Retirement-The 40s Plan-Dir Growth in Scheme, enter the redemption amount, and click on submit button.

Yes, You can select both SIP or Lumpsum investment of Aditya Birla SL Retirement-The 40s Plan-Dir Growth based on your investment objective and risk tolerance

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