Aditya Birla Sun Life Retirement Fund - The 40s Plan Growth Return
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- 3M
- 6M
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- 5Y
This Fund:
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BankFD:
Showing Funds Performance since Sep 07, 2020
Aditya Birla Sun Life Retirement Fund - The 40s Plan Growth Fund Overview
SIP ₹500 & Lump. ₹1000
₹116 Cr
5 Years
2.42
Nil
CRISIL Hybrid 35+65 - Aggressive Index
Aditya Birla Sun Life Retirement Fund - The 40s Plan Growth Calculate Returns
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Growth Review
| Duration | Fund Return(%) | Category Average(%) | Category Best(%) |
|---|---|---|---|
| 1M | -5.32 | -1.09 | 126.25 |
| 6M | 4.91 | 3.84 | 126.25 |
| 1Y | -1.08 | 3.76 | 126.25 |
| 3Y | 8.42 | 13.57 | 126.25 |
Portfolio Analysis
- Equity: 78.89%
- Debt: 21.13%
- Others
About Fund Aditya Birla Sun Life Retirement Fund - The 40s Plan Growth
Aditya Birla Sun Life Retirement Fund - The 40s Plan Growth managed by Aditya Birla Sun Life Mutual Fund,is a Aggressive Hybridscheme with Assets Under Management of ₹116 Crore. The fund benchmarks its performance against the CRISIL Hybrid 35+65 - Aggressive Index while maintaining an expense ratio of 2.42. Under the expert guidance of Mohit Sharma ,the fund implements a disciplined investment approach aligned with its mandate. The scheme requires a minimum investment of ₹500 for SIP and ₹1,000 for lump sum investments, making it accessible to diverse investor profiles.
Fund Managers
Mohit Sharma
Mr. Mohit Sharma holds PGDCM - IIM Calcutta, B Tech - IIT Madras He has around 10 years of experience of which 7 years are in financial markets. Prior to joining Birla Sun Life Asset Management Co. Ltd, he ran his own healthcare- tech business (June 2012 - May 2015). He has also worked as an Interest Rates Trader in Standard Chartered Bank (May 2007 - June 2011) and ICICI Bank Ltd (June 2006 - April 2007). He started his career in the Equity Research in Irevna Ltd (June 2005 - June 2006).
Peer Comparison
| Fund Name | Ratings | AUM | Expense Ratio |
|---|---|---|---|
| Baroda BNP Paribas Aggressive Hybrid Fund Growth | 1 | 1,259 CR | 2.24 |
| Invesco India Aggressive Hybrid Fund Growth | 2 | 776 CR | 2.4 |
| Aditya Birla Sun Life Retirement Fund - The 40s Plan Growth | 0 | 116 CR | 2.42 |
| Nippon India Aggressive Hybrid Fund - Segregated Portfolio 1 Growth | 0 | 4,072 CR |
| Fund Name | 1Y | 3Y |
|---|---|---|
| This FundBaroda BNP Paribas Aggressive Hybrid Fund Growth | -2.8478 | 27.0412 |
| This FundInvesco India Aggressive Hybrid Fund Growth | -8.3308 | 27.1219 |
| This FundAditya Birla Sun Life Retirement Fund - The 40s Plan Growth | -1.0764 | 27.4562 |
| This FundNippon India Aggressive Hybrid Fund - Segregated Portfolio 1 Growth | 126.2548 | 126.2548 |
Aditya Birla Sun Life Retirement Fund - The 40s Plan Growth FAQs
- 1 Month : -5.32%
- 6 Months : 4.91%
- 1 Year : -1.08%
- 3 Years : 8.42%
