Aditya Birla Sun Life Retirement Fund - The 40s Pln Regular Growth
Medium
Risk
Solution Oriented
Retirement Fund
+
8.69
%
8.69
%
3Y annualised
+
0.25
%
0.25
%
1D
1M
6M
1Y
3Y
All
Fund size
110
NAV:
Mar 7, 2024
16.012
Sector
Tech
Type
Solution_oriented
Launched
Mar 2019
Min Investment
1000
Expense Ratio
2
Risk
Medium
Portfolio allocation
Top 10 Holdings
% Value
7.18% Govt Stock 2033
7.75
%
ICICI Bank Ltd
6.51
%
Infosys Ltd
5.2
%
HDFC Bank Ltd
5.16
%
Larsen & Toubro Ltd
4.35
%
Rural Electrification Corporation Limited
3.61
%
UltraTech Cement Ltd
3.04
%
Fortis Healthcare Ltd
2.98
%
Sun Pharmaceuticals Industries Ltd
2.95
%
Reliance Industries Ltd
2.75
%
Expense ratio, exit load and tax
Expense Ratio:
2
%
Inclusive of GST
Exit load
No exit loads
Tax implication
Returns are taxed at 15%, if you redeem before one year. After 1 year, you are required to pay LTCG tax of 10% on returns of Rs 1 lakh+ in a financial year.
Fund house & investment objective
Aditya Birla Sun Life Retirement Fund - The 40s Pln Regular Growth
More details
Investment 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.
Scheme Information Document
Mutual Fund investments are subject to market risks. Read all scheme-related documents carefully. Past performance is not an indicator of future returns.
Calculate returns
One-time
Monthly SIP
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* Returns are calculated as per lifetime average per annum returns of the fund.
Calculate returns
Monthly SIP
One-time
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