Aditya Birla Sun Life Retirement Fund - The 40s Plan Regular-Growth
The fund is rated 0.5 stars. Balance between returns and downside risk provided some support. Asset mix and investment selection within each industry were the main limitations and did not provide enough support for a higher rating. Higher annual fee of 2.42% was a minor drawback.
This fund has a bad track record with Asset Allocation, a bad track record with Stock Selection/Timing, a ok risk-reward ratio. It is important to note, however, that this fund has a 116.039 AUM and a 2.42 expense ratio. Considering all these factors, we have rated this fund as 0.5 star.
எங்கள் score நீண்டகால performance, risk மற்றும் consistency-ஐ மதிப்பிடுகிறது — past returns மட்டும் அல்ல.
Returns
8 Oct 2026 நிலவரப்படி
Risk ratios
30 Sep 2026 நிலவரப்படி
Debt அளவீடுகள்
Portfolio
30 Sep 2026 நிலவரப்படி
Market-cap பிரிவு
துறை ஒதுக்கீடு
Holdings (63)
| Holding | Fund-இன் % | மதிப்பு | பங்குகள் |
|---|---|---|---|
| Others | 8.23% | ₹9.05 Cr | — |
| GOICoupon 6.48% · முதிர்வு 06/10/2035 · Rating SOV | 6.52% | ₹7.16 Cr | 7,50,000 |
| ICICI Bank Ltd. | 6.37% | ₹7.01 Cr | 53,000 |
| HDFC Bank Ltd. | 4.07% | ₹4.47 Cr | 63,118 |
| GOICoupon 7.34% · முதிர்வு 22/04/2064 · Rating SOV | 3.03% | ₹3.33 Cr | 3,50,000 |
| Infosys Ltd. | 2.94% | ₹3.24 Cr | 32,548 |
| Reliance Industries Ltd. | 2.84% | ₹3.12 Cr | 26,304 |
| Ultratech Cement Ltd. | 2.83% | ₹3.1 Cr | 2,834 |
| Sun Pharmaceutical Industries Ltd. | 2.76% | ₹3.03 Cr | 16,676 |
| State Bank of India | 2.50% | ₹2.75 Cr | 28,652 |
Fund விவரங்கள்
Long term capital growth and income. investment predominantly in equity and equity related securities as well as debt and money market instruments.
The Scheme seeks to invests predominantly in equity and equity related instruments with marginal allocation to debt and money market instruments.