Compare Aditya Birla Sun Life Retirement Fund - The 40s Plan vs JM Aggressive Hybrid Fund
Fund Details
Risk | Very High | Very High |
Rating | 1.0 | 5.0 |
Min SIP Amount | ₹500 | ₹100 |
Expense Ratio | 2.38 | 2.27 |
NAV | ₹17.65 | ₹121.05 |
Fund Started | 19 Feb 2019 | 12 Dec 1994 |
Fund Size | ₹112.64 Cr | ₹678.92 Cr |
Exit Load | - | Exit load of 1%, if redeemed within 60 days. |
Returns
1 Year | 21.51% | 33.92% |
3 Year | 8.91% | 19.40% |
5 Year | 11.66% | 24.58% |
Holding Analysis
Equity | 73.54% | 72.58% |
Cash | 9.84% | 8.08% |
Top Holdings
Top 10 Holdings |
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Fund Manager
Name | Dhaval Joshi | Satish Ramanathan |
Start Date | 21 Nov 2022 | 01 Oct 2024 |
About Fund
Description | The Scheme seeks to invests predominantly in equity and equity related instruments with marginal allocation to debt and money market instruments. | The scheme aims at steady current income as well as long term growth of capital from a balanced portfolio of debt and equity. |
Launch Date | 19 Feb 2019 | 12 Dec 1994 |
