Aditya Birla Sun Life Retirement Fund - The 40S Plan
Aditya Birla Sun Life Mutual Fund
As of 2026-05-31
Holdings
63
Well diversified
Top 10 weight
42%
Concentration
Strategy data
N/A
Not reported
Equity
78%
Asset allocation
Portfolio
27Sectors
3Large positions
19.3%Top: Banks
9.0%Cash
Market-cap allocation
Large cap48%
Mid cap13%
Small cap13%
Asset allocation
Equity78%
Debt13%
Cash9%
Top holdings
Holdings appear once portfolio data is connected.
AI Smart summary
Portfolio read
- 78% equity, 13% debt, 9% cash.
- 63 disclosed positions across 27 classified equity sectors.
- Largest equity sector is Banks at 19.3% of the portfolio.
Watchpoints
- No threshold-based concentration or allocation warning was triggered by the available portfolio data.
Auto-generated from fund metrics. Educational only - not investment advice.
Peer comparison
Comparable funds require category or compatible portfolio metadata.
Sector exposure
Full industry / sector breakdown aggregated from the fund's holdings.
19.3%
5.8%
5.3%
4.9%
4.1%
3.5%
3.3%
3.1%
3.1%
2.9%
2.9%
2.6%
2.4%
2.2%
Other 13 sectors12.5%
1.9%
1.8%
1.3%
1.3%
1.3%
0.9%
0.8%
0.7%
0.6%
0.6%
0.6%
0.5%
0.0%