Aditya Birla Sun Life Retirement Fund - The 40s Plan

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Sector Allocation of the of Aditya Birla Sun Life Retirement Fund - The 40s Plan

Here is the most recent list of holdings in sectors in the Aditya Birla Sun Life Retirement Fund - The 40s Plan's portfolio as of 31 Dec 2025. The fund's AUM is 117.7 crores, of which equity holdings constitute 78.76%.

Name of the SectorHolding Percentage
Financial 29.53%
Financial Services 27.84%
N/A 21.24%
Others 18.06%
Healthcare 7.80%
Information Technology 6.75%
Automobile 6.32%
Materials 6.20%
Technology 6.15%
Consumer Durables 4.85%
Oil, Gas & Consumable Fuels 4.73%
Automobile and Auto Components 4.44%
Consumer Staples 4.38%
Consumer Services 4.00%
Metals & Mining 3.49%
Sovereign 3.27%
Construction Materials 2.89%
Construction 2.62%
Energy 2.51%
Consumer Discretionary 2.01%
Capital Goods 1.89%
Insurance 1.76%
Realty 1.69%
Telecommunication 1.58%
Fast Moving Consumer Goods 1.47%
Power 1.45%
Services 0.64%
Chemicals 0.63%
Others -80.19%