Aditya Birla Sun Life Retirement Fund - The 30s Plan - Growth - Regular Plan

Other Plans and Options
  • 0.43 %Nav, as on 16-04-2021

  • Previous Nav

  • Net Change on 16-04-2021

  • PersonalFN Rating

  • Assets (Cr.)

  • Expense Ratio

Fund Overview Growth | Regular Plan

  • Fund House

  • Launch Date

  • Benchmark

  • Minimum Investment (₹)

  • Minimum Addl Investment (₹)

  • Exit Load (%)

  • Minimum SIP Investment (₹)

  • Minimum STP Investment (₹)

  • Minimum SWP Investment (₹)

  • 52 Week Low Nav (₹)

  • 52 Week Low Nav Date

  • 52 Week High Nav (₹)

  • 52 Week High Nav Date

Fund Objective

The 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.

Fund Performance

Scheme Name 1-Month Return (%) 3-Month Return (%) 1-Year Return (%) 3-Year Return (%) 5-Year Return (%) Since Inception
NIFTY 50 - TRI N/A N/A N/A N/A N/A N/A
S&P BSE 200 -1.64 2.58 64.40 10.70 13.60 13.62

Returns upto 1 year is Absolute, and above 1 year are Compounded Annualised

Peer Fund Comparison

Scheme Name Launch Date Ratings 1-Year Return (%) 3-Year Return (%) 5-Year Return (%) Expense Ratio (%) Assets (Cr.)
UTI - Retirement Benefit Pension Fund Dec 27, 1994 30.48 4.73 7.99 1.74 3,233.97
Nippon India Retirement Fund- Wealth Creation Scheme- Growth Option Feb 11, 2015 58.16 1.97 8.29 2.09 1,936.08
HDFC Retirement Savings Fund - Equity Plan - Regular Plan Feb 25, 2016 68.67 9.01 14.65 2.38 1,392.06
Tata Retirement Savings Fund Moderate -Regular Plan (Growth) Nov 04, 2011 39.96 7.57 12.79 2.20 1,360.56
Tata Retirement Savings Fund -Regular Plan -Progressive -Growth Nov 04, 2011 45.43 7.80 14.29 2.33 995.24

Fund Holdings as on 31-March-2021

  • Honeywell Automation India Limited

  • Housing Development Finance Corporation Limited

  • Pfizer Limited

  • Kotak Mahindra Bank Limited

  • Bayer Cropscience Limited

  • Reliance Industries Limited

  • Gillette India Limited

  • Larsen & Toubro Limited

  • GlaxoSmithKline Pharmaceuticals Limited

  • ICICI Bank Limited

  • HDFC Bank Limited

  • Kansai Nerolac Paints Limited

  • IDFC First Bank Limited

  • Johnson Controls - Hitachi Air Conditioning India Limited

  • Shree Cement Limited

  • Clearing Corporation of India Limited

  • Procter & Gamble Hygiene and Health Care Limited

  • Fortis Healthcare Limited

  • Biocon Limited

  • Sundaram Clayton Limited

  • Quess Corp Limited

  • Tata Consultancy Services Limited

  • Hindustan Unilever Limited

  • Container Corporation of India Limited

  • MRF Limited

  • Shoppers Stop Limited

  • ICRA Limited

  • Bata India Limited

  • Infosys Limited

  • Bharat Bijlee Limited

  • Bosch Limited

  • Axis Bank Limited

  • Thomas Cook (India) Limited

  • Titan Company Limited

  • UltraTech Cement Limited

  • Maruti Suzuki India Limited

  • Bajaj Finance Limited

  • Century Textiles & Industries Limited

  • Crompton Greaves Consumer Electricals Limited

  • Rane Holdings Limited

  • Sun Pharmaceutical Industries Limited

  • Net Receivables / (Payables)

View More

  • Bank - Private

  • Pharmaceuticals & Drugs

  • Consumer Durables - Electronics

  • Finance - Housing

  • Household & Personal Products

  • Pesticides & Agrochemicals

  • Miscellaneous

  • Engineering - Construction

  • Cement & Construction Materials

  • Paints

  • Air Conditioners

  • Auto Ancillary

  • IT - Software

  • Hospital & Healthcare Services

  • Retailing

  • Logistics

  • Tyres & Allied

  • Ratings

  • Electric Equipment

  • Travel Services

  • Diamond & Jewellery

  • Automobiles - Passenger Cars

  • Finance - NBFC

  • Diversified

  • Consumer Durables - Domestic Appliances

  • Finance - Investment

View More

Fund Manager

  • Cash

  • Equity

  • Rights

View More

About Aditya Birla Sun Life Retirement Fund - The 30s Plan

Scheme Analysis

Aditya Birla Sun Life Retirement Fund - The 30s Plan is a Solution Oriented - Retirement Fund fund and belongs to Aditya Birla Sun Life Mutual Fund. It was launched on 11-Mar-2019 and currently has an AUM of ₹196.07 crore. Aditya Birla Sun Life Retirement Fund - The 30s Plan is benchmarked against NIFTY 50 - TRI as primary index and S&P BSE 200 as secondary index.

The NAV of Aditya Birla Sun Life Retirement Fund - The 30s Plan ended up ₹0.05(0.43%)yesterday to ₹12.108.

Among its top 3 holdings the fund has exposure to Honeywell Automation India Limited, and

The Aditya Birla Sun Life Retirement Fund - The 30s Plan is managed by Ajay Garg and Harshil Suvarnkar.

Fund House Contact

One India Bulls Centre , Tower 1, 17th Floor, Jupiter Mill Compound, 841, Senapati Bapat Marg, Elphinstone Road, Mumbai - 400 013

022-43568000
022-43568110/ 8111