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

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  • Net Change on 30-06-2022

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Fund Overview Growth | Regular Plan

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  • Benchmark

  • Minimum Investment (₹)

  • Minimum Addl Investment (₹)

  • Exit Load (%)

  • Minimum SIP Investment (₹)

  • Minimum STP Investment (₹)

  • Minimum SWP Investment (₹)

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  • 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
NIFTY 500 - TRI N/A N/A N/A N/A N/A N/A

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 4.40 9.43 6.31 1.76 3,545.55
Nippon India Retirement Fund- Wealth Creation Scheme- Growth Option Feb 11, 2015 -0.80 4.66 5.24 2.01 2,189.62
HDFC Retirement Savings Fund - Equity Plan - Growth Option Feb 25, 2016 3.39 16.19 12.51 2.15 2,124.78
Tata Retirement Savings Fund Moderate -Regular Plan (Growth) Nov 04, 2011 -2.51 8.95 8.12 2.12 1,530.75
Tata Retirement Savings Fund -Regular Plan -Progressive -Growth Nov 04, 2011 -4.65 8.65 8.56 2.18 1,170.35

Fund Holdings as on 31-May-2022

  • ICICI Bank Limited

  • Reliance Industries Limited

  • Infosys Limited

  • Housing Development Finance Corporation Limited

  • HDFC Bank Limited

  • Larsen & Toubro Limited

  • UltraTech Cement Limited

  • State Bank of India

  • Axis Bank Limited

  • Clearing Corporation of India Limited

  • Sun Pharmaceutical Industries Limited

  • Fortis Healthcare Limited

  • Bayer Cropscience Limited

  • Sundaram Clayton Limited

  • Shoppers Stop Limited

  • Kotak Mahindra Bank Limited

  • United Breweries Limited

  • GlaxoSmithKline Pharmaceuticals Limited

  • Pfizer Limited

  • Procter & Gamble Hygiene and Health Care Limited

  • Ashok Leyland Limited

  • Quess Corp Limited

  • Craftsman Automation Ltd

  • Biocon Limited

  • Johnson Controls - Hitachi Air Conditioning India Limited

  • Zydus Wellness Limited

  • Tata Motors Limited

  • Campus Activewear Limited

  • Tata Consultancy Services Limited

  • Hindustan Unilever Limited

  • HCL Technologies Limited

  • Wipro Limited

  • Honeywell Automation India Limited

  • Bata India Limited

  • Container Corporation of India Limited

  • Crompton Greaves Consumer Electricals Limited

  • HDFC Life Insurance Company Limited

  • Titan Company Limited

  • Century Textiles & Industries Limited

  • FSN E-Commerce Ventures Limited

  • Bajaj Finance Limited

  • Hathway Cable & Datacom Limited

  • Net Receivables / (Payables)

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  • Bank - Private

  • IT - Software

  • Pharmaceuticals & Drugs

  • Refineries

  • Finance - Housing

  • Engineering - Construction

  • Retailing

  • Automobiles-Trucks/Lcv

  • Household & Personal Products

  • Cement & Construction Materials

  • Bank - Public

  • Miscellaneous

  • Hospital & Healthcare Services

  • Pesticides & Agrochemicals

  • Auto Ancillary

  • Breweries & Distilleries

  • Engineering - Industrial Equipments

  • Air Conditioners

  • Consumer Food

  • Footwear

  • Consumer Durables - Electronics

  • Logistics

  • Consumer Durables - Domestic Appliances

  • Insurance

  • Diamond & Jewellery

  • Diversified

  • e-Commerce

  • Finance - NBFC

  • Telecommunication - Service Provider

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Fund Manager

  • Cash

  • Equity

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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 ₹232.16 crore. Aditya Birla Sun Life Retirement Fund - The 30s Plan is benchmarked against NIFTY 50 - TRI as primary index and NIFTY 500 - TRI as secondary index.

The NAV of Aditya Birla Sun Life Retirement Fund - The 30s Plan ended up ₹0.03(0.25%)yesterday to ₹11.864.

Among its top 3 holdings the fund has exposure to ICICI Bank Limited, and

The Aditya Birla Sun Life Retirement Fund - The 30s Plan is managed by Dhaval Shah 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