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

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  • Net Change on 30-03-2020

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  • Assets (Cr.)

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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
S&P BSE 200 -26.18 -31.81 -29.02 -4.40 -0.30 11.86

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 -15.98 -2.15 2.33 1.71 2,729.38
Nippon India Retirement Fund- Wealth Creation Scheme- Growth Option Feb 11, 2015 -38.08 -9.73 -3.39 2.02 1,603.63
Tata Retirement Savings Fund Moderate -Regular Plan (Growth) Nov 04, 2011 -18.83 -0.48 3.68 2.23 1,141.67
Tata Retirement Savings Fund -Regular Plan -Progressive -Growth Nov 04, 2011 -21.39 -0.87 3.59 2.43 742.53
Franklin India Pension Plan-Growth Mar 31, 1997 -4.61 2.45 4.41 2.28 448.32

Fund Holdings as on 29-February-2020

  • Honeywell Automation India Limited

  • Reliance Industries Limited

  • Housing Development Finance Corporation Limited

  • Pfizer Limited

  • Bayer Cropscience Limited

  • Gillette India Limited

  • Kotak Mahindra Bank Limited

  • GlaxoSmithKline Pharmaceuticals Limited

  • Larsen & Toubro Limited

  • Johnson Controls - Hitachi Air Conditioning India Limited

  • HDFC Bank Limited

  • Shree Cement Limited

  • Kansai Nerolac Paints Limited

  • Clearing Corporation of India Limited

  • IDFC First Bank Limited

  • ICICI Bank Limited

  • Biocon Limited

  • Tata Consultancy Services Limited

  • Quess Corp Limited

  • Shoppers Stop Limited

  • Sundaram Clayton Limited

  • 8.15% REC Limited (10/06/2022) **

  • Bata India Limited

  • ICRA Limited

  • MRF Limited

  • Fortis Healthcare Limited

  • Procter & Gamble Hygiene and Health Care Limited

  • Axis Bank Limited

  • Hindustan Unilever Limited

  • Thomas Cook (India) Limited

  • Bharat Bijlee Limited

  • Bosch Limited

  • Maruti Suzuki India Limited

  • Titan Company Limited

  • Century Textiles & Industries Limited

  • UltraTech Cement Limited

  • Bajaj Finance Limited

  • Infosys Limited

  • Grasim Industries Limited

  • Rane Holdings Limited

  • Cummins India Limited

  • Sun Pharmaceutical Industries Limited

  • Container Corporation of India Limited

  • Net Receivables / (Payables)

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  • Pharmaceuticals & Drugs

  • Bank - Private

  • Consumer Durables - Electronics

  • Refineries

  • Finance - Housing

  • Household & Personal Products

  • Pesticides & Agrochemicals

  • Engineering - Construction

  • Air Conditioners

  • Cement & Construction Materials

  • Retailing

  • Paints

  • Auto Ancillary

  • Miscellaneous

  • IT - Software

  • Ratings

  • Tyres & Allied

  • Hospital & Healthcare Services

  • Diversified

  • Electric Equipment

  • Travel Services

  • Automobiles - Passenger Cars

  • Diamond & Jewellery

  • Finance - NBFC

  • Finance - Investment

  • Diesel Engines

  • Logistics

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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 ₹129.37 crore. Aditya Birla Sun Life Retirement Fund - The 30s Plan is benchmarked against S&P BSE 200 as primary index.

The NAV of Aditya Birla Sun Life Retirement Fund - The 30s Plan ended down ₹-0.21(-2.61%)yesterday to ₹7.738.

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 Pranay Sinha.

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

Fund Manager

  • Cash

  • CRISIL AAA

  • Equity

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