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

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  • Net Change on 02-12-2022

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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 (₹)

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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 6.37 12.46 7.16 1.66 3,710.97
HDFC Retirement Savings Fund - Equity Plan - Growth Option Feb 25, 2016 10.87 23.22 13.78 2.27 2,524.07
Nippon India Retirement Fund- Wealth Creation Scheme- Growth Option Feb 11, 2015 5.66 12.16 7.19 1.95 2,399.51
Tata Retirement Savings Fund Moderate -Regular Plan (Growth) Nov 04, 2011 1.16 11.92 8.74 2.10 1,647.52
Tata Retirement Savings Fund -Regular Plan -Progressive -Growth Nov 04, 2011 -0.55 11.97 8.97 2.21 1,311.64

Fund Holdings as on 31-October-2022

  • ICICI Bank Limited

  • Clearing Corporation of India Limited

  • Housing Development Finance Corporation Limited

  • HDFC Bank Limited

  • Infosys Limited

  • Reliance Industries Limited

  • Larsen & Toubro Limited

  • Axis Bank Limited

  • State Bank of India

  • Shoppers Stop Limited

  • UltraTech Cement Limited

  • Sun Pharmaceutical Industries Limited

  • Fortis Healthcare Limited

  • Sundaram Clayton Limited

  • Campus Activewear Limited

  • IndusInd Bank Limited

  • Craftsman Automation Ltd

  • United Breweries Limited

  • Kotak Mahindra Bank Limited

  • Bayer Cropscience Limited

  • Ashok Leyland Limited

  • Tata Motors Limited

  • Procter & Gamble Hygiene and Health Care Limited

  • Zydus Wellness Limited

  • Honeywell Automation India Limited

  • Container Corporation of India Limited

  • Hindustan Unilever Limited

  • HCL Technologies Limited

  • Tata Consultancy Services Limited

  • Biocon Limited

  • Quess Corp Limited

  • Bata India Limited

  • Symphony Limited

  • Gland Pharma Limited

  • Crompton Greaves Consumer Electricals Limited

  • Johnson Controls - Hitachi Air Conditioning India Limited

  • Titan Company Limited

  • FSN E-Commerce Ventures Limited

  • HDFC Life Insurance Company Limited

  • Bajaj Finance Limited

  • Century Textiles & Industries Limited

  • Pfizer Limited

  • Hathway Cable & Datacom Limited

  • 0% GOI - 16DEC25 STRIPS

  • Net Receivables / (Payables)

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  • Bank - Private

  • IT - Software

  • Finance - Housing

  • Pharmaceuticals & Drugs

  • Refineries

  • Miscellaneous

  • Engineering - Construction

  • Retailing

  • Automobiles-Trucks/Lcv

  • Bank - Public

  • Household & Personal Products

  • Cement & Construction Materials

  • Hospital & Healthcare Services

  • Auto Ancillary

  • Footwear

  • Consumer Durables - Domestic Appliances

  • Engineering - Industrial Equipments

  • Breweries & Distilleries

  • Pesticides & Agrochemicals

  • Consumer Food

  • Consumer Durables - Electronics

  • Logistics

  • Air Conditioners

  • Diamond & Jewellery

  • e-Commerce

  • Insurance

  • Finance - NBFC

  • Diversified

  • Telecommunication - Service Provider

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Fund Manager

  • Cash

  • Equity

  • Sovereign

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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 ₹265.08 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 down ₹-0.05(-0.39%)yesterday to ₹13.752.

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