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

Fund House: Aditya Birla Sun Life Mutual Fund
Category: Retirement Fund
Launch Date: 10-03-2019
Asset Class: Equity
Benchmark: NIFTY 500 TRI
TER: 2.41% As on (28-02-2025)
Status: Open Ended Schemes
Minimum Investment: 1000.0
Minimum Topup: 1000.0
Total Assets: 342.56 Cr As on 28-02-2025(Source:AMFI)
Turn over: 59% | Exit Load: Nil

17.879

10.08%

PERFORMANCE

Returns Type:
of  
Start :  
End : 
Period:  
This Scheme
-
vs
NIFTY 500 TRI
-
Gold
-
PPF
-
Returns Type:
of  
  Period:  

Start :  
Period:  

RETURNS ANALYSIS

Fund Multiplier

Time it would have taken to make your money double (2x), quadruple (4x) and quintuple (5x)

Time Taken To Multiply
2x
4x
5x
10x
FUND
5 Years 6 Months
There is no value for 4x
There is no value for 5x
There is no value for 10x
FD
11 years 10 Months
GOLD
8 years 9 Months
NIFTY
5 years 5 Months

 

Investment Objective

The Scheme seeks to invest primarily in a well-diversified portfolio of equity and equity related securities.

Current Asset Allocation (%)

Indicators

Standard Deviation 13.72
Sharpe Ratio 0.29
Alpha -2.25
Beta 0.91
Yield to Maturity -
Average Maturity -

PEER COMPARISON

Scheme Name Inception
Date
1 Year
Return(%)
2 Year
Return(%)
3 Year
Return(%)
5 Year
Return(%)
10 Year
Return(%)
Aditya Birla Sun Life Retirement Fund-The 30s Plan-Regular Growth 10-03-2019 9.29 19.84 12.33 18.53 -
Aditya Birla Sun Life Retirement Fund-The 40s Plan-Regular Plan-Growth 01-03-2019 11.91 19.29 11.99 16.42 -
Axis Retirement Fund - Dynamic Plan - Regular Growth 05-12-2019 11.83 21.63 12.91 16.19 -
Axis Retirement Fund - Aggressive Plan - Regular Growth 01-12-2019 10.98 21.03 11.53 16.78 -
UTI Retirement Fund - Regular Plan 26-12-1994 10.34 15.64 11.78 16.85 9.19
Tata Retirement Savings Fund- Moderate Plan-Regular Plan-Growth Option 01-11-2011 9.58 20.07 12.67 19.44 11.23
HDFC Retirement Savings Fund - Equity Plan - Growth Option 07-02-2016 9.06 23.98 18.97 31.22 -
Nippon India Retirement Fund- Wealth Creation Scheme- Growth Plan - Growth Option 05-02-2015 8.9 25.94 16.38 26.31 10.51
Tata Retirement Savings Fund - Progressive Plan -Regular Plan-Growth Option 01-11-2011 8.75 22.14 13.43 21.15 12.01
Franklin India Pension Plan-Growth 31-03-1997 8.28 13.41 10.06 11.85 7.93

Scheme Characteristics

Minimum investment in equity & equity related instruments - 65% of total assets.

Riskometer

riskometer

PORTFOLIO

Market Cap Distribution

Small Cap

24.99%

Others

8.33%

Large Cap

48.89%

Mid Cap

17.8%

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