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 (31-03-2025)
Status: Open Ended Schemes
Minimum Investment: 1000.0
Minimum Topup: 1000.0
Total Assets: 370.56 Cr As on 31-03-2025(Source:AMFI)
Turn over: 59% | Exit Load: Nil

18.375

10.44%

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 14.29
Sharpe Ratio 0.33
Alpha -1.83
Beta 0.93
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 7.75 19.97 13.06 16.64 -
PGIM India Retirement Fund - Regular Plan - Growth Option 15-04-2024 14.19 - - - -
UTI Retirement Fund - Regular Plan 26-12-1994 11.95 15.84 12.68 15.82 9.47
Aditya Birla Sun Life Retirement Fund-The 40s Plan-Regular Plan-Growth 01-03-2019 11.43 19.36 12.65 14.86 -
Axis Retirement Fund - Dynamic Plan - Regular Growth 05-12-2019 11.09 21.38 13.3 15.53 -
Axis Retirement Fund - Aggressive Plan - Regular Growth 01-12-2019 11.04 20.91 11.95 15.47 -
Nippon India Retirement Fund- Income Generation Scheme-Growth Plan - Growth Option 05-02-2015 10.76 11.63 9.5 8.69 7.28
Tata Retirement Savings Fund- Moderate Plan-Regular Plan-Growth Option 01-11-2011 10.69 20.84 13.91 17.99 11.65
SBI Retirement Benefit Fund - Conservative Plan - Regular Plan - Growth 05-02-2021 9.89 10.52 9.4 - -
HDFC Retirement Savings Fund - Equity Plan - Growth Option 07-02-2016 9.85 23.36 18.68 29.14 -

Scheme Characteristics

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

Riskometer

riskometer

PORTFOLIO

Market Cap Distribution

Small Cap

25.33%

Others

1.78%

Large Cap

48.86%

Mid Cap

24.0%

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