Aditya Birla Sun Life Retirement Fund-The 30s Plan-Regular - Payout of IDCW

Fund House: Aditya Birla Sun Life Mutual Fund
Category: Retirement Fund
Launch Date: 05-03-2019
Asset Class: Equity
Benchmark: NIFTY 500 TRI
TER: 2.41% As on (30-04-2025)
Status: Open Ended Schemes
Minimum Investment: 1000.0
Minimum Topup: 1000.0
Total Assets: 379.57 Cr As on 30-04-2025(Source:AMFI)
Turn over: 59% | Exit Load: Nil

17.297

11.51%

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
There is no value for 2x
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 primary 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. The Scheme does not guarantee/indicate any returns. There can be no assurance that the schemes’ objectives will be achieved.

Current Asset Allocation (%)

Indicators

Standard Deviation 11.61
Sharpe Ratio 0.57
Alpha -3.67
Beta 0.85
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 - Payout of IDCW 05-03-2019 10.09 20.86 17.33 16.73 -
PGIM India Retirement Fund - Regular Plan - Growth Option 15-04-2024 14.19 - - - -
ICICI Prudential Retirement Fund - Pure Equity - Growth Option 01-02-2019 12.32 31.85 26.37 29.97 -
Tata Retirement Savings Fund- Moderate Plan-Regular Plan-Growth Option 01-11-2011 12.06 20.37 17.99 18.22 12.62
Tata Retirement Savings Fund - Progressive Plan -Regular Plan-Growth Option 01-11-2011 11.3 22.82 19.62 19.87 14.05
Aditya Birla Sun Life Retirement Fund-The 40s Plan-Regular Plan-Growth 01-03-2019 11.06 18.96 15.59 14.54 -
Aditya Birla Sun Life Retirement Fund-The 30s Plan-Regular Growth 10-03-2019 10.64 21.45 17.71 16.97 -
Axis Retirement Fund - Dynamic Plan - Regular Growth 10-12-2019 10.42 19.51 17.25 16.03 -
Axis Retirement Fund - Aggressive Plan - Regular Growth 01-12-2019 10.31 19.23 16.24 15.42 -
UTI Retirement Fund - Regular Plan 26-12-1994 10.17 14.95 13.97 15.12 9.87

Scheme Characteristics

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

Riskometer

riskometer

PORTFOLIO

Market Cap Distribution

Small Cap

25.33%

Others

1.73%

Large Cap

49.78%

Mid Cap

23.15%

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