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

16.897

9.12%

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 2.36 15.21 11.21 11.88 -
UTI Retirement Fund - Regular Plan 26-12-1994 7.16 13.88 11.35 13.77 8.85
ICICI Prudential Retirement Fund - Pure Debt - Growth Option 05-02-2019 7.04 6.87 5.81 5.52 -
Axis Retirement Fund - Aggressive Plan - Regular Growth 01-12-2019 6.46 17.57 10.23 11.26 -
Axis Retirement Fund - Dynamic Plan - Regular Growth 20-12-2019 6.37 18.37 11.06 12.27 -
Tata Gilt Retirement Plan 28/2/25 Growth Option 29-09-2003 6.17 7.6 6.2 5.2 6.19
Aditya Birla Sun Life Retirement Fund-The 40s Plan-Regular Plan-Growth 01-03-2019 6.04 15.64 11.11 11.27 -
SBI Retirement Benefit Fund - Conservative Plan - Regular Plan - Growth 05-02-2021 5.81 9.54 8.26 - -
Aditya Birla Sun Life Retirement Fund-The 50s Plus-Debt Plan-Regular Plan-Growth 05-03-2019 5.8 5.87 4.4 3.92 -
Franklin India Pension Plan-Growth 31-03-1997 5.63 11.92 9.54 9.34 7.65

Scheme Characteristics

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

Riskometer

riskometer

PORTFOLIO

Market Cap Distribution

Small Cap

23.06%

Others

5.79%

Large Cap

51.21%

Mid Cap

19.93%

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