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

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Retirement Fund NAV 13.128 0.45 06 October, 2022
Aditya Birla Sun Life Retirement Fund-The 30s Plan-Regular Growth was previously known as

Aditya Birla Sun Life Retirement Fund -The 30s Plan Regular (G)

Fund Details

Category Retirement Fund
Fund Type Open Ended
Investment Plan Growth
Launch Date 10 March, 2019
Benchmark S&P BSE 200 TRI
Asset Size(Cr) 225.17 (As on 30-06-2022)
Turn over 49.00%
Min Investment ₹ 1000
Min SIP Investment ₹ 1000
Min Addl Investment ₹ 1000
Exit Load Nil
Expense Ratio 2.53% (As on 31-05-2022)
Fund Manager Harshil Suvarnkar,Dhaval Shah

Investment Returns (As on 06 Oct, 2022)

Duration Returns Benchmark Category
1 W 3.05% 0.05% -0.3%
1 M -0.76% 1.41% 2.49%
3 M 9.05% 0.19% -3.56%
6 M -0.49% -0.4% -6.61%
1 Y -3.34% 2.18% 0.87%
2 Y 13.5% 3.12% 12.54%
3 Y 11.2% 5.78% 8.05%
5 Y - 6.74% 6.83%

Risk Mesasures (As on 06 Oct, 2022)

Std Dev Sharpe Beta Alpha
Fund 0.21 -5.48 0.83
Benchmark 0 0 0 0
Returns Compare with Others
  • 1Y
  • 3Y
  • 5Y

Portfolio (As on 28 Feb, 2022)

Assets Allocation

Sector Holdings

Return Calculator

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Disclaimer: Above returns are calculated on the basis of historical NAV movement for the selected period. However, historical performance does not guarantee future returns. Investors must take investment decisions based on his/her own requirements.

Peer Comparison

Fund Name 1 Yr Rtn. 3 Yr Rtn. 5 Yr Rtn.
Aditya Birla Sun Life Retirement Fund-The 30s Plan-Regular Growth -3.34% 11.2% 0%
Tata Retirement Savings Fund - Progressive Plan -Regular Plan-Growth Option -3.92% 13.63% 8.83%
Franklin India Pension Plan-Growth -0.65% 6.28% 5.58%

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