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

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Retirement Fund NAV 15.345 0 01 December, 2023

Fund Details

Category
Fund Type Open Ended
Investment Plan Growth
Launch Date 10 March, 2019
Benchmark NIFTY 500 TRI
Asset Size(Cr) 315.3252
ISIN No. INF209KB1H99
Turn over 6%
Min Investment ₹ 1000
Min SIP Investment ₹ 1000
Min Addl Investment ₹ 1000
Exit Load Nil
Expense Ratio 2.39
Fund Manager Dhaval Shah, Harshil Suvarnkar, Dhaval Joshi
Fund House Aditya Birla Sunlife Mutual Fund

Investment Returns (As on 01 Dec, 2023)

Duration Returns Benchmark Category
1 W -1.3% 0.33% 1.24%
1 M -1.71% 1.68% 2.86%
3 M -0.63% 2.58% 2.34%
6 M 15.47% 5.48% 1.39%
1 Y 11.76% 7.16% 6.08%
2 Y 4.07% 5.04% 7.76%
3 Y 12.74% 5.69% 12.84%
5 Y - 8.07% 7.75%

Risk Mesasures (As on 01 Dec, 2023)

Std Dev Sharpe Beta Alpha
Fund 13.34 0.68 -7.29 0.82
Benchmark 0 0 0 0
Returns Compare with Others
  • 1Y
  • 3Y
  • 5Y

Portfolio (As on 29 Sep, 2023)

Assets Allocation

Sector Holdings
Others 5.47%

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 11.76% 12.74% 0%
ICICI Prudential Child Care Fund (Gift Plan) - Cumulative 16.75% 17.83% 12.17%
Tata Retirement Savings Fund - Progressive Plan -Regular Plan-Growth Option 16.07% 15.33% 13.56%
SBI Magnum Childrens Benefit Fund - Savings Plan - REGULAR PLAN - GROWTH 13.45% 14.02% 10.22%
Franklin India Pension Plan-Growth 9.91% 9.31% 8.4%
SBI Gold Fund Regular Plan - Growth 20.17% 4.67% 12.71%
Nippon India Gold Savings Fund-Growth plan- Growth Option 20.33% 4.43% 12.12%

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