- Investment
- Explore
-
Tools
SIP Calculator Calculate Future value of SIP Investment
Lumpsum Calculator Calculate Future Value , Period , Returns of Lumpsum investments
Step-Up SIP Calculator Step Up Your SIP Strategy with Our Calculator
STP Calculator Calculate Your STP Returns Easily
Compare Funds Detailed comparison of funds in
MF Screener Pinpoint the right funds
All Calculator All Financial Calculators at your Fingertips
-
Blogs
Mutual Fund Research Reports Detail Analysis of Mutual Fund
MF Expert Views Views by Expert on News
Mutual Fund News Find Latest News & Updates
Mutual Fund Learning Learn Concept of Mutual Funds
Newsletter Read market update month wise
Web Story Quick informative & trending stories
Blogs Explore trends, tips & strategies
-
Pro Services
Expert Curated Portfolios Smart portfolios crafted by market specialists
Funds Recommendations Get best funds shortlisted by expert for 2025
Portfolio Check-up Fix your portfolio with top MF Analyst
Personalised SIP Portfolio Get portfolio customised according to your needs
Loan Against Mutual Funds Get instant cash against securities
+91-9660032889
+91-9660032889
support@mysiponline.com
Aditya Birla Sun Life Retirement Fund vs Aditya Birla Sun Life Retirement Fund compare
Aditya Birla Sun Life Retirement Fund-The 30s Plan-Regular Growth
Aditya Birla Sun Life Retirement Fund-The 40s Plan-Regular Plan-Growth
Chart Comparison
Overview
| Scheme Name | Aditya Birla Sun Life Retirement Fund-The 30s Plan-Regular Growth | Aditya Birla Sun Life Retirement Fund-The 40s Plan-Regular Plan-Growth |
|---|---|---|
| Fund | Aditya Birla Sun Life Retirement Fund-The 30s Plan-Regular Growth | Aditya Birla Sun Life Retirement Fund-The 40s Plan-Regular Plan-Growth |
| Investment Plan | Growth | Growth |
| Level of Risk | Very High | Very High |
| Asset Size (Cr) | ₹411 Cr | ₹113 Cr |
| Min Investment | ₹1000 | ₹1000 |
| Min SIP Invesment | ₹1000 | ₹1000 |
| Min Addl Investment | ₹1000 | ₹1000 |
| Launch Date | 11 Mar 2019 | 11 Mar 2019 |
| Category | Retirement Funds | Retirement Funds |
| Fund Type | Open Ended | Open Ended |
| Benchmark | NIFTY 500 TRI | CRISIL Hybrid 35+65 Aggressive TRI |
| Turn Over | 6% | 9% |
| Expense Ratio | 2.41 | 2.38 |
| Manager | Dhaval Joshi | Dhaval Joshi |
| ISIN Code | INF209KB1H99 | INF209KB1I56 |
| Exits Load | Data not available./365 | Data not available./365 |
Trailing Lumpsum Returns
| Scheme Name | Aditya Birla Sun Life Retirement Fund-The 30s Plan-Regular Growth | Aditya Birla Sun Life Retirement Fund-The 40s Plan-Regular Plan-Growth |
|---|---|---|
| 1 Month | 1.41% | 2.36% |
| 6 Month | 10.8% | 6.97% |
| 1 Year | 5.85% | 7.81% |
| 3 Year | 15.94% | 14.27% |
| 5 Year | 14.85% | 12.95% |
SIP Return Analysis
| Scheme Name | Aditya Birla Sun Life Retirement Fund-The 30s Plan-Regular Growth | Aditya Birla Sun Life Retirement Fund-The 40s Plan-Regular Plan-Growth |
|---|---|---|
| 6 Month | 2.51% | 2.96% |
| 1 Year | 16% | 13.2% |
| 3 Year | 15.49% | 14.26% |
| 5 Year | 13.65% | 12.42% |
Rolling Lumpsum Returns
| Scheme Name | Aditya Birla Sun Life Retirement Fund-The 30s Plan-Regular Growth | Aditya Birla Sun Life Retirement Fund-The 40s Plan-Regular Plan-Growth |
|---|---|---|
| 1 Year | 10.43% | 10.54% |
| 3 Year | 12.36% | 10.75% |
| 5 Year | 14.33% | 12.4% |
Risk Management
| Scheme Name | Aditya Birla Sun Life Retirement Fund-The 30s Plan-Regular Growth | Aditya Birla Sun Life Retirement Fund-The 40s Plan-Regular Plan-Growth |
|---|---|---|
| Standard Deviation | 13.20% | 9.98% |
| Sharp | 0.65% | 0.65% |
| Beta | 0.96% | 1.07% |
| Alpha | -0.64% | -0.12% |
Fund Managers
| Scheme Name | Aditya Birla Sun Life Retirement Fund-The 30s Plan-Regular Growth | Aditya Birla Sun Life Retirement Fund-The 40s Plan-Regular Plan-Growth |
|---|---|---|
| Name | Dhaval Joshi | Dhaval Joshi |
| Total AUM | ₹361932 Cr | ₹361932 Cr |
| Funds Managed | 55 | 55 |
| Aditya Birla Sun Life Retirement Fund-The 30s Plan-Regular Growth | Aditya Birla Sun Life Retirement Fund-The 40s Plan-Regular Plan-Growth |
Market Cap
| Scheme Name |
Aditya Birla Sun Life Retirement Fund-The 30s Plan-Regular Growth |
Aditya Birla Sun Life Retirement Fund-The 40s Plan-Regular Plan-Growth |
|---|---|---|
| Others | 7.72 | 24.3 |
| Large Cap | 45.83 | 50.13 |
| Small Cap | 27.65 | 12.67 |
| Mid Cap | 18.8 | 12.9 |
Sector Allocation
| Scheme Name |
Aditya Birla Sun Life Retirement Fund-The 30s Plan-Regular Growth |
Aditya Birla Sun Life Retirement Fund-The 40s Plan-Regular Plan-Growth |
|---|---|---|
| Others | 2.75 | 19.49 |
| Energy | 1.97 | 4.34 |
| Utilities | 3.21 | 1.53 |
| Technology | 10.66 | 8.05 |
| Consumer Defensive | 7.65 | 3.12 |
| Consumer Cyclical | 11.61 | 11.41 |
| Industrials | 16.98 | 6.32 |
| Basic Materials | 9.97 | 6.67 |
| Financial Services | 24.83 | 26.77 |
| Healthcare | 7.68 | 9.09 |
| Real Estate | 2.69 | 1.74 |
| Communication Services | - | 1.46 |
Top Comparisons
Franklin India Conservative Hybrid Fund - Growth
3Y Returns9.92%
Franklin India Conservative Hybrid Fund - Growth
3Y Returns9.92%
Franklin U.S. Opportunities Equity Active FOF - Regular - Growth
3Y Returns25.16%
Sundaram Global Brand Theme - Equity Active FOF Regular Growth
3Y Returns22.31%
BANDHAN Government Securities Fund - IP - Regular Plan - Growth
3Y Returns7.45%
Quant Gilt Fund Regular - Growth
3Y Returns0%
Tata Mid Cap Fund Regular Plan- Growth Option
3Y Returns21.64%
Quant Mid Cap Fund-Growth
3Y Returns17.3%
