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Aditya Birla Sun Life Retirement Fund - 30s Plan

Aditya Birla Sun Life Retirement Fund - 30s Plan

Regular PlanGrowth Option

Fund Performance

Lumpsum

SIP

16.42

as on 26 May 2023

3 Years

Investment of ₹ 10,000 in this fund 3 Years back would be ₹ 15,779 today.

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NAV Performance

Aditya Birla Sun Life Retirement Fund - 30s Plan performance graph for last 3 years
Performance of Aditya Birla Sun Life Retirement Fund - 30s Plan for last 3 Years

Fund Information

  • ₹ 13.293

    as on 26 May 2023
  • Regular - Growth

  • -

  • ₹ 1,000

  • ₹ 269 Cr.

    as on 30 Apr 2023
  • 2.26%

  • 12 Mar 2019

  • Hybrid - Retirement Fund

  • Nifty 500 TRI

  • Aditya Birla Sun Life Mutual Fund

    Show All Funds

Highlights of this fund

Aditya Birla Sun Life Retirement Fund - 30s Plan is an Open-ended Hybrid Fund. The fund belongs to Retirement Fund category, where the investment is done in predominantly in stocks that are listed on Stock Exchanges like the Bombay Stock Exchange (BSE) or the National Stock Exchange (NSE) in India as well as Global stock exchanges like the Dow Jones, London Stock Exchange or LSE etc. This fund was started on 12 Mar 2019. This fund is offered by one of the top AMC (Assets Management Company) Aditya Birla Sun Life Mutual Fund. You can also view here all other Hybrid funds offered by Aditya Birla Sun Life Mutual Fund.

Latest NAV of the fund is ₹ 13.293 as on 26 May 2023.

This fund has 4 years of track record. Since 31 Mar 2023 expense ratio of this fund is 2.26%. Ideally you shoulds compare this fund with the benchmark Nifty 500 TRI.

You can invest in this fund in SIP with the minimum investment of ₹ 500. Lumpsum invest is offered with minimum investment of ₹ 1,000.

Fund Objective

The 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.

List of Fund Managers of Aditya Birla Sun Life Retirement Fund - 30s Plan

  • About Ajay Garg

    Picture of Ajay GargAjay has over 17 years of work experience in financial services. Prior to joining BSLAMC, he worked with Birla Sun Life Securities Ltd.He is a B.E. (Electronics) and an MBA in Finance.
  • About Harshil Survankar

    Picture of Harshil Survankar

Riskometer : Risk associated with this fund

Investors understand that their principal will be at Very High Risk

Fund Return Comparison

Fund Name 1 Month 3 Months 6 Months 1 Year 2 Years 3 Years 5 Years 10 Years 1 Year 2 Years 3 Years 5 Years 10 Years
Category Best 5.27% 22.50% 29.22% 24.27% 17.91% 36.22% 14.86% 8.62% 23.90% 15.90% 23.15% 20.61% 7.41%
Category Average 2.99% 6.29% 4.51% 10.76% 6.59% 13.25% 8.45% 8.62% 11.01% 6.15% 8.88% 11.34% 7.41%
Aditya Birla Sun Life Retirement Fund - 30s Plan 3.43%₹ 10,343 3.97%₹ 10,396 -2.26%₹ 9,774 10.47%₹ 11,047 7.75%₹ 12,494 3.44%₹ 10,699 3.18%₹ 24,796 16.42%₹ 15,779 6.62%₹ 39,791 - - - -
HDFC Retirement Savings Fund - Equity Plan 4.30%₹ 10,430 7.60%₹ 10,760 6.64%₹ 10,663 24.27%₹ 12,427 23.90%₹ 13,490 16.90%₹ 13,664 15.90%₹ 28,072 36.22%₹ 25,276 23.15%₹ 50,393 14.86%₹ 20,003 20.61%₹ 1,00,121 - -
ICICI Prudential Retirement Fund (Pure Equity Plan) 4.74%₹ 10,473 8.24%₹ 10,823 1.68%₹ 10,168 12.82%₹ 11,281 14.15%₹ 12,894 17.91%₹ 13,903 11.20%₹ 26,845 31.63%₹ 22,805 19.32%₹ 47,787 - - - -
Nippon India Retirement Fund - Wealth Creation Scheme 5.27%₹ 10,526 6.71%₹ 10,670 0.21%₹ 10,020 16.57%₹ 11,657 15.36%₹ 12,968 10.90%₹ 12,298 8.49%₹ 26,145 27.92%₹ 20,934 14.78%₹ 44,815 6.88%₹ 13,951 11.57%₹ 80,225 - -
HDFC Retirement Savings Fund - Hybrid - Equity Plan 3.81%₹ 10,381 6.34%₹ 10,633 5.60%₹ 10,560 19.47%₹ 11,947 19.31%₹ 13,211 10.99%₹ 12,317 11.66%₹ 26,962 25.29%₹ 19,666 15.73%₹ 45,425 11.99%₹ 17,628 14.84%₹ 86,966 - -
ICICI Prudential Retirement Fund (Hybrid Aggressive Plan) 3.92%₹ 10,392 7.49%₹ 10,749 1.03%₹ 10,103 11.79%₹ 11,179 12.01%₹ 12,761 9.10%₹ 11,902 7.09%₹ 25,786 21.59%₹ 17,977 12.00%₹ 43,056 - - - -

Portfolio Holdings

Portfolio holdings pattern of Aditya Birla Sun Life Retirement Fund - 30s Plan as on 28 May 2023 are listed below:

  • Equity Holdings:

    98.18%
  • Debt Holdings:

    0.09%
  • Others Holdings:

    1.73%

Top Sector Holdings of Aditya Birla Sun Life Retirement Fund - 30s Plan

Name of SectorHolding PercentageHolding Values in Crore
Banks 26.04% ₹ 69.92 Cr.
Pharmaceuticals 6.85% ₹ 19.67 Cr.
Computers - Software 7.12% ₹ 19.13 Cr.
Housing Finance 6.36% ₹ 17.07 Cr.
Engineering, designing, construction 5.55% ₹ 14.89 Cr.
Others 48.08% -

Top Stock Holdings of Aditya Birla Sun Life Retirement Fund - 30s Plan

Name of StocksHolding PercentageHolding Values in Crore
ICICI Bank Ltd. 8.22% ₹ 22.07 Cr.
HDFC Bank Ltd. 7.63% ₹ 20.48 Cr.
Housing Development Finance Corporation Ltd. 6.36% ₹ 17.07 Cr.
Larsen & Toubro Ltd. 5.55% ₹ 14.89 Cr.
Reliance Industries Ltd. 5.25% ₹ 14.09 Cr.
Others 66.99% -

Top Debt Instrument Type holdings of Aditya Birla Sun Life Retirement Fund - 30s Plan

Instrument TypeHolding PercentageHolding Values in Crore
GOI 0.09% ₹ .25 Cr.
Others 99.91% -

Top Debt Holdings of Aditya Birla Sun Life Retirement Fund - 30s Plan

Name of Debt InstrumentHolding PercentageHolding Values in Crore
Bond - Govt of India 0.09% ₹ .25 Cr.
Others 99.91%

Other Holdings

Holding TypeHolding Percentage
TREPS 1.59%
Net Receivables 0.14%