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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

3 Years

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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

  • ₹ 12.812

    as on 10 Jun 2021
  • Regular - Growth

  • -

  • ₹ 1,000

  • ₹ 181 Cr.

    as on 10 Jun 2021
  • 2.64%

    since 31 Dec 2020
  • 12 Mar 2019

  • Hybrid - Retirement Fund

  • S&P BSE 200 TRI

  • aditya birla sun life mutual fund

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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 ₹ 12.812 as on 10 Jun 2021.

This fund has 2 years of track record. Since 31 Dec 2020 expense ratio of this fund is 2.64%. Ideally you shoulds compare this fund with the benchmark S&P BSE 200 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 Pranay Sinha

    Picture of Pranay SinhaMr. Pranay Sinha has an overall experience of around 10 years in financial markets. Prior to joining BSLAMC, he wored as a Trader - Interest Rates in BNP Paribas Bank (October 2010 - August, 2014). Pranav has also worked with Morgan Stanley Investment Management Private Limited (March 2008 - October 2010) and ICICI Prudential Asset Management Company Limited (October 2005 - March 2008). He holds a degree from IIT Kharagpur in Aerospace Engg and a Post Graduation degree (PGDM) from IIM Calcutta with Major in Finance.

Riskometer : Risk associated with this fund

Investors understand that their principal will be at Moderately 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 9.54% 22.50% 30.48% 73.13% 22.34% 15.36% 16.80% % 74.11% 43.37% 28.82% 19.11% %
Category Average 3.69% 5.08% 11.85% 26.87% 10.06% 7.94% 9.84% % 27.56% 18.35% 16.08% 11.65% %
Aditya Birla Sun Life Retirement Fund - 30s Plan 5.36%₹ 10,536 0.48%₹ 10,047 14.24%₹ 11,423 39.50%₹ 13,950 33.52%₹ 14,072 12.48%₹ 12,655 23.19%₹ 30,030 - - - - - -
HDFC Retirement Savings Fund - Equity Plan 9.54%₹ 10,954 13.28%₹ 11,328 30.48%₹ 13,047 73.13%₹ 17,312 74.11%₹ 16,389 22.34%₹ 14,975 43.37%₹ 35,668 15.36%₹ 15,370 28.82%₹ 54,473 16.80%₹ 21,742 19.11%₹ 96,583 - -
HDFC Retirement Savings Fund - Hybrid - Equity Plan 6.42%₹ 10,642 7.48%₹ 10,747 21.28%₹ 12,128 51.62%₹ 15,161 49.88%₹ 15,027 17.16%₹ 13,733 31.56%₹ 32,326 13.75%₹ 14,735 22.32%₹ 49,855 15.20%₹ 20,299 16.10%₹ 89,728 - -
Nippon India Retirement Fund - Income Generation Scheme 1.40%₹ 10,139 2.36%₹ 10,235 2.84%₹ 10,284 10.06%₹ 11,006 8.57%₹ 12,548 7.74%₹ 11,609 8.64%₹ 26,189 8.79%₹ 12,885 9.04%₹ 41,254 7.76%₹ 14,531 7.59%₹ 72,657 - -
HDFC Retirement Savings Fund - Hybrid - Debt Plan 2.30%₹ 10,229 3.90%₹ 10,389 6.55%₹ 10,655 16.44%₹ 11,643 15.42%₹ 12,976 9.52%₹ 11,997 12.19%₹ 27,110 8.50%₹ 12,779 10.53%₹ 42,163 8.59%₹ 15,103 8.54%₹ 74,408 - -
Tata Retirement Saving Fund 2.37%₹ 10,237 2.75%₹ 10,275 4.78%₹ 10,477 15.25%₹ 11,524 13.04%₹ 12,827 9.61%₹ 12,018 11.84%₹ 27,019 8.24%₹ 12,689 10.44%₹ 42,108 9.09%₹ 15,455 8.70%₹ 74,708 - -

Portfolio Holdings

Portfolio holdings pattern of Aditya Birla Sun Life Retirement Fund - 30s Plan as on 12 Jun 2021 are listed below:

  • Equity Holdings:

    98.74%
  • Debt Holdings:

    1.38%
  • Others Holdings:

    1.26%

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

Name of SectorHolding PercentageHolding Values in Crore
Banks 16.36% ₹ 32.07 Cr.
Pharmaceuticals 12.49% ₹ 24.48 Cr.
Industrial electronics 10.09% ₹ 19.79 Cr.
Housing finance 8.85% ₹ 17.35 Cr.
Personal care 6.45% ₹ 12.65 Cr.
Others 45.76% -

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

Name of StocksHolding PercentageHolding Values in Crore
Honeywell Automation India Ltd. 10.09% ₹ 19.79 Cr.
Housing Development Finance Corporation Ltd. 8.85% ₹ 17.35 Cr.
Pfizer Ltd. 6.21% ₹ 12.18 Cr.
Kotak Mahindra Bank Ltd. 5.82% ₹ 11.41 Cr.
Bayer Cropscience Ltd. 5.73% ₹ 11.23 Cr.
Others 63.30% -

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

Instrument TypeHolding PercentageHolding Values in Crore
NCD & Bonds 1.38% ₹ 2.11 Cr.
Others 98.62% -

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

Name of Debt InstrumentHolding PercentageHolding Values in Crore
Bond - Rural Electrification Corporation Limited 1.38% ₹ 2.11 Cr.
Others 98.62%

Other Holdings

Holding TypeHolding Percentage
TREPS 2.20%
Net Receivables -0.94%