Aditya Birla Sun Life Retirement Fund - The 30s Plan
Hybrid : RetirementGrowth
Fund Information
465.36 Cr.
Growth
2.64%
Hybrid - Retirement Fund
NIFTY 500 TRI
10 Mar 2019
Aditya Birla Sun Life Mutual Fund
Know MorePerformance
Monthly SIP of for
Total investment ₹36,000
| Total Value | Gain | Return % | |
|---|---|---|---|
| This Fund | 45,088 | 9,088 | 15.15% |
| Bank FD | 39,824 | 3,824 | 6.5% |
| Gold | 40,770 | 4,770 | 8.00% |
Fund Managed By
Fund managers make investment decisions, optimizing returns and managing risks for portfolios. Responsibilities include market analysis, performance monitoring. Aditya Birla Sun Life Retirement Fund - The 30s Plan managed by following fund manager(s);
Return Comparison
Peer fund returns can vary based on the collaborative nature and specific strategies employed by fund managers of these funds listed in below table, often showcasing different risk-return profiles compared to strategy adopted by Aditya Birla Sun Life Retirement Fund - The 30s Plan. Below table demonstrate the returns generated by some peer funds and compare tho this fund and average return generate by the Hybrid, Retirement fund category these peer funds belongs to.
| Fund Name | 1 Month | 3 Months | 6 Months | 1 Year | 2 Years | 3 Years | 5 Years | 10 Years |
|---|---|---|---|---|---|---|---|---|
| Category Best | 2.92% | 5.77% | 14.30% | 11.37% | 27.42% | 23.64% | 27.21% | 11.31% |
| Category Average | 0.68% | 2.37% | 4.83% | 4.62% | 13.30% | 12.30% | 12.47% | 8.60% |
| Aditya Birla Sun Life Retirement Fund - The 30s Plan | 1.64% | 4.01% | 11.46% | 5.03% | 18.09% | 14.73% | 14.39% | - |
| Nippon India Retirement Fund - Wealth Creation Scheme | 0.41% | 2.41% | 5.92% | 0.83% | 16.99% | 16.47% | 19.65% | 11.31% |
| Aditya Birla Sun Life Retirement Fund - The 40s Plan | 1.33% | 3.89% | 6.66% | 6.27% | 15.39% | 13.02% | 12.43% | - |
| Franklin India Pension Plan | 0.47% | 1.44% | 3.17% | 4.86% | 11.20% | 10.31% | 9.75% | 8.28% |
| SBI Retirement Benefit Fund | -0.32% | 1.18% | 2.17% | 3.22% | 9.13% | - | - | - |
| Nippon India Retirement Fund - Income Generation Scheme | -0.09% | 0.35% | 0.07% | 3.35% | 8.90% | 8.70% | 7.00% | 7.00% |
Fund Portfolio Details
Portfolio details of a fund generally refer to a comprehensive breakdown of the investments held within a specific investment vehicle, such as a mutual fund or exchange-traded fund (ETF). Portfolio details of Aditya Birla Sun Life Retirement Fund - The 30s Plan are shown below;
Portfolio Holdings shown is as of 31 Aug 2026
Riskometer
Investors understand that their
principal
will be at Very High risk