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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

9.71

as on 30 Sep 2022

3 Years

Investment of ₹ 10,000 in this fund 3 Years back would be ₹ 13,207 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

  • ₹ 12.946

    as on 30 Sep 2022
  • Regular - Growth

  • -

  • ₹ 1,000

  • ₹ 232 Cr.

    as on 31 Dec 2021
  • 2.53%

  • 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 ₹ 12.946 as on 30 Sep 2022.

This fund has 3 years of track record. Since 31 Oct 2021 expense ratio of this fund is 2.53%. 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 Suvarnkar

    Picture of Harshil  Suvarnkar

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 4.10% 22.50% 29.22% 12.90% 35.28% 21.15% 13.74% 8.56% 8.04% 21.23% 24.86% 18.29% 7.67%
Category Average -0.88% 7.47% 3.24% 1.04% 12.64% 8.74% 7.77% 8.56% 1.65% 6.72% 10.21% 9.93% 7.67%
Aditya Birla Sun Life Retirement Fund - 30s Plan -2.60%₹ 9,740 9.40%₹ 10,939 0.42%₹ 10,041 -4.51%₹ 9,548 0.20%₹ 12,013 13.06%₹ 12,783 4.47%₹ 25,128 9.71%₹ 13,207 9.10%₹ 41,290 - - - -
HDFC Retirement Savings Fund - Equity Plan -1.78%₹ 9,822 10.75%₹ 11,074 4.96%₹ 10,496 3.89%₹ 10,389 8.04%₹ 12,517 32.77%₹ 17,627 19.04%₹ 28,925 21.15%₹ 17,789 24.86%₹ 51,640 13.74%₹ 19,046 18.29%₹ 94,701 - -
ICICI Prudential Retirement Fund (Pure Equity Plan) -1.49%₹ 9,851 8.70%₹ 10,870 0.52%₹ 10,052 9.95%₹ 10,994 6.01%₹ 12,387 35.28%₹ 18,301 21.23%₹ 29,510 19.33%₹ 17,001 24.77%₹ 51,580 - - - -
HDFC Retirement Savings Fund - Hybrid - Equity Plan -1.93%₹ 9,806 7.06%₹ 10,705 2.21%₹ 10,220 0.47%₹ 10,047 3.66%₹ 12,237 21.26%₹ 14,703 10.57%₹ 26,694 14.60%₹ 15,057 15.63%₹ 45,393 10.98%₹ 16,848 12.93%₹ 83,013 - -
ICICI Prudential Retirement Fund (Hybrid Aggressive Plan) -1.51%₹ 9,848 8.23%₹ 10,823 0.60%₹ 10,060 1.42%₹ 10,142 3.01%₹ 12,195 21.95%₹ 14,871 11.19%₹ 26,854 13.57%₹ 14,652 15.20%₹ 45,115 - - - -
Nippon India Retirement Fund - Wealth Creation Scheme -2.33%₹ 9,767 11.57%₹ 11,156 0.38%₹ 10,038 -1.94%₹ 9,806 2.58%₹ 12,167 25.54%₹ 15,760 12.51%₹ 27,199 10.97%₹ 13,668 16.24%₹ 45,793 6.49%₹ 13,696 10.20%₹ 77,564 - -

Portfolio Holdings

Portfolio holdings pattern of Aditya Birla Sun Life Retirement Fund - 30s Plan as on 02 Oct 2022 are listed below:

  • Equity Holdings:

    99.00%
  • Debt Holdings:

    1.38%
  • Others Holdings:

    1.03%

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

Name of SectorHolding PercentageHolding Values in Crore
Banks 15.09% ₹ 35.66 Cr.
Pharmaceuticals 12.66% ₹ 29.87 Cr.
Refineries/Marketing 8.87% ₹ 20.94 Cr.
Industrial electronics 7.82% ₹ 18.48 Cr.
Housing Finance 6.74% ₹ 15.91 Cr.
Others 48.82% -

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

Name of StocksHolding PercentageHolding Values in Crore
Reliance Industries Ltd. 8.87% ₹ 20.94 Cr.
Honeywell Automation India Ltd. 7.82% ₹ 18.48 Cr.
Housing Development Finance Corporation Ltd. 6.74% ₹ 15.91 Cr.
Pfizer Ltd. 6.16% ₹ 14.54 Cr.
Kotak Mahindra Bank Ltd. 5.76% ₹ 13.62 Cr.
Others 64.65% -

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 1.30%
Net Receivables -0.27%