Aditya Birla Sun Life Retirement Fund - The 30s Pln Regular Growth
- Retirement
- Solutions Oriented
- Very High Risk
Rating:
Key Metrics
Aum
₹486.74 Cr
Expense Ratio
2.64%
Exit Load
0.00%
Min. Investment
₹1,000.00
Min. SIP
₹500.00
Launch Date
12 Mar 2019
CAGR Returns
| Period | Absolute(%) | Annualised(%) |
|---|---|---|
| 1 Month | -5.36% | -- |
| 3 Months | -2.1% | -- |
| 6 Months | +9.41% | -- |
| 1 Year | +7.91% | +7.91% |
| 2 Years | -- | +4.31% |
| 3 Years | +44.91% | +13.16% |
| 5 Years | +57.48% | +9.51% |
| Since Launch | +115.82% | +10.69% |
Holdings as on 11 Oct 2026
| Name | Value (₹Cr) | Holding % |
|---|---|---|
| ICICI Bank | 18.63 | 3.83 |
| Ather Energy | 18.04 | 3.71 |
| Aditya Infotech | 17.51 | 3.60 |
| Treps | 15.75 | 3.24 |
| S.J.S. Enterprises Ltd | 12.97 | 2.66 |
| Eternal | 11.05 | 2.27 |
| Dr. Lal PathLabs | 10.75 | 2.21 |
| Sona Blw Precision Forgings | 10.53 | 2.16 |
| Ajanta Pharma | 9.55 | 1.96 |
| HDFC Bank | 9.31 | 1.91 |
Morning Star Rating
Rating:
Risk
Return
Risk & Volitility
0.52
Sharpe Ratio
15.87%
Std. Deviation
--
Tracking Error
--
Alpha
--
Beta
Peer Comparison
| Fund Name | 1Y | 3Y | 5Y |
|---|---|---|---|
| Aditya Birla Sun Life Retirement Fund - The 30s Pln Regular Growth | +7.91% | +13.16% | +9.51% |
| Axis Retirement Fund - Dynamic Plan Regular Growth | -5.19% | +8.89% | +5.52% |
| Axis Retirement Fund - Aggressive Plan Regular Growth | -5.2% | +8.09% | +4.4% |
| Franklin India Retirement Fund Growth | -2.97% | +6.12% | +5.8% |
| Baroda BNP Paribas Retirement Fund Regular Growth | -1.1% | -- | -- |
Results are calculated on CAGR basis
About Fund
The primary 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. The Scheme does not guarantee/indicate any returns. There can be no assurance that the schemes' objectives will be achieved.
The Aditya Birla Sun Life Retirement Fund - The 30s Pln Regular Growth has an AUM of 486.74 crores & has delivered CAGR of 9.51 in the last 5 years. The fund has an exit load of 0.00% and an expense ratio of 2.64%. The minimum investment in Aditya Birla Sun Life Retirement Fund - The 30s Pln Regular Growth is Rs 1000 and the minimum SIP is Rs 500.
As per morningstar the risk & return rating of the fund are Medium & Good respectively.
The fund has a present cash holding of %. The top holdings of the fund include ICICI Bank, Ather Energy, Aditya Infotech, Treps.
The major sectors where the fund is invested are Regional Banks, Software & Programming, Auto & Truck Parts, Consumer Financial Services.
Some of the similar funds are Aditya Birla Sun Life Retirement Fund - The 30s Pln Regular Growth, Axis Retirement Fund - Dynamic Plan Regular Growth, Axis Retirement Fund - Aggressive Plan Regular Growth, Franklin India Retirement Fund Growth, Baroda BNP Paribas Retirement Fund Regular Growth. Aditya Birla Sun Life Retirement Fund - The 30s Pln Regular Growth has a sharpe ratio of 0.52 & a standard deviation of 15.87%.
FAQs
According to the morning star rating Aditya Birla Sun Life Retirement Fund - The 30s Pln Regular Growth has a Medium risk & Good return.
Aditya Birla Sun Life Retirement Fund - The 30s Pln Regular Growth is managed by Jonas Bhutta.
The expense ratio of Aditya Birla Sun Life Retirement Fund - The 30s Pln Regular Growth is 2.64%.
The 5 year annualized return on Aditya Birla Sun Life Retirement Fund - The 30s Pln Regular Growth is 9.51% & it has generated 7.91% in the last 1 year.
The minimum investment in Aditya Birla Sun Life Retirement Fund - The 30s Pln Regular Growth is 1000 Rs.
Aditya Birla Sun Life Retirement Fund - The 30s Pln Regular Growth has an AUM of 486.74 crores.
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