Aditya Birla Sun Life Retirement Fund - The 30s Pln Regular Growth
- Retirement
- Solutions Oriented
- Very High Risk
Explore On
Rating:
Key Metrics
Aum
₹382.27 Cr
Expense Ratio
2.41%
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 | +12.08% | -- |
| 3 Months | +4.06% | -- |
| 6 Months | +4.27% | -- |
| 1 Year | +16.22% | +16.22% |
| 2 Years | -- | +12.02% |
| 3 Years | +64.15% | +17.96% |
| 5 Years | +76.22% | +12% |
| Since Launch | +113.06% | +11.15% |
Holdings as on 10 May 2026
| Name | Value (₹Cr) | Holding % |
|---|---|---|
| ICICI Bank | 15.45 | 4.04 |
| Kirloskar Oil Engines | 10.20 | 2.67 |
| AU Small Finance Bank | 9.15 | 2.39 |
| Aditya Infotech | 9.07 | 2.37 |
| Godrej Consumer Products | 8.72 | 2.28 |
| Jindal Steel | 8.46 | 2.21 |
| S.J.S. Enterprises Ltd | 8.09 | 2.11 |
| Hindalco Industries | 8.06 | 2.11 |
| Eternal | 8.05 | 2.10 |
| Ather Energy | 7.92 | 2.07 |
Morning Star Rating
Rating:
Risk
Return
Risk & Volitility
0.49
Sharpe Ratio
14.34%
Std. Deviation
--
Tracking Error
--
Alpha
--
Beta
Peer Comparison
| Fund Name | 1Y | 3Y | 5Y |
|---|---|---|---|
| Aditya Birla Sun Life Retirement Fund - The 30s Pln Regular Growth | +16.22% | +17.96% | +12% |
| Axis Retirement Fund - Dynamic Plan Regular Growth | +1.21% | +13.4% | +10.01% |
| Axis Retirement Fund - Aggressive Plan Regular Growth | +0.67% | +12.9% | +8.81% |
| Franklin India Retirement Fund Growth | +1.37% | +9.31% | +7.48% |
| Baroda BNP Paribas Retirement Fund Regular Growth | +6.74% | -- | -- |
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 382.27 crores & has delivered CAGR of 12.00 in the last 5 years. The fund has an exit load of 0.00% and an expense ratio of 2.41%. 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 & High respectively.
The fund has a present cash holding of %. The top holdings of the fund include ICICI Bank, Kirloskar Oil Engines, AU Small Finance Bank, Aditya Infotech.
The major sectors where the fund is invested are Regional Banks, Software & Programming, Biotechnology & Drugs, Auto & Truck Parts.
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 0.49 & a standard deviation of 14.34%.
FAQs
According to the morning star rating Aditya Birla Sun Life Retirement Fund - The 30s Pln Regular Growth has a Medium risk & High 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 2.41%.
The 5 year annualized return on Aditya Birla Sun Life Retirement Fund - The 30s Pln Regular Growth is 12.00% & it has generated 16.22% 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 382.27 crores.
Wait for it…
Oops! Looks like you have exceeded the limit to bookmark the image. Remove some to bookmark this image.