Aditya Birla Sun Life Retirement Fund - The 30s Plan - Growth - Regular Plan

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  • (-0.53%)Nav, as on 13-03-2025

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  • Net Change on 13-03-2025

  • PersonalFN Rating

  • Assets (Cr.)

  • Expense Ratio

Fund Overview Growth | Regular Plan

  • Fund House

  • Launch Date

  • Benchmark

  • Minimum Investment (₹)

  • Minimum Addl Investment (₹)

  • Exit Load (%)

  • Minimum SIP Investment (₹)

  • Minimum STP Investment (₹)

  • Minimum SWP Investment (₹)

  • 52 Week Low Nav (₹)

  • 52 Week Low Nav Date

  • 52 Week High Nav (₹)

  • 52 Week High Nav Date

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.

Fund Performance

Scheme Name 1-Month Return (%) 3-Month Return (%) 1-Year Return (%) 3-Year Return (%) 5-Year Return (%) Since Inception
Aditya Birla Sun Life Retirement Fund-The 30s Plan-Regular Growth -2.82 -14.79 2.69 11.06 13.29 9.06
NIFTY 50 - TRI N/A N/A N/A N/A N/A N/A
NIFTY 500 - TRI N/A N/A N/A N/A N/A N/A

Returns upto 1 year is Absolute, and above 1 year are Compounded Annualised

Peer Fund Comparison

Scheme Name Launch Date Ratings 1-Year Return (%) 3-Year Return (%) 5-Year Return (%) Expense Ratio (%) Assets (Cr.)
Aditya Birla Sun Life Retirement Fund-The 30s Plan-Regular Growth Mar 11, 2019 2.69 11.06 13.29 2.41 342.56
HDFC Retirement Savings Fund - Equity Plan - Growth Option Feb 25, 2016 3.54 17.85 25.32 1.78 5,571.31
Nippon India Retirement Fund- Wealth Creation Scheme- Growth Option Feb 11, 2015 2.67 15.29 20.43 1.95 2,849.23
Tata Retirement Savings Fund Moderate -Regular Plan (Growth) Nov 04, 2011 5.36 11.65 15.52 2.04 1,908.44
Tata Retirement Savings Fund -Regular Plan -Progressive -Growth Nov 04, 2011 3.83 12.20 16.46 2.04 1,803.24
HDFC Retirement Savings Fund - Hybrid-Equity Plan - Growth Option Feb 25, 2016 3.53 13.66 18.32 2.08 1,485.44

Fund Holdings as on 28-February-2025

  • Net Receivables / (Payables)

  • ICICI Bank Limited

  • Larsen & Toubro Limited

  • HDFC Bank Limited

  • Tech Mahindra Limited

  • AU Small Finance Bank Limited

  • Jindal Steel & Power Limited

  • Zomato Limited

  • LTIMindtree Limited

  • Hindalco Industries Limited

  • Cipla Limited

  • Coforge Limited

  • State Bank of India

  • Sun Pharmaceutical Industries Limited

  • ICICI Lombard General Insurance Company Limited

  • Hindustan Petroleum Corporation Limited

  • Axis Bank Limited

  • Bajaj Finance Limited

  • Bharat Petroleum Corporation Limited

  • Reliance Industries Limited

  • Clearing Corporation of India Limited

  • TD Power Systems Limited

  • Kotak Mahindra Bank Limited

  • InterGlobe Aviation Limited

  • SBI Life Insurance Company Limited

  • Adani Ports and Special Economic Zone Limited

  • Kajaria Ceramics Limited

  • SJS Enterprises Pvt Limited

  • Godrej Consumer Products Limited

  • Mrs Bectors Food Specialities Limited

  • GAIL (India) Limited

  • Praj Industries Limited

  • Fortis Healthcare Limited

  • Prestige Estates Projects Limited

  • V-Guard Industries Limited

  • Brigade Enterprises Limited

  • Bajaj Finserv Limited

  • Craftsman Automation Ltd

  • Home First Finance Company India Limited

  • Cyient Limited

  • Titan Company Limited

  • Whirlpool of India Limited

  • H.G. Infra Engineering Limited

  • NTPC Limited

  • eClerx Services Ltd.

  • Avenue Supermarts Limited

  • Cholamandalam Investment and Finance Company Limited

  • Mahanagar Gas Limited

  • Greenply Industries Ltd

  • Sona BLW Precision Forgings Limited

  • TVS Motor Company Limited

  • PNB Housing Finance Limited

  • IPCA Laboratories Limited

  • Sobha Limited

  • Eureka Forbes Ltd

  • Emcure Pharmaceuticals Ltd

  • Container Corporation of India Limited

  • AIA Engineering Limited

  • Bikaji Foods International Ltd

  • RHI Magnesita India Limited

  • Balrampur Chini Mills Limited

  • VRL Logistics Limited

  • Supreme Industries Limited

  • Shivalik Bimetal Controls Ltd

  • Metro Brands Limited

  • Government of India (17/04/2030)

  • United Breweries Limited

  • Cummins India Limited

  • Amber Enterprises India Limited

  • Thermax Limited

  • Bharti Hexacom Limited

  • Max Financial Services Limited

  • SBFC Finance Ltd

  • UltraTech Cement Limited

  • Bank of Baroda

  • Vinati Organics Limited

  • Torrent Pharmaceuticals Limited

  • TIMKEN INDIA LTD

  • Star Health & Allied Insurance Limited

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  • Bank - Private

  • Miscellaneous

  • IT - Software

  • Pharmaceuticals & Drugs

  • Refineries

  • Engineering - Construction

  • Auto Ancillary

  • Insurance

  • Construction - Real Estate

  • Electric Equipment

  • Finance - NBFC

  • Metal - Non Ferrous

  • Steel/Sponge Iron/Pig Iron

  • e-Commerce

  • Finance - Housing

  • Consumer Food

  • Bank - Public

  • Consumer Durables - Domestic Appliances

  • Airlines

  • Port

  • Ceramics/Marble/Granite/Sanitaryware

  • Retailing

  • Engineering - Industrial Equipments

  • Household & Personal Products

  • Industrial Gases & Fuels

  • Hospital & Healthcare Services

  • Logistics

  • Finance - Investment

  • Diamond & Jewellery

  • Power Generation/Distribution

  • BPO/ITeS

  • Gas Transmission/Marketing

  • Wood & Wood Products

  • Automobile Two & Three Wheelers

  • Castings/Forgings

  • Refractories

  • Sugar

  • Plastic Products

  • Breweries & Distilleries

  • Diesel Engines

  • Air Conditioners

  • Telecommunication - Service Provider

  • Finance - Others

  • Cement & Construction Materials

  • Chemicals

  • Bearings

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Fund Manager

  • Cash

  • Equity

  • Sovereign

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About Aditya Birla Sun Life Retirement Fund - The 30s Plan

Scheme Analysis

Aditya Birla Sun Life Retirement Fund - The 30s Plan is a Solution Oriented - Retirement Fund - Equity fund and belongs to Aditya Birla Sun Life Mutual Fund. It was launched on 11-Mar-2019 and currently has an AUM of ₹342.56 crore. Aditya Birla Sun Life Retirement Fund - The 30s Plan is benchmarked against NIFTY 50 - TRI as primary index and NIFTY 500 - TRI as secondary index.

The NAV of Aditya Birla Sun Life Retirement Fund - The 30s Plan ended down ₹-0.09(-0.53%)yesterday to ₹16.75.

Among its top 3 holdings the fund has exposure to Net Receivables / (Payables), and

The Aditya Birla Sun Life Retirement Fund - The 30s Plan is managed by Jonas Bhutta and Dhaval Joshi.

Fund House Contact

One World Center , Tower 1, 17th Floor, Jupiter Mill Compound, Senapati Bapat Marg, Elphinstone Road, Mumbai - 400 013

022-43568000
022-43568110/ 8111