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- Aditya Birla Sun Life Retirement Fund The 30s Plan Idcw Reinv Direct Plan
Aditya Birla Sun Life Retirement Fund The 30s Plan Idcw Reinv Direct Plan
NAV (Apr 26,2024)
Introducing the Aditya Birla Sun Life Retirement Fund - The 30s Plan - IDCW Reinv - Direct Plan, designed specifically for individuals in their 30s. With an expense ratio of 1.04%, this plan offers a great investment opportunity with a minimum investment of ₹1000. Established on March 11, 2019, this plan has an asset under management of ₹348.36 crores. Invest now and secure a financially stable retirement.
Aditya Birla Sun Life Retirement Fund The 30s Plan Idcw Reinv Direct Plan Latest Trend
- 1M
- 2M
- 3M
Aditya Birla Sun Life Retirement Fund The 30s Plan Idcw Reinv Direct Plan Latest Trend
Risk Ratios
- P/E Ratio0
- P/B Ratio0
- Alpha-0.01
- Beta0.85
- Sharpe0.15
- Sortino0.24
Fund Overview
1.04%
0%
No Lock-in
₹ 348.36 Cr
SIP ₹1000.00
Scheme Riskometer
Investors understand that their principal will be at
Very High
Investment Return Calculator
as on Apr 29, 2024
Total Invested Amount | 3 Months Absolute Return (In %) | 6 Months Absolute Return (In %) | 1 Year Absolute Return (In %) | 3 Year Absolute Return (In %) | 5 Year Absolute Return (In %) |
---|---|---|---|---|---|
₹ 10,000 | ₹ 10,763.45 (7.63%) | ₹ 12,237.68 (22.38%) | ₹ 13,614.92 (36.15%) | ₹ 15,045.65 (50.46%) | ₹ 18,291.97 (82.92%) |
₹ 30,000 | ₹ 32,290.35 (7.63%) | ₹ 36,713.04 (22.38%) | ₹ 40,844.76 (36.15%) | ₹ 45,136.95 (50.46%) | ₹ 54,875.91 (82.92%) |
₹ 50,000 | ₹ 53,817.25 (7.63%) | ₹ 61,188.4 (22.38%) | ₹ 68,074.6 (36.15%) | ₹ 75,228.25 (50.46%) | ₹ 91,459.85 (82.92%) |
₹ 80,000 | ₹ 86,107.6 (7.63%) | ₹ 97,901.44 (22.38%) | ₹ 1,08,919.36 (36.15%) | ₹ 1,20,365.2 (50.46%) | ₹ 1,46,335.76 (82.92%) |
₹ 1,00,000 | ₹ 1,07,634.5 (7.63%) | ₹ 1,22,376.8 (22.38%) | ₹ 1,36,149.2 (36.15%) | ₹ 1,50,456.5 (50.46%) | ₹ 1,82,919.7 (82.92%) |
Calculate Your Mutual Fund Returns
Fund Portfolio Allocation
- Holdings
- Sectors
Name
Assets
- HDFC Bank Limited9.76%
- ICICI Bank Limited6.88%
- Reliance Industries Limited5.66%
- Infosys Limited4.79%
- Larsen & Toubro Limited4.61%
- UltraTech Cement Limited3.68%
- Fortis Healthcare Limited3.07%
- Axis Bank Limited3.05%
- Tata Motors Limited2.91%
- State Bank of India2.65%
- Brigade Enterprises Limited2.62%
- Craftsman Automation Ltd2.59%
- Sun Pharmaceutical Industries Limited2.47%
- IndusInd Bank Limited2.29%
- Utkarsh Small Finance Bank Ltd1.85%
- ACC Limited1.77%
- Clearing Corporation of India Limited1.77%
- Shoppers Stop Limited1.73%
- Bank of Baroda1.64%
- ITC Limited1.61%
- Hindustan Unilever Limited1.60%
- Ashok Leyland Limited1.59%
- Procter & Gamble Hygiene and Health Care Limited1.58%
- Bajaj Auto Limited1.57%
- Union Bank of India1.54%
- United Breweries Limited1.54%
- SJS Enterprises Pvt Limited1.51%
- Coforge Limited1.49%
- Strides Pharma Science Limited1.44%
- TD Power Systems Limited1.41%
- Star Health & Allied Insurance Limited1.38%
- Flair Writing Industries Ltd1.37%
- Somany Ceramics Limited1.37%
- Dixon Technologies India Limited1.33%
- TIMKEN INDIA LTD1.29%
- Bajaj Finance Limited1.25%
- Westlife Development Ltd1.12%
- Container Corporation of India Limited1.04%
- Jupiter Life Line Hospitals Ltd1.03%
- Torrent Pharmaceuticals Limited1.03%
- Titan Company Limited0.93%
- Cipla Limited0.91%
- HDFC Life Insurance Company Limited0.75%
- La Opala RG Limited0.57%
- Honeywell Automation India Limited0.55%
- TVS HOLDINGS LIMTED Preference Share0.50%
- Poonawalla Fincorp Limited0.38%
- Government of India0.29%
- Net Receivables Payables0.16%
- GOI DEC STRIPS0.08%
- Sundaram Clayton Ltd Preference Share0.00%
- Bank - Private23.83%
- IT - Software6.29%
- Bank - Public5.84%
- Refineries5.66%
- Auto Ancillary4.10%
- Insurance2.14%
- Miscellaneous1.92%
- Retailing1.73%
- Finance - NBFC1.63%
- Cigarettes/Tobacco1.61%
- Electric Equipment1.41%
- Bearings1.29%
- Restaurants1.12%
- Logistics1.04%
- Diamond & Jewellery0.93%
- Glass0.57%
Holdings Analysis
Peer Comparison
Pick your choice with our quick comparitive analysis
- 6M
- 1Y
- 3Y
- 5Y
Mutual Fund Schemes | Category | Risk | Absolute Return (6M) |
Nippon India Retirement Fund - Wealth Creation Scheme - Growth | OTHER | Very High | 51.28% |
Axis Retirement Savings Fund - Aggressive Plan - Regular Plan - Growth | OTHER | Very High | 44.12% |
Tata Retirement Savings Fund Moderate Plan - Growth | OTHER | Very High | 35.33% |
Bandhan Retirement Fund - Regular Plan - IDCW | OTHER | Very High | 31.84% |
Union Retirement Fund - Regular Plan - Growth | OTHER | Very High | 30.65% |
HDFC Retirement Savings Fund - Equity Plan - Regular Plan - Growth | OTHER | Very High | 29.32% |
UTI Retirement Fund | OTHER | High | 25.17% |
Franklin India Pension Plan - Growth | OTHER | Moderately High | 24.47% |
SBI Retirement Benefit Fund - Aggressive Plan - Regular Plan - Growth | OTHER | Very High | 21.43% |
LIC MF Unit Linked Insurance Scheme | OTHER | Very High | 17.94% |
Mutual Fund Schemes | Category | Risk | Absolute Return (6Y) |
ICICI Prudential Retirement Fund - Pure Equity Plan - Growth | OTHER | Very High | 47.95% |
Nippon India Retirement Fund - Wealth Creation Scheme - Growth | OTHER | Very High | 45.89% |
HDFC Retirement Savings Fund - Equity Plan - Regular Plan - Growth | OTHER | Very High | 37.48% |
Union Retirement Fund - Regular Plan - Growth | OTHER | Very High | 35.99% |
Axis Retirement Savings Fund - Aggressive Plan - Regular Plan - Growth | OTHER | Very High | 32.65% |
Tata Retirement Savings Fund Moderate Plan - Growth | OTHER | Very High | 32.26% |
SBI Retirement Benefit Fund - Aggressive Plan - Regular Plan - Growth | OTHER | Very High | 27.85% |
LIC MF Unit Linked Insurance Scheme | OTHER | Very High | 20.23% |
UTI Retirement Fund | OTHER | High | 19.86% |
Franklin India Pension Plan - Growth | OTHER | Moderately High | 19.18% |
Mutual Fund Schemes | Category | Risk | Absolute Return (6Y) |
ICICI Prudential Retirement Fund - Pure Equity Plan - Growth | OTHER | Very High | 27.04% |
HDFC Retirement Savings Fund - Equity Plan - Regular Plan - Growth | OTHER | Very High | 26.80% |
Nippon India Retirement Fund - Wealth Creation Scheme - Growth | OTHER | Very High | 21.81% |
Tata Retirement Savings Fund Moderate Plan - Growth | OTHER | Very High | 14.85% |
UTI Retirement Fund | OTHER | High | 13.29% |
LIC MF Unit Linked Insurance Scheme | OTHER | Very High | 13.04% |
Axis Retirement Savings Fund - Aggressive Plan - Regular Plan - Growth | OTHER | Very High | 11.42% |
Franklin India Pension Plan - Growth | OTHER | Moderately High | 9.57% |
SBI Retirement Benefit Fund - Conservative Plan - Regular Plan - Growth | OTHER | Moderate | 8.09% |
Mutual Fund Schemes | Category | Risk | Absolute Return (6Y) |
HDFC Retirement Savings Fund - Equity Plan - Regular Plan - Growth | OTHER | Very High | 21.41% |
Nippon India Retirement Fund - Wealth Creation Scheme - Growth | OTHER | Very High | 13.66% |
Tata Retirement Savings Fund Moderate Plan - Growth | OTHER | Very High | 13.26% |
LIC MF Unit Linked Insurance Scheme | OTHER | Very High | 12.55% |
UTI Retirement Fund | OTHER | High | 10.74% |
Franklin India Pension Plan - Growth | OTHER | Moderately High | 9.15% |
Fund Managers
Mr. Dhaval ShahFund Manager
Mr. Harshil SuvarnkarFund Manager - Fixed Income
Mr. Harshil Suvarnkar has an overall experience of 10 years in the financial services industry. Prior to joining ABSLAMC he was associated with Indiabulls HousingFinance Limited for 10 years as Head -Markets, Treasury handling treasury investments, Asset Liability Management (ALM) and capital market borrowing.
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Aditya Birla Sun Life Retirement Fund - The 30s Plan - IDCW Reinv - Direct Plan
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Aditya Birla Sun Life Retirement Fund - The 30s Plan - IDCW Reinv - Direct Plan
Aditya Birla Sun Life Retirement Fund - The 30s Plan - IDCW Reinv - Direct Plan
Aditya Birla Sun Life Retirement Fund - The 30s Plan - IDCW Reinv - Direct Plan
Aditya Birla Sun Life Retirement Fund - The 30s Plan - IDCW Reinv - Direct Plan
Aditya Birla Sun Life Retirement Fund - The 30s Plan - IDCW Reinv - Direct Plan
Aditya Birla Sun Life Retirement Fund - The 30s Plan - IDCW Reinv - Direct Plan
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