- Mutual Funds
- Aditya Birla Sun Life Mutual Fund
- Aditya Birla Sun Life Retirement Fund - The 30s Plan (G)
Aditya Birla Sun Life Retirement Fund - The 30s Plan (G)
₹ 20.154
NAV (Sep 18)
Investment Calculator
Investment Duration5 years
0
Total Investment0
Wealth Gained0
Total Corpus Created (₹)
With CAGR of 11.25 % in 5 yearsHistorical NAV
₹ 20.154
NAV (Sep 18)
Fund Returns
Last 1Y | 32.7% |
Last 3Y | 14.1% |
Last 5Y | 16.6% |
Last 10Y | NA |
Since Inception | 13.6% |
6 Month CAGR | 25.2% |
Scheme Information
The Scheme seeks to invest primarily in a well-diversified portfolio of equity and equity related securities.
Expense Ratio | 2.39 |
Launched (0y ago) | 2.39 |
AUM in Crores | 409.6 |
ISIN | INF209KB1H99 |
Lock-in | 1825 |
Benchmark | NIFTY 500 Total Return Index |
SIP Minimum | 1000 |
Lumpsum Min. | 5000 |
Standard Deviation (3yr) | |
Standard Deviation | 12.1 |
Beta | 0.9 |
Sharpe Ratio | 0.7 |
YTM |
Returns Calculator Comparison
of
for
with step up of
| Asset | Returns | Total Corpus | Gains | CAGR |
|---|---|---|---|---|
| Aditya Birla Sun Life Retirement Fund - The 30s Plan (G) | 11,10,020 | 3,77,408 | 16.6% | |
| EPF | 9,00,761 | 1,68,149 | 8.50% | |
| Property | 8,67,662 | 1,35,050 | 7.00% | |
| PPF | 8,69,819 | 1,37,207 | 7.10% | |
| Bank FD | 8,46,471 | 1,13,859 | 6.00% | |
| Gold | 8,46,471 | 1,13,859 | 6.00% | |
| Savings Bank | 8,25,950 | 93,338 | 5.00% |
Disclaimer: Products compared like fixed deposits may provide fixed guaranteed returns. Mutual Funds investments are subject to market risk, read all scheme related documents carefully before investing. Past performance is not an indicator of future returns.
Asset allocation and Holdings
Top Stock Holdings
ICICI Bank Ltd.
6.5%HDFC Bank Ltd.
5.8%Infosys Ltd.
5%Reliance Industries Ltd.
4.9%Larsen & Toubro Ltd.
4.3%Allocation by Sector
Financial
25.326507%Healthcare
11.876997%Energy
8.897263%Construction
7.485682%Capital Goods
7.44047%Comparison with Others Funds
| Fund Name | Fund Size | |
|---|---|---|
₹ 3,124 cr | ||
₹ 1,977 cr | ||
₹ 26,041 cr | ||
₹ 8,093 cr | ||
₹ 15,209 cr |
About the AMC
Aditya Birla Sun Life Mutual Fund
| Fund Name | Scripbox Opinion | Till Date CAGR | |
|---|---|---|---|
6.122% | 7.403% | ||
- | 5.146% | ||
6.278% | 7.444% | ||
6.175% | 7.937% | ||
5.591% | 7.165% |
Aditya Birla Sun Life Retirement Fund - The 30s Plan (G) Review
Aditya Birla Sun Life Retirement Fund - The 30s Plan (G) is a Others Others fund and has delivered an annualised return of 13.577% over a period of 5 years. The fund is managed by Aditya Birla Sun Life Mutual Fund. The fund manager’s name is [object Object],[object Object],[object Object].
Nav of Aditya Birla Sun Life Retirement Fund - The 30s Plan (G) as of 9/18/2024 is ₹20.15 with the total AUM as of 9/19/2024 is ₹409.5862. With Scripbox you can compare and check the latest nav for all mutual funds in India. Aditya Birla Sun Life Retirement Fund - The 30s Plan (G) was launched on 2019-03-11. The category risk of the fund is Average.
The minimum SIP amount for Aditya Birla Sun Life Retirement Fund - The 30s Plan (G) is ₹1000 and you can increase this in multiples of ₹100. In case you want to invest a lump sum, the minimum amount to be invested is ₹5000. Check your estimated returns on mutual funds by using sip calculator.
Frequently Asked Questions
What is Aditya Birla Sun Life Retirement Fund - The 30s Plan (G)?
How to invest in Aditya Birla Sun Life Retirement Fund - The 30s Plan (G)?
You can invest in Aditya Birla Sun Life Retirement Fund - The 30s Plan (G) through AMC, intermediaries, brokers or platforms like Scripbox. To learn step by step process visit how to invest in mutual funds?
What is the minimum sip amount of Aditya Birla Sun Life Retirement Fund - The 30s Plan (G)?
The minimum sip amount for Aditya Birla Sun Life Retirement Fund - The 30s Plan (G) is ₹1000. You can invest in multiples of ₹5000.
Is Aditya Birla Sun Life Retirement Fund - The 30s Plan (G) good to invest in?
As per Scripbox experts, Aditya Birla Sun Life Retirement Fund - The 30s Plan (G) is a fund. You can investAditya Birla Sun Life Retirement Fund - The 30s Plan (G) fund if its investment objective and risk-o-meter matches your investment goals and risk preferences.
What is the expense ratio of the Aditya Birla Sun Life Retirement Fund - The 30s Plan (G)?
The expense ratio of the Aditya Birla Sun Life Retirement Fund - The 30s Plan (G) is 2.39% for regular plan.