Aditya Birla Sun Life Retirement Fund - The 30s Plan - Regular Plan - Growth has delivered CAGR and average rolling returns as follows :
1 Year | 3 Year | 5 Year | 9 Year | |
CAGR(%) | 31.07 | 10.41 | 10.18 | N/A |
Average Rolling Returns(%) | 12.53 | 11.42 | N/A | N/A |
The Current NAV of Aditya Birla Sun Life Retirement Fund - The 30s Plan - Regular Plan - Growth is ₹17.26.
It is better to invest in a fund with a longer track record as Aditya Birla Sun Life Retirement Fund - The 30s Plan - Regular Plan - Growth cannot be assessed for consistency of out-performance. Funds returns are more likely to be different than its benchmark NIFTY 500 - TRI returns, as Funds portfolio is significantly different.
Aditya Birla Sun Life Retirement Fund - The 30s Plan - Regular Plan - Growth fund’s expense ratio is 2.39%
The process for redemption is
The AUM of Aditya Birla Sun Life Retirement Fund - The 30s Plan - Regular Plan - Growth is currently ₹356 Crores.
The Top three stocks are HDFC Bank, ICICI Bank and Reliance Industries and account for 22% of its portfolio. Top 5 and 10 stocks of fund account for 31% and 46% of fund’s portfolio respectively.
Top three sectors of Aditya Birla Sun Life Retirement Fund - The 30s Plan - Regular Plan - Growth fund are BFSI, Construction & Infrastructure and Healthcare accounting for 57% of the total portfolio.
Since this is a Solution Oriented - Retirement Fund it is comparatively safer to invest in this fund. However, since it has not consistently outperformed its benchmark index on an average 3-year rolling returns basis it is not the most suitable fund for SIP.
The category of Aditya Birla Sun Life Retirement Fund - The 30s Plan - Regular Plan - Growth Fund is Solution Oriented - Retirement Fund.
Dhaval Shah and Harshil Suvarnkar manage the Aditya Birla Sun Life Retirement Fund - The 30s Plan - Regular Plan - Growth Fund.
Aditya Birla Sun Life Retirement Fund - The 30s Plan - Regular Plan - Growth current PE ratio is 0.00 and PB ratio is 0.00
The asset allocation of Aditya Birla Sun Life Retirement Fund - The 30s Plan - Regular Plan - Growth is Stocks : 97.49%, Debt : 2.50% and Gold : 0%
The minimum SIP amount for Aditya Birla Sun Life Retirement Fund - The 30s Plan - Regular Plan - Growth is ₹500.00 and minimum lumpsum is ₹1000.00
The exit load for Aditya Birla Sun Life Retirement Fund - The 30s Plan - Regular Plan - Growth is Nil