Aditya Birla Sun Life Retirement Fund-The 30s Plan-Regular Growth
Fund House: Aditya Birla Sun Life Mutual Fund
Category: Retirement Fund
Status: Open Ended Schemes
Launch Date: 10-03-2019
Minimum Investment: 1000.0
Asset Class: Equity
Minimum Topup: 1000.0
Benchmark: NIFTY 500 TRI
Total Assets: 430.56 As on (28-11-2025)
Expense Ratio: 2.41% As on (31-10-2025)
Turn over: 81.00% | Exit Load: Nil
NAV as on 11-12-2025
20.491
0.097
CAGR Since Inception
11.19%
NIFTY 500 TRI 12.43%
PERFORMANCE
| Scheme Performance (%) | 1-Year Ret (%) | 3-Yrs Ret (%) | 5-Yrs Ret (%) | 10-Yrs Ret (%) | Since Launch Ret (%) |
|---|---|---|---|---|---|
| Aditya Birla Sun Life Retirement Fund-The 30s Plan-Regular Growth | 3.0 | 14.46 | 12.64 | - | 11.19 |
| NIFTY 500 TRI | 1.85 | 15.25 | 17.28 | 15.15 | 12.43 |
| Retirement Fund | 1.86 | 12.06 | 11.38 | 10.07 | 11.23 |
Funds Manager
RETURNS CALCULATORS for Aditya Birla Sun Life Retirement Fund-The 30s Plan-Regular Growth
Growth of 10000 In SIP (Fund vs Benchmark)
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Growth of 10000 In LUMPSUM (Fund vs Benchmark)
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PORTFOLIO ANALYSIS of Aditya Birla Sun Life Retirement Fund-The 30s Plan-Regular Growth
Portfolio Holdings
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Sector Allocation
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PEER COMPARISION of Aditya Birla Sun Life Retirement Fund-The 30s Plan-Regular Growth
| Scheme Name | Inception Date | 1 Year Rtn (%) | 2 Year Rtn (%) | 3 Year Rtn (%) | 5 Year Rtn (%) | 10 Year Rtn (%) |
|---|---|---|---|---|---|---|
| ABSL Retrmnt The 30s Reg Gr | 10-03-2019 | 3.0 | 13.95 | 14.46 | 12.64 | 0.0 |
| ICICI Pru Retrmnt Hybrid Cons Gr | 05-02-2019 | 6.18 | 9.3 | 10.45 | 8.35 | 0.0 |
| ICICI Pru Retrmnt Pure Equity Gr | 01-02-2019 | 5.9 | 19.82 | 22.76 | 24.15 | 0.0 |
| ICICI Pru Retrmnt Pure Debt Gr | 05-02-2019 | 5.56 | 6.54 | 6.27 | 4.91 | 0.0 |
| ICICI Pru Retrmnt Hybrid Ag Gr | 02-02-2019 | 5.34 | 17.41 | 19.48 | 18.03 | 0.0 |
| ABSL Retrmnt The 50s Plus-Debt Reg Gr | 05-03-2019 | 4.63 | 5.63 | 5.31 | 3.76 | 0.0 |
| ABSL Retrmnt The 50s Reg Gr | 05-03-2019 | 4.14 | 7.78 | 7.92 | 5.53 | 0.0 |
| Bandhan Retirement Fund Reg Gr | 18-10-2023 | 3.72 | 10.35 | 0.0 | 0.0 | 0.0 |
| HDFC Retrmnt Savings Hybrid Debt Reg | 05-02-2016 | 3.65 | 7.83 | 8.43 | 7.92 | 0.0 |
| UTI Retirement Fund - Regular Plan | 26-12-1994 | 3.61 | 10.83 | 11.74 | 12.15 | 9.77 |
Asset Allocation (%)
Key Performance and Risk Statistics of Aditya Birla Sun Life Retirement Fund-The 30s Plan-Regular Growth
| Key Statistics | Volatility | Sharpe Ratio | Alpha | Beta | Yield to Maturity | Average Maturity |
|---|---|---|---|---|---|---|
| Aditya Birla Sun Life Retirement Fund-The 30s Plan-Regular Growth | 11.61 | 0.68 | -0.64 | 0.96 | - | - |
| Retirement Fund | - | - | - | - | - | - |