Aditya Birla Sun Life Retirement Fund - The 30s Plan Add to compare
12.611
0.091
(0.73%)
1 day change as on 25 Feb 2021
Investment Objective: The primary 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.The Scheme does not guarantee/indicate any returns. There can be no assurance that the schemes objectives will be achieved.
Fund Type Entry Load Average Asset Size (Rs cr.)
Open Ended Nil 163.79
Investment Plan Exit Load Minimum Investment (Rs.)
Growth Nil 1000
Launch Date Fund Manager Last Dividend
05-03-2019 Ajay Garg,Pranay Sinha 0.00
Benchmark Email / Website Bonus
S&P BSE 200 TRI connect@birlasunlife.com / www.birlasunlife.com
AMC Name
Aditya Birla Sun Life Asset Management Company Ltd.
Fund Name AUM (Rs. Cr) Return (%)
1 Mth 3 Mths 6 Mths 1 Yr 3 Yrs 5 Yrs Since Inception
Aditya Birla Sun Life Retirement Fund - The 30s Plan 177.24 4.14 13.82 21.79 20.12 -- -- 12.03
HDFC Retirement Savings Fund - Equity Plan 1249.36 7.14 18.17 30.27 29.91 9.79 -- 17.61
ICICI Prudential Retirement Fund - Pure Equity Plan 84.00 5.55 19.50 31.40 25.21 -- -- 13.63
HDFC Retirement Savings Fund - Hybrid - Equity Plan 531.24 5.62 15.22 25.15 24.37 10.87 -- 16.68
ICICI Prudential Retirement Fund - Hybrid Aggressive Plan 87.42 3.72 14.17 23.65 20.90 -- -- 13.1
Tata Retirement Savings Fund - Progressive Plan 919.29 2.17 11.00 20.91 18.52 9.50 17.70 15.13
Top 10 Holdings
Company Name Sector Name Asset %
Honeywell Automation India Ltd. Industrial Manufacturing 9.17
Housing Development Finance Corporation Ltd. Financial Services 9.04
Pfizer Ltd. Pharma 7.04
Kotak Mahindra Bank Ltd. Financial Services 6.29
Bayer Cropscience Ltd. Fertilisers & Pesticides 6.07
 
Company Name Sector Name Asset %
Reliance Industries Ltd. OIL & GAS 4.66
Glaxo Smithkline Pharmaceuticals Ltd. Pharma 4.34
Larsen & Toubro Ltd. Construction 4.15
Gillette India Ltd. Consumer Goods 4.07
ICICI Bank Ltd. Financial Services 3.72
AUM Movement
Asset Allocation