Aditya Birla Sun Life Retirement Fund - The 30s Plan Add to compare
11.113
0.019
(0.17%)
1 day change as on 04 Dec 2020
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 147.44
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 152.73 9.41 8.45 21.25 6.89 -- -- 6.11
HDFC Retirement Savings Fund - Equity Plan 1013.58 12.41 12.80 32.41 14.00 4.93 -- 14.87
HDFC Retirement Savings Fund - Hybrid - Equity Plan 448.11 8.99 10.16 24.40 11.54 6.76 -- 14.38
UTI Retirement Benefit Pension Fund (RBP) 2904.02 5.51 6.19 15.05 10.43 3.05 6.85 9.69
ICICI Prudential Retirement Fund - Pure Debt Plan 456.61 0.84 1.99 5.23 10.23 -- -- 10.8
Tata Retirement Savings Fund - Moderate Plan 1251.64 6.71 8.61 21.36 10.21 6.09 11.43 14.63
Top 10 Holdings
Company Name Sector Name Asset %
Housing Development Finance Corporation Ltd. Financial Services 8.48
Pfizer Ltd. Pharma 8.18
Honeywell Automation India Ltd. Industrial Manufacturing 7.71
Bayer Cropscience Ltd. Fertilisers & Pesticides 6.58
Kotak Mahindra Bank Ltd. Financial Services 6.11
 
Company Name Sector Name Asset %
Glaxo Smithkline Pharmaceuticals Ltd. Pharma 4.76
Reliance Industries Ltd. OIL & GAS 4.53
Gillette India Ltd. Consumer Goods 4.18
Reliance Industries Ltd. OIL & GAS 3.41
Larsen & Toubro Ltd. Construction 3.29
AUM Movement
Asset Allocation