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Aditya Birla Sun Life Retirement Fund - The 30S Plan Regular Idcw Reinvestment

Equity | Solution Oriented - Retirement

(NAV as of 16/04/2024)
15.67 (-0.13)

3Y Returns

9.7%

Min SIP

500

Min Lumpsum

1000

Expense Ratio

2.5%

Fund Size

257 Cr

Inception Date

11-Mar-19

Fund Manager

Dhaval Shah

Exit Load

Nil.

Wealthzi View

Overall Fund Zi Tag

Asset Allocation

Equity

97.19%

Debt & Others

2.81%

Market Cap Allocation

Large Cap

61.13%

Mid Cap

20.03%

Small Cap

15.12%

Other Cap

3.72%

Sector Allocation

Banks

26.33%

Automobiles

9.02%

Internet and Technology

6.56%

Pharmaceuticals

6.34%

Petroleum Products

6.16%

Top Ten Holdings

HDFC Bank Ltd

8.23%

ICICI Bank Ltd

7.00%

Reliance Industries Ltd

6.16%

Infosys Ltd

5.09%

Clearing Corporation of India Limited

4.69%

Investment Objective

The 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.

Fund House Detail

AMC Name

Aditya Birla Sun Life AMC Limited

Address

One India Bulls Centre , Tower 1, 17th Floor, Jupiter Mill Compound841, Senapati Bapat Marg, Elphinstone RoadMumbai - 400 013

BUILD WEALTH WITH CONFIDENCE

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BSE Member code: 58371

Mutual Fund investments are subject to market risks, read all scheme related documents carefully.
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Wealthzi Investment Advisers (A division of Lime Internet Private Limited)

[CIN: U74999DL2017PTC310507] [PAN: AADCL2103M] [GSTIN: 07AADCL2103M1ZP]

[SEBI Registered Name: Lime Internet Private Limited] [SEBI RIA Registration No: INA000018133] [BASL Member ID: 2014] [Type of Registration: Non-Individual] [Validity of Registration: Perpetual] [Registered Address: Flat No. 603, 6th Floor, Kanchenjunga Building, 18 Barakhamba Road, New Delhi - 110001] [Principal Officer: Jyoti Prakash Nayak, Email: [email protected]] [Compliance Officer: Harshit Singh, Email: [email protected]] [Grievance Officer: Sahad PV, Email: [email protected]]

[SEBI Regional Office Address: Securities and Exchange Board of India, NBCC Complex, Office Tower-1, 8th Floor, Plate B, East Kidwai Nagar, New Delhi - 110023, Ph: 011-69012998, Email: [email protected]]

Disclaimers:

Investment in securities market are subject to market risks. Read all the related documents carefully before investing.

Registration granted by SEBI, membership of BASL and certification from National Institute of Securities Markets (NISM) in no way guarantee performance of the intermediary or provide any assurance of returns to investors.

The information is only for consumption by the client and such material should not be redistributed.