Aditya Birla Sun Life Retirement Fund - The 30S Plan Direct Growth
Equity | Solution Oriented - Retirement
3Y Returns
14.75%
Min SIP
₹500
Min Lumpsum
₹1000
Expense Ratio
1.04%
Fund Size
₹348 Cr
Inception Date
11-Mar-19
Fund Manager
Dhaval Shah
Exit Load
Nil.
Overall Fund Zi Tag
Asset Allocation
Equity
97.22%
Debt & Others
2.78%
Market Cap Allocation
Large Cap
61.58%
Mid Cap
17.02%
Small Cap
18.62%
Other Cap
2.78%
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
Scheme Document
https://mutualfund.adityabirlacapital.com/resources/formsAddress
One India Bulls Centre , Tower 1, 17th Floor, Jupiter Mill Compound841, Senapati Bapat Marg, Elphinstone RoadMumbai - 400 013
Aditya Birla Sun Life Retirement Fund - The 30S Plan Direct Growth
1Y
35.43%
3Y
14.75%
5Y
17.38%
Icici Prudential Retirement Fund Pure Equity Plan Direct Plan Growth
1Y
50.58%
3Y
26.68%
5Y
27.12%
Hdfc Retirement Savings Fund - Equity Plan - Direct Plan - Growth Option
1Y
36.88%
3Y
21.5%
5Y
26.91%
Nippon India Retirement Fund-Wealth Creation Scheme Direct Plan-Growth Option
1Y
39.12%
3Y
18.46%
5Y
19.96%
Sbi Retirement Benefit Fund Aggressive Plan - Direct Plan Growth
1Y
28.65%
3Y
18.32%
5Y
NA
Axis Retirement Savings Fund - Aggressive Plan Direct Growth
1Y
36.33%
3Y
11.49%
5Y
NA
Union Retirement Fund Direct Growth
1Y
35.79%
3Y
NA
5Y
NA
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