Aditya Birla Sun Life Retirement Fund-The 30s Plan-Regular Growth

Category: Retirement Fund
Launch Date: 05-03-2019
Asset Class: Equity
Benchmark: S&P BSE India Bond Index
Expense Ratio: 2.68% As on ( 30-06-2019)
Status: Open Ended Schemes
Minimum Investment: 1000.0
Minimum Topup: 1000.0
Total Assets: 90.23 Cr As on ( 31-07-2019)
Turn over: 0.0
NAV as on 23-08-2019

9.112

0.05 ( 0.5597% )

CAGR Since Inception

-8.94%

S&P BSE India Bond Index 9.6%

PERFORMANCE of Aditya Birla Sun Life Retirement Fund-The 30s Plan-Regular Growth

Scheme Performance (%) Data as on - 23-08-2019

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 - - - - -8.94
S&P BSE India Bond Index 14.74 8.54 10.14 8.72 9.6
Retirement Fund -2.15 5.98 9.12 8.4 5.86

Yearly Performance (%)

Fund Managers

Mr. Ajay Garg and Mr. Pranay Sinha

Mr. Garg is B.E (Electronics) and MBA (Finance). Prior to joining Birla Sun Life AMC in 2003 he has worked with Birla Sun Life Securities Ltd. Mr. Sinha has done B.Tech in Aerospace Engg. from IIT Kharagpur and PGDM with Major in Finance from IIM Calcutta.

Investment Objective

The Scheme seeks to invest primarily in a well-diversified portfolio of equity and equity related securities.

RETURNS CALCULATOR 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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Rolling Returns

Rolling returns are the annualized returns of the scheme taken for a specified period (rolling returns period) on every day/week/month and taken till the last day of the duration. In this chart we are showing the annualized returns over the rolling returns period on every day from the start date and comparing it with the benchmark. Rolling returns is the best measure of a fund's performance. Trailing returns have a recency bias and point to point returns are specific to the period in consideration. Rolling returns, on the other hand, measures the fund's absolute and relative performance across all timescales, without bias.

Riskometer

riskometer

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 -
Retirement Fund - - - - - -

PEER COMPARISION of Aditya Birla Sun Life Retirement Fund-The 30s Plan-Regular Growth

Period
Data as on - 23-08-2019
Scheme Name Launch
Date
1-Year
Ret (%)
2-Yrs
Ret (%)
3-Yrs
Ret (%)
5-Yrs
Ret (%)
10-Yrs
Ret (%)
Aditya Birla Sun Life Retirement Fund-The 30s Plan-Regular Growth 05-03-2019 0.0 0.0 0.0 0.0 0.0
Tata Gilt Retirement Plan 28-2-25 Growth Option 29-09-2003 15.09 5.48 6.96 8.89 7.82
Reliance Retirement Fund- Income Generation Scheme-Growth Plan - Growth Option 11-02-2015 11.11 4.59 6.07 0.0 0.0
HDFC Retirement Savings Fund - Hybrid - Debt Plan - Regular Plan 26-02-2016 4.19 3.74 6.36 0.0 0.0
Tata Retirement Savings Fund Regular Plan-Conservative Plan (Growth) 01-11-2011 2.32 3.6 6.41 8.29 0.0
Franklin India Pension Plan-Growth 31-03-1997 1.48 3.53 4.83 8.52 9.54
ICICI Prudential Retirement Fund - Hybrid Aggressive - Growth Option 21-02-2019 0.0 0.0 0.0 0.0 0.0
ICICI Prudential Retirement Fund - Hybrid Conservative - Growth Option 21-02-2019 0.0 0.0 0.0 0.0 0.0
ICICI Prudential Retirement Fund - Pure Debt - Growth Option 21-02-2019 0.0 0.0 0.0 0.0 0.0
ICICI Prudential Retirement Fund - Pure Equity - Growth Option 21-02-2019 0.0 0.0 0.0 0.0 0.0

PORTFOLIO ANALYSIS of Aditya Birla Sun Life Retirement Fund-The 30s Plan-Regular Growth

Asset Allocation (%)