Aditya Birla Sun Life AMC Limited

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

EquitySolution Oriented - Retirement
  • Plan: Regular
  • |
  • Type: Open-Ended
  • |
  • Option: Growth
  • 1 yr return-1.1%
  • 3 yr return7%
  • 5 yr return-
  • Expense Ratio2.48%
  • Lock-in Period--
  • Exit Load0%
  • Fund Size (Cr)Rupees266.8
  • NAVRupees12.8

Performance Graph

  • Show returns for: 1 yr 3 yrs 5 yrs
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Returns Calculator

  • Show returns for: SIP Lumpsum
  • Monthly SIP (Rupees)
  • Investment years: 1 3 5
  • Amount invested/month: Rupees-
  • Time Period: 1 years
  • Estimated Returns: Rupees0

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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.

Tax Implications

Taxation on mutual fund explained : https://zfunds.in/article/taxes-on-mutual-funds

Riskometer

Top Holdings

  • Companies %
  • ICICI Bank Limited 8
  • HDFC Bank Limited 6.1
  • Housing Development Finance Corporation Limited 6
  • Reliance Industries Limited 5.5
  • Infosys Limited 5.5
  • Larsen & Toubro Limited 4.9
  • Clearing Corporation of India Limited 4.5
  • Axis Bank Limited 4.4
  • State Bank of India 3.3
  • UltraTech Cement Limited 3.1
  • Shoppers Stop Limited 2.9
  • Sectors %
  • Banks26
  • Internet and Technology8
  • Automobiles6.7
  • Finance6.6
  • Consumer Durables6.2

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