Comprehensive analysis of Aditya Birla SL Retirement-The 30s Plan-Reg (IDCW) (39743) providing detailed insights into fund performance, portfolio holdings, risk metrics, expense ratios, and investment recommendations.
Aditya Birla Sun Life AMC Ltd
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.
A comprehensive at-a-glance view of key mutual fund health indicatorsHover or click any card to view detailed metrics
Moderate Returns
High Risk
High Expenses
Equity Focused
Seasoned Team
Average Quality
Showing 1Y NAV history
Performance across different time periods
Fund shows mixed signals. Consider your investment timeline and risk tolerance.
Review detailed analysis and consider dollar-cost averaging through SIPs.
Fund shows mixed signals. Consider your investment timeline and risk tolerance.
Review detailed analysis and consider dollar-cost averaging through SIPs.
Outperformance vs benchmark
Market exposure level
Recent performance momentum
Fund manager experience
Historical performance consistency
Risk-adjusted returns
Assets under management
Fund management costs
This fund has underperformed its benchmark by 0.48% over the 3Y period.
See how your money can grow and compare with popular investment options
Disclaimer: Returns are illustrative and based on assumed rates. Mutual fund investments are subject to market risk. Please read scheme documents carefully.
| Company | Sector | % Assets |
|---|---|---|
| ICICI Bank Ltd | Banks | 4.62% |
| HDFC Bank Ltd | Banks | 2.72% |
| Godrej Consumer Products Ltd | FMCG | 2.71% |
| Larsen & Toubro Ltd | Infrastructure Developers & Operators | 2.59% |
| Eternal Ltd | E-Commerce/App based Aggregator | 2.43% |
| C C I | Debt Others | 2.25% |
| AU Small Finance Bank Ltd | Banks | 2.20% |
| Infosys Ltd | IT - Software | 2.16% |
| Tech Mahindra Ltd | IT - Software | 2.01% |
| Cipla Ltd | Pharmaceuticals | 1.95% |
Compare against Retirement Fund category average
This comparison shows how the fund performs relative to the Retirement Fund category average. Positive values indicate outperformance, while negative values show underperformance.
Compare with similar funds in Retirement Fund category
| Fund Name | NAV | 6M | 1Y | 3Y |
|---|---|---|---|---|
| Franklin India Retirement Fund - Direct (G) | ₹239.10 | 7.42% | 3.52% | 11.31% |
| Franklin India Retirement Fund (G) | ₹217.95 | 7.00% | 2.72% | 10.46% |
| Tata Retirement Savings Fund - Progressiv-Dir (G) | ₹78.78 | 16.98% | -1.88% | 16.72% |
| Tata Retirement Savings Fund - Moderate-Dir (G) | ₹76.37 | 15.25% | 0.53% | 15.74% |
| Tata Retirement Savings Fund - Progressive (G) | ₹64.75 | 16.12% | -3.31% | 15.01% |
| Tata Retirement Savings Fund - Moderate (G) | ₹64.01 | 14.44% | -0.87% | 14.12% |
| HDFC Retirement Savings Fund - Equity - Dir (G) | ₹56.83 | 14.04% | -1.91% | 19.59% |
| UTI-Retirement Fund - Direct | ₹53.18 | 7.08% | 2.55% | 12.39% |
| HDFC Retirement Savings Fund - Equity (G) | ₹50.12 | 13.47% | -2.90% | 18.27% |
| UTI-Retirement Fund - Regular | ₹49.24 | 6.75% | 1.91% | 11.67% |
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