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Aditya Birla Sun Life Retirement Fund The 30s Plan Direct IDCW-0.31%

39.60%
1 Year Return
Solution Oriented
Retirement
6M
1Y
All

Fund Details

Aditya Birla Sun Life Retirement Fund The 30s Plan Direct IDCW

RiskModerately High
Min SIP Amount₹500
Expense Ratio0.92%
NAV₹13.20 (18 Jun 2021)
Fund Started10 Mar 2019
Fund Size205 Cr

Returns

1Y
3Y*
5Y*
Since inception*
Fund Returns
39.6%
-
-
-1.8%
Category Average
51.1%
8.9%
12.9%
-
Rank Within Category
49
-
-
-
*All returns are annualized.
SIP
ONE TIME
Minimum SIP amount500
Amount Per Month₹5,000
Would have become
0
with 39.6% returns per annum

Comparison

Data not available
Pros
1. Lower expense ratio - 0.92%
2. Exit load is zero
Cons
1. Age is less than 5 years
2. 1Y Returns are lower than the category average returns

Top Holdings

NameSectorInstrument% Assets
Housing Development Finance Corpn. Ltd.FinancialEquity8.7%
Honeywell Automation India Ltd.EngineeringEquity8.3%
Reliance Industries Ltd - Partly Paid EquityEnergyPPE7.1%
Pfizer Ltd.HealthcareEquity7.1%
Bayer CropScience Ltd.HealthcareEquity5.8%
Kotak Mahindra Bank Ltd.FinancialEquity5.7%
ICICI Bank Ltd.FinancialEquity4.2%
Glaxosmithkline Pharmaceuticals Ltd.HealthcareEquity4.2%
Larsen & Toubro Ltd.ConstructionEquity4.2%
Gillette India Ltd.FMCGEquity3.9%
See All

Fund Managers

Ajay Garg
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Pranay Sinha
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Harshil Suvarnkar
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Aditya Birla Sun Life Retirement Fund The 30s Plan Direct IDCW Details

Aditya Birla Sun Life Retirement Fund The 30s Plan Direct IDCW is a Solution Oriented Mutual Fund Scheme launched by Aditya Birla Sun Life Mutual Fund. This scheme was made available to investors on 10 Mar 2019. Ajay Garg is the Current Fund Manager of Aditya Birla Sun Life Retirement Fund The 30s Plan Direct IDCW fund.The fund currently has an Asset Under Management(AUM) of ₹205 Cr and the Latest NAV as of 18 Jun 2021 is ₹13.20.

The Aditya Birla Sun Life Retirement Fund The 30s Plan Direct IDCW is rated Moderately High risk. Minimum SIP Investment is set to 500. Minimum Lumpsum Investment is 1000.

Investment Objective

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

Tax Implications

Returns are taxed at 15%, if you redeem before one year. After 1 year, you are required to pay LTCG tax of 10% on returns of Rs 1 lakh+ in a financial year.

Scheme Information Document(SID)

₹1000
Min for First Investment
₹1000
Min for Second Investment
Nil
Exit Load

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About Aditya Birla Sun Life Mutual Fund

Address
One India Bulls Centre ,Tower 1, 17th Flr, Jupiter Mill Compound,841,S.B. Marg,Elphinstone Road Mumbai 400 013
Phone
022 43568000
Launch Date
23 Dec 1994
Website
NA
Aditya Birla Sun Life Mutual Fund
Asset Management Company
Custodian
Citibank NA
Registrar & Transfer Agent
Cams
Address
7th Floor, Tower II, Rayala Towers, 158, Anna Salai,
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