Aditya Birla Sun Life Retirement The 30s IDCW Payout Direct Plan
SIP amount
Min. ₹500
Lumpsum amount
Min. ₹1,000

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

NAV
₹18.0230
-1.11%
(2 Feb)
AUM
431 Cr
TER
1.16%
Risk
Very High Risk
Insights
Net Asset Value (NAV) is below its 200 days moving average
Total Expense Ratio (TER) is in the top 25% of comparable funds
In beta. Send feedback here.
Compare with other fund
1Y
+17.4%
+16.5%
+11.7%
+9.1%
+6.4%
3Y
+26.8%
+23.7%
+16.5%
+18.7%
+18.3%
5Y
+24.6%
+19.1%
+11.8%
NA
+17.2%
ALL
+20.8%
+17.1%
+12.0%
+15.8%
+10.9%
VOL
17.6%
13.9%
16.3%
12.4%
15.6%
TER
0.7%
0.7%
1.2%
1.1%
1.0%
AUM
₹1,642 Cr
₹1,082 Cr
₹431 Cr
₹191 Cr
₹3,194 Cr
INFO
1.18
1.24
0.73
1.27
0.70
Past performance
Past performance is no guarantee of future returns.
Had you invested
Over the last
1Y
3Y
ALL
Your returns would have been
ABSL Retirement The 30s IDCW Payout (DP)
₹1,00,00,00,000
14.0%
Fixed deposit
₹40,00,00,000
6.0%
Bank savings
₹40,00,00,000
3.0%
See fund holdings as of 31st Dec
Top holdings
ICICI Bank Ltd
4.0%
Godrej Consumer Products Ltd
2.5%
AU Small Finance Bank Ltd
2.5%
State Bank of India
2.3%
Kirloskar Oil Engines Ltd
2.2%
Eternal Ltd
2.1%
Tech Mahindra Ltd
2.1%
Clearing Corporation Of India Limited
2.1%
SJS Enterprises Ltd
2.1%
Hindalco Industries Ltd
2.1%
Top industry exposure
Financial Services
25.9%
Industrials
14.6%
Consumer Cyclical
13.6%
Technology
11.9%
Basic Materials
9.6%
Other information
Minimum SIP
₹500
Minimum lumpsum
₹1,000
Additional lumpsum
₹1,000
Portfolio turnover
94%
Lock-in period
5Y
Exit load
No exit load
Fund objective
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.
Fund manager(s)
Jonas Bhutta

FAQs