Aditya Birla Sun Life Retirement Fund - The 30s Plan - Direct Plan does not yet have a 5-year performance history.
The average return for Retirement funds is 0.00% .
The largest portfolio holding is ICICI Bank LTD with a portfolio weight of 3.89% .
The fund currently owns more than 81 stocks.
The top 10 holdings account for 26.56% of total assets.
Based on portfolio allocation, this fund appears well diversified compared with peers.
| Metric | Fund | Category Avg |
|---|---|---|
| 1 Year Return | 25.72% | N/A |
| 2 Year Return | 55.70% | N/A |
| 3 Year Return | 77.81% | N/A |
| 4 Year Return | 133.98% | N/A |
| 5 Year Return | 141.30% | N/A |
| 6 Year Return | N/A | N/A |
| 7 Year Return | N/A | N/A |
| Expense Ratio | 0.97% | - |
| # | Company | Sector | Weight |
|---|---|---|---|
| 1 | Financials |
3.89%
|
|
| 2 | IT Equipments & Peripherals |
3.52%
|
|
| 3 |
3.25%
|
||
| 4 | Auto Ancl - Batteries |
2.80%
|
|
| 5 | Auto Ancl - Others |
2.63%
|
|
| 6 | E-Commerce/E-Retail |
2.25%
|
|
| 7 | Forgings |
2.11%
|
|
| 8 | Finance - Banks - Private Sector |
2.08%
|
|
| 9 | Industrials |
2.04%
|
|
| 10 | Consumer Staples |
2.00%
|
|
| 11 | Health Care |
1.94%
|
|
| 12 | Industrials |
1.93%
|
AMC: BirlaSunLife
Category: Solution Oriented • Retirement
Launch Date: 19 Feb 2019
Fund Manager: Mr. Jonas Bhutta
Minimum Purchase: ₹1,000
Exit Load:
Lock-in: 1
Risk: Moderate Risk
Aditya Birla Sun Life Retirement Fund - The 30s Plan - Direct Plan is managed by BirlaSunLife and belongs to the Solution Oriented category.
Investors often evaluate this fund using metrics such as portfolio holdings, diversification, expense ratio, risk profile and long-term NAV performance.
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