Data shown is for informational purposes only and does not constitute investment advice. TopFund is not SEBI-registered. Consult a SEBI-registered advisor before investing.
Aditya Birla Sun Life Retirement Fund-The 30s Plan-Regular Growth
★★★★★ monitor_heart Health Score: 71/100 · GoodAditya Birla Sun Life Mutual Fund · Solution Oriented · Retirement Fund
₹22.16
AUM: ₹433 Cr
NAV updated about 2 months ago
Plan
Regular
Option
Growth
Risk
—
Expense Ratio
1.14%
Exit Load
Nil
Fund Manager
Ajay Garg
Inception
Mar 2019
Benchmark
NIFTY 500 Total Return Index
Sharpe Ratio
0.12
Std Dev (1Y)
14.67%
Historical Returns (CAGR)
Annualized trailing returns computed from NAV history — past performance only, not a guarantee of future results.
1m
-0.51%
3m
+10.68%
6m
+5.13%
1y
+7.81%
3y
+17.77%
5y
+12.4%
10y
—
since inception
+10.96%
rate_review TopFund's Take on Aditya Birla Sun Life Retirement Fund-The 30s Plan-Regular Growth
Aditya Birla Sun Life Retirement Fund-The 30s Plan-Regular Growth holds up reasonably well within the Retirement Fund category, currently carrying a 3-star rating. It has delivered steady, if unspectacular, returns over a full market cycle. TopFund's composite Health Score, which weighs rating, 3-year CAGR, expense ratio and fund size, puts it at 71/100.
Cost: At 1.14%, the expense ratio runs 19% above the Retirement Fund category average of 0.96%. That gap is worth weighing against the fund's actual performance versus cheaper peers before committing to a long SIP.
Risk-adjusted performance: Over the trailing 1-year period, the fund shows a modest Sharpe ratio of 0.12 — returns have only marginally compensated for the risk taken. Separately, annualised volatility of 14.67% is fairly typical for actively managed equity funds.
Who should invest: This fund is best suited to investors whose goals and risk appetite align with a Solution Oriented fund.
This is an automated, data-driven analysis based on the fund's own metrics and its category peers — not personalized investment advice. Consult a SEBI-registered advisor before investing.
donut_small Sector Allocation
pie_chart Asset Allocation
info Fund Snapshot
Similar Funds
ICICI Prudential Retirement Fund - Pure Equity - Direct Plan - Growth Option
ICICI Prudential Mutual Fund
ICICI Prudential Retirement Fund - Hybrid Aggressive - Direct Plan - Growth Option
ICICI Prudential Mutual Fund
HDFC Retirement Savings Fund - Equity Plan - Growth Option - Direct Plan
HDFC Mutual Fund
HDFC Retirement Savings Fund - Hybrid-Equity Plan - Growth Option - Direct Plan
HDFC Mutual Fund
Axis Retirement Fund - Dynamic Plan - Direct Growth
Axis Mutual Fund
ICICI Prudential Retirement Fund - Hybrid Conservative - Direct Plan - Growth Option
ICICI Prudential Mutual Fund
tips_and_updates Tools & Guides for This Fund
Frequently Asked Questions about Aditya Birla Sun Life Retirement Fund-The 30s Plan-Regular Growth
The current NAV (Net Asset Value) of Aditya Birla Sun Life Retirement Fund-The 30s Plan-Regular Growth is ₹22.16. NAV is updated every business day after market close by AMFI.
1Y: 7.81% · 3Y CAGR: 17.77% · 5Y CAGR: 12.4%
The expense ratio is 1.14% per annum — the annual fee deducted from your investment to cover fund management costs.
Aditya Birla Sun Life Retirement Fund-The 30s Plan-Regular Growth is managed by Ajay Garg at Aditya Birla Sun Life Mutual Fund.
Aditya Birla Sun Life Retirement Fund-The 30s Plan-Regular Growth is a moderate risk fund. Suitable for investors with a moderate risk appetite.
Aditya Birla Sun Life Retirement Fund-The 30s Plan-Regular Growth is a Retirement Fund fund. SIP suitability depends on your investment goal and risk profile.
The Assets Under Management (AUM) of Aditya Birla Sun Life Retirement Fund-The 30s Plan-Regular Growth is ₹433 crore as of the latest data.
* Past performance is not indicative of future results. Mutual fund investments are subject to market risks.