Aditya Birla Sun Life Retirement Fund - The 30s Pln Direct Growth - Regular - Latest NAV [ ₹17.838 ], Returns, Performance, Portfolio & Returns 2024

Aditya Birla Sun Life Retirement Fund - The 30s Pln Direct Growth

Direct

Growth

3 yr CAGR
+12.02%
highlight

Direct

Growth

3 yr CAGR
+12.02%
highlight

Fund overview

lock

Net Asset Value

₹17.838
lock

AUM (Fund size)

356.07 Crore
lock

Lock-in period

5 years
lock

Exit Load

0% in 0 days
lock

Expense ratio

1.04%
lock

Risk

Very High
Start your investment
SIP
Amount
Estimated value after 3 years

(as per historical returns)

43,620,236.43 Crore ₹
Min investment of ₹1,000 required
risk

Top holdings

HoldingsWeightage
HDFC Bank Ltd7.84%
ICICI Bank Ltd7.11%
Reliance Industries Ltd6.25%
Infosys Ltd5.09%
Larsen & Toubro Ltd4.45%
UltraTech Cement Ltd3.39%
State Bank of India3.03%
Sun Pharmaceuticals Industries Ltd3.02%
Fortis Healthcare Ltd2.92%
Brigade Enterprises Ltd2.86%

Calculate returns

Monthly (SIP)
One-Time
4000
20
yrs
₹4,000 invested monthly becomes 0 in a period of 20 years

Top Sectors

About Aditya Birla Sun Life AMC Ltd

Presently it is known as Aditya Birla Sun Life (ABSL) Asset Management Company Ltd. It is a joint venture between the Aditya Birla Group in India and Sun Life Financial Inc of Canada. It was set up as a joint venture in 1994.

Managers

Dhaval Shah, Harshil Suvarnkar, Dhaval Joshi

Custodians

Citibank NA

Address

Aditya Birla Sun Life AMC Ltd One World Centre, Tower 1, 17th Floor

Fax Nos.

+91 22 43568110/ 8111

Telephone Nos.

+91 22 43568000

Homepage

www.adityabirlasunlifemf.com

See what our clients have to say

Great investing experience! Contacted the support with queries.. Got immediate response and all my doubts clarified. Will definitely recommend ClearTax to friends

NANDITA SAINI

BANGALORE, KARNATAKA

I am new to investments and got all the information I need on your website. The suggestions for mutual fund investments and tax savings are great.

JYOTSNA PAUL

BANGALORE, KARNATAKA

Start your investment
SIP
Amount
Estimated value after 3 years

(as per historical returns)

43,620,236.43 Crore ₹
Min investment of ₹1,000 required
risk

Why Invest with ClearTax

Choose from best funds

Invest in hand-picked top performing Mutual funds

Bank graded security

Data security is our top priority. 128 Bit Bank Grade SSL. ISO 27001 DC.

Easy to invest

Sign up and start investing online within minutes.

Easy to withdraw

Withdraw anytime in 1-click with no paperwork needed

Easy to track

Track / monitor your investments 24*7 on your dashboard

Instant investment proof

Get your 80C investment proof instantly and submit to HR.

3 easy steps to complete your investment

Complete the entire investment process in just three simple steps and enjoy your returns.

Select the amount to invest

Choose from 200+ mutual funds catered for you

Enter personal details

Complete your KYC and get registered

Pay and your are done!

Checkout and see your money grow

Frequently Asked Questions

What are Balanced/Hybrid funds?

Hybrid funds are mutual funds in which the fund manager allocates your money in both equity and debt in a certain ratio. The ratio is decided when the fund is announced and it remains constant throughout.

Who should invest in a Balanced/hybrid fund?

Balanced funds are suitable for a medium-term horizon and are ideal for investors who are looking for a mixture of safety, income and modest capital appreciation

Who should invest in a Balanced/hybrid fund?

Balanced funds are suitable for a medium-term horizon and are ideal for investors who are looking for a mixture of safety, income and modest capital appreciation

What is a lock-in period?

It is the period for which your money will remain locked in the mutual fund. Most mutuals do not have any lock-in period. ELSS, Tax-Savers, come with a lock-in of 3 years which is the lowest compared to other 80C investment options. Lock-in period is calculated from the date of investment. Meaning SIPs will have different lock-in dates

Is KYC necessary for BLACK?

KYC is necessary for all fund houses. If you are investing through BLACK, you need to do your KYC just once. The same KYC will be used for all further investments.

What is a Mandate (Auto-SIP)?

A Mandate is a one-time registration through which you instruct your bank account to deduct a specified amount of money from your account daily towards investing into a SIP portfolio. Once you register for Mandate, you don’t have to follow the payment process every time you invest in the SIP.