- Investment
- Explore
-
Tools
SIP Calculator Calculate Future value of SIP Investment
Lumpsum Calculator Calculate Future Value , Period , Returns of Lumpsum investments
Step-Up SIP Calculator Step Up Your SIP Strategy with Our Calculator
Tax Calculator Calculate Amount of Tax Saving & Investment Amount
Retirement Calculator Retirement Corpus & Investment Amount
Compare Funds Comparison of fund details
All Calculator All Financial Calculators at your Fingertips
- Blogs
-
Pro Services
+91-9660032889
+91-9660032889
support@mysiponline.com
Aditya Birla Sun Life Retirement Fund vs Aditya Birla Sun Life Retirement Fund compare
Aditya Birla Sun Life Retirement Fund-The 30s Plan-Regular Growth
Aditya Birla Sun Life Retirement Fund-The 40s Plan-Regular Plan-Growth
Chart Comparison
Overview
| Scheme Name | Aditya Birla Sun Life Retirement Fund-The 30s Plan-Regular Growth | Aditya Birla Sun Life Retirement Fund-The 40s Plan-Regular Plan-Growth |
|---|---|---|
| Fund | Aditya Birla Sun Life Retirement Fund-The 30s Plan-Regular Growth | Aditya Birla Sun Life Retirement Fund-The 40s Plan-Regular Plan-Growth |
| Investment Plan | Growth | Growth |
| Level of Risk | Very High | Very High |
| Asset Size (Cr) | ₹373 Cr | ₹113 Cr |
| Min Investment | ₹1000 | ₹1000 |
| Min SIP Invesment | ₹1000 | ₹1000 |
| Min Addl Investment | ₹1000 | ₹1000 |
| Launch Date | 11 Mar 2019 | 11 Mar 2019 |
| Category | Retirement Funds | Retirement Funds |
| Fund Type | Open Ended | Open Ended |
| Benchmark | NIFTY 500 TRI | CRISIL Hybrid 35+65 Aggressive TRI |
| Turn Over | 6% | 9% |
| Expense Ratio | 2.41 | 2.38 |
| Manager | Dhaval Joshi | Dhaval Joshi |
| ISIN Code | INF209KB1H99 | INF209KB1I56 |
| Exits Load | Data not available./365 | Data not available./365 |
Trailing Lumpsum Returns
| Scheme Name | Aditya Birla Sun Life Retirement Fund-The 30s Plan-Regular Growth | Aditya Birla Sun Life Retirement Fund-The 40s Plan-Regular Plan-Growth |
|---|---|---|
| 1 Month | 6.9% | 5.77% |
| 6 Month | -9.23% | -2.64% |
| 1 Year | 6.84% | 10.94% |
| 3 Year | 11.45% | 11.49% |
| 5 Year | 15.98% | 14.43% |
SIP Return Analysis
| Scheme Name | Aditya Birla Sun Life Retirement Fund-The 30s Plan-Regular Growth | Aditya Birla Sun Life Retirement Fund-The 40s Plan-Regular Plan-Growth |
|---|---|---|
| 6 Month | -1.18% | 0.8% |
| 1 Year | -6.5% | 1.95% |
| 3 Year | 12.14% | 13.27% |
| 5 Year | 11.75% | 11.76% |
Rolling Lumpsum Returns
| Scheme Name | Aditya Birla Sun Life Retirement Fund-The 30s Plan-Regular Growth | Aditya Birla Sun Life Retirement Fund-The 40s Plan-Regular Plan-Growth |
|---|---|---|
| 1 Year | 12.47% | 11.43% |
| 3 Year | 12.02% | 10.41% |
| 5 Year | 13.27% | 11.79% |
Risk Management
| Scheme Name | Aditya Birla Sun Life Retirement Fund-The 30s Plan-Regular Growth | Aditya Birla Sun Life Retirement Fund-The 40s Plan-Regular Plan-Growth |
|---|---|---|
| Standard Deviation | 13.102% | 10.538% |
| Sharp | 0.392% | 0.42% |
| Beta | - | - |
| Alpha | - | - |
Still Confused Which Fund To Select? Don’t worry! We’re just a call away.
Get Free Experts Guidance
Fund Managers
| Scheme Name | Aditya Birla Sun Life Retirement Fund-The 30s Plan-Regular Growth | Aditya Birla Sun Life Retirement Fund-The 40s Plan-Regular Plan-Growth |
|---|---|---|
| Name | Dhaval Joshi | Dhaval Joshi |
| Total AUM | ₹361932 Cr | ₹361932 Cr |
| Funds Managed | 55 | 55 |
| Aditya Birla Sun Life Retirement Fund-The 30s Plan-Regular Growth | Aditya Birla Sun Life Retirement Fund-The 40s Plan-Regular Plan-Growth |
Market Cap
| Scheme Name |
Aditya Birla Sun Life Retirement Fund-The 30s Plan-Regular Growth |
Aditya Birla Sun Life Retirement Fund-The 40s Plan-Regular Plan-Growth |
|---|---|---|
| Others | 5.8 | 20.08 |
| Large Cap | 51.19 | 47.54 |
| Small Cap | 23.07 | 19.48 |
| Mid Cap | 19.94 | 12.89 |
Sector Allocation
| Scheme Name |
Aditya Birla Sun Life Retirement Fund-The 30s Plan-Regular Growth |
Aditya Birla Sun Life Retirement Fund-The 40s Plan-Regular Plan-Growth |
|---|---|---|
| Others | 5.8 | 20.08 |
| Energy | 4.83 | 4.41 |
| Technology | 10.41 | 9.89 |
| Consumer Defensive | 4.18 | 2.97 |
| Industrials | 12.8 | 8.75 |
| Financial Services | 26.98 | 22.33 |
| Basic Materials | 8.14 | 3.7 |
| Healthcare | 8.69 | 13.25 |
| Consumer Cyclical | 9.19 | 8.02 |
| Communication Services | 3.02 | 2.49 |
| Real Estate | 3.57 | 2.59 |
| Utilities | 2.39 | 1.52 |
Top Comparisons
Invesco India Liquid Fund - Bonus Option
3Y Returns6.41%
Quant Liquid Fund-Growth
3Y Returns6.5%
Nippon India Small Cap Fund - Growth Plan - Bonus Option
3Y Returns27.3%
Axis Small Cap Fund Regular Growth
3Y Returns16.08%
Nippon India Balanced Advantage Fund-Growth Plan-Bonus Option
3Y Returns11.83%
UTI Balanced Advantage Fund - Regular (G)
3Y Returns0%
ITI Balanced Advantage Fund Regular - Growth
3Y Returns9.62%
Mahindra Manulife Balanced Advantage Fund - Regular Plan - Growth
3Y Returns10.93%
