March 28, 2025
mayank
Aditya Birla (ABSL) Retirement Fund-The 30s Plan details, NAV, Portfolio, Returns, Peer Comparison, Fund Managers & Guidance by Sahifund.com
NAV Growth: Rs 19.6760
NAV IDCW: Rs 17.0330
Suitable For Which Investors?
When you invest for five years or more, you can expect gains that comfortably beat the inflation rate as well as returns from fixed income options. But be prepared for ups and downs in your investment value along the way.
This is a flexi-cap fund where the fund management team has complete freedom to invest in companies of different sizes, depending on where it expects maximum gains. This versatility makes flexi-cap funds most suitable for equity fund investors, as the job of stock selection is left completely to the fund manager, which is the very idea of investing in a mutual fund.
Like for all equity funds, you must invest only through the SIP route.
Fund’s Investment Strategy:
The Scheme seeks to invest primarily in a well-diversified portfolio of equity and equity related securities.
Fund Manager:
1) Jonas Bhutta
Education: Mr. Bhutta has done B.Com and MBA, Finance
Experience: Prior to joining Aditya Birla Sun Life Mutual Fund, he has worked with Phillip Capital (India) Pvt Ltd, DSP Merrill Lynch, Daiwa Securities SMBC, Prabhudas Lilladher and HDFC Securities
Investment Details
| Min. Investment (Rs) | 1,000 |
| Min. Addl Investment (Rs) | 1,000 |
| Min. SIP Investment (Rs) | 500 |
| Min. Withdrawal (Rs) | 1 |
| Min. No of Cheques | 6 |
| Min. Balance (Rs) | 500 |
| Lock-in Period | 5 Years |
| Exit Load | 0 |
Basic Details of Aditya Birla (ABSL) Retirement Fund-The 30s Plan
| Fund House | Aditya Birla Sun Life Mutual Fund |
| Launch Date | 11-Mar-19 |
| Return Since Launch | 11.84% |
| Benchmark | NIFTY 500 TRI |
| Riskometer | Very High |
| Type | Open-ended |
| Assets | Rs 343 Cr |
| (As on 28-Feb-2025) | |
| Expense | 1.16% |
| (As on 28-Feb-2025) | |
| Risk Grade | Average |
| Return Grade | Below Average |
| Turnover | 78.00% |
Trailing Returns (%) of Aditya Birla Retirement Fund-The 30s Plan
| Fund name | YTD | 1D | 1M | 3M | 6M | 1Y | 3Y | 5Y | 7Y | 10Y |
| ABSL Retirement 30s Dir | -6.12 | 1.07 | 6.45 | -6.55 | -12.19 | 10.30 | 13.92 | 19.40 | — | — |
| BSE 500 TRI | -4.01 | 0.65 | 5.49 | -4.29 | -12.38 | 7.32 | 14.50 | 26.37 | — | — |
| Equity: Flexi Cap | -6.24 | 0.71 | 4.95 | -6.56 | -12.12 | 9.11 | 15.58 | 25.19 | — | — |
| Rank within category | 58 | 15 | 12 | 59 | 50 | 31 | 47 | 48 | — | — |
| Number of funds in category | 97 | 99 | 98 | 96 | 90 | 86 | 69 | 52 | 39 | 35 |
Peer Comparison of Aditya Birla Retirement Fund-The 30s Plan
| Rating | 1 Year Returns | 3 Year Returns | 5 Year Returns | Expense Ratio (%) | Net Assets (Rs Cr) | Return Since Launch (%) | Exit Load (Days) | Fund Age | Turnover (%) | |
| ABSL Retirement 30s Dir | 2 star | 10.30 | 13.92 | 19.40 | 1.16 | 343 | 11.84 | — | 6Y | 78.00 |
| Parag Parikh Flexi Cap Dir | 5 star | 16.10 | 18.38 | 31.64 | 0.63 | 88,005 | 19.97 | 2.00 (365) | 11Y 10M | 12.85 |
| HDFC Flexi Cap Dir | 5 star | 16.81 | 23.57 | 33.40 | 0.81 | 64,124 | 16.95 | 1.00 (365) | 12Y 2M | 27.63 |
| Franklin India Flexi Cap Dir | 4 star | 11.14 | 18.79 | 30.75 | 0.94 | 16,139 | 16.78 | 1.00 (365) | 12Y 2M | 25.95 |
| HDFC Focused 30 Dir | 5 star | 17.74 | 25.15 | 34.35 | 0.71 | 15,516 | 15.78 | 1.00 (365) | 12Y 2M | 27.09 |
Portfolio Analysis of Aditya Birla (ABSL) Retirement Fund-The 30s Plan
Portfolio Breakup
Chanakya’s Mutual Fund Guidance For Aditya Birla Sun Life (ABSL) Retirement Fund-The 30s Plan
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