Aditya Birla SL Retirement-The 30s Plan-Dir Growth

₹ 500
Min SIP
₹ 1,000
Min Lumpsum
1.04 %
Expense Ratio
Rating
356
Fund Size (in Cr)
5 Years
Fund Age
Mutual Fund SIP Calculator
Monthly Investment
Max: ₹1,00,000
Investment Period
Yrs
Max: 5 yrs
  • Invested Amount
    --
  • Wealth Gained
    --
  • Expected Amount
    --

Scheme Performance

Returns and Ranks ( as on 18 March 2024 )
1Y1Y 3Y3Y 5Y5Y MaxMax
Trailing Returns 31.6% 10.4% 11.8% 11.8%
Category Average 39.9% 18.9% 17.1% -

Scheme Allocation

By Holding
By Sector
By Asset
7.84%
7.11%
5.09%
Others
69.26%
View all Holdings
Holdings Sector Instrument Asset
HDFC Bank Banks Equity 7.84%
ICICI Bank Banks Equity 7.11%
Reliance Industr Refineries Equity 6.25%
Infosys IT - Software Equity 5.09%
Larsen & Toubro Infrastructure Developers & Operators Equity 4.45%
UltraTech Cem. Cement Equity 3.39%
St Bk of India Banks Equity 3.03%
Sun Pharma.Inds. Pharmaceuticals Equity 3.02%
Fortis Health. Healthcare Equity 2.92%
Brigade Enterpr. Realty Equity 2.86%
CMS Info Systems Miscellaneous Equity 2.11%
IndusInd Bank Banks Equity 2.07%
ACC Cement Equity 2.06%
Tata Motors Automobile Equity 2.03%
Union Bank (I) Banks Equity 1.85%
Bajaj Auto Automobile Equity 1.79%
Utkarsh Small F. Banks Equity 1.76%
Strides Pharma Pharmaceuticals Equity 1.7%
Max Financial Finance Equity 1.63%
TD Power Systems Capital Goods - Electrical Equipment Equity 1.59%
Axis Bank Banks Equity 1.55%
Voltas Consumer Durables Equity 1.54%
Coforge IT - Software Equity 1.53%
SJS Enterprises Auto Ancillaries Equity 1.52%
Star Health Insu Insurance Equity 1.42%
Hind. Unilever FMCG Equity 1.42%
P & G Hygiene FMCG Equity 1.4%
ITC Tobacco Products Equity 1.38%
Dixon Technolog. Consumer Durables Equity 1.33%
Zomato Ltd E-Commerce/App based Aggregator Equity 1.32%
Jupiter Life Lin Healthcare Equity 1.28%
Hindalco Inds. Non Ferrous Metals Equity 1.27%
CIE Automotive Castings, Forgings & Fastners Equity 1.23%
Somany Ceramics Ceramic Products Equity 1.18%
Torrent Pharma. Pharmaceuticals Equity 1.16%
Container Corpn. Logistics Equity 1.16%
Bank of Baroda Banks Equity 1.1%
Bajaj Finance Finance Equity 1.08%
Flair Writing Printing & Stationery Equity 1.08%
Cipla Pharmaceuticals Equity 1.06%
Timken India Bearings Equity 1.05%
Westlife Food Quick Service Restaurant Equity 1%
O N G C Crude Oil & Natural Gas Equity 1%
NTPC Power Generation & Distribution Equity 0.94%
Titan Company Diamond, Gems and Jewellery Equity 0.89%
HDFC Life Insur. Insurance Equity 0.66%
La Opala RG Glass & Glass Products Equity 0.51%
Poonawalla Fin Finance Equity 0.4%
Thermax Capital Goods-Non Electrical Equipment Equity 0%
Banks
26.3%
Pharmaceuticals & Biotech
6.94%
IT-Software
6.61%
Petroleum Products
6.25%
Consumer Durables
5.46%
Others
48.43%
View all Sectors
Sectors Asset
Banks 26.3%
Pharmaceuticals & Biotech 6.94%
IT-Software 6.61%
Petroleum Products 6.25%
Consumer Durables 5.46%
Cement & Cement Products 5.45%
Construction 4.45%
Healthcare Services 4.21%
Automobiles 3.82%
Insurance 3.72%
Realty 2.86%
Diversified FMCG 2.8%
Auto Components 2.75%
Debt 2.41%
Commercial Services & Sup 2.11%
Electrical Equipments 1.59%
Finance 1.48%
Personal Products 1.4%
Retailing 1.32%
Non-Ferrous Metals 1.27%
Transport Services 1.16%
Household Products 1.08%
Industrial Products 1.05%
Leisure Services 1%
Oil 1%
Power 0.94%
Others 0.5%
Cash & Others 0.05%
Equity
97.05%
Reverse Repos
2.06%
Preference Shares
0.5%
Govt Securities / Sovereign
0.36%
Net Curr Ass/Net Receivables
0.05%

Advance Ratio

-4.63
Alpha
3.37
SD
0.83
Beta
0.45
Sharpe

Exit Load

Exit Load Nil

Fund Objective

The primary investment objective of the Scheme is income generation and capital appreciation for its investors which will be in line with their retirement goals by investing in a mix of equity, equity related instruments along with debt and money market instruments. The Scheme does not guarantee/indicate any returns. There can be no assurance that the schemes objectives will be achieved.

Fund Managers

Dhaval Shah

Risk-O-Meter

Peer Comparison

Fund Name

AMC Contact Details

Address:
One World Centre,Tower 1,17th Flr, Jupiter Mills,senapati Bapat Marg,Elphinstone Road, Mumbai 400013
Contact:
43568000
Email ID:
care.mutualfunds@adityabirlacapital.com

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Frequently Asked Questions

How to invest in Aditya Birla SL Retirement-The 30s Plan-Dir Growth ?

You can invest in Aditya Birla SL Retirement-The 30s Plan-Dir Growth in a quick and simple process. Follow the below steps;
  • Login to your 5paisa account, Go to the Mutual Funds section.
  • Search for Aditya Birla SL Retirement-The 30s Plan-Dir Growth in the search box.
  • Click on "Start SIP" if you wish to do a SIP or click on “One-time” if you wish to invest a lumpsum amount then click on "Invest Now"

What is the NAV of Aditya Birla SL Retirement-The 30s Plan-Dir Growth ?

The NAV of Aditya Birla SL Retirement-The 30s Plan-Dir Growth is ₹17.5 as of 18 March 2024.

How to redeem Aditya Birla SL Retirement-The 30s Plan-Dir Growth holding ?

You can go to your holding on the app and click on the fund name you will get two options Invest More and Redeem; click on redeem and enter the amount or units you desire to redeem or you can tick on “Redeem all units”.

What is the minimum sip amount of Aditya Birla SL Retirement-The 30s Plan-Dir Growth?

The minimum SIP amount of Aditya Birla SL Retirement-The 30s Plan-Dir Growth is ₹500

What are the top sectors Aditya Birla SL Retirement-The 30s Plan-Dir Growth has invested in?

The top sectors Aditya Birla SL Retirement-The 30s Plan-Dir Growth has invested in are
  1. Banks - 26.3%
  2. Pharmaceuticals & Biotech - 6.94%
  3. IT-Software - 6.61%
  4. Petroleum Products - 6.25%
  5. Consumer Durables - 5.46%

Can I make investments in both the SIP and Lump Sum schemes of Aditya Birla SL Retirement-The 30s Plan-Dir Growth?

Yes, You can select both SIP or Lumpsum investment of Aditya Birla SL Retirement-The 30s Plan-Dir Growth based on your investment objective and risk tolerance.

How much returns have Aditya Birla SL Retirement-The 30s Plan-Dir Growth generated ?

The Aditya Birla SL Retirement-The 30s Plan-Dir Growth has delivered 11.8% since inception

What is the expense ratio of Aditya Birla SL Retirement-The 30s Plan-Dir Growth ?

The expense ratio of Aditya Birla SL Retirement-The 30s Plan-Dir Growth is 1.04 % as of 18 March 2024.

What is the AUM of Aditya Birla SL Retirement-The 30s Plan-Dir Growth?

The AUM of Aditya Birla SL Retirement-The 30s Plan-Dir Growth is ₹3,12,323 Cr as of 18 March 2024

What are the top stock holdings of Aditya Birla SL Retirement-The 30s Plan-Dir Growth?

The top stock holdings of Aditya Birla SL Retirement-The 30s Plan-Dir Growth are
  1. HDFC Bank - 7.84%
  2. ICICI Bank - 7.11%
  3. Reliance Industr - 6.25%
  4. Infosys - 5.09%
  5. Larsen & Toubro - 4.45%

How can I redeem my investments in Aditya Birla SL Retirement-The 30s Plan-Dir Growth?

Step 1: Visit the fund house's website
Step 2: Log in to your account by adding Folio No. and M-Pin
Step 3: Click on Widhrawal > Redemption
Step 4: Select Aditya Birla SL Retirement-The 30s Plan-Dir Growth in Scheme, enter the redemption amount, and click on submit button.
Invest Now