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Aditya Birla Sun Life Retirement Fund - The 30s Plan - Growth

  • Regular
  • Direct
Category : Retirement Fund

Returns (NAV as on 22nd September, 2025)

Period Invested for ₹10000 Invested on Latest Value Absolute Returns Annualised Returns Category Avg Rank within Category
1 Week 15-Sep-25 10053.00 0.53% - 0.50% 31/34
1 Month 22-Aug-25 10082.40 0.82% - 0.98% 22/34
3 Month 20-Jun-25 10372.80 3.73% - 1.39% 3/34
6 Month 21-Mar-25 11406.30 14.06% - 7.51% 3/34
YTD 01-Jan-25 10605.20 6.05% - 4.31% 6/34
1 Year 20-Sep-24 9944.70 -0.55% -0.55% 1.86% 24/34
2 Year 22-Sep-23 13714.60 37.15% 17.08% 12.88% 5/31
3 Year 22-Sep-22 15309.80 53.10% 15.24% 12.40% 6/31
5 Year 22-Sep-20 20395.70 103.96% 15.31% 13.41% 10/26
Since Inception 11-Mar-19 20310.00 103.10% 11.44% 11.40% 15/35

SIP Returns (NAV as on 22nd September, 2025)

Period Invested for ₹1000 SIP Started on Investments Latest Value Absolute Returns Annualised Returns
1 Year 20-Sep-24 12000 12846.17 7.05 % 13.26 %
2 Year 22-Sep-23 24000 27556.88 14.82 % 13.87 %
3 Year 22-Sep-22 36000 45738.28 27.05 % 16.15 %
5 Year 22-Sep-20 60000 85538.06 42.56 % 14.14 %

Compare performance

Category 1 D 1 M 3 M 6 M YTD 1 Y 2 Y 3 Y 5 Y
This Fund -0.19% 0.64% 3.37% 13.85% 5.98% -1.03% 16.90% 15.82% 15.15%
Nifty 50 -0.13% 1.20% 0.79% 8.53% 6.45% -2.97% 13.07% 12.58% 17.71%
Benchmark: Nifty 500 TRI -0.24% 1.48% 1.85% 11.46% 5.16% -3.35% 17.34% 16.06% 21.71%
Category Average -0.12% 0.86% 1.33% 7.32% 4.23% 0.70% 12.76% 12.62% 13.33%
Category Rank 26/34 22/34 3/34 3/34 6/34 24/34 5/31 6/31 10/26
Best in Category 0.09% 1.92% 3.96% 16.38% 10.55% 6.40% 25.63% 24.13% 28.59%
Worst in Category -0.65% -0.41% -1.71% 2.57% -1.74% -5.98% 5.71% 5.67% 3.99%

Best Quarters

Period This Fund Nifty 50 Nifty 500 TRI Category Average
Q2 - 2020 21.55% 24.82% 25.33% 10.76%
Q2 - 2020 18.23% 24.82% 25.33% 10.76%
Q4 - 2020 17.21% 22.46% 21.74% 10.76%

Worst Quarters

Period This Fund Nifty 50 Nifty 500 TRI Category Average
Q1 - 2020 -22.50% -29.43% -29.24% -13.09%
Q2 - 2022 -8.98% -10.70% -11.27% -4.2%
Q1 - 2020 -22.40% -29.43% -29.24% -13.09%

Forum

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