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

Scheme code: INF209KB1I23 NAV value: ₹ 19.4760 NAV date: 15 April, 2025

Fund option: Direct Fund type: Growth

Asset class: Solution Oriented Asset category: Retirement Fund

Rolling returns

Duration	Min (%)	Max (%)	Average return (%)	Category average return (%)
1 year	0.37	45.51	24.48	20.32
3 year	5.44	24.22	13.43	13.44
5 year	10.61	22.34	15.15	12.17

Index

Metrics

NIFTY 50

Duration	Min (%)	Max (%)	Average return (%)	Fund's return (%)
1 year	-4.56	37.53	17.43	24.48
3 year	6.28	33.32	15.57	13.43
5 year	0.74	26.02	12.91	15.15
7 year	3.33	15.62	11.64
10 year	3.49	17.22	10.65
12 year	3.07	16.17	10.8
15 year	6.95	15.66	10.87

NIFTY 100

Duration	Min (%)	Max (%)	Average return (%)	Fund's return (%)
1 year	-6.1	44.02	20.9	24.48
3 year	6.56	32.12	15.66	13.43
5 year	1	26.2	12.75	15.15
7 year	3.8	15.42	11.84
10 year	3.8	18	11.09
12 year	3.63	16.86	11.19
15 year	7.01	16.36	11.19

NIFTY 200

Duration	Min (%)	Max (%)	Average return (%)	Fund's return (%)
1 year	-6.49	46.37	22.67	24.48
3 year	7.68	33.37	17	13.43
5 year	0.71	27.63	13.15	15.15
7 year	3.76	16.01	12.04
10 year	3.56	16.94	10.94
12 year	3.31	16.54	10.99
15 year	6.56	16.42	10.95

NIFTY 500

Duration	Min (%)	Max (%)	Average return (%)	Fund's return (%)
1 year	-7.69	47.75	23.79	24.48
3 year	8.04	34.46	17.98	13.43
5 year	0.69	28.64	13.53	15.15
7 year	3.97	16.42	12.35
10 year	3.53	17.72	11.24
12 year	3.1	16.97	11.25
15 year	6.68	16.96	11.2

- Average return: 24.48% - Median return: 28.07% - Average standard deviation: 4.74

- Average return: 13.43% - Median return: 13.51% - Average standard deviation: 1.69

- Average return: 15.15% - Median return: 15.06% - Average standard deviation: 1.23

If you invest ₹1 lakh per month in this fund through SIP, here are the estimated returns over different timeframes.

Duration	Invested amount	Final value	Return	CAGR (%)
1 year	12,00,000	13,01,508	1,01,508	8.46
3 year	36,00,000	44,08,755	8,08,755	6.99
5 year	60,00,000	90,71,532	30,71,532	8.62

Index

Metrics

NIFTY 50

NIFTY 100

NIFTY 200

NIFTY 500

- Total Invested Amount: ₹12,00,000 - Final Portfolio Value: ₹13,01,508 - Absolute Returns: ₹1,01,508 - CAGR: 8.46%

- Total Invested Amount: ₹36,00,000 - Final Portfolio Value: ₹44,08,755 - Absolute Returns: ₹8,08,755 - CAGR: 6.99%

- Total Invested Amount: ₹60,00,000 - Final Portfolio Value: ₹90,71,532 - Absolute Returns: ₹30,71,532 - CAGR: 8.62%