SolutionRetirement FundDirect · Growth
Aditya Birla Sun Life Retirement Fund-The 30s Plan-Direct Growth
Aditya Birla Sun Life · Scheme 146575
₹25.66▲ 0.17%NAV · 2026-08-05
Strong FundScore
AUM
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Expense ratio
—
3Y CAGR
17.1%
Risk (SEBI)
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Min SIP
—
Benchmark
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NAV Growth
Loading NAV history…
Historical returns
| Period | Return |
|---|---|
| 1 Month | +2.88% |
| 3 Months | +9.97% |
| 6 Months | +12.68% |
| 1 Year | +17.85% |
| 3 Years (CAGR) | +17.12% |
| 5 Years (CAGR) | +13.26% |
| 10 Years (CAGR) | — |
| Since Launch | +13.57% |
Returns ≥ 1 year are annualised (CAGR); shorter periods are absolute. Past performance does not guarantee future returns.
FundScore breakdown
Six explainable dimensions. How the score works →
Returns88
Consistency95
Risk-adjusted30
Downside protection48
Cost efficiency80
Portfolio quality50
Why this fund scores well
- ✓ 3Y CAGR: +17.1%
- ✓ 3Y CAGR vs category: +6.4% vs category avg
- ✓ Positive 3Y windows: 100% of rolling 3Y windows positive
- ✓ Beat category: beat category in 74% of windows
- ✓ Direct plan: no distributor commission
What to watch
- • Sharpe ratio: 0.49
- • Sortino ratio: 0.58
Risk metrics
Sharpe ratio
0.49
Sortino ratio
0.58
Volatility
15.82%
Max drawdown
-34.23%
Downside capture
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SIP return calculator
Back-tested on this fund's actual historical NAVs. Past performance ≠ future returns.
Portfolio & holdings
Top holdings, sector allocation and market-cap split require a paid factsheet feed and are coming soon. Everything above is computed from official daily NAV history and is fully real.