Aditya Birla Sun Life Retirement Fund-The 30s Plan-Regular - Payout of IDCW
6.52
18.11
16.35
-
11.18
NIFTY 500 TRI
5.88
19.77
24.23
14.62
12.54
Retirement Fund
6.19
15.2
14.68
10.24
11.97
Yearly Performance (%)
Nav Movement
Fund Managers
Mr. Dhaval Shah
Investment 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.
Returns Calculator for
Aditya Birla Sun Life Retirement Fund-The 30s Plan-Regular - Payout of IDCW
Rolling returns are the annualized
returns of the scheme taken for a specified period (rolling
returns period) on every day/week/month and taken till the
last day of the duration. In this chart we are showing the
annualized returns over the rolling returns period on every
day from the start date and comparing it with the benchmark.
Rolling returns is the best measure of a fund's performance.
Trailing returns have a recency bias and point to point
returns are specific to the period in consideration. Rolling
returns, on the other hand, measures the fund's absolute and
relative performance across all timescales, without bias.
Key
Performance and Risk Statistics of
Aditya Birla Sun Life Retirement Fund-The 30s Plan-Regular - Payout of IDCW
Key Statistics
Volatility
Sharpe Ratio
Alpha
Beta
Yield to Maturity
Average Maturity
Aditya Birla Sun Life Retirement Fund-The 30s Plan-Regular - Payout of IDCW