Other Solution Oriented - Retirement Fund Very High Risk
The 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.
Expert-managed portfolios tailored to your financial goals.
Estimation is based on the past performance
| Solution Oriented - Retirement Fund | 1M | 3M | 6M | 9M | 1Y | 2Y | 3Y | 4Y | 5Y | 10Y | ALL |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Fund returns | 1.68% | 7.21% | 3.33% | 7.01% | 8.58% | 10.32% | 16.44% | 14.51% | 10.9% | 0% | 10.99% |
| Category returns | -0.88% | 0.23% | -3.61% | -0.87% | -0.81% | 4.87% | 12.76% | 12.78% | 11.24% | 11.98% | N/A |
| Absolute returns | 3.13% | 10.82% | 3.34% | 5.77% | 7.96% | 16.9% | 57.14% | 76.61% | 66.34% | 0% | 113.28% |
| Rank within category | 1 | 1 | 1 | 1 | 1 | 1 | 3 | 3 | 7 | 7 | N/A |
| Total Schemes in Category | 18 | 18 | 18 | 18 | 18 | 18 | 15 | 14 | 14 | 6 | N/A |
| Solution Oriented - Retirement Fund | 2019 | 2020 | 2021 | 2022 | 2023 | 2024 | 2025 | 2026 |
|---|---|---|---|---|---|---|---|---|
| Yearly returns | N/A | 14.7% | 12.53% | 0.29% | 21.33% | 17.91% | 8.36% | 2.89% |
| Q1 returns | N/A | -22.4% | 4.01% | -3.14% | -5.37% | 2.21% | -6.52% | -11.85% |
| Q2 returns | -1.94% | 18.23% | 3.07% | -8.13% | 11.6% | 12.49% | 12.44% | 16.72% |
| Q3 Returns | -2.05% | 6.86% | 6.75% | 9.12% | 5.49% | 9.46% | -1.63% | N/A |
| Q4 Returns | 5.39% | 16.99% | -1.66% | 3.28% | 8.91% | -6.3% | 4.81% | N/A |
Expense ratio: N/A
Inclusive of GST
Exit load
Nil
| Alpha | 0.190803 |
| Beta | 1.0042 |
| Sharpe Ratio | 0.212828 |
| Sortino Ratio | 0.403994 |
| R-Squared | 0.9078 |
| Tracking Error | 1.244 |
| Downside Risk | 19.4711 |
| Std. Deviation (Annualised) | 14.3808 |
| Solution Oriented - Retirement Fund | 1M | 3M | 6M | 9M | 1Y | 3Y | 5Y | 10Y | ALL | Fund Size (Cr) | Expense Ratio | Sharpe | Risk |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| ICICI Prudential Retirement Fund - Pure Equity Plan - Growth | -2.06% | 2.02% | -0.09% | 4.71% | 6.79% | 22.16% | 20.77% | 0% | 18.24% | 1,868.90 | 1.77 | 0.33 | Very High |
| ICICI Prudential Retirement Fund - Hybrid Aggressive Plan - Growth | 0.26% | 2.45% | 0.82% | 4.86% | 7.9% | 19.5% | 15.45% | 0% | 14.74% | 1,156.55 | 1.87 | 0.32 | Very High |
| Aditya Birla Sun Life Retirement Fund - The 30s Plan - Regular Plan - Growth Current | 1.68% | 7.21% | 3.33% | 7.01% | 8.58% | 16.44% | 10.9% | 0% | 10.99% | 433.33 | 2.10 | 0.22 | Very High |
| Union Retirement Fund - Regular Plan - Growth | -1.07% | -0.38% | -2.05% | 1.22% | 2.61% | 14.55% | 0% | 0% | 13.01% | 195.84 | 2.10 | 0.22 | Very High |
| Tata Retirement Savings Fund Progressive Plan - Growth | 0.6% | 6.6% | 0.24% | 1.4% | -0.45% | 13.81% | 10.84% | 12.93% | 13.76% | 2,086.41 | 1.75 | 0.19 | Very High |
| Nippon India Retirement Fund - Wealth Creation Scheme - Growth | -2.03% | -1.58% | -4.88% | -3.39% | -2.58% | 13.55% | 12.28% | 10.74% | 9.38% | 3,055.82 | 3.12 | 0.19 | Very High |
| Tata Retirement Savings Fund Moderate Plan - Growth | 0.37% | 5.34% | -0.08% | 1.34% | 0.31% | 12.67% | 10.46% | 11.97% | 13.67% | 2,113.71 | 1.75 | 0.18 | Very High |
| Aditya Birla Sun Life Retirement Fund - The 40s Plan - Regular Plan - Growth | -0.83% | -1.08% | -3.3% | -0.77% | -0.31% | 11.99% | 8.19% | 0% | 8.97% | 112.93 | 2.09 | 0.18 | Very High |
| Axis Retirement Fund - Dynamic Plan - Regular Plan - Growth | -1.11% | -1.68% | -6.17% | -3.71% | -4.89% | 11.11% | 8.18% | 0% | 10.16% | 283.00 | 2.58 | 0.14 | Very High |
| HDFC Retirement Savings Fund - Equity Plan - Regular Plan - Growth | -2.45% | -5.05% | -9.66% | -6.33% | -6.62% | 11.04% | 13.07% | 14.7% | 16.21% | 6,733.06 | 1.78 | 0.16 | Very High |
| Instrument Allocation | Instrument | Assets % |
|---|---|---|
|
|
Domestic Equities | 96.36% |
| Cash & Cash Equivalents and Net Assets | 3.40% | |
| Government Securities | 0.23% | |
| Preference Shares | 0.01% |
| Sector Allocation | Sector | Assets % |
|---|---|---|
| Banks | 14.07% | |
| Industrial Manufacturing | 3.79% | |
| Others | 3.62% | |
| Auto Components | 5.65% | |
| Industrial Products | 4.54% | |
| Non - Ferrous Metals | 2.31% | |
| Automobiles | 3.42% | |
| Pharmaceuticals & Biotechnology | 6.83% | |
| Transport Infrastructure | 4.01% | |
| Ferrous Metals | 2.06% | |
| Personal Products | 2.05% | |
| Retailing | 6.78% | |
| Beverages | 1.75% | |
| Construction | 2.49% | |
| Insurance | 3.44% | |
| IT - Software | 5.21% | |
| Healthcare Services | 1.41% | |
| Diversified FMCG | 1.40% | |
| Chemicals & Petrochemicals | 2.26% | |
| Electrical Equipment | 1.31% | |
| Finance | 3.92% | |
| Realty | 1.88% | |
| Cement & Cement Products | 2.23% | |
| Consumer Durables | 1.86% | |
| Petroleum Products | 2.75% | |
| Agricultural Food & other Products | 0.96% | |
| Power | 0.94% | |
| Financial Technology (Fintech) | 0.91% | |
| Capital Markets | 2.23% | |
| Transport Services | 0.77% | |
| Commercial Services & Supplies | 0.76% | |
| IT - Services | 1.36% | |
| Gas | 0.59% | |
| Fertilizers & Agrochemicals | 0.42% |
| Name | Sector | Instrument | Assets % |
|---|---|---|---|
| ICICI Bank Ltd. | Banks | Domestic Equities | 3.62% |
| Aditya Infotech Ltd. | Industrial Manufacturing | Domestic Equities | 3.29% |
| Clearing Corporation of India Limited | Cash & Cash Equivalents and Net Assets | 2.67% | |
| SJS Enterprises Ltd. | Auto Components | Domestic Equities | 2.47% |
| Kirloskar Oil Engines Ltd. | Industrial Products | Domestic Equities | 2.44% |
| Hindalco Industries Ltd. | Non - Ferrous Metals | Domestic Equities | 2.31% |
| Ather Energy Ltd. | Automobiles | Domestic Equities | 2.28% |
| HDFC Bank Ltd. | Banks | Domestic Equities | 2.20% |
| Shilpa Medicare Ltd. | Pharmaceuticals & Biotechnology | Domestic Equities | 2.09% |
| GMR Airports Ltd. | Transport Infrastructure | Domestic Equities | 2.07% |
| Jindal Steel Ltd. | Ferrous Metals | Domestic Equities | 2.06% |
| Godrej Consumer Products Ltd. | Personal Products | Domestic Equities | 2.05% |
| Eternal Ltd. | Retailing | Domestic Equities | 1.98% |
| Adani Ports and Special Economic Zone Ltd. | Transport Infrastructure | Domestic Equities | 1.95% |
| Trent Ltd. | Retailing | Domestic Equities | 1.83% |
| Axis Bank Ltd. | Banks | Domestic Equities | 1.80% |
| Sona BLW Precision Forgings Ltd. | Auto Components | Domestic Equities | 1.77% |
| Varun Beverages Ltd. | Beverages | Domestic Equities | 1.75% |
| Ajanta Pharma Ltd. | Pharmaceuticals & Biotechnology | Domestic Equities | 1.75% |
| Sun Pharmaceutical Industries Ltd. | Pharmaceuticals & Biotechnology | Domestic Equities | 1.74% |
| Larsen & Toubro Ltd. | Construction | Domestic Equities | 1.71% |
| ICICI Lombard General Insurance Company Ltd. | Insurance | Domestic Equities | 1.61% |
| Tech Mahindra Ltd. | IT - Software | Domestic Equities | 1.61% |
| Coforge Ltd. | IT - Software | Domestic Equities | 1.51% |
| AU Small Finance Bank Ltd. | Banks | Domestic Equities | 1.46% |
| Craftsman Automation Ltd. | Auto Components | Domestic Equities | 1.41% |
| Fortis Healthcare Ltd. | Healthcare Services | Domestic Equities | 1.41% |
| Hindustan Unilever Ltd. | Diversified FMCG | Domestic Equities | 1.40% |
| Vinati Organics Ltd. | Chemicals & Petrochemicals | Domestic Equities | 1.37% |
| Swiggy Ltd. | Retailing | Domestic Equities | 1.37% |
| Thermax Ltd. | Electrical Equipment | Domestic Equities | 1.31% |
| Ujjivan Small Finance Bank Ltd. | Banks | Domestic Equities | 1.29% |
| State Bank Of India | Banks | Domestic Equities | 1.29% |
| Emcure Pharmaceuticals Ltd. | Pharmaceuticals & Biotechnology | Domestic Equities | 1.25% |
| The Federal Bank Ltd. | Banks | Domestic Equities | 1.25% |
| Shivalik Bimetal Controls Ltd. | Industrial Products | Domestic Equities | 1.24% |
| Aptus Value Housing Finance India Ltd. | Finance | Domestic Equities | 1.22% |
| Prestige Estates Projects Ltd. | Realty | Domestic Equities | 1.21% |
| SBI Life Insurance Company Ltd. | Insurance | Domestic Equities | 1.21% |
| Ambuja Cements Ltd. | Cement & Cement Products | Domestic Equities | 1.21% |
| Infosys Ltd. | IT - Software | Domestic Equities | 1.19% |
| City Union Bank Ltd. | Banks | Domestic Equities | 1.16% |
| TVS Motor Company Ltd. | Automobiles | Domestic Equities | 1.12% |
| Greenply Industries Ltd. | Consumer Durables | Domestic Equities | 1.12% |
| Hindustan Petroleum Corporation Ltd. | Petroleum Products | Domestic Equities | 1.07% |
| SBFC Finance Ltd. | Finance | Domestic Equities | 1.06% |
| JK Cement Ltd. | Cement & Cement Products | Domestic Equities | 1.02% |
| Balrampur Chini Mills Ltd. | Agricultural Food & other Products | Domestic Equities | 0.96% |
| Avenue Supermarts Ltd. | Retailing | Domestic Equities | 0.95% |
| NTPC Ltd. | Power | Domestic Equities | 0.94% |
| PB Fintech Ltd. | Financial Technology (Fintech) | Domestic Equities | 0.91% |
| Persistent Systems Ltd. | IT - Software | Domestic Equities | 0.91% |
| Atul Ltd. | Chemicals & Petrochemicals | Domestic Equities | 0.89% |
| PNB Housing Finance Ltd. | Finance | Domestic Equities | 0.85% |
| Reliance Industries Ltd. | Petroleum Products | Domestic Equities | 0.84% |
| Bharat Petroleum Corporation Ltd. | Petroleum Products | Domestic Equities | 0.84% |
| Billionbrains Garage Ventures Ltd. | Capital Markets | Domestic Equities | 0.80% |
| Shriram Finance Ltd. | Finance | Domestic Equities | 0.79% |
| M&B Engineering Ltd. | Construction | Domestic Equities | 0.78% |
| VRL Logistics Ltd. | Transport Services | Domestic Equities | 0.77% |
| Firstsource Solutions Ltd. | Commercial Services & Supplies | Domestic Equities | 0.76% |
| Cera Sanitaryware Ltd. | Consumer Durables | Domestic Equities | 0.75% |
| L&T Technology Services Ltd. | IT - Services | Domestic Equities | 0.74% |
| Net Receivables / (Payables) | Cash & Cash Equivalents and Net Assets | 0.73% | |
| Sobha Ltd. | Realty | Domestic Equities | 0.67% |
| Meesho Ltd. | Retailing | Domestic Equities | 0.65% |
| Nippon Life India Asset Management Ltd. | Capital Markets | Domestic Equities | 0.63% |
| Cyient Ltd. | IT - Services | Domestic Equities | 0.62% |
| HDFC Life Insurance Company Ltd. | Insurance | Domestic Equities | 0.62% |
| Mahanagar Gas Ltd. | Gas | Domestic Equities | 0.59% |
| 360 One Wam Ltd. | Capital Markets | Domestic Equities | 0.53% |
| Praj Industries Ltd. | Industrial Manufacturing | Domestic Equities | 0.50% |
| Kirloskar Brothers Ltd. | Industrial Products | Domestic Equities | 0.50% |
| PI Industries Ltd. | Fertilizers & Agrochemicals | Domestic Equities | 0.42% |
| Supreme Industries Ltd. | Industrial Products | Domestic Equities | 0.37% |
| Multi Commodity Exchange Of India Ltd. | Capital Markets | Domestic Equities | 0.27% |
| Government of India (17/04/2030) | Government Securities | 0.23% | |
| TVS Motor Company Limited (Preference Share) ** | Automobiles | Preference Shares | 0.01% |
| Total | 100.00% |
Mr. Jonas Bhutta has an experience of around 16 years in the field of Equity Research. Prior to joining Aditya Birla Sun Life AMC Limited, he was associated with PhillipCapital (India) Pvt. Ltd., Bank of America Merrill Lynch, Daiwa Securities Co. Ltd., Prabhudas Lilladher Pvt. Ltd. and HDFC Securities Ltd.
AMC
RETURNS
It is an Open ended scheme that primarily invests in Solution Oriented - Retirement Fund.
The 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 benchmark is the NIFTY 500 - TRI
It is classified as Very High Risk, suitable for investors with a Very High risk appetite.
Returns Delivered by the funds are as follows:
1-year: 7.96%
3-year: 16.24%
5-year: 10.71%
Top holdings include names such as:
The NAV is around ₹21.33 (approx.) for the Aditya Birla Sun Life Retirement Fund - The 30s Plan - Regular Plan - Growth.
The fund’s AUM is approximately ₹444 Cr.
The expense ratio for the Regular Plan is 0.
Nil.
Minimum SIP starts at ₹1000.
The minimum lump sum investment is ₹1000. Often platforms may require higher in practice, but the statutory minimum remains the same.
You can start a SIP through:
Broker/agent platform like Sharescart.
Enter KYC details, choose the Regular Growth option, set SIP amount/frequency, and submit.
Yes. You can modify your SIP amount or frequency anytime online through the Sharescart platform.
You can redeem online via the Sharescart platform — choose the scheme, select the amount/units, and submit. Proceeds are credited to your bank account.
The fund manager: Jonas Bhutta
This fund is suitable for investors with a Very High risk tolerance.
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