Aditya Birla Sun Life
Aditya Birla Sun Life Retirement Fund-The 30s Plan-Regular Growth
NAV history & peer comparison
All NAVs split-adjusted and normalised to 100 at the start of the selected period, so funds with very different absolute NAV scales can be compared on one axis.
Compares up to 8 funds. Click any line in the legend above to hide/show it.
Returns matrix
Fund return alongside the category average and peer rank for every standard window. Returns under one year are absolute; one year and longer are compound annualised (CAGR).
| Window | Fund | Category avg | +/− vs avg | Rank | Quartile |
|---|---|---|---|---|---|
| 1D | +0.56% | +0.28% | +0.29 | 3 / 18 | Q1 |
| 1W | -0.25% | -1.02% | +0.76 | 3 / 18 | Q1 |
| 2W | +1.85% | +0.18% | +1.66 | 1 / 18 | Q1 |
| 1M | +1.31% | -0.53% | +1.84 | 1 / 18 | Q1 |
| 3M | +6.11% | +0.13% | +5.98 | 2 / 18 | Q1 |
| 6M | +2.88% | -2.49% | +5.38 | 1 / 18 | Q1 |
| YTD | +1.97% | -2.48% | +4.44 | 1 / 18 | Q1 |
| 1Y | +8.74% | +0.11% | +8.62 | 1 / 18 | Q1 |
| 2Y | +7.96% | +3.68% | +4.28 | 1 / 18 | Q1 |
| 3Y | +16.53% | +10.00% | +6.54 | 1 / 15 | Q1 |
| 4Y | +14.47% | +9.83% | +4.64 | 1 / 14 | Q1 |
| 5Y | +10.83% | +8.12% | +2.71 | 4 / 14 | Q2 |
| 7Y | +10.93% | +8.57% | +2.35 | 3 / 7 | Q2 |
| 10Y | — | — | — | — | — |
| Inception | +10.96% | +9.30% | +1.66 | 6 / 18 | Q2 |
Quartile legend: Q1 top 25% Q2 25-50% Q3 50-75% Q4 bottom 25%
Calendar-year returns
Full-year performance vs category average. Current year is partial (year-to-date).
| Year | Fund | Category avg | +/− vs avg | Rank |
|---|---|---|---|---|
| 2026 YTD | +1.97% | -2.48% | +4.44 | 1 / 18 |
| 2025 | +8.24% | +4.08% | +4.16 | 1 / 18 |
| 2024 | +17.66% | +14.07% | +3.59 | 5 / 16 |
| 2023 | +21.03% | +18.56% | +2.47 | 6 / 15 |
| 2022 | +0.29% | +0.25% | +0.03 | 7 / 14 |
| 2021 | +12.09% | +12.35% | -0.26 | 5 / 10 |
| 2020 | +14.55% | +13.17% | +1.38 | 4 / 10 |
| 2019 | — | — | — | — |
Rolling returns
Removes start-date bias by averaging CAGR over every overlapping N-year window in the fund's history. Higher average plus tight min/max plus high "% positive" = consistent.
SIP returns — historical "what if"
If you had invested every month in this fund over the chosen period, this is what your investment would be worth today.
| Period | Total invested | Today's value | XIRR | Wealth multiplier |
|---|---|---|---|---|
| ₹ — | ₹ — |
XIRR is the annualised internal rate of return on the SIP cash flow — invariant to the monthly amount. "Today's value" and "Total invested" scale linearly with the slider. Past performance does not guarantee future returns. Excludes exit load and taxes.
Risk profile
Risk-adjusted return and volatility, computed from monthly NAV returns over the trailing 3-year and 5-year windows.
Sharpe / Sortino use a risk-free rate of 6.5% (1-year T-bill proxy). Higher Sharpe = more return per unit of total risk; higher Sortino = more return per unit of downside risk.
Peers in Retirement Fund
Recent NAVs
| Date | NAV |
|---|---|
| 3 Jun 2026 | ₹21.1330 |
| 2 Jun 2026 | ₹21.2200 |
| 1 Jun 2026 | ₹21.1010 |
| 29 May 2026 | ₹21.2140 |
| 27 May 2026 | ₹21.3030 |
| 26 May 2026 | ₹21.2740 |
| 25 May 2026 | ₹21.2130 |
| 22 May 2026 | ₹20.9350 |
| 21 May 2026 | ₹20.8730 |
| 20 May 2026 | ₹20.8700 |
Frequently asked questions
These answers are generated from this fund's live metrics — NAV, returns, peer rank, drawdown, SIP backtest. Numbers refresh nightly after AMFI's NAV feed lands.
- understands what asset class this scheme actually invests in (check the factsheet)
- matches that asset class's volatility profile to their goal horizon
Educational content only — not investment advice. Tax rules summarised above reflect Budget 2024; consult a qualified adviser before transacting.
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