Aditya Birla Sun Life Dividend Yield Fund vs Aditya Birla Sun Life Retirement Fund-The 30s Plan
Direct Plan, Growth option · Data as on 29-10-2026
Aditya Birla Sun Life Dividend Yield Fund is a Dividend Yield fund and Aditya Birla Sun Life Retirement Fund-The 30s Plan is a Solution fund. In the 3 years to 30-10-2026, Aditya Birla Sun Life Dividend Yield Fund (Direct) returned 10.9% a year and Aditya Birla Sun Life Retirement Fund-The 30s Plan (Direct) returned 15.9% a year. Aditya Birla Sun Life Dividend Yield Fund charges 1.87% a year and Aditya Birla Sun Life Retirement Fund-The 30s Plan 1.33% (Direct plans). Their portfolios overlap 30.1%: they hold 33 of the same securities.
Aditya Birla Sun Life Dividend Yield Fund
Dividend Yield
- 3 year return
- 10.9%
- Expense ratio
- 1.87%
- NAV
- ₹472.46
Aditya Birla Sun Life Retirement Fund-The 30s Plan
Solution
- 3 year return
- 15.9%
- Expense ratio
- 1.33%
- NAV
- ₹24.20
Which is better, Aditya Birla Sun Life Dividend Yield or Aditya Birla Sun Life Retirement Fund-The 30s Plan? Key differences
It depends on what you want from the fund. These are the differences in numbers, from the data on this page.
- Aditya Birla Sun Life Dividend Yield returned more over 5 years: 11.9% a year against 11.4%.
- Aditya Birla Sun Life Retirement Fund-The 30s Plan returned more over 3 years: 15.9% a year against 10.9%.
- Aditya Birla Sun Life Retirement Fund-The 30s Plan costs less: 1.33% a year against 1.87% (Direct plans).
- Aditya Birla Sun Life Retirement Fund-The 30s Plan swung less over 3 years: a standard deviation of 14.2% a year against 14.6%.
- Aditya Birla Sun Life Retirement Fund-The 30s Plan fell less in its worst fall since 12-03-2019: −34.2% against −36.1%.
- Aditya Birla Sun Life Dividend Yield holds 3.9% of the fund in foreign stocks; Aditya Birla Sun Life Retirement Fund-The 30s Plan 0.0%.
- Aditya Birla Sun Life Dividend Yield holds more in large companies: 49.5% of the fund in large caps against 37.3%.
- Aditya Birla Sun Life Dividend Yield is the larger fund: ₹1,382 Cr against ₹465 Cr.
- Their portfolios overlap 30.1%: 33 of the same holdings.
Past returns do not promise future returns. This page is information, not investment advice.
Key facts
From each fund's scheme summary document and AMFI
| Fact | Aditya Birla Sun Life Dividend Yield Fund | Aditya Birla Sun Life Retirement Fund-The 30s Plan |
|---|---|---|
| Fund house | Aditya Birla Sun Life Mutual Fund | Aditya Birla Sun Life Mutual Fund |
| Category | Dividend Yield | Solution |
| AUM | ₹1,382 Cr (30-09-2026) | ₹465 Cr (30-09-2026) |
| NAV | ₹472.46 (Direct) | ₹24.20 (Direct) |
| Expense ratio (Direct) | 1.87% | 1.33% |
| Expense ratio (Regular) | 2.66% | 2.62% |
| Riskometer | Very High | Very High |
| Benchmark | Nifty 500 TRI | Nifty 500 TRI |
| Launch date | 26-02-2003 | 11-03-2019 |
| Minimum investment | ₹1,000 | ₹1,000 |
| Lock in | None | 5 years, or until retirement if earlier |
| Fund managers | Pavas Pethia | Jonas Bhutta |
| Exit load | Exit load of 1%, if redeemed within 90 days. | Nil |
Aditya Birla Sun Life Dividend Yield vs Aditya Birla Sun Life Retirement Fund-The 30s Plan: Returns Comparison
Returns as on 30-10-2026. Up to one year they are absolute returns. Longer periods are a rate per year.
| Fund | 1M | 3M | 6M | 1Y | 3Y | 5Y | 10Y |
|---|---|---|---|---|---|---|---|
| Aditya Birla Sun Life Dividend Yield Fund (Direct) | −2.24% | −6.09% | −6.77% | −5.32% | +10.91% | +11.87% | +11.80% |
| Aditya Birla Sun Life Retirement Fund-The 30s Plan (Direct) | −2.16% | −3.82% | +4.85% | +5.86% | +15.89% | +11.45% | -- |
| Dividend Yield average | −1.57% | −5.69% | −3.24% | −5.57% | +12.14% | +12.06% | -- |
Category average: the average of the 12 Dividend Yield funds, same plan type.
Aditya Birla Sun Life Dividend Yield vs Aditya Birla Sun Life Retirement Fund-The 30s Plan: Year-wise Returns
| Year | Dividend YieldAditya Birla Sun Life Dividend Yield | Retirement Fund-The 30s PlanAditya Birla Sun Life Retirement Fund-The 30s Plan | Nifty 500 TRI |
|---|---|---|---|
| 2026to date | −7.04% | +5.19% | −7.33% |
| 2025 | +3.12% | +9.76% | +7.76% |
| 2024 | +19.20% | +19.51% | +16.24% |
| 2023 | +41.41% | +23.00% | +26.91% |
| 2022 | +5.96% | +1.79% | +4.25% |
| 2021 | +37.11% | +14.37% | +31.60% |
Aditya Birla Sun Life Dividend Yield vs Aditya Birla Sun Life Retirement Fund-The 30s Plan: Rolling Returns
Every holding period of both funds, against Nifty 500 TRI, the benchmark of both
Rolling returns
Every 3-year holding period, 1,141 of them, one for each trading day from 14-03-2022 to 29-10-2026: the yearly return (CAGR) of each, plotted on the day it ended. One lucky or unlucky start day cannot flatter or hide a fund.
Aditya Birla Sun Life Dividend Yield Fund (Direct)
Aditya Birla Sun Life Retirement Fund-The 30s Plan (Direct)
Nifty 500 TRI
to
Jul 2022May 2020
to
May 2023Feb 2021
to
Feb 2024Dec 2021
to
Dec 2024Sept 2022
to
Sept 2025Jun 2023
to
Jun 2026
How the periods spread
| Fund | Below 0% | 0-5% | 5-10% | 10-15% | 15-20% | 20-25% | Above 25% | Mean | Median | Lowest | Highest | Beat benchmark |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Aditya Birla Sun Life Dividend Yield | 0.0 | 0.0 | 0.2 | 7.4 | 29.8 | 28.7 | 33.9 | 21.9% | 21.0% | 9.9% | 35.3% | 98% |
| Aditya Birla Sun Life Retirement Fund-The 30s Plan | 0.0 | 0.0 | 9.6 | 40.1 | 48.5 | 1.8 | 0.0 | 14.5% | 15.0% | 6.6% | 22.8% | 26% |
| Nifty 500 TRI | 0.0 | 0.0 | 1.8 | 20.3 | 53.0 | 18.1 | 6.7 | 17.9% | 17.4% | 8.8% | 33.5% | -- |
The table shows the % of periods in each return band; a darker cell holds more of them. Lumpsum: the yearly rate (CAGR) from a period's first NAV to its last. SIP: the XIRR of the monthly instalments. The benchmark is Nifty 500 TRI, over the same periods. "Beat benchmark" counts the periods in which the fund did better. Every fund is measured over the days all of them have, from 12-03-2019. Past returns do not promise future returns.
Aditya Birla Sun Life Dividend Yield vs Aditya Birla Sun Life Retirement Fund-The 30s Plan: SIP and Lumpsum Returns
What the same monthly or one-time investment would be worth in each fund today, from their own NAV history
Growth of an investment
₹10,000 on the first trading day of every month, from 01-03-2019 to 29-10-2026: 92 instalments, ₹9,20,000 in all.
| Investment | Invested | Value now | Gain | Return a year |
|---|---|---|---|---|
| Aditya Birla Sun Life Dividend YieldAditya Birla Sun Life Dividend Yield Fund (Direct) | ₹9,20,000 | ₹16,09,848 | ₹6,89,848 | 14.3% |
| Aditya Birla Sun Life Retirement Fund-The 30s PlanAditya Birla Sun Life Retirement Fund-The 30s Plan (Direct) | ₹9,20,000 | ₹15,52,702 | ₹6,32,702 | 13.4% |
Aditya Birla Sun Life Dividend YieldAditya Birla Sun Life Dividend Yield Fund (Direct)
Aditya Birla Sun Life Retirement Fund-The 30s PlanAditya Birla Sun Life Retirement Fund-The 30s Plan (Direct)
Amount invested
From each plan's published NAV (Growth option), over the same days. Return a year: XIRR for a SIP, CAGR for a lumpsum, shown for a year or more. It does not include exit load, stamp duty or tax. Past returns do not promise future returns.
Aditya Birla Sun Life Dividend Yield vs Aditya Birla Sun Life Retirement Fund-The 30s Plan: Risk and Drawdowns
How much each fund swings, and the worst fall over the same days
Risk and return
| Measure | Aditya Birla Sun Life Dividend Yield Fund (Direct) | Aditya Birla Sun Life Retirement Fund-The 30s Plan (Direct) |
|---|---|---|
| Return (CAGR) | −5.32% | +5.86% |
| Standard deviation | 13.35% | 14.80% |
| Sharpe ratio | -0.79 | 0.04 |
| Sortino ratio | -1.04 | 0.06 |
| Maximum drawdown | −12.2% (30-03-2026) | −13.2% (23-03-2026) |
| Beta | 0.87 | 0.98 |
| Alpha | +0.56% | +12.98% |
From daily NAVs, 29-10-2025 to 29-10-2026. Standard deviation: how much the daily value swings, scaled to a year. Sharpe: return above the risk-free rate (NSE's overnight rate index) per unit of swing. Sortino: the same, counting only the falls. Beta and alpha compare each fund with its own benchmark's TRI.
| Measure | Aditya Birla Sun Life Dividend Yield Fund (Direct) | Aditya Birla Sun Life Retirement Fund-The 30s Plan (Direct) |
|---|---|---|
| Return (CAGR) | +10.91% | +15.89% |
| Standard deviation | 14.65% | 14.17% |
| Sharpe ratio | 0.33 | 0.70 |
| Sortino ratio | 0.44 | 0.95 |
| Maximum drawdown | −20.7% (07-04-2025) | −19.0% (28-02-2025) |
| Beta | 0.97 | 0.96 |
| Alpha | +0.64% | +5.86% |
From daily NAVs, 27-10-2023 to 29-10-2026. Standard deviation: how much the daily value swings, scaled to a year. Sharpe: return above the risk-free rate (NSE's overnight rate index) per unit of swing. Sortino: the same, counting only the falls. Beta and alpha compare each fund with its own benchmark's TRI.
| Measure | Aditya Birla Sun Life Dividend Yield Fund (Direct) | Aditya Birla Sun Life Retirement Fund-The 30s Plan (Direct) |
|---|---|---|
| Return (CAGR) | +11.87% | +11.45% |
| Standard deviation | 14.56% | 13.64% |
| Sharpe ratio | 0.42 | 0.41 |
| Sortino ratio | 0.56 | 0.56 |
| Maximum drawdown | −20.7% (07-04-2025) | −19.0% (28-02-2025) |
| Beta | 0.94 | 0.91 |
| Alpha | +3.20% | +2.90% |
From daily NAVs, 29-10-2021 to 29-10-2026. Standard deviation: how much the daily value swings, scaled to a year. Sharpe: return above the risk-free rate (NSE's overnight rate index) per unit of swing. Sortino: the same, counting only the falls. Beta and alpha compare each fund with its own benchmark's TRI.
| Measure | Aditya Birla Sun Life Dividend Yield Fund (Direct) | Aditya Birla Sun Life Retirement Fund-The 30s Plan (Direct) |
|---|---|---|
| Return (CAGR) | +12.23% | +12.26% |
| Standard deviation | 14.86% | 15.55% |
| Sharpe ratio | 0.42 | 0.46 |
| Sortino ratio | 0.55 | 0.61 |
| Maximum drawdown | −42.0% (23-03-2020) | −34.2% (23-03-2020) |
| Beta | 0.87 | 0.87 |
| Alpha | +0.31% | +0.41% |
From daily NAVs, 02-01-2013 to 29-10-2026. Standard deviation: how much the daily value swings, scaled to a year. Sharpe: return above the risk-free rate (NSE's overnight rate index) per unit of swing. Sortino: the same, counting only the falls. Beta and alpha compare each fund with its own benchmark's TRI.
Drawdowns
How far below its previous high each one was on every day: the falls an investor had to sit through. 0% means it was at a new high.
Aditya Birla Sun Life Dividend Yield Fund (Direct)
Aditya Birla Sun Life Retirement Fund-The 30s Plan (Direct)
Nifty 500 TRI
| Fund | Worst fall | High before it | Bottom | Back at the high | Time to climb back | Below its high today |
|---|---|---|---|---|---|---|
| Aditya Birla Sun Life Dividend Yield Fund (Direct) | −36.1% | 17-01-2020 | 23-03-2020 | 11-11-2020 | 8 months | −13.0% |
| Aditya Birla Sun Life Retirement Fund-The 30s Plan (Direct) | −34.2% | 13-02-2020 | 23-03-2020 | 10-11-2020 | 8 months | −6.7% |
| Nifty 500 TRI | −38.1% | 17-01-2020 | 23-03-2020 | 06-11-2020 | 7 months | −8.8% |
From daily values since 12-03-2019, the first day every fund has.
Rolling standard deviation
Whether the swings have grown or calmed over time: the standard deviation of daily changes over every 1-year window, scaled to a year, plotted on the window's last day. Higher means a bumpier ride.
Aditya Birla Sun Life Dividend Yield Fund (Direct)
Aditya Birla Sun Life Retirement Fund-The 30s Plan (Direct)
Nifty 500 TRI
Whether the swings have grown or calmed over time: the standard deviation of daily changes over every 3-year window, scaled to a year, plotted on the window's last day. Higher means a bumpier ride.
Aditya Birla Sun Life Dividend Yield Fund (Direct)
Aditya Birla Sun Life Retirement Fund-The 30s Plan (Direct)
Nifty 500 TRI
Whether the swings have grown or calmed over time: the standard deviation of daily changes over every 5-year window, scaled to a year, plotted on the window's last day. Higher means a bumpier ride.
Aditya Birla Sun Life Dividend Yield Fund (Direct)
Aditya Birla Sun Life Retirement Fund-The 30s Plan (Direct)
Nifty 500 TRI
Against Nifty 500 TRI
| Fund | Up capture | Down capture | Tracking error |
|---|---|---|---|
| Aditya Birla Sun Life Dividend Yield Fund (Direct) | 100% | 89% | 6.13% |
| Aditya Birla Sun Life Retirement Fund-The 30s Plan (Direct) | 90% | 87% | 5.41% |
From month-end values since 12-03-2019. Up capture: a fund's average month when the benchmark rose, as % of the benchmark's; above 100% it gained more. Down capture: the same for months the benchmark fell; below 100% it fell less. Tracking error: how far the monthly returns strayed from the benchmark's, a year; an index fund aims near 0.
Aditya Birla Sun Life Dividend Yield vs Aditya Birla Sun Life Retirement Fund-The 30s Plan: Portfolio Overlap
From each fund's latest monthly portfolio: Aditya Birla Sun Life Dividend Yield Fund, September 2026; Aditya Birla Sun Life Retirement Fund-The 30s Plan, September 2026
Holdings in common
- Overlap
- 30.1%
- Held by both
- 33
- Only in Aditya Birla Sun Life Dividend Yield
- 48
- Only in Aditya Birla Sun Life Retirement Fund-The 30s Plan
- 46
| Security | % of Aditya Birla Sun Life Dividend Yield | % of Aditya Birla Sun Life Retirement Fund-The 30s Plan |
|---|---|---|
| ICICI Bank Ltd. | 4.40% | 3.64% |
| Eternal Ltd. | 3.24% | 2.31% |
| Hindalco Industries Ltd. | 1.53% | 1.84% |
| PNB Housing Finance Ltd. | 1.59% | 1.47% |
| Bajaj Finance Ltd. | 1.74% | 1.40% |
| Britannia Industries Ltd. | 5.44% | 1.34% |
| State Bank of India | 4.66% | 1.22% |
| Vedanta Aluminium Metal Ltd. | 2.24% | 1.22% |
| Jindal Steel Ltd. | 1.15% | 1.85% |
| City Union Bank Ltd. | 1.11% | 1.31% |
| Prestige Estates Projects Ltd. | 1.07% | 1.25% |
| Balrampur Chini Mills Ltd. | 1.02% | 1.18% |
| GMR Airports Ltd. | 0.96% | 1.87% |
| SBI Life Insurance Co. Ltd. | 0.96% | 1.07% |
| Hindustan Petroleum Corporation Ltd. | 1.83% | 0.91% |
| Ambuja Cements Ltd. | 0.91% | 0.96% |
| Bharat Petroleum Corporation Ltd. | 3.08% | 0.81% |
| Shriram Finance Ltd. | 3.94% | 0.78% |
| Billionbrains Garage Ventures Ltd. | 1.33% | 0.76% |
| Capillary Technologies India Ltd. | 0.72% | 1.10% |
| Shivalik Bimetal Controls Ltd. | 0.54% | 1.57% |
| CreditAccess Grameen Ltd. | 0.46% | 0.53% |
| Meesho Ltd. | 0.44% | 0.77% |
| Dr. Lal Path labs Ltd. | 0.43% | 2.37% |
| Aditya Infotech Ltd. | 0.39% | 3.01% |
| United Spirits Ltd. | 0.36% | 0.49% |
| Kirloskar Oil Engines Ltd. | 0.34% | 2.07% |
| Vinati Organics Ltd. | 0.32% | 0.81% |
| Kirloskar Brothers Ltd. | 0.32% | 1.58% |
| Varun Beverages Ltd. | 0.31% | 1.37% |
| Praj Industries Ltd. | 0.30% | 0.42% |
| Trent Ltd. | 0.28% | 0.78% |
| Aditya Vision Ltd. | 0.28% | 0.62% |
Overlap: for each holding both funds own, the smaller of its two weights, added up. 30.1% means 30.1% of each fund's money sits in positions the other also holds. Matched by ISIN. Cash and hedged positions are left out.
Largest holdings only in Aditya Birla Sun Life Dividend Yield Fund
| Security | % of fund |
|---|---|
| LTM Ltd. | 2.93% |
| Sagility Ltd. | 2.63% |
| Acme Solar Holdings Ltd. | 2.43% |
| JSW Energy Ltd. | 2.36% |
| Bharti Hexacom Ltd. | 2.36% |
Largest holdings only in Aditya Birla Sun Life Retirement Fund-The 30s Plan
| Security | % of fund |
|---|---|
| Ather Energy Ltd. | 3.22% |
| S.J.S. Enterprises Ltd. | 2.53% |
| Sona Blw Precision Forgings Ltd. | 2.31% |
| Ajanta Pharma Ltd. | 2.06% |
| HDFC Bank Ltd. | 2.00% |
Asset and sector split
Share of each fund, from its latest monthly portfolio
Asset allocation
| Asset | Aditya Birla Sun Life Dividend Yield | Aditya Birla Sun Life Retirement Fund-The 30s Plan |
|---|---|---|
| Equity | 99.3% | 95.9% |
| Debt | 0.0% | 0.2% |
| Cash and others | 0.7% | 3.8% |
Market cap of stocks
| Market cap | Aditya Birla Sun Life Dividend Yield | Aditya Birla Sun Life Retirement Fund-The 30s Plan |
|---|---|---|
| Large Cap | 49.5% | 37.3% |
| Mid Cap | 17.8% | 22.9% |
| Small Cap | 28.1% | 35.3% |
| Foreign stocks | 3.9% | 0.0% |
| Not on AMFI's list | 0.0% | 0.4% |
Share of the whole fund. Groups follow AMFI's latest list: Large Cap is the 100 largest companies, Mid Cap the next 150, Small Cap the rest.
Largest sectors
| Sector | Aditya Birla Sun Life Dividend Yield | Aditya Birla Sun Life Retirement Fund-The 30s Plan |
|---|---|---|
| Banks | 10.2% | 13.5% |
| Finance | 12.2% | 5.1% |
| IT - Software | 9.9% | 6.0% |
| Power | 7.0% | 0.8% |
| Retailing | 4.7% | 6.6% |
| Auto Components | 3.0% | 6.4% |
| Industrial Products | 5.5% | 6.0% |
| Food Products | 5.7% | 1.3% |
The six largest sectors of each fund's stocks, % of the fund.
Aditya Birla Sun Life Dividend Yield vs Aditya Birla Sun Life Retirement Fund-The 30s Plan: Expense Ratio
What each plan charges a year, from AMFI's expense ratio file
| Charge | Aditya Birla Sun Life Dividend Yield Fund | Aditya Birla Sun Life Retirement Fund-The 30s Plan |
|---|---|---|
| Total expense ratio (Direct) | 1.87% | 1.33% |
| Base expense ratio (Direct) | 1.16% | 0.97% |
| Total expense ratio (Regular) | 2.66% | 2.62% |
| Base expense ratio (Regular) | 1.84% | 2.10% |
The expense ratio comes out of the fund's assets every day, so every return on this page is already after it. Base expense ratio: the fund house's own fee. The total adds brokerage, transaction costs, and levies with GST.
More comparisons
Each fund against the others of its category
Compare Aditya Birla Sun Life Dividend Yield with
Aditya Birla Sun Life Dividend Yield Fund vs Aditya Birla Sun Life Retirement Fund-The 30s Plan: Frequently Asked Questions
What is the difference between Aditya Birla Sun Life Dividend Yield Fund and Aditya Birla Sun Life Retirement Fund-The 30s Plan?
Aditya Birla Sun Life Dividend Yield Fund is a Dividend Yield fund, Aditya Birla Sun Life Retirement Fund-The 30s Plan is a Solution fund, run by Aditya Birla Sun Life Mutual Fund. Their portfolios overlap 30.1%. Aditya Birla Sun Life Dividend Yield Fund charges 1.87% a year and Aditya Birla Sun Life Retirement Fund-The 30s Plan 1.33%.
Which has given higher returns, Aditya Birla Sun Life Dividend Yield Fund or Aditya Birla Sun Life Retirement Fund-The 30s Plan?
Over 1 year: Aditya Birla Sun Life Dividend Yield Fund −5.32%, Aditya Birla Sun Life Retirement Fund-The 30s Plan +5.86%. Over 3 years: Aditya Birla Sun Life Dividend Yield Fund +10.91% a year, Aditya Birla Sun Life Retirement Fund-The 30s Plan +15.89% a year. Over 5 years: Aditya Birla Sun Life Dividend Yield Fund +11.87% a year, Aditya Birla Sun Life Retirement Fund-The 30s Plan +11.45% a year. As on 30-10-2026. Past returns do not promise future returns.
Which has the lower expense ratio, Aditya Birla Sun Life Dividend Yield Fund or Aditya Birla Sun Life Retirement Fund-The 30s Plan?
Aditya Birla Sun Life Retirement Fund-The 30s Plan charges less: 1.33% a year against 1.87%. These are the Direct plans' total expense ratios reported to AMFI.
How much do Aditya Birla Sun Life Dividend Yield Fund and Aditya Birla Sun Life Retirement Fund-The 30s Plan overlap?
30.1%. They hold 33 of the same securities, the largest shared ones being ICICIBANK, ETERNAL, HINDALCO. From each fund's latest monthly portfolio.
Which is riskier, Aditya Birla Sun Life Dividend Yield Fund or Aditya Birla Sun Life Retirement Fund-The 30s Plan?
On SEBI's riskometer, Aditya Birla Sun Life Dividend Yield Fund is rated Very High and Aditya Birla Sun Life Retirement Fund-The 30s Plan Very High. Over 3 years, the standard deviation of daily returns was 14.65% and 14.17% a year.
Which is better for SIP, Aditya Birla Sun Life Dividend Yield Fund or Aditya Birla Sun Life Retirement Fund-The 30s Plan?
Over the last 5 years, a monthly SIP of ₹10,000 from 01-10-2021 to 29-10-2026 grew to ₹7,75,148 in Aditya Birla Sun Life Dividend Yield Fund (XIRR 9.4% a year) and ₹8,48,188 in Aditya Birla Sun Life Retirement Fund-The 30s Plan (XIRR 12.9% a year). Both received 61 instalments. Past returns do not promise future returns.
Can I invest in both Aditya Birla Sun Life Dividend Yield Fund and Aditya Birla Sun Life Retirement Fund-The 30s Plan?
Yes. 30.1% of each fund's money sits in the same holdings, so some of the two investments would move together.
Who manages Aditya Birla Sun Life Dividend Yield Fund and Aditya Birla Sun Life Retirement Fund-The 30s Plan?
Aditya Birla Sun Life Dividend Yield Fund: Pavas Pethia. Aditya Birla Sun Life Retirement Fund-The 30s Plan: Jonas Bhutta.
Sources: NAV and expense ratio from AMFI. Holdings from each fund house's monthly portfolio statement. Fund facts from each scheme summary document.
This page is information, not investment advice. Mutual fund investments are subject to market risks; read all scheme related documents carefully. Past returns do not promise future returns. Figures come from AMFI, NSE, BSE and each fund house's own documents.