The information and data contained in this Website do not constitute distribution, an offer to buy or sell or solicitation of an offer to buy or sell any Schemes/Units of Aditya Birla Sun Life Mutual Fund (ABSLMF), securities or financial instruments in any jurisdiction in which such distribution, sale or offer is not authorised. In particular, the information herein is not for distribution and does not constitute an offer to buy or sell or the solicitation of any offer to buy or sell any securities or financial instruments in the United States of America ("US") and Canada to or for the benefit of United States persons (being persons resident in the US, corporations, partnerships or other entities created or organised in or under the laws of the US or any person falling within the definition of the term "US Person" under the US Securities Act of 1933, as amended) and persons of Canada.
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The plan aims to invest primarily in a well-diversified portfolio of equity and equity related securities.
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 does not guarantee/indicate any returns. There can be no assurance that the schemes’ objectives will be achieved.
Total Experience : 27 years
Total Experience : 11 years
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Retirement is that phase of your life when you could reap the benefits of many years of hard work to relax and enjoy your life. To maintain a comfortable lifestyle and be financially independent when you are no longer earning, it is important to start planning & investing for retirement as early as possible.
This is where Aditya Birla Sun Life Retirement Fund – The 30s Plan comes into picture. This scheme aims to invest primarily in a well-diversified portfolio of equity and equity related securities and is suitable for younger investors to help them create a substantial corpus for retirement. When investors are in their 30s, retirement is almost three decades away. Investors can, therefore, invest in equities to build a substantial retirement corpus. The 30s Plan takes the long-term investment horizon into perspective and has an aggressive investment strategy. It aims to invest 80% - 100% of the portfolio in equity & equity related securities and 0% - 20% in debt and money market investments.
This scheme also provides a trigger facility. Under this facility, the plan changes from one plan to another when the investor enters another age bracket. So, when the investor crosses 40 years and enters in the 40s age, the plan changes to Aditya Birla Sun Life Retirement Fund’s 40s plan which has another investment strategy suitable for investors in their 40s. Thus, the trigger facility ensures that the retirement corpus is built as per the age & risk appetite of the investor and the time to retirement. The Fund Benchmark is S&P BSE 200 TRI.
An open-ended retirement solution oriented scheme having a lock-in of 5 years or till retirement age (whichever is earlier)
*We recommend investors to consult their financial advisers in case of doubt about whether the product is suitable for them.
*Second Income/Regular Income/Monthly Income is not assured and is subject to availability of distributable surplus. Dividend distribution in the form of regular income to individual investors is subject to dividend distribution tax (DDT) of 13.5188% which is deducted by the fund house. For individual nature of tax implications, investors are requested to consult their tax advisors before investing.
**The portfolio of the scheme is subject to changes within the provisions of the Scheme Information Document. Please refer to the Scheme Information Document for asset allocation, investment strategy, and risk factors.
+Investors should note that declaration of dividends is at the discretion of Trustees and subject to availability of distributable surplus and there is no guarantee or assurance on the frequency or quantum of dividends. The NAV of the scheme pursuant to a payout of the dividend would fall to the extent of the payout and statutory levy (if applicable). For individual nature of tax implications, investors are requested to consult their tax advisor before investing.