All comparisons
Head-to-head
Principal Retirement Savings Fund - Moderate Plan - Direct Sub-Plan - GrowthvsAditya Birla Sun Life Retirement Fund-The 30s Plan - Direct Plan - GROWTH
Side-by-side comparison of Principal Retirement Savings Fund - Moderate Plan - Direct Sub-Plan - Growth and Aditya Birla Sun Life Retirement Fund-The 30s Plan - Direct Plan - GROWTH — returns, bumpiness, category, and AUM. Winners per row are marked with . Descriptive numbers only, no recommendations.
₹1 lakh over time
What ₹1,00,000 invested at the start of each window would have become in each fund.
other
Principal Retirement Savings Fund - Moderate Plan - Direct Sub-Plan - Growth
3Y ago₹1.16 L
5Y ago₹1.46 L
other
Aditya Birla Sun Life Retirement Fund-The 30s Plan - Direct Plan - GROWTH
3Y ago₹1.60 L
5Y ago₹1.83 L
Normalised price over time
Both funds start at ₹100 at the beginning of the range so shapes are directly comparable.
Normalized: value at the start of the selected range = ₹100
Every metric, side-by-side
marks the winner per row.
| Metric | Principal Retirement Savings Fu… | Aditya Birla Sun Life Retiremen… |
|---|---|---|
| Fund house | Principal Mutual Fund | Aditya Birla Sun Life Mutual Fund |
| Category | Solution Oriented Scheme - Retirement Fund | Solution Oriented Scheme - Retirement Fund |
| Latest NAV | ₹14.7174 | ₹25.625 |
| Assets managed (AUM) | — | — |
| 1Y return | 11.59% | 16.29% |
| 3Y CAGR | 4.98% | 16.97% |
| 5Y CAGR | 7.83% | 12.84% |
| Since inception CAGR | 7.96% | 13.39% |
| Bumpiness · 3Y (annualised σ) | 9.00 | 14.15 |
| Worst drop ever | -17.30% | -34.23% |
| Sharpe · 3Y (rf=6%) | -0.12 | 0.71 |
Explore each fund individually
Principal Retirement Savings Fund - Moderate Plan - Direct Sub-Plan - Growth →Aditya Birla Sun Life Retirement Fund-The 30s Plan - Direct Plan - GROWTH →
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