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Showing Funds Performance since Sep 07, 2020

Fund Overview

Min. investment

SIP ₹500 & Lump. ₹1000

AUM (Fund size)

₹422 Cr

Lock In Period

5 Years

Expense Ratio

2.41

Benchmark

BSE 200 Total Return

Exit Load

Nil

Summary

Latest details for Aditya Birla Sun Life Retirement Fund - The 30s Plan Growth include a ₹18.695 NAV as of Apr 01,2026 and returns since inception of 44.42%. Minimum investments start at SIP ₹500. The Aditya Birla Sun Life Retirement Fund - The 30s Plan Growth AUM is ₹422 Cr, with a lock-in of 5 Years years, expense ratio of 2.41%, and benchmark BSE 200 Total Return. Exit load is - Nil. In the growth review for 1M Month/Year, the fund recorded -9.90% returns, against a category average of -2.35% and a category best of 3.94%.

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Growth Review

DurationFund Return(%)Category Average(%)Category Best(%)
1M-9.90-2.353.94
6M-7.610.5127.07
1Y2.194.3160.45
3Y13.0313.12138.83

Portfolio Analysis

  • Equity: 96.82%
  • Debt: 3.17%
  • Others
As on: 2026-02-28
View allocation % by

1. ICICI Bank Limited4.18%
2. AU Small Finance Bank Limited2.46%
3. Axis Bank Limited2.04%
4. HDFC Bank Limited1.42%
5. The Federal Bank Limited1.36%
6. City Union Bank Limited1.35%
7. Kotak Mahindra Bank Limited1.34%
8. Ujjivan Small Finance Bank Limited0.95%

1. Ajanta Pharmaceuticals Limited1.88%
2. Sun Pharmaceutical Industries Limited1.77%
3. Shilpa Medicare Ltd1.48%
4. Emcure Pharmaceuticals Ltd1.13%

1. Tech Mahindra Limited1.82%
2. Infosys Limited1.68%
3. Persistent Systems Limited0.87%
4. Coforge Limited0.76%
5. Cyient Limited0.66%

1. Eternal Limited2.05%
2. Swiggy Ltd1.69%
3. MEESHO LTD1.37%

1. Godrej Consumer Products Limited2.55%
2. Hindustan Unilever Limited1.60%

1. Bharat Petroleum Corporation Limited1.14%
2. Reliance Industries Limited0.93%
3. Hindustan Petroleum Corporation Limited0.70%

1. Kirloskar Oil Eng Ltd2.53%

1. State Bank of India1.69%
2. Bank of Maharashtra0.82%

1. Thermax Limited1.27%
2. Craftsman Automation Ltd1.23%

1. Jindal Steel & Power Limited2.44%

1. Prestige Estates Projects Limited1.50%
2. Sobha Limited0.89%

1. SBI Life Insurance Company Limited1.42%
2. HDFC Life Insurance Company Limited0.78%

1. Hindalco Industries Limited2.19%

1. SJS Enterprises Pvt Limited2.17%

1. Aditya Infotech Ltd2.02%

1. M&B Engineering Ltd0.82%
2. Bharat Heavy Electricals Limited0.61%
3. Praj Industries Limited0.48%

1. Larsen & Toubro Limited1.89%

1. ICICI Lombard General Insurance Company Limited1.80%

1. Ather Energy Ltd1.77%

1. Adani Ports and Special Economic Zone Limited1.73%

1. Sona BLW Precision Forgings Limited1.64%

1. Vinati Organics Limited1.63%

1. Fortis Healthcare Limited1.51%

1. L&T Technology Services Limited0.80%
2. Firstsource Solutions Limited0.65%

1. Atul Limited0.91%
2. PI Industries Litmited0.50%

1. Titan Company Limited1.39%

1. Kajaria Ceramics Limited1.37%

1. TVS Motor Company Limited1.37%

1. GMR Airport Ltd1.35%

1. Computer Age Management Services Limited0.75%
2. HDB Financial Services Limited0.57%

1. Aptus Value Housing Finance India Ltd1.21%

1. JK Cement Limited1.17%

1. SBFC Finance Ltd1.10%

1. Varun Beverages Limited1.09%

1. Greenply Industries Ltd1.05%

About Fund

Aditya Birla Sun Life Retirement Fund - The 30s Plan Growth managed by Aditya Birla Sun Life Mutual Fund,is a Multi-capscheme with Assets Under Management of ₹422 Crore. The fund benchmarks its performance against the BSE 200 Total Return while maintaining an expense ratio of 2.41. Under the expert guidance of Jonas Bhutta ,the fund implements a disciplined investment approach aligned with its mandate. The scheme requires a minimum investment of ₹500 for SIP and ₹1,000 for lump sum investments, making it accessible to diverse investor profiles.

Peer Comparison

Fund NameRatingsAUMExpense Ratio
This FundBandhan Flexi Cap Fund Growth27427.24 CR1.86
This FundTata Flexi Cap Fund Growth23698.92 CR1.89
This FundAditya Birla Sun Life Retirement Fund - The 30s Plan Growth0422.27 CR2.41
This FundKotak Gold ETF Growth015574.49 CR0.55
Fund Name1Y3Y
This FundBandhan Flexi Cap Fund Growth-1.805843.2232
This FundTata Flexi Cap Fund Growth-3.142244.1512
This FundAditya Birla Sun Life Retirement Fund - The 30s Plan Growth2.192344.4163
This FundKotak Gold ETF Growth60.45138.8274

FAQs

Aditya Birla Sun Life Retirement Fund - The 30s Plan Growth's fund is managed by experienced SEBI-registered investment fund manager , who implements the fund's strategy through research-backed decisions while adhering to its stated objectives.

The expense ratio of Aditya Birla Sun Life Retirement Fund - The 30s Plan Growth is 2.41. This expense ratio is calculated by dividing the fund's operating expenses by its net assets.

Aditya Birla Sun Life Retirement Fund - The 30s Plan Growth’s fund performance is as follows:
  • 1 Month : -9.90%
  • 6 Months : -7.61%
  • 1 Year : 2.19%
  • 3 Years : 13.03%
Returns of Aditya Birla Sun Life Retirement Fund - The 30s Plan Growth are updated daily based on NAV of ₹ 18.695 as on Apr 01,2026. Since inception, the return has been 44.42%.

You can invest in Aditya Birla Sun Life Retirement Fund - The 30s Plan Growth through SIP with a minimum of ₹500 monthly or make a lump sum investment of a minimum ₹1,000. Additional purchase minimums vary by scheme.

The fund size (AUM) of Aditya Birla Sun Life Retirement Fund - The 30s Plan Growth is ₹422 crore. It changes based on market performance, inflows, and outflows.

You can track your investment in Aditya Birla Sun Life Retirement Fund - The 30s Plan Growth through our website, our Choice FinX mobile app, regular statements, and email updates. Our customer support team is available for queries.
Min Inv Amount: ₹500