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Showing Funds Performance since Sep 07, 2020

Fund Overview

Min. investment

SIP ₹500 & Lump. ₹1000

AUM (Fund size)

₹382 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 ₹20.934 NAV as of Apr 22,2026 and returns since inception of 64.10%. Minimum investments start at SIP ₹500. The Aditya Birla Sun Life Retirement Fund - The 30s Plan Growth AUM is ₹382 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 11.28% returns, against a category average of 1.67% and a category best of 11.44%.

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Growth Review

DurationFund Return(%)Category Average(%)Category Best(%)
1M11.281.6711.44
6M1.981.9225.87
1Y14.396.0155.73
3Y17.9515.60145.21

Portfolio Analysis

  • Equity: 97.29%
  • Debt: 2.66%
  • Others
As on: 2026-03-31
View allocation % by

1. ICICI Bank Limited4.04%
2. AU Small Finance Bank Limited2.39%
3. Axis Bank Limited1.89%
4. The Federal Bank Limited1.30%
5. HDFC Bank Limited1.29%
6. City Union Bank Limited1.27%
7. Kotak Mahindra Bank Limited1.26%
8. Ujjivan Small Finance Bank Limited0.91%

1. Sun Pharmaceutical Industries Limited1.97%
2. Ajanta Pharmaceuticals Limited1.94%
3. Shilpa Medicare Ltd1.70%
4. Emcure Pharmaceuticals Ltd1.37%

1. Tech Mahindra Limited2.05%
2. Infosys Limited1.79%
3. Persistent Systems Limited1.00%
4. Coforge Limited0.79%
5. Cyient Limited0.60%

1. Eternal Limited2.10%
2. Swiggy Ltd1.61%
3. MEESHO LTD1.32%

1. Godrej Consumer Products Limited2.28%
2. Hindustan Unilever Limited1.55%

1. Hindustan Petroleum Corporation Limited1.06%
2. Reliance Industries Limited0.99%
3. Bharat Petroleum Corporation Limited0.92%

1. Thermax Limited1.46%
2. Craftsman Automation Ltd1.26%

1. Kirloskar Oil Eng Ltd2.67%

1. Ambuja Cements Limited1.26%
2. JK Cement Limited1.16%

1. Aditya Infotech Ltd2.37%

1. State Bank of India1.52%
2. Bank of Maharashtra0.74%

1. Jindal Steel & Power Limited2.21%

1. SJS Enterprises Pvt Limited2.11%

1. Hindalco Industries Limited2.11%

1. SBI Life Insurance Company Limited1.37%
2. HDFC Life Insurance Company Limited0.71%

1. Ather Energy Ltd2.07%

1. SBFC Finance Ltd1.06%
2. Shriram Finance Ltd0.84%

1. M&B Engineering Ltd0.69%
2. Bharat Heavy Electricals Limited0.62%
3. Praj Industries Limited0.53%

1. Prestige Estates Projects Limited1.16%
2. Sobha Limited0.65%

1. ICICI Lombard General Insurance Company Limited1.79%

1. Larsen & Toubro Limited1.71%

1. Adani Ports and Special Economic Zone Limited1.65%

1. Sona BLW Precision Forgings Limited1.63%

1. Vinati Organics Limited1.62%

1. L&T Technology Services Limited0.78%
2. Firstsource Solutions Limited0.69%

1. Kajaria Ceramics Limited1.45%

1. Atul Limited0.96%
2. PI Industries Litmited0.48%

1. Titan Company Limited1.41%

1. Fortis Healthcare Limited1.40%

1. TVS Motor Company Limited1.31%

1. GMR Airport Ltd1.25%

1. Balrampur Chini Mills Limited1.08%

1. Avenue Supermarts Limited1.07%

1. Aptus Value Housing Finance India Ltd1.06%

1. NTPC Limited1.04%

1. Varun Beverages Limited1.02%

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 ₹382 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.

Fund Managers

Jonas Bhutta

Mr. Jonas Bhutta has done MBA. Mr. Jonas Bhutta has an experience of around 16 years in the field of Equity Research. Prior to joining Aditya Birla Sun Life AMC Limited, he was associated with PhillipCapital (India) Pvt. Ltd., Bank of America Merrill Lynch, Daiwa Securities Co. Ltd., Prabhudas Lilladher Pvt. Ltd. and HDFC Securities Limited.

Peer Comparison

Fund NameRatingsAUMExpense Ratio
This FundSundaram Multi Cap Fund Growth32525.11 CR2
This FundBNP Paribas Multi Cap Fund Growth2561.51 CR2.46
This FundAditya Birla Sun Life Retirement Fund - The 30s Plan Growth0382.27 CR2.41
This FundICICI Prudential Retirement Fund - Pure Equity Growth01608.65 CR2.02
This FundKotak Gold ETF Growth014115.88 CR0.55
Fund Name1Y3Y
This FundSundaram Multi Cap Fund Growth4.781760.5639
This FundBNP Paribas Multi Cap Fund Growth19.337461.3312
This FundAditya Birla Sun Life Retirement Fund - The 30s Plan Growth14.391964.1026
This FundICICI Prudential Retirement Fund - Pure Equity Growth18.2781101.9837
This FundKotak Gold ETF Growth55.725145.2134

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 : 11.28%
  • 6 Months : 1.98%
  • 1 Year : 14.39%
  • 3 Years : 17.95%
Returns of Aditya Birla Sun Life Retirement Fund - The 30s Plan Growth are updated daily based on NAV of ₹ 20.934 as on Apr 22,2026. Since inception, the return has been 64.10%.

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 ₹382 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