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This Fund:
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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 ₹19.246 NAV as of Mar 12,2026 and returns since inception of 52.24%. 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 -7.53% returns, against a category average of -1.43% and a category best of 3.94%.

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Growth Review

DurationFund Return(%)Category Average(%)Category Best(%)
1M-7.53-1.433.94
6M-3.821.4346.14
1Y14.616.1384.16
3Y15.0415.03178.86

Portfolio Analysis

  • Equity: 97.39%
  • Debt: 2.62%
  • Others
As on: 2026-01-31
View allocation % by

1. ICICI Bank Limited4.14%
2. AU Small Finance Bank Limited2.54%
3. Axis Bank Limited2.04%
4. HDFC Bank Limited1.49%
5. City Union Bank Limited1.45%
6. Kotak Mahindra Bank Limited1.33%
7. The Federal Bank Limited1.32%
8. Ujjivan Small Finance Bank Limited1.08%

1. Tech Mahindra Limited2.35%
2. Infosys Limited2.14%
3. Persistent Systems Limited1.12%
4. Coforge Limited1.06%
5. Cyient Limited0.82%

1. Ajanta Pharmaceuticals Limited1.76%
2. Sun Pharmaceutical Industries Limited1.63%
3. Emcure Pharmaceuticals Ltd1.15%
4. IPCA Laboratories Limited0.84%
5. Shilpa Medicare Ltd0.55%

1. Eternal Limited2.29%
2. Swiggy Ltd1.75%
3. MEESHO LTD1.50%

1. Godrej Consumer Products Limited2.44%
2. Hindustan Unilever Limited1.64%

1. Prestige Estates Projects Limited1.59%
2. Sobha Limited0.93%

1. Craftsman Automation Ltd1.20%
2. Thermax Limited1.18%

1. Hindalco Industries Limited2.29%

1. State Bank of India1.53%
2. Bank of Maharashtra0.72%

1. Jindal Steel & Power Limited2.23%

1. SBI Life Insurance Company Limited1.40%
2. HDFC Life Insurance Company Limited0.80%

1. Kirloskar Oil Eng Ltd2.15%

1. SJS Enterprises Pvt Limited2.07%

1. Bharat Petroleum Corporation Limited1.09%
2. Reliance Industries Limited0.94%

1. Firstsource Solutions Limited0.98%
2. L&T Technology Services Limited0.85%

1. Larsen & Toubro Limited1.75%

1. ICICI Lombard General Insurance Company Limited1.73%

1. Vinati Organics Limited1.71%

1. Aditya Infotech Ltd1.66%

1. Adani Ports and Special Economic Zone Limited1.63%

1. Ather Energy Ltd1.56%

1. Sona BLW Precision Forgings Limited1.53%

1. Aptus Value Housing Finance India Ltd1.37%

1. Fortis Healthcare Limited1.37%

1. Atul Limited0.85%
2. PI Industries Litmited0.52%

1. Computer Age Management Services Limited0.77%
2. HDB Financial Services Limited0.58%

1. GAIL (India) Limited1.33%

1. M&B Engineering Ltd0.88%
2. Praj Industries Limited0.44%

1. TVS Motor Company Limited1.31%

1. Kajaria Ceramics Limited1.30%

1. Titan Company Limited1.29%

1. GMR Airport Ltd1.27%

1. JK Cement Limited1.15%

1. Varun Beverages Limited1.15%

1. Greenply Industries Ltd1.08%

1. SBFC Finance Ltd1.02%

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 ₹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 FundL&T Flexicap Fund - Growth12884.25 CR2.02
This FundBandhan Flexi Cap Fund Growth27427.24 CR1.86
This FundAditya Birla Sun Life Retirement Fund - The 30s Plan Growth0422.27 CR2.41
This FundICICI Prudential Retirement Fund - Pure Equity Growth01729.48 CR2.03
This FundKotak Gold ETF Growth016040.13 CR0.55
Fund Name1Y3Y
This FundL&T Flexicap Fund - Growth2.767451.1264
This FundBandhan Flexi Cap Fund Growth9.736651.7709
This FundAditya Birla Sun Life Retirement Fund - The 30s Plan Growth14.612152.2365
This FundICICI Prudential Retirement Fund - Pure Equity Growth20.332194.3385
This FundKotak Gold ETF Growth84.1567178.8563

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 : -7.53%
  • 6 Months : -3.82%
  • 1 Year : 14.61%
  • 3 Years : 15.04%
Returns of Aditya Birla Sun Life Retirement Fund - The 30s Plan Growth are updated daily based on NAV of ₹ 19.246 as on Mar 12,2026. Since inception, the return has been 52.24%.

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