Aditya Birla Sun Life Retirement Fund - The 30s Plan Growth Return

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Showing Funds Performance since Sep 07, 2020

Aditya Birla Sun Life Retirement Fund - The 30s Plan Growth Fund Overview

Min. investment

SIP ₹500 & Lump. ₹1000

AUM (Fund size)

₹487 Cr

Lock In Period

5 Years

Expense Ratio

2.64

Exit Load

Nil

Benchmark

BSE 200 Total Return

Aditya Birla Sun Life Retirement Fund - The 30s Plan Growth Calculate Returns

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Growth Review

DurationFund Return(%)Category Average(%)Category Best(%)
1M-5.14-1.303.94
6M16.803.5631.85
1Y9.493.7239.64
3Y13.6013.25148.57

Portfolio Analysis

  • Equity: 96.53%
  • Debt: 3.47%
  • Others
As on: 2026-08-31
View allocation % by

1. ICICI Bank Ltd.3.83%
2. HDFC Bank Ltd.1.91%
3. Ujjivan Small Finance Bank Ltd.1.50%
4. AU Small Finance Bank Ltd.1.47%
5. The Federal Bank Ltd.1.41%
6. City Union Bank Ltd.1.27%

1. Coforge Ltd.1.81%
2. Tech Mahindra Ltd.1.51%
3. Infosys Ltd.0.96%
4. Capillary Technologies India Ltd.0.93%
5. Persistent Systems Ltd.0.90%
6. Billionbrains Garage Ventures Ltd.0.76%

1. Eternal Ltd.2.27%
2. Swiggy Ltd.1.37%
3. Meesho Ltd.0.67%

1. Ajanta Pharma Ltd.1.96%
2. Emcure Pharmaceuticals Ltd.1.25%
3. Mankind Pharma Ltd.0.80%

1. Ather Energy Ltd.3.71%

1. Aditya Infotech Ltd.3.60%

1. Dr. Lal Path labs Ltd.2.21%
2. Fortis Healthcare Ltd.1.26%

1. Bajaj Finance Ltd.1.48%
2. SBFC Finance Ltd.1.02%
3. Shriram Finance Ltd.0.84%

1. Reliance Industries Ltd.1.53%
2. Hindustan Petroleum Corporation Ltd.0.91%
3. Bharat Petroleum Corporation Ltd.0.83%

1. Hindalco Industries Ltd.1.90%
2. Vedanta Aluminium Metal Ltd.1.22%

1. Godrej Consumer Products Ltd.1.64%
2. Hindustan Unilever Ltd.1.17%

1. S.J.S. Enterprises Ltd.2.66%

1. Craftsman Automation Ltd.1.59%
2. Thermax Ltd.0.93%

1. State Bank of India1.29%
2. Union Bank of India1.07%

1. Sona Blw Precision Forgings Ltd.2.16%

1. Aptus Value Housing Finance India Ltd.1.07%
2. PNB Housing Finance Ltd.0.86%

1. Ambuja Cements Ltd.0.99%
2. JK Cement Ltd.0.92%

1. Jindal Steel Ltd.1.86%

1. Kirloskar Oil Engines Ltd.1.80%

1. GMR Airports Ltd.1.76%

1. Kirloskar Brothers Ltd.1.62%

1. Adani Ports and Special Economic Zone Ltd.1.57%

1. Larsen & Toubro Ltd.1.55%

1. Cyient DLM Ltd.1.54%

1. Shivalik Bimetal Controls Ltd.1.50%

1. L&T Technology Services Ltd.0.71%
2. Firstsource Solutions Ltd.0.70%

1. Britannia Industries Ltd.1.39%

1. TVS Motor Company Ltd.1.33%

1. Prestige Estates Projects Ltd.1.32%

1. Varun Beverages Ltd.1.21%

1. Greenply Industries Ltd.1.19%

1. Balrampur Chini Mills Ltd.1.18%

1. Vinati Organics Ltd.1.18%

1. SBI Life Insurance Co. Ltd.1.05%

1. ICICI Lombard General Insurance Company Ltd.0.56%
2. GO Digit General Insurance Ltd.0.46%
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About Fund Aditya Birla Sun Life Retirement Fund - The 30s Plan Growth

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 ₹487 Crore. The fund benchmarks its performance against the BSE 200 Total Return while maintaining an expense ratio of 2.64. 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
ICICI Prudential Multi Cap Fund Growth519,537 CR1.77
HDFC Flexi Cap Fund - Growth5113,606 CR1.37
Aditya Birla Sun Life Retirement Fund - The 30s Plan Growth0486 CR2.64
Kotak Gold ETF Growth014,989 CR0.52
Fund Name1Y3Y
This FundICICI Prudential Multi Cap Fund Growth3.253544.7106
This FundHDFC Flexi Cap Fund - Growth-3.391746.1427
This FundAditya Birla Sun Life Retirement Fund - The 30s Plan Growth9.492546.583
This FundKotak Gold ETF Growth25.2937148.5687

Aditya Birla Sun Life Retirement Fund - The 30s Plan Growth 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 2.64. 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 : -5.14%
  • 6 Months : 16.80%
  • 1 Year : 9.49%
  • 3 Years : 13.60%
Returns of Aditya Birla Sun Life Retirement Fund - The 30s Plan Growth are updated daily based on NAV of ₹ 21.835 as on Oct 01,2026. Since inception, the return has been 46.58%.

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 ₹487 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.
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