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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)

₹464 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(%)
1M5.561.038.10
6M9.952.5125.87
1Y12.715.0044.36
3Y16.3015.15132.52

Portfolio Analysis

  • Equity: 96.38%
  • Debt: 3.64%
  • Others
As on: 2026-05-31
View allocation % by

1. ICICI Bank Limited3.62%
2. HDFC Bank Limited2.20%
3. Axis Bank Limited1.80%
4. AU Small Finance Bank Limited1.46%
5. Ujjivan Small Finance Bank Limited1.29%
6. The Federal Bank Limited1.25%
7. City Union Bank Limited1.16%

1. Shilpa Medicare Ltd2.09%
2. Ajanta Pharmaceuticals Limited1.75%
3. Sun Pharmaceutical Industries Limited1.74%
4. Emcure Pharmaceuticals Ltd1.25%

1. Tech Mahindra Limited1.61%
2. Coforge Limited1.51%
3. Infosys Limited1.19%
4. Persistent Systems Limited0.91%
5. Billionbrains Garage Ventures Ltd0.80%
6. Cyient Limited0.62%

1. Eternal Limited1.98%
2. Swiggy Ltd1.37%
3. MEESHO LTD0.65%

1. Godrej Consumer Products Limited2.05%
2. Hindustan Unilever Limited1.40%

1. Aditya Infotech Ltd3.29%

1. Hindustan Petroleum Corporation Limited1.07%
2. Reliance Industries Limited0.84%
3. Bharat Petroleum Corporation Limited0.84%

1. Craftsman Automation Ltd1.41%
2. Thermax Limited1.31%

1. SJS Enterprises Pvt Limited2.47%

1. Kirloskar Oil Eng Ltd2.44%

1. Hindalco Industries Limited2.31%

1. Ather Energy Ltd2.28%

1. Ambuja Cements Limited1.21%
2. JK Cement Limited1.02%

1. GMR Airport Ltd2.07%

1. Aptus Value Housing Finance India Ltd1.22%
2. PNB Housing Finance Limited0.85%

1. Jindal Steel & Power Limited2.06%

1. Adani Ports and Special Economic Zone Limited1.95%

1. Prestige Estates Projects Limited1.21%
2. Sobha Limited0.67%

1. SBFC Finance Ltd1.06%
2. Shriram Finance Ltd0.79%

1. Trent Limited1.83%

1. SBI Life Insurance Company Limited1.21%
2. HDFC Life Insurance Company Limited0.62%

1. Sona BLW Precision Forgings Limited1.77%

1. Varun Beverages Limited1.75%

1. Larsen & Toubro Limited1.71%

1. ICICI Lombard General Insurance Company Limited1.61%

1. Firstsource Solutions Limited0.76%
2. L&T Technology Services Limited0.74%

1. Fortis Healthcare Limited1.41%

1. Vinati Organics Limited1.37%

1. Atul Limited0.89%
2. PI Industries Litmited0.42%

1. State Bank of India1.29%

1. M&B Engineering Ltd0.78%
2. Praj Industries Limited0.50%

1. Shivalik Bimetal Controls Ltd1.24%

1. TVS Motor Company Limited1.12%

1. Greenply Industries Ltd1.12%

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 ₹464 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
JM Flexicap Fund Growth35177.87 CR2.29
HSBC Flexi Cap Fund Growth45633.43 CR2.15
Aditya Birla Sun Life Retirement Fund - The 30s Plan Growth0463.56 CR2.64
Kotak Gold ETF Growth013419.13 CR0.52
Fund Name1Y3Y
This FundJM Flexicap Fund Growth0.381255.6406
This FundHSBC Flexi Cap Fund Growth3.351957.3007
This FundAditya Birla Sun Life Retirement Fund - The 30s Plan Growth12.711557.3235
This FundKotak Gold ETF Growth44.3583132.5168

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 : 5.56%
  • 6 Months : 9.95%
  • 1 Year : 12.71%
  • 3 Years : 16.30%
Returns of Aditya Birla Sun Life Retirement Fund - The 30s Plan Growth are updated daily based on NAV of ₹ 22.342 as on Jul 14,2026. Since inception, the return has been 57.32%.

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 ₹464 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.