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Showing Funds Performance since Sep 07, 2020
Fund Overview
Min. investment
SIP ₹500 & Lump. ₹1000
AUM (Fund size)
₹419 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 ₹20.503 NAV as of Feb 13,2026 and returns since inception of 58.59%. Minimum investments start at SIP ₹500. The Aditya Birla Sun Life Retirement Fund - The 30s Plan Growth AUM is ₹419 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 0.00% returns, against a category average of 0.00% and a category best of 0.00%.
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Growth Review
| Duration | Fund Return(%) | Category Average(%) | Category Best(%) |
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Portfolio Analysis
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- Debt:
- Others
As on: 2025-12-31
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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 ₹419 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 Name | Ratings | AUM | Expense Ratio |
|---|---|---|---|
| This FundTata Retirement Savings Fund - Progressive Growth | 3 | 2040.85 CR | 2.02 |
| This FundBandhan Flexi Cap Fund Growth | 2 | 7477.59 CR | 1.86 |
| This FundAditya Birla Sun Life Retirement Fund - The 30s Plan Growth | 0 | 419.29 CR | 2.41 |
| This FundICICI Prudential Retirement Fund - Pure Equity Growth | 0 | 1652.05 CR | 2.04 |
| This FundKotak Gold ETF Growth | 0 | 16040.13 CR | 0.55 |
| Fund Name | 1Y | 3Y |
|---|---|---|
| This FundTata Retirement Savings Fund - Progressive Growth | 8.9556 | 56.5871 |
| This FundBandhan Flexi Cap Fund Growth | 13.208 | 57.2053 |
| This FundAditya Birla Sun Life Retirement Fund - The 30s Plan Growth | 19.865 | 58.5904 |
| This FundICICI Prudential Retirement Fund - Pure Equity Growth | 22.396 | 101.1098 |
| This FundKotak Gold ETF Growth | 80.7777 | 163.8997 |
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 : %
- 6 Months : %
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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 ₹419 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