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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 ₹18.698 NAV as of Apr 02,2026 and returns since inception of 47.78%. 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 -6.50% returns, against a category average of -2.25% and a category best of 3.94%.

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Growth Review

DurationFund Return(%)Category Average(%)Category Best(%)
1M-6.50-2.253.94
6M-6.240.2125.87
1Y5.033.9758.92
3Y13.9012.50137.79

Portfolio Analysis

  • Equity: 96.82%
  • Debt: 3.17%
  • Others
As on: 2026-02-28
View allocation % by

1. ICICI Bank Limited4.18%
2. AU Small Finance Bank Limited2.46%
3. Axis Bank Limited2.04%
4. HDFC Bank Limited1.42%
5. The Federal Bank Limited1.36%
6. City Union Bank Limited1.35%
7. Kotak Mahindra Bank Limited1.34%
8. Ujjivan Small Finance Bank Limited0.95%

1. Ajanta Pharmaceuticals Limited1.88%
2. Sun Pharmaceutical Industries Limited1.77%
3. Shilpa Medicare Ltd1.48%
4. Emcure Pharmaceuticals Ltd1.13%

1. Tech Mahindra Limited1.82%
2. Infosys Limited1.68%
3. Persistent Systems Limited0.87%
4. Coforge Limited0.76%
5. Cyient Limited0.66%

1. Eternal Limited2.05%
2. Swiggy Ltd1.69%
3. MEESHO LTD1.37%

1. Godrej Consumer Products Limited2.55%
2. Hindustan Unilever Limited1.60%

1. Bharat Petroleum Corporation Limited1.14%
2. Reliance Industries Limited0.93%
3. Hindustan Petroleum Corporation Limited0.70%

1. Kirloskar Oil Eng Ltd2.53%

1. State Bank of India1.69%
2. Bank of Maharashtra0.82%

1. Thermax Limited1.27%
2. Craftsman Automation Ltd1.23%

1. Jindal Steel & Power Limited2.44%

1. Prestige Estates Projects Limited1.50%
2. Sobha Limited0.89%

1. SBI Life Insurance Company Limited1.42%
2. HDFC Life Insurance Company Limited0.78%

1. Hindalco Industries Limited2.19%

1. SJS Enterprises Pvt Limited2.17%

1. Aditya Infotech Ltd2.02%

1. M&B Engineering Ltd0.82%
2. Bharat Heavy Electricals Limited0.61%
3. Praj Industries Limited0.48%

1. Larsen & Toubro Limited1.89%

1. ICICI Lombard General Insurance Company Limited1.80%

1. Ather Energy Ltd1.77%

1. Adani Ports and Special Economic Zone Limited1.73%

1. Sona BLW Precision Forgings Limited1.64%

1. Vinati Organics Limited1.63%

1. Fortis Healthcare Limited1.51%

1. L&T Technology Services Limited0.80%
2. Firstsource Solutions Limited0.65%

1. Atul Limited0.91%
2. PI Industries Litmited0.50%

1. Titan Company Limited1.39%

1. Kajaria Ceramics Limited1.37%

1. TVS Motor Company Limited1.37%

1. GMR Airport Ltd1.35%

1. Computer Age Management Services Limited0.75%
2. HDB Financial Services Limited0.57%

1. Aptus Value Housing Finance India Ltd1.21%

1. JK Cement Limited1.17%

1. SBFC Finance Ltd1.10%

1. Varun Beverages Limited1.09%

1. Greenply Industries Ltd1.05%

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 FundTata Flexi Cap Fund Growth23698.92 CR1.89
This FundKotak Flexicap Fund - Growth456853.23 CR1.43
This FundAditya Birla Sun Life Retirement Fund - The 30s Plan Growth0422.27 CR2.41
This FundKotak Gold ETF Growth015574.49 CR0.55
Fund Name1Y3Y
This FundTata Flexi Cap Fund Growth-1.502146.3266
This FundKotak Flexicap Fund - Growth1.86847.5073
This FundAditya Birla Sun Life Retirement Fund - The 30s Plan Growth5.033147.7752
This FundKotak Gold ETF Growth58.9189137.7875

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 : -6.50%
  • 6 Months : -6.24%
  • 1 Year : 5.03%
  • 3 Years : 13.90%
Returns of Aditya Birla Sun Life Retirement Fund - The 30s Plan Growth are updated daily based on NAV of ₹ 18.698 as on Apr 02,2026. Since inception, the return has been 47.78%.

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