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

  • 1M
  • 3M
  • 6M
  • 1Y
  • 3Y
  • 5Y
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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)

₹473 Cr

Lock In Period

5 Years

Expense Ratio

2.59

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(%)
1M1.910.1811.71
6M11.892.5525.87
1Y13.975.4259.59
3Y16.1013.71165.94

Portfolio Analysis

  • Equity: 96.30%
  • Debt: 3.73%
  • Others
As on: 2026-07-31
View allocation % by

1. ICICI Bank Ltd.3.89%
2. HDFC Bank Ltd.2.08%
3. Axis Bank Ltd.1.62%
4. Ujjivan Small Finance Bank Ltd.1.60%
5. The Federal Bank Ltd.1.46%
6. AU Small Finance Bank Ltd.1.45%
7. City Union Bank Ltd.1.18%

1. Coforge Ltd.1.71%
2. Tech Mahindra Ltd.1.68%
3. Infosys Ltd.1.09%
4. Persistent Systems Ltd.0.91%
5. Billionbrains Garage Ventures Ltd.0.79%
6. Capillary Technologies India Ltd.0.56%

1. Ajanta Pharma Ltd.1.94%
2. Emcure Pharmaceuticals Ltd.1.36%
3. Shilpa Medicare Ltd.1.20%
4. Mankind Pharma Ltd.0.84%

1. Eternal Ltd.2.25%
2. Swiggy Ltd.1.42%
3. Meesho Ltd.0.61%

1. Aditya Infotech Ltd.3.52%

1. Reliance Industries Ltd.1.61%
2. Hindustan Petroleum Corporation Ltd.1.00%
3. Bharat Petroleum Corporation Ltd.0.84%

1. Godrej Consumer Products Ltd.2.00%
2. Hindustan Unilever Ltd.1.28%

1. Ather Energy Ltd.2.80%

1. S.J.S. Enterprises Ltd.2.63%

1. Craftsman Automation Ltd.1.44%
2. Thermax Ltd.1.06%

1. Ambuja Cements Ltd.1.10%
2. JK Cement Ltd.1.01%

1. Sona Blw Precision Forgings Ltd.2.11%

1. GMR Airports Ltd.2.04%

1. Fortis Healthcare Ltd.1.35%
2. Dr. Lal Path labs Ltd.0.68%

1. Prestige Estates Projects Ltd.1.35%
2. Sobha Ltd.0.61%

1. Aptus Value Housing Finance India Ltd.1.15%
2. PNB Housing Finance Ltd.0.81%

1. Kirloskar Oil Engines Ltd.1.93%

1. Hindalco Industries Ltd.1.88%

1. State Bank of India1.29%
2. Union Bank of India0.53%

1. SBFC Finance Ltd.0.96%
2. Shriram Finance Ltd.0.82%

1. Jindal Steel Ltd.1.77%

1. Adani Ports and Special Economic Zone Ltd.1.72%

1. Kirloskar Brothers Ltd.1.64%

1. Larsen & Toubro Ltd.1.55%

1. Firstsource Solutions Ltd.0.82%
2. L&T Technology Services Ltd.0.72%

1. Britannia Industries Ltd.1.48%

1. Varun Beverages Ltd.1.38%

1. TVS Motor Company Ltd.1.36%

1. Cyient DLM Ltd.1.26%

1. Greenply Industries Ltd.1.21%

1. Vinati Organics Ltd.1.19%

1. SBI Life Insurance Co. Ltd.1.17%

1. M & B Engineering Ltd.0.72%
2. Praj Industries Ltd.0.42%

1. Shivalik Bimetal Controls Ltd.1.08%

1. ICICI Lombard General Insurance Company Ltd.0.60%
2. GO Digit General Insurance Ltd.0.47%

1. Balrampur Chini Mills Ltd.1.03%
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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 ₹473 Crore. The fund benchmarks its performance against the BSE 200 Total Return while maintaining an expense ratio of 2.59. 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
Union Multicap Fund Growth31,467 CR2.56
Aditya Birla Sun Life Retirement Fund - The 30s Plan Growth0473 CR2.59
Kotak Gold ETF Growth013,566 CR0.52
Fund Name1Y3Y
This FundUnion Multicap Fund Growth11.85755.0435
This FundAditya Birla Sun Life Retirement Fund - The 30s Plan Growth13.966656.4948
This FundKotak Gold ETF Growth59.5921165.9373

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 2.59. 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 : 1.91%
  • 6 Months : 11.89%
  • 1 Year : 13.97%
  • 3 Years : 16.10%
Returns of Aditya Birla Sun Life Retirement Fund - The 30s Plan Growth are updated daily based on NAV of ₹ 23.011 as on Aug 21,2026. Since inception, the return has been 56.49%.

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 ₹473 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.