AG
Ajay GargFund Manager Since 12 Mar 2019
AllocationRetirement
Aditya Birla Sun Life Retirement Fund - The 30s Pln Direct Growth
3Y Annualised
17.39%
-0.37% 1D
Fund Performance
Fund Multiplier
Fund Info
Peer Comparison
Fund Managers
AMC Details
Performance
1M Returns
1.65%
-0.37% 1D
Benchmark
HDFC NIFTY 500 Index Fund
Fund Multiplier
Time it would have taken to make your money double (2x), quadruple (4x) and quintuple (5x)
This Fund
4 years 4 months
NIFTY 50
5 years 1 months
FD
9 years 7 months
Fund info
Fund size
₹410.53 Cr
Min. SIP amount
₹500
Min. Lumpsum amount
₹1000
Exit load
0%
Nil
Risk Profile
Very High Risk
Peer Comparison
This Fund's Performance Compared With Peers
Over the Period of oneMonth
1st
Aditya Birla Sun Life Retirement Fund - The 40s Pln Direct Growth
2.82%
2nd
Aditya Birla Sun Life Retirement Fund - The 40s Pln Direct Reinvst of Inc Dis cum Cap Wdrl
2.81%
3rd
Aditya Birla Sun Life Retirement Fund - The 40s Pln Direct Pyt of Inc Dis cum Cap Wdrl
2.81%
4th
Aditya Birla Sun Life Retirement Fund - The 40s Pln Regular Reinvst of Inc Dis cum Cap Wdrl
2.70%
5th
Aditya Birla Sun Life Retirement Fund - The 40s Pln Regular Growth
2.70%
30th
Aditya Birla Sun Life Retirement Fund - The 30s Pln Direct Growth
1.65%
Fund Managers
HS
Harshil SuvarnkarFund Manager Since 22 Mar 2021
About Aditya Birla Sun Life Retirement Fund - The 30s Pln Direct Growth
Aditya Birla Sun Life Retirement Fund - The 30s Pln Direct Growth is a Allocation mutual fund scheme from Aditya Birla Sun Life AMC Ltd. This fund has been in existence for 6 years, having been launched on 2019-03-12. Aditya Birla Sun Life Retirement Fund - The 30s Pln Direct Growth has ₹410.53 Cr worth of assets under management (AUM) as of Sun Oct 26 2025. The latest Net Asset Value (NAV) of Aditya Birla Sun Life Retirement Fund - The 30s Pln Direct Growth as of Fri Oct 24 2025 is ₹22.669. The fund has an expense ratio of 1.16%, which is medium comparable to most other Allocation funds.
Aditya Birla Sun Life Retirement Fund - The 30s Pln Direct Growth returns for the last 1 year are 6.85%. Since launch, it has delivered 13.15% average annual returns.
The Aditya Birla Sun Life Retirement Fund - The 30s Pln Direct Growth has the majority of its money invested in Financial Services, Industrials, Consumer Cyclical, Consumer Defensive, Basic Materials, Technology sectors.
Top 5 Holdings of Aditya Birla Sun Life Retirement Fund - The 30s Pln Direct Growth.
- ICICI Bank Ltd: 4.21%
- Larsen & Toubro Ltd: 2.61%
- Eternal Ltd: 2.57%
- HDFC Bank Ltd: 2.57%
- Godrej Consumer Products Ltd: 2.52%
AMC Information
| Name | Aditya Birla Sun Life AMC Ltd |
|---|---|
| Founding Date | 2019-03-12 |
| abslamc.cs@adityabirlacapital.com | |
| Phone | +91 22 4356 8008/ 8000 |
| Website | https://mutualfund.adityabirlacapital.com/ |
| Address | Aditya Birla Sun Life AMC Ltd,One World Centre, Tower 1, 17th Floor,Jupiter Mills, Senapati Bapat Marg, Elphinstone Road,Mumbai - 400013 |
Tax Implications of Aditya Birla Sun Life Retirement Fund - The 30s Pln Direct Growth
| Short Term Gains | Income tax rate applicable to the Unitholders as per their income slabs. |
|---|---|
| Long Term Gains | Income tax rate applicable to the Unitholders as per their income slabs. |
Similar Funds from Aditya Birla Sun Life AMC Ltd
Aditya Birla Sun Life Equity Savings Fund Direct Plan Growth
AllocationEquity Savings
3Y CAGR
10.05%
expense ratio
0.54%
fund size
₹911.51 Cr
Aditya Birla Sun Life Consumption Fund Direct Plan Growth
EquityEquity - Consumption
3Y CAGR
16.70%
expense ratio
0.77%
fund size
₹6362.98 Cr
Aditya Birla Sun Life Reg Savings Fund Direct Plan Growth
AllocationConservative Allocation
3Y CAGR
10.52%
expense ratio
0.93%
fund size
₹1539.01 Cr
Aditya Birla Sun Life ELSS Tax Saver Direct Plan Growth
EquityELSS (Tax Savings)
3Y CAGR
16.55%
expense ratio
0.97%
fund size
₹15174.87 Cr
Aditya Birla Sun Life Medium Term Plan Institutional Growth
Fixed IncomeMedium Duration
3Y CAGR
6.84%
expense ratio
1.57%
fund size
₹2734.09 Cr
Calculate Your Returns
Estimated Returns in 3 Years (Based on past 3Y returns)
₹0
Total Amount
₹0
FAQs
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