AG
Ajay GargFund Manager Since 12 Mar 2019
AllocationRetirement
Aditya Birla Sun Life Retirement Fund - The 30s Pln Direct Pyt of Inc Dis cum Cap Wdrl
3Y Annualised
12.05%
-0.21% 1D
Fund Performance
Fund Multiplier
Fund Info
Peer Comparison
Fund Managers
AMC Details
Performance
1M Returns
7.48%
-0.21% 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
6 years 1 months
NIFTY 50
6 years 11 months
FD
9 years 7 months
Fund info
Fund size
₹342.56 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 30s Pln Direct Growth
7.48%
2nd
Aditya Birla Sun Life Retirement Fund - The 30s Pln Direct Reinvst of Inc Dis cum Cap Wdrl
7.48%
3rd
Aditya Birla Sun Life Retirement Fund - The 30s Pln Direct Pyt of Inc Dis cum Cap Wdrl
7.48%
4th
Aditya Birla Sun Life Retirement Fund - The 30s Pln Regular Reinvst of Inc Dis cum Cap Wdrl
7.37%
5th
Aditya Birla Sun Life Retirement Fund - The 30s Pln Regular Pyt of Inc Dis cum Cap Wdrl
7.37%
Fund Managers
HS
Harshil SuvarnkarFund Manager Since 22 Mar 2021
About Aditya Birla Sun Life Retirement Fund - The 30s Pln Direct Pyt of Inc Dis cum Cap Wdrl
Aditya Birla Sun Life Retirement Fund - The 30s Pln Direct Pyt of Inc Dis cum Cap Wdrl 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 Pyt of Inc Dis cum Cap Wdrl has ₹342.56 Cr worth of assets under management (AUM) as of Fri Apr 04 2025. The latest Net Asset Value (NAV) of Aditya Birla Sun Life Retirement Fund - The 30s Pln Direct Pyt of Inc Dis cum Cap Wdrl as of Thu Apr 03 2025 is ₹16.903. 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 Pyt of Inc Dis cum Cap Wdrl returns for the last 1 year are 6.24%. Since launch, it has delivered 11.46% average annual returns.
The Aditya Birla Sun Life Retirement Fund - The 30s Pln Direct Pyt of Inc Dis cum Cap Wdrl has the majority of its money invested in Financial Services, Industrials, Technology, Basic Materials, Consumer Cyclical, Healthcare sectors.
Top 5 Holdings of Aditya Birla Sun Life Retirement Fund - The 30s Pln Direct Pyt of Inc Dis cum Cap Wdrl.
- ICICI Bank Ltd: 4.65%
- Larsen & Toubro Ltd: 4.21%
- HDFC Bank Ltd: 2.46%
- Tech Mahindra Ltd: 2.26%
- AU Small Finance Bank Ltd: 2.23%
AMC Information
| Name | Aditya Birla Sun Life AMC Ltd |
|---|---|
| Founding Date | 2019-03-12 |
| care.mutualfunds@adityabirlacapital.com | |
| Phone | +91 22 43568000 |
| Website | www.adityabirlasunlifemf.com |
| Address | Aditya Birla Sun Life AMC Ltd,One World Centre, Tower 1, 17th Floor,Jupiter Mill Compound, 841, Senapati Bapat Marg,Elphinstone Road |
Tax Implications of Aditya Birla Sun Life Retirement Fund - The 30s Pln Direct Pyt of Inc Dis cum Cap Wdrl
| 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
7.76%
expense ratio
0.62%
fund size
₹653.00 Cr
Aditya Birla Sun Life India Gennext Fund Direct Plan Growth
EquityEquity - Consumption
3Y CAGR
15.35%
expense ratio
0.86%
fund size
₹5266.89 Cr
Aditya Birla Sun Life Reg Savings Fund Direct Plan Growth
AllocationConservative Allocation
3Y CAGR
8.87%
expense ratio
1.02%
fund size
₹1372.16 Cr
Aditya Birla Sun Life ELSS Tax Saver Direct Plan Growth
EquityELSS (Tax Savings)
3Y CAGR
11.06%
expense ratio
1.04%
fund size
₹13629.04 Cr
Aditya Birla Sun Life Medium Term Plan Institutional Growth
Fixed IncomeMedium Duration
3Y CAGR
6.84%
expense ratio
1.56%
fund size
₹2177.40 Cr
FAQs
What is the current NAV of Aditya Birla Sun Life Retirement Fund - The 30s Pln Direct Pyt of Inc Dis cum Cap Wdrl?
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What are net assets under management (AUM) of Aditya Birla Sun Life Retirement Fund - The 30s Pln Direct Pyt of Inc Dis cum Cap Wdrl?
What is the PE and PB ratio of Aditya Birla Sun Life Retirement Fund - The 30s Pln Direct Pyt of Inc Dis cum Cap Wdrl?
What are the top 5 holdings of Aditya Birla Sun Life Retirement Fund - The 30s Pln Direct Pyt of Inc Dis cum Cap Wdrl?
What are the top 3 sectors that Aditya Birla Sun Life Retirement Fund - The 30s Pln Direct Pyt of Inc Dis cum Cap Wdrl has invested in?
Who is the manager of Aditya Birla Sun Life Retirement Fund - The 30s Pln Direct Pyt of Inc Dis cum Cap Wdrl?
What is the exit load of Aditya Birla Sun Life Retirement Fund - The 30s Pln Direct Pyt of Inc Dis cum Cap Wdrl?
How to Redeem Aditya Birla Sun Life Retirement Fund - The 30s Pln Direct Pyt of Inc Dis cum Cap Wdrl?
Can I invest in SIP and a Lump Sum of Aditya Birla Sun Life Retirement Fund - The 30s Pln Direct Pyt of Inc Dis cum Cap Wdrl?
