AG
Ajay GargFund Manager Since 12 Mar 2019
AllocationRetirement
Aditya Birla Sun Life Retirement Fund - The 30s Pln Direct Reinvst of Inc Dis cum Cap Wdrl
3Y Annualised
17.42%
-0.10% 1D
Fund Performance
Fund Multiplier
Fund Info
Peer Comparison
Fund Managers
AMC Details
Performance
1M Returns
6.35%
-0.10% 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
4 years 11 months
FD
9 years 7 months
Fund info
Fund size
₹379.57 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 Reinvst of Inc Dis cum Cap Wdrl
6.35%
2nd
Aditya Birla Sun Life Retirement Fund - The 30s Pln Direct Pyt of Inc Dis cum Cap Wdrl
6.35%
3rd
Aditya Birla Sun Life Retirement Fund - The 30s Pln Direct Growth
6.35%
4th
Aditya Birla Sun Life Retirement Fund - The 30s Pln Regular Growth
6.25%
5th
Aditya Birla Sun Life Retirement Fund - The 30s Pln Regular Reinvst of Inc Dis cum Cap Wdrl
6.25%
Fund Managers
HS
Harshil SuvarnkarFund Manager Since 22 Mar 2021
About Aditya Birla Sun Life Retirement Fund - The 30s Pln Direct Reinvst of Inc Dis cum Cap Wdrl
Aditya Birla Sun Life Retirement Fund - The 30s Pln Direct Reinvst 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 Reinvst of Inc Dis cum Cap Wdrl has ₹379.57 Cr worth of assets under management (AUM) as of Sun Jun 01 2025. The latest Net Asset Value (NAV) of Aditya Birla Sun Life Retirement Fund - The 30s Pln Direct Reinvst of Inc Dis cum Cap Wdrl as of Fri May 30 2025 is ₹18.561. 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 Reinvst of Inc Dis cum Cap Wdrl returns for the last 1 year are 11.90%. Since launch, it has delivered 12.85% average annual returns.
The Aditya Birla Sun Life Retirement Fund - The 30s Pln Direct Reinvst of Inc Dis cum Cap Wdrl has the majority of its money invested in Financial Services, Industrials, Energy, Consumer Defensive, Technology, Healthcare sectors.
Top 5 Holdings of Aditya Birla Sun Life Retirement Fund - The 30s Pln Direct Reinvst of Inc Dis cum Cap Wdrl.
- ICICI Bank Ltd: 4.82%
- HDFC Bank Ltd: 2.81%
- Larsen & Toubro Ltd: 2.57%
- Hindustan Petroleum Corp Ltd: 2.28%
- Godrej Consumer Products Ltd: 2.27%
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 Reinvst 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
10.10%
expense ratio
0.61%
fund size
₹629.34 Cr
Aditya Birla Sun Life India Gennext Fund Direct Plan Growth
EquityEquity - Consumption
3Y CAGR
18.89%
expense ratio
0.82%
fund size
₹5966.93 Cr
Aditya Birla Sun Life Reg Savings Fund Direct Plan Growth
AllocationConservative Allocation
3Y CAGR
10.70%
expense ratio
1.02%
fund size
₹1377.92 Cr
Aditya Birla Sun Life ELSS Tax Saver Direct Plan Growth
EquityELSS (Tax Savings)
3Y CAGR
16.13%
expense ratio
1.02%
fund size
₹14818.28 Cr
Aditya Birla Sun Life Medium Term Plan Institutional Growth
Fixed IncomeMedium Duration
3Y CAGR
6.84%
expense ratio
1.55%
fund size
₹2436.74 Cr
FAQs
What is the current NAV of Aditya Birla Sun Life Retirement Fund - The 30s Pln Direct Reinvst of Inc Dis cum Cap Wdrl?
What are the average returns of Aditya Birla Sun Life Retirement Fund - The 30s Pln Direct Reinvst of Inc Dis cum Cap Wdrl?
How do I invest in Aditya Birla Sun Life Retirement Fund - The 30s Pln Direct Reinvst of Inc Dis cum Cap Wdrl?
What is the expense ratio of Aditya Birla Sun Life Retirement Fund - The 30s Pln Direct Reinvst of Inc Dis cum Cap Wdrl?
What are net assets under management (AUM) of Aditya Birla Sun Life Retirement Fund - The 30s Pln Direct Reinvst of Inc Dis cum Cap Wdrl?
What is the PE and PB ratio of Aditya Birla Sun Life Retirement Fund - The 30s Pln Direct Reinvst of Inc Dis cum Cap Wdrl?
What are the top 5 holdings of Aditya Birla Sun Life Retirement Fund - The 30s Pln Direct Reinvst of Inc Dis cum Cap Wdrl?
What are the top 3 sectors that Aditya Birla Sun Life Retirement Fund - The 30s Pln Direct Reinvst of Inc Dis cum Cap Wdrl has invested in?
Who is the manager of Aditya Birla Sun Life Retirement Fund - The 30s Pln Direct Reinvst of Inc Dis cum Cap Wdrl?
What is the exit load of Aditya Birla Sun Life Retirement Fund - The 30s Pln Direct Reinvst of Inc Dis cum Cap Wdrl?
How to Redeem Aditya Birla Sun Life Retirement Fund - The 30s Pln Direct Reinvst 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 Reinvst of Inc Dis cum Cap Wdrl?
