AG
Ajay GargFund Manager Since 12 Mar 2019
AllocationRetirement
Aditya Birla Sun Life Retirement Fund - The 30s Pln Regular Growth
3Y Annualised
14.33%
0.14% 1D
Fund Performance
Fund Multiplier
Fund Info
Peer Comparison
Fund Managers
AMC Details
Performance
1M Returns
2.57%
0.14% 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
5 years 2 months
NIFTY 50
5 years 9 months
FD
9 years 7 months
Fund info
Fund size
₹407.57 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
ICICI Prudential Retirement Fund Hybrid Aggressive Plan Direct Growth
3.50%
2nd
ICICI Prudential Retirement Fund Hybrid Aggressive Plan Direct Payout of Income Dist cum Cap Wdrl
3.50%
3rd
ICICI Prudential Retirement Fund Hybrid Aggressive Plan Regular Growth
3.39%
4th
ICICI Prudential Retirement Fund Hybrid Aggressive Plan Regular Payout of Income Dist cum Cap Wdrl
3.39%
5th
Union Retirement Fund Direct Payout Inc Dist cum Cap Wdrl
3.33%
29th
Aditya Birla Sun Life Retirement Fund - The 30s Pln Regular Growth
2.57%
Fund Managers
HS
Harshil SuvarnkarFund Manager Since 22 Mar 2021
About Aditya Birla Sun Life Retirement Fund - The 30s Pln Regular Growth
Aditya Birla Sun Life Retirement Fund - The 30s Pln Regular 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 Regular Growth has ₹407.57 Cr worth of assets under management (AUM) as of Mon Sep 15 2025. The latest Net Asset Value (NAV) of Aditya Birla Sun Life Retirement Fund - The 30s Pln Regular Growth as of Mon Sep 15 2025 is ₹20.203. The fund has an expense ratio of 2.41%, which is medium comparable to most other Allocation funds.
Aditya Birla Sun Life Retirement Fund - The 30s Pln Regular Growth returns for the last 1 year are 1.09%. Since launch, it has delivered 11.37% average annual returns.
The Aditya Birla Sun Life Retirement Fund - The 30s Pln Regular Growth has the majority of its money invested in Financial Services, Consumer Defensive, Industrials, Consumer Cyclical, Technology, Healthcare sectors.
Top 5 Holdings of Aditya Birla Sun Life Retirement Fund - The 30s Pln Regular Growth.
- ICICI Bank Ltd: 4.39%
- Godrej Consumer Products Ltd: 2.70%
- HDFC Bank Ltd: 2.59%
- Larsen & Toubro Ltd: 2.58%
- Eternal Ltd: 2.50%
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 Regular 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
9.29%
expense ratio
0.55%
fund size
₹856.80 Cr
Aditya Birla Sun Life Consumption Fund Direct Plan Growth
EquityEquity - Consumption
3Y CAGR
16.11%
expense ratio
0.77%
fund size
₹6323.50 Cr
Aditya Birla Sun Life Reg Savings Fund Direct Plan Growth
AllocationConservative Allocation
3Y CAGR
9.82%
expense ratio
0.94%
fund size
₹1530.65 Cr
Aditya Birla Sun Life ELSS Tax Saver Direct Plan Growth
EquityELSS (Tax Savings)
3Y CAGR
14.33%
expense ratio
0.93%
fund size
₹15216.10 Cr
Aditya Birla Sun Life Medium Term Plan Institutional Growth
Fixed IncomeMedium Duration
3Y CAGR
6.84%
expense ratio
1.53%
fund size
₹2829.41 Cr
FAQs
What is the current NAV of Aditya Birla Sun Life Retirement Fund - The 30s Pln Regular Growth?
What are the average returns of Aditya Birla Sun Life Retirement Fund - The 30s Pln Regular Growth?
How do I invest in Aditya Birla Sun Life Retirement Fund - The 30s Pln Regular Growth?
What is the expense ratio of Aditya Birla Sun Life Retirement Fund - The 30s Pln Regular Growth?
What are net assets under management (AUM) of Aditya Birla Sun Life Retirement Fund - The 30s Pln Regular Growth?
What is the PE and PB ratio of Aditya Birla Sun Life Retirement Fund - The 30s Pln Regular Growth?
What are the top 5 holdings of Aditya Birla Sun Life Retirement Fund - The 30s Pln Regular Growth?
What are the top 3 sectors that Aditya Birla Sun Life Retirement Fund - The 30s Pln Regular Growth has invested in?
Who is the manager of Aditya Birla Sun Life Retirement Fund - The 30s Pln Regular Growth?
What is the exit load of Aditya Birla Sun Life Retirement Fund - The 30s Pln Regular Growth?
How to Redeem Aditya Birla Sun Life Retirement Fund - The 30s Pln Regular Growth?
Can I invest in SIP and a Lump Sum of Aditya Birla Sun Life Retirement Fund - The 30s Pln Regular Growth?
